- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: +...sales managers into effective sales leaders. + Partner with asset managers to organize sales and client events. +… more
- US Bank (New York, NY)
- … Planning and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting ... at $3MM+ net worth into Private Wealth Management , help with client discovery and...of financial and personal risks that a family of wealth will face including: estate liquidity, creditor ( asset… more
- BlackRock (New York, NY)
- …or experience as a wealth advisor a plus + Minimum 5 years in wealth management , law firm, public accounting, or similar roles + Expertise in the following ... exposures across direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our...deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations.… more
- JPMorgan Chase (New York, NY)
- …York, NY as part of the Global Credit Strategy team within JP Morgan Wealth Management . This dynamic role will emphasize corporate credit analysis, investment ... and maintaining company financial models, writing research notes, communicating with wealth management internal and external clients, and performing customized… more
- HSBC (Buffalo, NY)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... our communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth...individual needs, based on objectives, risk tolerance and proper asset allocations + Represent the Company in community organizations… more
- Neuberger Berman (New York, NY)
- …& Governance - Private Wealth ** **Location:** New York, NY **Department:** Private Wealth Management (PWM) **Reports to:** Head of Private Wealth Client ... controls, risk management , audit, or compliance within Wealth Management , Private Banking, or a similar...a range of strategies-including equity, fixed income, quantitative and multi- asset class, private equity and hedge funds-on behalf of… more
- TIAA (New York, NY)
- …capabilities + Self-directed executive communication skills + Financial services background ( wealth management , trust, banking, etc.) + Critical thinking and ... retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management . But weʼre not just another legacy financial services… more
- JPMorgan Chase (New York, NY)
- The candidate will be part of the Wealth Management Solutions team with a focus on our Alternatives platform offering. The WM Alternatives Product Development ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- JPMorgan Chase (Brooklyn, NY)
- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the accounting, ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- JPMorgan Chase (New York, NY)
- …(principally their attorneys and accountants) + Demonstrated understanding of other wealth management disciplines, including investing and credit + Ability ... take your career to the next level. As a Wealth Advisor in the US Private Bank, you will...small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more