- JPMorgan Chase (New York, NY)
- …JP Morgan Private Bank. This role requires a visionary leader with expertise in Wealth Planning and Advice, capable of driving product innovation and execution ... for digital planning and advice capabilities, including wealth planning , estate planning , executive...retirement planning , charitable planning , tax planning , and estate planning strategies … more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 13 **Job Description** **Title: Director , Wealth Benchmarks Product Management** **The Impact** : S&P Dow ... and financial health. **The Role:** We are seeking a Director to support our Wealth Benchmark initiatives...in tracking market performance, evaluating portfolios and developing investment strategies . S&P Dow Jones Indices is a division of… more
- Citigroup (New York, NY)
- …by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored ... and functional strategies requiring coordination and integration in CIO, within Wealth and in the broader Citi organization and ensure stakeholder buy-in for… more
- BlackRock (New York, NY)
- …+ Risk + Strong knowledge in the following areas: + Income tax strategies + Wealth transfer planning strategies + Trust structures + Estate planning ... and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About this role** This… more
- Citigroup (New York, NY)
- …by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored ... Citi Wealth is a leading provider of financial solutions...lending opportunities with their clients and prospects through account planning . + Join client and prospect meetings with Bankers… more
- JPMorgan Chase (New York, NY)
- The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for JP Morgan ... Billion in alternative assets and manage over $1.7 Trillion in assets for wealth managers worldwide. Our deep experience and scale enables JP Morgan Asset Management… more
- JPMorgan Chase (New York, NY)
- …Mortgage Product is responsible for comprehensive product management, including strategic planning , creation, design, launch, and lifecycle management of all US ... to ensure seamless product implementation, effective communication, and alignment of strategies . + Work closely with legal, risk, compliance, and controls teams… more
- KeyBank (New York, NY)
- …partners on all internal fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team members on pricing, client service, ... greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build… more
- KeyBank (Amherst, NY)
- …through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities. ... The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a...and ability to understand its applicability to risk management strategies including the scoping of risk evaluations, monitoring, and… more
- Anywhere Real Estate (Rochester, NY)
- ** Director , Strategic Partnerships & Planning ** This role reports into an executive leader at Anywhere Integrated Services. Our team is focused on designing and ... develop a programmatic approach for ongoing partner success. * Company Financial Planning : Support the build of high-impact roadmap and viable joint venture… more