• Investment Relationship Officer SAFE Act - C12…

    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 ... **Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability… more
    Citigroup (06/03/25)
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  • Credit Review Senior Portfolio Specialist

    Bank of America (New York, NY)
    …Review team supporting review of Global Markets, Financial Institutions and Global Wealth and Investment Management businesses **Responsibilities:** + ... emerging risks, and reports its findings to various stakeholders, including executive management , the Board of Directors or committee thereof, external auditors and… more
    Bank of America (07/11/25)
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  • Audit Manager - US Wealth

    TD Bank (New York, NY)
    …audits + Responsible for planning of audits + Responsible for contact with management regarding audit scope, status, and findings + Works at direction of Audit ... for staff + Supervises findings follow up tasks with management and audit staff + Is a subject matter...**Preferred** : We're specifically looking for someone that has Wealth Internal Audit experience. Experience with audit in-charged would… more
    TD Bank (08/08/25)
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  • Wealth Management Solutions, Private…

    JPMorgan Chase (New York, NY)
    …administrative responsibilities. Our team, with decades of experience in nonprofit management and grantmaking, oversees over 10,000 grant requests annually. As part ... Ability to prioritize, multi-task, and meet deadlines. + Problem-solving and risk management capabilities. + Client servicing and relationship management . +… more
    JPMorgan Chase (08/02/25)
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  • Asset Management - Wealth…

    JPMorgan Chase (New York, NY)
    JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading ... array of financial strategies - equity, fixed income, cash management , currency, asset allocation, and alternative asset classes -...strength and the diverse talents they bring to our global workforce are directly linked to our success. We… more
    JPMorgan Chase (07/03/25)
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  • Project Manager I (US)- Wealth

    TD Bank (New York, NY)
    …resources and/or vendors in coordination of competing priorities. Executes project management deliverables within budget working with staff and business partners. ... as a consultant to the business lines + Prepares management reports to summarize the status of projects and...We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank… more
    TD Bank (07/25/25)
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  • Private Bank Data Events Specialist Vice President

    JPMorgan Chase (New York, NY)
    …of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more ... JP Morgan Asset & Wealth Management delivers industry-leading investment ...and reporting for our highest impact events that have global participation and are held in key cities around… more
    JPMorgan Chase (07/17/25)
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  • Core Banking Consulting Director - New York…

    NTT America, Inc. (NY)
    …interacting with top executives from strategic financial institutions, including top US banks, global payment providers, and wealth management firms. A ... to grow with us. Our Financial Services Consulting team includes management consultants who help financial institutions navigate digital proliferation by focusing… more
    NTT America, Inc. (06/27/25)
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  • Fixed Income Specialist covering Latin America-…

    JPMorgan Chase (New York, NY)
    …of $2.8 trillion, is a global leader in investment and wealth management . Its clients include institutions, high-net-worth individuals and retail investors ... and deposits. As a Fixed Income Specialist within the Global Products and Solutions Group, you will work with...or client portfolio management at an Asset Management firm, Wealth Manager, Investment Bank, or… more
    JPMorgan Chase (07/02/25)
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  • Control Manager, Senior Associate

    JPMorgan Chase (New York, NY)
    …of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more ... Asset & Wealth Management delivers industry-leading investment ...strength and the diverse talents they bring to our global workforce are directly linked to our success. We… more
    JPMorgan Chase (07/03/25)
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