- BlackRock (New York, NY)
- …preeminent asset management firms and a premier provider of global investment management, risk management and advisory services to institutional, intermediary, and ... exposure to the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including individual and… more
- Citigroup (Smithtown, NY)
- …the sales teams to take advantage of those opportunities by leveraging the Wealth Team model (Advisors, Portfolio Consultants, Financial Planners and Insurance ... The Wealth Regional Director is a senior leader within...address a client's individual and business needs. + Accelerate investment business growth in the market by identifying new… more
- Citigroup (New York, NY)
- …for coordinating and managing relationships with 3rd party asset managers and key strategic investment partners for the Citi Wealth business. Citi Wealth has ... ethical standards and making a positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving the needs of clients across… more
- US Bank (New York, NY)
- …we empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and ... circumstances + Facilitate the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory, and insurance +… more
- JPMorgan Chase (New York, NY)
- …which is responsible for creating and managing investment and non- investment products, solutions, and services across wealth management. This includes ... and research, and working extensively with colleagues across Asset and Wealth Management, including investment professionals, product owners, and functional… more
- HUB International (New York, NY)
- …broad array of property, casualty, risk management, life and health, employee benefits, investment , and wealth management products and services. A subsector of ... to create and execute personalized financial plans. - Coordinate execution of investment strategies, insurance enrollments, and portfolio reviews. - Guide… more
- JPMorgan Chase (New York, NY)
- …across Marketing, Market & Alternatives Insights, Product Strategy & Development, Portfolio Managers, Investment Specialists, and Client Service. **Job ... The Private Wealth Alternatives market, with an estimated $2 Trillion...with the broader US Advisor client leadership team and Investment Specialists to exchange ideas and formulate strategies for… more
- JPMorgan Chase (New York, NY)
- …guidance to Advisors on our advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager ... Bachelor's Degree, + Strong knowledge of Asset Allocation and Portfolio Construction + SIE, Series 7, and Series 66...in Asset or Wealth Management (Capital Markets, Wealth Management, Product Management, Investment Sales, Structured… more
- JPMorgan Chase (New York, NY)
- The mission of JP Morgan Wealth Management's (JPMWM) Investments & Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, ... As a Vice President Multi-Asset Specialist within JP Morgan Wealth Management's Investments & Advice team, you will work...the goal of servicing JP Morgan Advisors and their investment teams. You need to have a broad understanding… more
- JPMorgan Chase (Commack, NY)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and… more