• Wealth Management Manager II - Investments

    Trustco Bank (Albany, NY)
    …is responsible for researching, reviewing, and processing all activities related to Wealth Management clients serving as investment advisor on assigned accounts ... or any other characteristic protected by law. **Job Title:** Wealth Management Manager II - Investments **Reports to:** ...when it is prudent to reallocate securities within a portfolio . + Prepares daily, weekly and monthly reports relative… more
    Trustco Bank (08/03/25)
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  • JP Morgan Wealth Management, Product…

    JPMorgan Chase (New York, NY)
    The Self-Directed Investing product organization within JP Morgan Wealth Management empowers clients to take control of their financial futures by providing a ... online investing experience, enabling clients to independently manage their investment portfolios with confidence. The organization is committed to innovation,… more
    JPMorgan Chase (07/16/25)
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  • Risk Management - Chief Credit Officer…

    JPMorgan Chase (New York, NY)
    …**Job summary:** As a Managing Director, Chief Credit Officer in the Asset and Wealth Management Credit Risk team, you will play a pivotal role in managing risk ... and supporting the JPM Wealth Management business. You will lead the risk management...the risk management process, analyze credit risk, and monitor portfolio performance. This position offers a challenging and rewarding… more
    JPMorgan Chase (06/15/25)
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  • Client Service Associate / Senior Client Service…

    CIBC (New York, NY)
    …/** **Senior Client Service Associate** , you will support Private Wealth relationship management efforts by delivering exceptional service to clients. You'll ... including money movements (checks, ACH, wires, journal transfers), execution of portfolio trade programs, quarterly tax payments, charitable gift requests, and… more
    CIBC (07/15/25)
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  • Citi Wealth - Wealth Relationship…

    Citigroup (Garden City, NY)
    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic...to seminars, etc. + Master referral opportunities to grow portfolio . + Proactively source, acquire and expand high value… more
    Citigroup (08/02/25)
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  • Wealth Relationship Manager SAFE Act - 90…

    Citigroup (New York, NY)
    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide… more
    Citigroup (07/23/25)
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  • Citi Wealth - Wealth Relationship…

    Citigroup (Hewlett, NY)
    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic...to seminars, etc. + Master referral opportunities to grow portfolio . + Proactively source, acquire and expand high value… more
    Citigroup (07/18/25)
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  • Asset Management - Wealth Management…

    JPMorgan Chase (New York, NY)
    …all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash ... strong communication skills, and derive satisfaction from helping others achieve their investment goals. We are in search of a dynamic, consultative, sales-oriented… more
    JPMorgan Chase (07/03/25)
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  • Investment Solutions - Business Risk…

    Citigroup (New York, NY)
    …wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and ... and Advisory Solutions Director will be part of the Investment Solutions team within Citi Wealth . The Director is responsible for proactively enhancing our … more
    Citigroup (06/26/25)
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  • Investment Analyst

    Wellington (New York, NY)
    …led by an Investment Director. This product team works closely with the investment team, US Wealth sales teams, and business colleagues across the firm to ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...solutions across public and private assets to the US wealth market. The product coverage team has two main… more
    Wellington (06/26/25)
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