- Citigroup (New York, NY)
- Citi Wealth is a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele. We are dedicated to ... franchise. This role will partner closely across the Private Bank, Wealth at Work, and Citigold... related products. + Conduct in-depth quantitative analysis of Wealth Management products to understand the drivers… more
- Citigroup (New York, NY)
- …informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are ... - CIO will report directly into the COO for Wealth and Matrix report into the CIO for ...and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as… more
- Citigroup (New York, NY)
- …opportunities to improve outcomes through a range of potential solutions including wealth structuring, insurance, trust management , and various investment and ... market share. This role will require an individual with extensive Wealth Planning knowledge, exceptional relationship management , communication and influencing… more
- JPMorgan Chase (New York, NY)
- The Asset and Wealth Management (AWM) Events Team partners with AWM Business to deliver consistent, high-caliber, high-touch client events. These events focus on ... AWM Events Special Programs in addition to partnering with Private Bank (PB) Event Planners and PB Marketing Creative...As the Creative Designer Associate within the Asset and Wealth Management (AWM) Events Team, you will… more
- Citizens (New York, NY)
- …responsible for building out the first line of defense day-to-day supervision for the Private Wealth and Citizens Securities wealth businesses. This role ... Controls to build out the day-to-day Supervision of the Private Wealth (RIA/Brokerage) and Citizens Securities ...escalations will be handled by the role + Team Management : Supervising a team of Principal Review specialists, assigning… more
- JPMorgan Chase (New York, NY)
- …the preparation and transition process for Advisors concluding their careers at JP Morgan Wealth Management + Support the launch of new technology and platforms ... information **Preferred qualifications, capabilities, and skills:** + Strong understanding of Wealth Management products and services, as well as fundamental… more
- Wellington (New York, NY)
- … Wealth Channel. The ideal candidate will possess a deep understanding of the wealth management industry and have a proven track record of creating and ... strategy and management , preferably within the financial services or wealth management industry. + **Education:** Bachelor's degree in Marketing,… more
- JPMorgan Chase (Brooklyn, NY)
- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the accounting, ... or monthly NAVs, capital allocations, carried interest calculations and management fee calculations + Review of capital calls and...US GAAP and IFRS + 4+ years' experience in private equity and/or hedge fund accounting experience + Bachelor's… more
- US Bank (New York, NY)
- …US Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely ... grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment,...investment and insurance products and services + Knowledge of private banking products and services, including credit processes and… more
- Citigroup (New York, NY)
- …for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ Citigold Private Client, Wealth ... for the global sales strategy for the Alternative Investments business including private equity, real estate and hedge fund solutions. The current Alternatives… more
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