- Bank of America (New York, NY)
- …process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Relationship-Manager--EGP-\_25036077) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
- JPMorgan Chase (New York, NY)
- …located in New York, serves as a strategic arm of the JP Morgan Wealth Management marketing organization. This team is dedicated to launching advice-driven wealth ... our advice-led business, delivering impactful marketing support to a rapidly growing advisor network. You will lead the transformation of our marketing resource… more
- TD Bank (New York, NY)
- …colleagues dedicated to setting new industry standards. **Department Overview:** **U.S. Wealth Compliance acts as an independent regulatory compliance and conduct ... and/or controls via action plans or projects Supports the Wealth Compliance team and the US Wealth ...Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the Comptroller… more
- Comerica (New York, NY)
- …Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various governing documents, applicable ... review of investment programs. Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth by principals, income… more
- Guardian Life (New York, NY)
- …supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values. ... applicable laws, regulations, and compliance standards impacting Guardian's retail wealth management business, including its affiliated broker-dealer and investment… more
- JPMorgan Chase (New York, NY)
- …& Wealth Management (AWM) Technology Strategy team partners with senior leaders to define and execute technology priorities, drive strategic initiatives, and ... global operations. As a Principal Technical Program Manager in Asset & Wealth Management Technology Team, you will lead complex, multi-functional technology projects… more
- JPMorgan Chase (New York, NY)
- …at the forefront of the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and ... alignment with firmwide goals. + Serve as a trusted advisor and thought partner for senior leaders,...Experience in financial services across consumer and business banking, wealth and asset management and/or corporate and investment banking… more
- Anywhere Real Estate (Rochester, NY)
- …planning of potential investments. + **Partner Success** - Serve as a senior relationship manager with our joint venture partners, including joining the joint ... progress. + **Team Leadership** - Lead and grow a small senior team including strategic implementation, partnerships, and strategy folks. Minimum Requirements:… more
- JPMorgan Chase (New York, NY)
- …to an environment of collaboration and mutual responsibility + Develop \"trusted advisor \" relationships with senior stakeholders + Simultaneously work on ... group and works on a project basis to address topics at the top of senior management agendas. As a Vice President on the DPS Strategic Execution team, you will… more
- Citigroup (New York, NY)
- The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad and comprehensive understanding of the different systems, ... reviews. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business, which… more