- JPMorgan Chase (New York, NY)
- JPMorgan is looking for a Private Wealth Alternatives Marketing Director to lead the charge in promoting our cutting-edge alternative investment products to ... financial advisors. As a Private Wealth Alternatives Marketing Director on the Asset & Wealth Management Marketing team, you will lead innovative… more
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- HUB International (New York, NY)
- …array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over ... , or similar BI tools. + Deep understanding of data governance, metadata management , and lineage using tools like **Dataplex** . + Excellent verbal and written… more
- HUB International (New York, NY)
- …array of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over ... $5 billion in revenue and almost 20,000 employees in 600 offices throughout North America, HUB has grown substantially, in part due to our industry leading success in mergers and acquisitions. **POSITION SUMMARY:** The **Senior Vice President, Investor… more
- City National Bank (New York, NY)
- *OPERATIONAL RISK BUSINESS OVERSIGHT MANAGER I - Entertainment & Sports Banking, Private Banking and Wealth Management * WHAT IS THE OPPORTUNITY? Operational ... individuals, and businesses in the entertainment and sports industry. * Private Banking and Wealth Management help clients strategically plan and invest so… more
- JPMorgan Chase (Brooklyn, NY)
- …+ Collaborate with JPMC firm leads to support the partner's engagement with Private Banking, Wealth Management , and card partners. **Required qualifications, ... Chase serves as the private label finance partner to a leading high-end...and your brand counterpart on strategy, and with campaign management on the execution of campaigns to drive scalable… more
- JPMorgan Chase (Brooklyn, NY)
- …primary banking relationships. + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One ... owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate… more
- City National Bank (New York, NY)
- …* Experience with Commercial and Consumer lending highly preferred * Experience supporting the Private Banking & Wealth Management line of business Strongly ... II EPMO* WHAT IS THE OPPORTUNITY? The EPMO function is responsible for the management of major programs across the bank. This position is responsible for the… more
- US Bank (New York, NY)
- …Bachelor's degree, or equivalent work experience - Up to three years of experience in Wealth Management private banking or financial services - Series 6-63 ... and discover what you excel at-all from Day One. **Job Description** The Wealth Management Banker in the affluent segment is responsible for the overall affluent… more
- Banco Popular Puerto Rico (New York, NY)
- …for their situation + Cultivate internal partnerships with Treasury Management , Private Banking, Wealth Management , and Branch teams to provide ... comprehensive financial solutions to clients and expand client relationships and cross-selling + Proactively monitor portfolio for ongoing credit quality credit renewal, and adherence to policy. Ensure accurate and timely risk identification + Work with credit… more