Wealth Preservation Specialist

**About the Role:** We are seeking an experienced Accounting and Reporting Specialist to join our team at the Community Preservation Corporation. This full-time, hybrid role will work from our Manhattan office two to three days a week. The successful candidate will have a positive attitude, thrive in a dynamic environment, and maintain a strategic outlook to...

Company OverviewThe Community Preservation Corporation (CPC) is a nationally recognized leader in affordable housing finance, dedicated to contributing to comprehensive neighborhood revitalization through lending and partnerships. With over 45 years of experience, CPC has provided a consistent source of capital to underserved housing markets throughout New...

**Responsibilities**We are seeking a skilled Wealth Management Specialist to join our team at Citigroup, Inc. in New York City. This role offers an exciting opportunity for a professional with extensive experience in Private Banking and a strong track record in relationship selling.As a Wealth Management Specialist, you will be responsible for establishing...

Job Description:Citi's global presence and ability to serve clients comprehensively has positioned us as a leader in Wealth management. With an unwavering commitment to our clients, the Private Bank delivers a robust product offering and capabilities to help them achieve their goals.We act as trusted advisors to many of the world's most successful and...

Job Title: Wealth Management Technology SpecialistWe are seeking a highly skilled Wealth Management Technology Specialist to join our team at Pierce Technology Corp. As a key member of our organization, you will be responsible for collaborating with stakeholders to gather and document business requirements for wealth management technology projects.The ideal...

About the JobWe are looking for a talented Wealth Management Specialist to join our team at TD Bank Group. As a key member of our Wealth Management division, you will have the opportunity to work with high-net-worth individuals and families, providing personalized financial guidance and support.Key ResponsibilitiesDevelop and implement comprehensive wealth...

Company OverviewAt First Citizens Bank, we are dedicated to delivering exceptional client experiences and driving growth through strategic partnerships. Our Wealth Management division is a key driver of this strategy, and as a Senior Wealth Management Specialist, you will play a critical role in achieving our goals.

Business Description:As a Wealth Management Development Specialist at Winged Keel Group, you will contribute to the success of our clients by developing their wealth accumulation and transfer strategies. You will work closely with experienced professionals to cultivate your skills and knowledge in sales, marketing, administration, and design analysis.Key...

Job SummaryWe are seeking a skilled Family Preservation Specialist to join our team at the Lower East Side Family Union. This role is responsible for providing case management services to families in need, with a focus on preventing foster care placement and promoting family stability.The successful candidate will have a strong understanding of family...

Altfest Personal Wealth Management, a leading independent wealth management firm based in NYC, is seeking an experienced estate planning specialist to join its team as a subject matter expert. This role will involve partnering with financial advisors and planning specialists to provide estate planning expertise to clients.The ideal candidate will have a deep...

We are seeking a highly skilled Wealth Management Specialist to join our team at Citigroup, Inc.Job Description:The successful candidate will be responsible for identifying and building relationships with affluent and high-net-worth clients, providing them with tailored financial solutions and exceptional service. This role requires a strong understanding of...

Job Summary:The Community Preservation Corporation is seeking a Compliance Insurance Specialist to analyze and monitor insurance coverage placement in accordance with CPC and Investor guidelines for our commercial real estate loan portfolio. This role will assist borrowers in acquiring appropriate coverage based on loan-level specific exposures that support...

The New York Public Library is seeking a highly skilled Paper Conservator Specialist to join our team at the Goldsmith Conservation Lab. As a key member of our conservation team, you will be responsible for the preservation and care of our vast collection of paper-based materials, including archival papers, manuscripts, books, and works of art on paper.In...

We are seeking a highly skilled Senior Wealth Advisory Specialist to join our team in the US Wealth Strategic Accounts division at Macquarie Asset Management. This is a unique opportunity to develop and execute private market strategies that drive business growth and deepen relationships with key stakeholders.Key ResponsibilitiesCultivate deep relationships...

About Modera Wealth Management: We are a fast-growing firm that provides career development opportunities from entry level to ownership. Our core values include confident humility, contagious growth mindset, and trusted relationships. We are seeking individuals who embody these values and are passionate about delivering exceptional service.Compensation:...

About UsThe Community Preservation Corporation (CPC) is a nationally recognized leader in affordable housing finance, providing consistent capital to underserved housing markets throughout New York State since 1974. Our mission is to contribute to comprehensive neighborhood revitalization through lending and partnerships.CPC has invested over $15 billion to...

OverviewThe Wealth Consultant identifies high net worth clients and prospects, engaging them in holistic wealth management planning. As a primary relationship manager, they coordinate advice and activities with other team members to achieve growth and profitability goals.ResponsibilitiesClient Acquisition: Identify new clients through direct prospecting...

Role DescriptionWe are looking for an Experienced Wealth Management Specialist to join our team. As a key member of our team, you will play a crucial role in delivering exceptional client experiences and driving business growth.You will be responsible for analyzing client needs, providing personalized investment recommendations, and developing strategic...

Company Overview: Advantage xPO is a leading provider of high-quality financial services, recognized globally for its exceptional customer service and commitment to excellence.Salary: The estimated annual salary for this position is between $60,000 and $80,000, depending on experience.Job Description: We are seeking an energetic and organized Executive...

Are you a highly organized and detail-oriented individual looking for a challenging and rewarding role? We are seeking a Part-time Administrative Support Specialist to join our team at Integrity Wealth Strategies, LLC. This role will be responsible for providing administrative support to our financial advisors and other team members, as well as maintaining...