- Neuberger Berman (New York, NY)
- …owner for internal Private Wealth applications (CRM, OMS, document management , asset movement, etc.), overseeing their ongoing evolution, integration, and ... business owner for all client-facing digital platforms and internal wealth management tools. This role is pivotal...of the client lifecycle to drive efficiency, scalability, and risk reduction. + Implement feedback mechanisms to ensure the… more
- JPMorgan Chase (New York, NY)
- …8 years in financial services industry with at least 6 years of direct experience in Asset or Wealth Management (Capital Markets, Wealth Management , ... The mission of JP Morgan Wealth Management 's (JPMWM) Investments & Advice...background is preferred. + Experience in Portfolio Construction and Risk management of portfolios Chase is a… 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...trust and fiduciary advisory, with a special focus on Risk Management . The WPIS will have an… more
- 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
- 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...and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations +… more
- JPMorgan Chase (New York, NY)
- …in fast-paced, dynamic environments and are passionate about shaping the future of wealth management , this is the role for you. **Key Responsibilities:** + ... of experience in financial services, with deep expertise in wealth management or investment management ...program management best practices, including Agile methodologies, risk management , and change management … more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Asset & Wealth Management , a global leader in investment management and private banking solutions, managing client assets worth $4 ... a dynamic team dedicated to maintaining the integrity and success of our wealth management services, empowering individuals, families, and foundations to achieve… 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 ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- JPMorgan Chase (Pittsford, NY)
- …part of a team that makes a real difference every day. As a member of our Asset & Wealth Management division, you'll be at the forefront of global investment ... efforts will be recognized and valued. As a Chase Wealth Management Supervisory Manager in the CWM...and regulations, providing a strong foundation for compliance and risk management . + Experience as a Supervisory… more
- Wellington (New York, NY)
- … Wealth Channel. The ideal candidate will possess a deep understanding of the wealth management industry and have a proven track record of creating and ... Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60... management , preferably within the financial services or wealth management industry. + **Education:** Bachelor's degree… more