- JPMorgan Chase (New York, NY)
- …our clients. As a Vice President Multi- Asset Specialist within JP Morgan Wealth Management 's Investments & Advice team, you will work collaboratively with ... The mission of JP Morgan Wealth Management 's (JPMWM) Investments & Advice...to have a broad understanding of portfolio construction, portfolio risk , and asset allocation solutions. You will… more
- Raymond James Financial, Inc. (New York, NY)
- …including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management divisions, serving ... regulations in all aspects of the Private Client and Asset Management . Risk assessment...financial services experience required . Experience in broker-dealer or wealth management firms preferred, especially with exposure… more
- JPMorgan Chase (New York, NY)
- JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- Raymond James Financial, Inc. (New York, NY)
- …Develop and/or deliver a plan for significant aspects of the financial management and/or control process. Analyze, assess, and quantify the risks associated with ... business activities, and the market to determine whether any risk is within the agreed risk appetite....in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth… more
- JPMorgan Chase (New York, NY)
- …Wealth Management , Product Development, Vice President** Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment ... + 8 years of experience in financial services, preferably with product experience in wealth management , asset management , investment banking, or… more
- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... strategic and tactical engagement meetings with executives across the asset management landscape. + Design and implement...(CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.… more
- Broadridge Financial Solutions (New York, NY)
- …highly skilled Technology Leader to drive the modernization of our platform within the Wealth Management portfolio. This role is a unique opportunity to shape ... leading a talented team and shaping the future of Wealth Management technology at scale. Key Responsibilities:...empowering team members to drive successful outcomes. Compliance & Risk Management : Ensure all technology solutions comply… more
- TD Bank (New York, NY)
- …and Principal responsibilities, Sales Leadership, Partnership Programs, People Acquisition and Development, Risk Management and Credit Management . **Depth & ... and practice around Advisor effectiveness, retention, coordinating with other TDBG/ Wealth management business and functional areas +...and other areas + Represents the business on all Risk Management , Compliance, AML and Audit related… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include ... deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you...with a diverse team and engage in problem-solving and risk management activities. **Job Responsibilities:** + Oversee… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...Firm. + Partner with SBL Product Head and Financial Asset Lending Product Solutions on product and collateral updates… more