- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management , is a global leader in investment and wealth management . Its clients include institutions, high-net-worth ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- JPMorgan Chase (New York, NY)
- …our clients. As a Vice President Multi- Asset Specialist within JP Morgan Wealth Management 's Investments & Advice team, you will work collaboratively with ... The mission of JP Morgan Wealth Management 's (JPMWM) Investments & Advice...to have a broad understanding of portfolio construction, portfolio risk , and asset allocation solutions. You will… more
- JPMorgan Chase (New York, NY)
- JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- Raymond James Financial, Inc. (New York, NY)
- …including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management divisions, serving ... regulations in all aspects of the Private Client and Asset Management . Risk assessment...financial services experience required . Experience in broker-dealer or wealth management firms preferred, especially with exposure… more
- JPMorgan Chase (New York, NY)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... and Skills:** + Ability to work independently and make sound, risk -based decisions. + Strong research, analytical, and problem-solving skills. + Excellent… more
- Raymond James Financial, Inc. (New York, NY)
- …Develop and/or deliver a plan for significant aspects of the financial management and/or control process. Analyze, assess, and quantify the risks associated with ... business activities, and the market to determine whether any risk is within the agreed risk appetite....in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth… more
- JPMorgan Chase (New York, NY)
- …Wealth Management , Product Development, Vice President** Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment ... + 8 years of experience in financial services, preferably with product experience in wealth management , asset management , investment banking, or… more
- KeyBank (Amherst, NY)
- …+ Education/Background: Bachelor's degree, + Minimum 3 years of wealth management related (eg - trust/fiduciary, asset management , private banking, ... or is actively pursuing relevant professional and/or industry sponsored certifications in wealth management , trust, and/or fiduciary risk management… more
- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... strategic and tactical engagement meetings with executives across the asset management landscape. + Design and implement...(CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include ... deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you...with a diverse team and engage in problem-solving and risk management activities. **Job Responsibilities:** + Oversee… more