- JPMorgan Chase (New York, NY)
- …range of clients-from the world's largest institutional investors to local financial advisors-we leverage our global perspective to address complex challenges and ... + MBA or advanced degree preferred. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers,… more
- HUB International (New York, NY)
- …supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Deputy Chief ... Chief Compliance and Risk Officer in implementing, updating, and maintaining SEC investment advisor and/or FINRA compliance policies and procedures. This means… more
- JPMorgan Chase (New York, NY)
- …including focused deployments and strategic initiatives like 403(b), SoloK, HSA's, Financial Wellness, and advisor -managed accounts + Oversee outsourced vendor ... leader in asset management with $3.5 trillion in assets, specializing in retirement solutions with $360 billion+ in AUM across defined contribution investment… more
- Principal Financial Group (New York, NY)
- …things you'll do: + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and new opportunities. ... our clients' business objectives such as retention, growth, and retirement readiness. Here are a few examples of the...a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and… more
- JPMorgan Chase (New York, NY)
- …Global Corporate Finance & Business Management (F&BM) team acts as a trusted advisor and consultant to senior coverage executives to manage and optimize business ... variety of evolving business issues and problems. As a Financial Institutions Group Business Manager - Executive Director within...Business Management team, you will act as a trusted advisor and consultant to senior coverage executives to manage… more
- Wellington (New York, NY)
- …crisis and reputation management for high-profile brands. + Extensive knowledge of investment products, global financial markets, and the evolving regulatory ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...wealth management. This role will serve as a key advisor to the C-suite and other senior executives, shaping… more
- Bank of America (New York, NY)
- …planning for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management ... results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client… more
- JPMorgan Chase (New York, NY)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Wealth… more
- JPMorgan Chase (New York, NY)
- …Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital ... JP Morgan Chase & Co. is a leading global financial services firm with assets of more than $2...business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking. Through… more
- Neuberger Berman (New York, NY)
- …(Performance Calculations, Fund Structures, etc.). + A solid understanding of financial planning principles, investment strategies, and prospect/client lifecycle ... with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management,… more
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