- Bank of America (New York, NY)
- …review of Global Markets, Financial Institutions and Global Wealth and Investment Management businesses **Responsibilities:** + Either individually ... emerging risks, and reports its findings to various stakeholders, including executive management , the Board of Directors or committee thereof, external auditors and… more
- JPMorgan Chase (New York, NY)
- …Banking Associate to join our dynamic Financial Institutions Group to focus on FinTech, Wealth and Asset Management coverage. **Job Summary** As an Associate in ... develop strong function skills in the major areas of investment banking and will demonstrate the ability to become...and executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or… more
- S&P Global (New York, NY)
- …benchmarks and how they fit into the investment process, particularly within Asset Management and Wealth Management + Familiarity with the Asset ... landscape, model portfolios/portfolio theory + Current or past experience working in wealth and/or investment management with a focus on portfolio… more
- 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 ... The Investment Relationship Officer is a seasoned professional role....3-7 years of relevant experience + Prior experience in wealth management or other financial services roles… more
- S&P Global (New York, NY)
- …that demonstrate effective messaging and audience engagement. + In-depth understanding of wealth management , investment strategies, and the product ... strategies that resonate with target audiences in the evolving wealth management landscape. As part of the...revenue and market share. **Responsibilities:** As part of the global Marketing team, you will be responsible for leading… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... **Citi Wealth Lending - Global Head of...**Citi Wealth Lending - Global Head of Securities Based Lending** Citi ...investment strategy, to banking, to lending and cash management we are here to support our clients comprehensively… more
- Citigroup (New York, NY)
- …schedule and lead internal training sessions (regional and global ) + Roadshow Management - work with Bankers and Investment Counselors to schedule and effect ... Global Head of Alternative Investments Sales manages a team of ~20 global investment professionals responsible for distribution coordination with Bankers and … more
- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... offer, and ultimately help them achieve their goals. Citi Wealth serves over 600,000 clients across its global...(CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.… 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 ... Ideal candidates will possess strong analytical skills, a deep understanding of wealth management , and the ability to collaborate effectively with senior… more
- JPMorgan Chase (New York, NY)
- … investment and non- investment products, solutions, and services across wealth management . This includes areas such as sales & trading, brokerage, ... research, and working extensively with colleagues across Asset and Wealth Management , including investment professionals,...strength and the diverse talents they bring to our global workforce are directly linked to our success. We… more