• Private Bank Digital Wealth and Estate…

    JPMorgan Chase (New York, NY)
    **About JP Morgan:** JP Morgan is a global leader in financial services, committed to delivering exceptional solutions and advice to meet our clients' needs ... of both depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development and execution… more
    JPMorgan Chase (08/14/25)
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  • Private Bank Digital Wealth Planning,…

    JPMorgan Chase (New York, NY)
    **About JP Morgan** : JP Morgan is a global leader in financial services, committed to delivering exceptional solutions and advice to meet our clients' needs ... with a platform of both depth and breadth. The Private Bank Digital Wealth Planning Product Associate will focus on the execution of our goals-based planning… more
    JPMorgan Chase (08/14/25)
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  • Wealth Management Solutions,…

    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, ... quarterly or monthly NAVs, capital allocations, carried interest calculations and management fee calculations + Review of capital calls and distributions… more
    JPMorgan Chase (08/13/25)
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  • Social Media Manager, Wealth

    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 ... capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the... management , preferably within the financial services or wealth management industry. + **Education:** Bachelor's degree… more
    Wellington (07/12/25)
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  • Wealth Management , Head of US…

    JPMorgan Chase (New York, NY)
    **About the Global Mortgage Solutions Business** The Global Mortgage Solutions business is a leading mortgage provider to Ultra High & High Net Worth Global ... mortgages needs secured by properties in the US, UK, and French markets. The Global Mortgage Solutions team includes a global mortgage product team and a… more
    JPMorgan Chase (08/13/25)
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  • AVP Associate Banker SAFE Act LO Wealth…

    Citigroup (New York, NY)
    …This individual will serve as the Associate Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Partner with Banker in the ... pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients +...and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to… more
    Citigroup (06/03/25)
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  • EDO Business Unit Manager - Wealth Data…

    Citigroup (New York, NY)
    …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... **About Citi** Citi, the leading global bank, has approximately 200 million customer accounts...to all. The Business Unit Manager is a senior management -level position in the Enterprise Data Office (EDO) Business… more
    Citigroup (08/27/25)
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  • Citi Wealth / Private Bank - HNW Banker…

    Citigroup (New York, NY)
    …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
    Citigroup (06/03/25)
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  • AVP Investment Relationship Officer SAFE Act…

    Citigroup (New York, NY)
    …individual will serve as the Relationship Officer for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Lead client onboarding and ... and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles… more
    Citigroup (06/03/25)
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  • Citi Wealth : Head of Escrow Services…

    Citigroup (New York, NY)
    …and Custody unit of Citi Private Bank's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the ... functional strategy and new business origination in areas managed. Full management responsibility for multiple teams across several locations, including … more
    Citigroup (08/21/25)
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