- Wells Fargo (New York, NY)
- …+ 3+ years of experience in financial services including but not limited to wealth management , asset management and community banking + 2+ years of ... The **Client Relationship Group (CRG)** Product Management organization within Wealth and Investment...(WIM) leads the strategy, design and prioritization of the Advisor Desktop experience and Advisor tools to… more
- JPMorgan Chase (Fayetteville, NY)
- …the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management , you will offer comprehensive ... a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) or Wealth Management Certified… 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 ... actions and terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional Director is… more
- JPMorgan Chase (New York, NY)
- …detailed operating model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such ... for business changes + Demonstrate understanding of client and advisor wealth management processes (front...process improvement is a plus Chase is a leading financial services firm, helping nearly half of America's households… more
- Citigroup (New York, NY)
- …global insights informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our ... **Overview** Citi Wealth is a leading provider of financial...global wealth business. **Job Description** The Citi's Wealth Strategy team serves as a trusted advisor… more
- JPMorgan Chase (New York, NY)
- …+ Minimum 5 years of experience in financial services, with deep expertise in wealth management or investment management + 6+ years of proven success ... environments and are passionate about shaping the future of wealth management , this is the role for...investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We… more
- City National Bank (New York, NY)
- …for accuracy. * Generate properly formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new account paperwork ... prepares initial drafts of Investment Policy Statements for new clients; reviews with Wealth Advisor . *Must-Have** * Bachelor's Degree or equivalent * Minimum 1… more
- Citizens (New York, NY)
- …identify prospective opportunities. Primary responsibilities include + Develop a high-quality wealth management practice that provides a personalized wealth ... engagement. + Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. + Grow existing relationships...employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
- JPMorgan Chase (Pittsford, NY)
- …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 management ... Join JPMorgan Chase & Co., a global leader in financial services with assets of $2.6 trillion, and be...efforts will be recognized and valued. As a Chase Wealth Management Supervisory Manager in the CWM… more
- JPMorgan Chase (Rochester, NY)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and ... Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management , capital… more