- Bank of America (Buffalo, NY)
- …for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client ... for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's financial advisors help clients pursue the life… more
- JPMorgan Chase (Rochester, NY)
- …across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking. The JP Morgan ... and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking… more
- Neuberger Berman (New York, NY)
- …oversight responsibility for fiduciary relationships for trusts, estates and investment management clients. + Day-to-day interaction with clients (internal and ... external) on all account matters, including legal, tax, investment , and general administration of their accounts. + Active participant in investment and… more
- JPMorgan Chase (New York, NY)
- …Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and ... the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more… more
- Neuberger Berman (New York, NY)
- …part of the NB Private Debt Team, working closely with the 20-person Investment Team, Fundraising and Marketing Team, Finance Team and other professionals across the ... adequate capital reserves are in place to meet all investment needs or fund liabilities + Maintain internal data...a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package.… more
- Wellington (New York, NY)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy… more
- JPMorgan Chase (New York, NY)
- …expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary ... will work closely with a global team of Analysts, Portfolio Managers, and Investment Specialists to evaluate municipal securities for investment opportunity and… more
- Wellington (New York, NY)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy… more
- NBT Bank (Fairport, NY)
- …$52,000 - $210,000. Interviews and profiles customers/prospects to determine investment and insurance needs, recommends appropriate products, and makes appropriate ... to others on regional Financial Group market team. Monitors client investment performance and makes appropriate recommendations. Meets regularly with assigned… more
- JPMorgan Chase (New York, NY)
- …as sales & trading, brokerage, Chief Investment Office/ investment management/managed investments, advisory, alternatives, retirement , workplace, deposits, ... Management Solutions business, which is responsible for creating and managing investment and non- investment products, solutions, and services across wealth… more