- Charles Schwab (Albany, NY)
- …the status quo" and transform the finance industry together. The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & Advice Solutions ... help promote, retain and delight clients of Schwab's premier wealth management solution, Schwab Wealth ...and industry trends. Most of the Business Development Officer's time will be spent engaging potential investors of the… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- **Product Manager Wealth Management ** **Category:** Project Management **Main location:** United States, New York, New York **Position ID:** J0725-1356 ... **Employment Type:** Full Time **Position Description:** Join a high-performing Global Banking team...the vision, strategy, and execution of a cutting-edge, end-to-end wealth management platform. This role is central… more
- Canandaigua National Bank & Trust (Pittsford, NY)
- …required. A combination of education and work experience will be considered. + Specialized wealth management education and training. + A minimum of five (5) ... Achieves goals developed for the position and department as part of Wealth 's operating plan. Works closely...+ Medical, Dental, Vision, FSA, HSA options for both part - time and full- time employees. Medical… more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Asset & Wealth Management , a global leader in investment management and private banking solutions, managing client assets worth $4 trillion. ... a dynamic team dedicated to maintaining the integrity and success of our wealth management services, empowering individuals, families, and foundations to achieve… 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 ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...and refinancing opportunities along with restructuring existing loans as part of clients overall capital management . We… more
- Trustco Bank (Albany, NY)
- …protected veteran status or any other characteristic protected by law. **Job Title:** Wealth Management Manager II - Investments **Reports to:** Wealth ... EX04 ($55,000.00 - $70,000.00 annually) **Supervisory Responsibility:** No **SUMMARY:** The Wealth Management Manager is responsible for researching, reviewing,… more
- City National Bank (New York, NY)
- …The Wealth Analyst will participate in special projects, as assigned by the Wealth Advisors, that may be repetitive or one- time , which support the team, the ... * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The...Administrative group on the front-end on-boarding of new investment management and trust accounts. * Gather client account performance… more
- Equitable (Melville, NY)
- Wealth Management Associate - NY, Melville (3921) ( 200005GC ) **Primary Location** : UNITED STATES-NY-Melville **Organization** : Equitable Advisors ... **Schedule** : Full- time **Description** **Equitable Advisors** is dedicated to making a...financial professional, empowering you to establish your career in wealth management . Stable pay is based on… more
- JPMorgan Chase (New York, NY)
- …that create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite ... within the Business Transformation Team you will work as part of a team on programs that impact our...business changes + Leverage understanding of client and advisor wealth management processes (front and back office),… more
- Wells Fargo (New York, NY)
- …all begins with you. **About this role:** Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in Banking, Lending and Trust. Learn more ... outlined in the job expectations below **Required Qualifications:** + 4+ years of Wealth Management Banking experience, or equivalent demonstrated through one or… more