- Citigroup (New York, NY)
- …to client/ segment activity levels, performance metrics, results and adherence to our risk management process. + Sales Material - Work with Financial Planning ... opportunities to improve outcomes through a range of potential solutions including wealth structuring, insurance, trust management , and various investment and… more
- BlackRock (New York, NY)
- …or experience as a wealth advisor a plus + Minimum 5 years in wealth management , law firm, public accounting, or similar roles + Expertise in the following ... supports clients with complex portfolio transition and construction problems involving risk , tax, and customization priorities **After-Tax Wealth Strategist Key… more
- JPMorgan Chase (New York, NY)
- …are responsible for identifying, escalating, and mitigating business risks. As an Associate in Wealth Management PXT Business Management , you will have a ... initiatives as they arise **Preferred qualifications, capabilities, and skills** + Background in Wealth Management a plus + Experience with Confluence nice to… more
- JPMorgan Chase (New York, NY)
- The mission of JP Morgan Wealth Management 's (JPMWM) Investments & Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, ... As a Vice President Multi-Asset Specialist within JP Morgan Wealth Management 's Investments & Advice team, you...to have a broad understanding of portfolio construction, portfolio risk , and asset allocation solutions. You will develop thorough… more
- Citigroup (New York, NY)
- …creation of an innovative, play-to-win culture + Partner closely with internal Wealth Management stakeholders + Accountable for business economics, outcomes and ... team to drive change and continuous improvement and innovation + Wealth management experience preferred **Education:** + Bachelor's/University degree, Master's… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to ... lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment...industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High… more
- HUB International (New York, NY)
- …insurance and employee benefits broker, providing a broad array of property, casualty, risk management , life and health, employee benefits, investment, and ... wealth management products and services. A subsector of HUB, Trusted...the United States. HUB/TCG is dedicated to delivering expert wealth management solutions that empower individuals and… more
- JPMorgan Chase (New York, NY)
- …of both depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development and execution ... Morgan Private Bank. This role requires a visionary leader with expertise in Wealth Planning and Advice, capable of driving product innovation and execution to… more
- JPMorgan Chase (New York, NY)
- …with a platform of both depth and breadth. The Private Bank Digital Wealth Planning Product Associate will focus on the execution of our goals-based planning ... This role requires a proactive individual with a foundational understanding of Wealth Planning and Advice, capable of supporting product execution to deliver value… more
- Citigroup (New York, NY)
- …for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with ... introductions + Responsible for maintaining effective controls around privacy information ( Wealth ) and MNPI (Banking). This individual will be a "wall straddler"… more