- JPMorgan Chase (New York, NY)
- …expense and is critical to recruiting, motivating, and retaining Advisors. As a Senior Associate within the Field Performance and Incentives team, you will directly ... support end-to-end design and oversight of our Advisor incentive strategy. We...Advisor programs and initiatives, collaborating with business partners and senior leadership to solve strategic problems. Specific work and… more
- S&P Global (New York, NY)
- … in Graphic Design , Visual Communication, or related field + Some professional design experience , with a strong emphasis on print marketing + Proficient in ... **Grade Level (for internal use):** 08 The Junior Marketing Designer has a strong background in design ...developers and vendors to assess project briefs and provide design solutions + Collaborate with senior designers… more
- Citigroup (New York, NY)
- …Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and ... meetings with executives across the asset management landscape. + Design and implement programs to help align resources and...or certifications (CFP(R)) are preferred. + 15+ years of experience in wealth management, financial planning, or… more
- Deloitte (New York, NY)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... across Deloitte's global platform. Qualifications Required: + 8+ years of professional experience in investment management and/or wealth management + 8+ years… more
- JPMorgan Chase (New York, NY)
- …and regions **Preferred qualifications, capabilities and skills:** + coaching certification and/or experience in Wealth Management or Private Banking business is ... summary:** As a Private Bank - Client Skills Training Designer and Facilitator - Vice President on the Client...Sales Professionals across the globe. You will possess relevant experience , a deep understanding of the client skills and… more
- S&P Global (New York, NY)
- …Team:** As a vital member of S&P Dow Jones Indices' (S&P DJI) Wealth Benchmarks marketing team, this position is responsible for spearheading product marketing ... initiatives that enhance awareness, adoption, and engagement of S&P DJI's wealth benchmark offerings. This role will concentrate on developing compelling product… more
- S&P Global (New York, NY)
- …holder status a plus 8+ years of relevant work experience + Experience with model portfolios, particularly in the Wealth Management space + Understanding ... white papers, videos) + Collaborate with the Research and Design team on index design . + Plan...Management landscape, model portfolios/portfolio theory + Current or past experience working in wealth and/or investment management… more
- KeyBank (Amherst, NY)
- …and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a strong understanding of audit and/or ... of business, products, and functional activities. Individuals lead the design and execution of testing and continuous monitoring to...challenging the status quo. The ideal candidate will have experience managing a team of wealth management… more
- Neuberger Berman (New York, NY)
- …and support business growth. The ideal candidate will bring relevant private wealth experience , strong analytical skills, and a demonstrated ability to ... revenue and balance sheet accounts + Partner with Private Wealth leadership team to design and implement...billing, sales compensation, or financial analysis, preferably within private wealth or asset management + Demonstrated experience … more
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... mindset is essential for this position. A solid conceptual/practical grounding and experience within Wealth /the CIO function is highly preferred. This understand… more