- Trustco Bank (Albany, NY)
- …protected veteran status or any other characteristic protected by law. **Job Title:** Wealth Management Manager II - Investments **Reports to:** Wealth ... EX04 ($55,000.00 - $70,000.00 annually) **Supervisory Responsibility:** No **SUMMARY:** The Wealth Management Manager is responsible for researching, reviewing,… more
- TD Bank (New York, NY)
- …experience + 10+ years of experience with a proven track record in a high-level management role within wealth management or private banking + FINRA Series ... defense in Wealth by partnering with US Wealth Senior Leadership Team, Federated Partners ( Compliance ,...equivalent - Series 9, 10) + Must have extensive Wealth Management leadership experience + Extensive understanding… 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 (New York, NY)
- …that create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite ... operating model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such as client… more
- JPMorgan Chase (New York, NY)
- …their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client service, operational marketing and ... administrative support to Private Client Advisors within Wealth Management . **Job responsibilities** + Support Advisors book of business including but not… more
- Citigroup (New York, NY)
- …opportunities to improve outcomes through a range of potential solutions including wealth structuring, insurance, trust management , and various investment and ... market share. This role will require an individual with extensive Wealth Planning knowledge, exceptional relationship management , communication and influencing… more
- JPMorgan Chase (New York, NY)
- …are responsible for identifying, escalating, and mitigating business risks. As an Associate in Wealth Management PXT Business Management , you will have a ... initiatives as they arise **Preferred qualifications, capabilities, and skills** + Background in Wealth Management a plus + Experience with Confluence nice to… more
- JPMorgan Chase (New York, NY)
- …the preparation and transition process for Advisors concluding their careers at JP Morgan Wealth Management + Support the launch of new technology and platforms ... information **Preferred qualifications, capabilities, and skills:** + Strong understanding of Wealth Management products and services, as well as fundamental… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to ... lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment...industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High… more
- HUB International (New York, NY)
- …casualty, risk management , life and health, employee benefits, investment, and wealth management products and services. A subsector of HUB, Trusted Capital ... **About HUB/TCG:** HUB International is a global insurance and employee benefits broker, providing a...the United States. HUB/TCG is dedicated to delivering expert wealth management solutions that empower individuals and… more