- JPMorgan Chase (New York, NY)
- The Investment Product and Platform team within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of clients. Our ... and enhance the investment platform, focusing on improving client outcomes and advisor experiences. The team collaborates extensively with various stakeholders and … more
- JPMorgan Chase (New York, NY)
- The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for JP Morgan ... assets and manage over $1.7 Trillion in assets for wealth managers worldwide. Our deep experience and scale enables...for new product placement and asset raises. Engage at senior levels across all PWA clients and prospects, organizing… more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Asset & Wealth Management, a global leader in investment management and private banking solutions, managing client assets worth $4 trillion. As a ... operational risk. This role offers a unique opportunity to collaborate with senior leadership, tackle complex issues, and devise strategic solutions. Be part of… more
- JPMorgan Chase (New York, NY)
- …detailed operating model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such as client ... detailed operating models for business changes + Demonstrate understanding of client and advisor wealth management processes (front and back office) + Work… more
- JPMorgan Chase (Fayetteville, NY)
- …the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will offer comprehensive financial ... those just starting to save to those with significant wealth . You will provide an exceptional investor experience by... management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients. **Job… more
- JPMorgan Chase (New York, NY)
- …framework to drive adoption and business readiness + Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations to drive ... lasting impact on our organization while gaining exposure to senior leadership and honing your skills in driving large-scale,...environments and are passionate about shaping the future of wealth management, this is the role for you. **Key… more
- JPMorgan Chase (Pittsford, NY)
- …makes a real difference every day. As a member of our Asset & Wealth Management division, you'll be at the forefront of global investment management, providing ... efforts will be recognized and valued. As a Chase Wealth Management Supervisory Manager in the CWM Field Supervisory...a team responsible for conducting thorough active account and Advisor book reviews. You will play a crucial role… more
- Citigroup (New York, NY)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Wellington (New York, NY)
- …Specific responsibilities include but are not limited to: + Setting the long-term advisor education strategy for Wellington's US Wealth line of business and ... including defining the Continuing Education (CE) and accreditation approach; + Developing Wellington's advisor education program for the US Wealth channel; and +… more
- JPMorgan Chase (New York, NY)
- …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of...our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain… more