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US Browse · New York · Wealth Manager

Wealth Manager in New York

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Wealth Relationship Manager - Safe Act - Hewlett, Ny
Citi
Hewlett, New York, United States
Full time
Base: $88,400.00 - $132,600.00; bonus/equity: disc...
Not specified
+8y experience
5-8 years of professional experience
Strong analytical and financial skills
Excellent verbal and written communication
The role involves identifying, building, and deepening relationships to gain incremental wallet share within the affluent and High Net Worth segments
New arrival·2 days ago
Wealth Relationship Manager - Safe Act - Westbury, Ny
Work From Home With CiCi
Westbury, New York, United States
Full time
Base: $88,400.00 - $132,600.00; bonus/equity: disc...
**
+8y experience
5-8 years of wealth management experience
Strong analytical and financial skills
Excellent verbal and written communication
The role involves identifying and deepening relationships with affluent and High Net Worth clients to gain incremental wallet share through financial planning
New arrival·2 days ago
Private Bank Market Leader
Bank of America
New York, NY, United States
Full time
Base: $210,000.00 - $307,200.00 annualized; bonus:...
Finra s7, s66 or s63/s65 licenses
High net worth client management
Team recruiting and coaching
This role is responsible for leading a team focused on maintaining and growing the Bank's market share while serving as a bank ambassador to the business community
New arrival·2 days ago
Wealth Relationship Manager - Safe Act - Long Island City
Citi
New York, New York, United States
Full time
Base: $88,400.00 - $132,600.00; bonus/equity: disc...
+8y experience
5-8 years of professional experience
Strong analytical and financial skills
Excellent verbal and written communication
The role involves identifying, building, and deepening relationships to gain incremental wallet share from the affluent and High Net Worth segments
New arrival·2 days ago
Private Bank Market Leader
Bank of America
New York, NY, United States
Full time
Base: $210,000.00 - $307,200.00 annualized; bonus:...
Finra s7, s66 or s63 & s65 licenses
Private banking sales leadership experience
High net worth client relationship management
This role is responsible for leading a team focused on maintaining and growing the Bank's market share while serving as a bank ambassador to the business community
New arrival·2 days ago
Wealth Relationship Manager - Safe Act - Long Island City
Citi
Long Island City, New York, United States
Base: $88,400.00 - $132,600.00; bonus/equity: disc...
On-site
+8y experience
5-8 years of experience in wealth management
Strong analytical and financial skills
Excellent verbal and written communication
The role involves identifying, building, and deepening relationships to gain incremental wallet share from the affluent and High Net Worth segments
New arrival·2 days ago
Wealth Relationship Manager - Safe Act - Westbury, Ny
Citi
Westbury, New York, United States
Base: $88,400.00 - $132,600.00; bonus/equity: disc...
On-site
+8y experience
5-8 years of professional experience
Strong analytical and financial skills
Excellent verbal and written communication
The role involves identifying and building deep relationships to gain incremental wallet share from the affluent and High Net Worth segments
New arrival·2 days ago
Senior Premier Banker- Southern Westchester
Wells Fargo
Yonkers, NY, US
Full time
Base: $37.00 - $65.50 ph; bonus/equity: incentive ...
Senior
4+ years customer service experience
3+ years relationship building
Proactive client acquisition skills
This role serves as the primary financial partner for affluent customers, delivering comprehensive multi-product guidance across life stages
New arrival·2 days ago
Senior Premier Banker Broadway & 66th Denovo
Wells Fargo
New York, NY, US
Full time
Base: $37.00 - $65.50 ph; bonus/equity: incentive ...
Senior
4+ years customer service experience
3+ years relationship building
Proactive client acquisition skills
This role serves as the primary financial partner for affluent customers, delivering tailored banking and credit strategies to strengthen relationships and drive balanced growth
5 days ago
Senior Premier Banker Bernardsville Centre
Wells Fargo
Bernardsville, NJ, US
Full time
Base: $37.00 - $65.50 ph; bonus/equity: incentive ...
Not specified (assumed to be hybrid based on banking roles).
Senior
4+ years customer service experience
3+ years relationship building
Proactive customer outreach skills
This role serves as the primary financial partner for affluent customers, delivering tailored banking and credit strategies to strengthen relationships and drive balanced growth
5 days ago
Senior Lead Trust & Fiduciary Strategist (lo)
Wells Fargo
New York, NY, US
Full time
Base: $191,000.00 - $305,000.00; bonus/equity: inc...
Senior
7+ years fiduciary advisory experience
Hnw/uhnw client-facing capacity
Trust and estate planning expertise
This role leads complex initiatives in trust and estate matters while driving business development within the NYC market
5 days ago
Asset Management - Mas Investment Specialist - Executive Director
JPMorgan Chase
New York, NY, United States
On-site
7+ years serving institutional clients
Expertise in asset allocation strategies
Multi-asset portfolio construction skills
This role serves as a trusted advisor guiding investment strategy design and representing portfolio results to institutional clients
5 days ago
U.s. Private Banker - Investment Specialist - Vice President
JPMorgan Chase & Co.
New York, NY, United States
Not specified; not specified; not specified
On-site
Conduct investment reviews with clients
Develop investment policy statements
Close sales of complex investment products
The role involves helping bankers win new clients and deepen existing relationships through expert investment advice
5 days ago
Wealth Management, Senior Alternatives Investment Specialist, Executive Director
JPMorgan Chase & Co.
New York, NY, United States
Not specified; not specified; not specified
On-site
8+ years investment sales experience
Hands-on alternative product knowledge
Hedge funds and private equity expertise
The role involves working closely with Investment Advisors and Bankers to launch new products and advise on alternative investment opportunities
5 days ago
Wealth Management Solutions, Trust & Estates - Estate Officer, Vice President
JPMorgan Chase & Co.
New York, NY, United States
On-site
7+ years trust and estates experience
In-depth knowledge of fiduciary products
Expertise in estate and income taxation
The role involves overseeing the administration of estates and terminating includable trusts while analyzing Wills and trust documents for legal and tax issues
5 days ago
Asset Management - Mas Investment Specialist - Executive Director
JPMorgan Chase & Co.
New York, NY, United States
On-site
7+ years serving institutional clients
Expertise in asset allocation strategies
Multi-asset portfolio construction skills
This role serves as a trusted advisor to institutional clients, guiding their investment strategy design and representing portfolio results
5 days ago
J.p. Morgan Wealth Management – Market Director Of Wealth - Staten Island, Ny
JPMorgan Chase & Co.
Staten Island, NY, United States
Not specified; not specified; not specified
On-site
5 years advisor management experience
Finra series 7 license required
Finra series 66 license required
The role involves leading a team of Financial Advisors to deliver exceptional customer experiences and build deep client relationships
5 days ago
U.s. Private Banker - Investment Specialist - Vice President
JPMorgan Chase
New York, NY, United States
Not specified; not specified; not specified
On-site
Conduct investment reviews with clients
Develop investment policy statements
Close sales of complex investment products
The role involves helping the Banker win new clients and deepen existing relationships through expert investment advisement
5 days ago
Wealth Management, Senior Alternatives Investment Specialist, Executive Director
JPMorgan Chase
New York, NY, United States
On-site
8+ years investment sales experience
Hedge funds and private equity knowledge
Client portfolio analysis skills
The role involves working closely with Investment Advisors and Bankers to launch new alternative investment products
5 days ago
Wealth Management Solutions, Trust & Estates - Estate Officer, Vice President
JPMorgan Chase
New York, NY, United States
On-site
In-depth knowledge of fiduciary products
Minimum 7 years trust and estates experience
Comprehensive trust and estate law knowledge
The role involves overseeing the administration of estates and terminating includable trusts while analyzing legal and tax documents
5 days ago
Private Bank Market Leader
Bank of America Merrill Lynch
New York, NY, United States
Full time
Base: $210,000.00 - $307,200.00 annualized; bonus:...
Finra s7, s66 or s63 & s65 licenses
Private client advisor management experience
High net worth client relationship expertise
This role is responsible for leading a team focused on maintaining and growing the Bank's market share while serving as a bank ambassador to the business community
5 days ago
Private Bank Market Leader
Bank of America
New York, NY, United States
Full time
Base: $210,000.00 - $307,200.00 annualized; bonus:...
Finra s7, s66 or s63 & s65 licenses
Deep understanding of high net worth clients
Proven track record in sales leadership
This role is responsible for leading a team focused on maintaining and growing the Bank's market share while serving as a bank ambassador to the business community
5 days ago
Private Banking - Banker / Sr Banker - Latin America Coverage - New York
Santander
New York, United States
Full time
Base: $123,750 - $225,000 usd annually; bonus/equi...
Proven track record managing hnw client books
Experience with cross-border banking and lending
Strong knowledge of kyc and aml regulations
The role involves serving as a trusted advisor to high-net-worth individuals and families to preserve and grow wealth across generations
6 days ago
Vp, Assistant Branch Manager - New York, Ny (upper West Side)
Charles Schwab
New York, NY, US
Base: $114,000.00 - $205,200.00 py; bonus/equity: ...
Remote
Series 7 license required
Series 66 license required
Bachelor's degree or equivalent experience
This role offers a direct path to becoming a Branch Manager while leading a team of branch professionals
6 days ago
Private Banking - Banker / Sr Banker - Latin America Coverage - New York
Santander
New York, United States
Full time
Base: $123,750 - $225,000 usd annually; bonus/equi...
Proven track record managing hnw client portfolios
Deep knowledge of latin american markets
Experience with cross-border wealth solutions
This role offers the opportunity to serve as a trusted advisor to high-net-worth individuals and family groups across the Latin America region
7 days ago

