- Principal Financial Group (Albany, NY)
- …and scalable user interfaces. + Hands-on experience developing software solutions for wealth management platforms or financial services applications. ... contributor) to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial ... The ideal candidate has a strong understanding of the Financial Advisor role and the ability to...research meetings to stay current on all JP Morgan Wealth Management products and services. + Provides… more
- JPMorgan Chase (New York, NY)
- …hoc requests, and attending client meetings + Serve as a liaison between the Financial Advisor team, branch management , compliance and various other business ... Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and...Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication… more
- Guardian Life (New York, NY)
- …High Net Worth Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, ... through consistent and timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the region… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Director, Treasury Management Officer - FinTech and Payment Service Providers...and simplify payments, improve working capital performance, and mitigate financial risk. At Scotiabank, we embrace your strengths, ideas,… more
- Citigroup (New York, NY)
- …for helping to educate Citi Wealth 's global banker, investment counselor and financial advisor base on existing and newly launched opportunities to Citi ... private equity and real estate opportunities for distribution to Citi Wealth 's client base. The position will involve the analysis, diligence, structuring,… more
- JPMorgan Chase (New York, NY)
- …Broad understanding of capital markets, Alternatives and JP Morgan Asset & Wealth Management , especially the distribution and investment businesses. + ... will serve as a key point of contact and advisor to the executive management team, providing...investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management . We… more
- JPMorgan Chase (New York, NY)
- …across business lines, including Asset Management , Chase Bank, and Chase Wealth Management . + Foster a positive work environment and drive employee ... including focused deployments and strategic initiatives like 403(b), SoloK, HSA's, Financial Wellness, and advisor -managed accounts + Oversee outsourced vendor… more
- Broadridge Financial Solutions (New York, NY)
- …growth. + Accomplished professional with at least 8 years of relevant account management and sales experience, ideally in financial technology, financial ... BTCS accelerates its growth across the Americas, our Senior Director of Account Management will play a pivotal role in deepening relationships with our existing… more
- S&P Global (New York, NY)
- …sustainable growth. **Strategic Partnership & Execution:** + Serve as a trusted advisor to the Account Management leadership team, translating strategic ... a Senior Revenue Performance Partner for the Divisional Account Management organization, you will play a pivotal role in...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more