Senior Wealth Advisor Safe Act - Queens Borough jobs at Citi Group in United States, New York
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448 jobs found
31.12.2024
CG
Citi Group Asset Servicing Senior Analyst United States, New York
This role will manage reconciling and processing positions related to Corporate Action events. These activities include revisions of communications, notifications and facilitating postings for Corporate Action or Proxy events. Serve...
Grow your assigned book of business by leveraging inbound and outbound interactions with new and existing clients to share the Citi value proposition, uncover stated and unstated client needs and...
Lead the strategic initiative to revise, update, implement and maintain new revenue share agreements between Wealth and other business units at Citi working closely with key stakeholder inside and outside...
Directly supports a C16 level manager and generally supports an entire department. Manages day to day calendar(s) of senior management. Coordinates all aspects of executive level manager appointments, meetings, receptions...
Support the tax analysis and submission of reports to various constituencies (local regulators, SEC, Fed, OCC, etc.) based on requirements such as US GAAP, US Regulatory, and local statutory reporting....
Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through...
Work with business credit requests less than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products. Build referral business opportunities through Centers of Influence (COIs)...
This role will manage reconciling and processing positions related to Corporate Action events. These activities include revisions of communications, notifications and facilitating postings for Corporate Action or Proxy events. Serve...
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