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Wealth Manager in New York

Wealth Relationship Manager - Safe Act - Hewlett, Ny

Wealth Relationship Manager - Safe Act - Westbury, Ny

Private Bank Market Leader

Wealth Relationship Manager - Safe Act - Long Island City

Private Bank Market Leader

Wealth Relationship Manager - Safe Act - Long Island City

Wealth Relationship Manager - Safe Act - Westbury, Ny

Senior Premier Banker- Southern Westchester

Senior Premier Banker Broadway & 66th Denovo

Senior Premier Banker Bernardsville Centre

Senior Lead Trust & Fiduciary Strategist (lo)

Asset Management - Mas Investment Specialist - Executive Director

U.s. Private Banker - Investment Specialist - Vice President

Wealth Management, Senior Alternatives Investment Specialist, Executive Director

Wealth Management Solutions, Trust & Estates - Estate Officer, Vice President

Asset Management - Mas Investment Specialist - Executive Director

J.p. Morgan Wealth Management – Market Director Of Wealth - Staten Island, Ny

U.s. Private Banker - Investment Specialist - Vice President

Wealth Management, Senior Alternatives Investment Specialist, Executive Director

Wealth Management Solutions, Trust & Estates - Estate Officer, Vice President

Private Bank Market Leader

Private Bank Market Leader

Private Banking - Banker / Sr Banker - Latin America Coverage - New York

Vp, Assistant Branch Manager - New York, Ny (upper West Side)

Private Banking - Banker / Sr Banker - Latin America Coverage - New York