- Principal Financial Group (Albany, NY)
- **What You'll Do** We're looking for an experienced, Senior Software Engineer to join our Workplace Personal Investing team. As we embark on building an innovative ... to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our advising… 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 ... relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment… more
- JPMorgan Chase (New York, NY)
- Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... ideas for advisors to improve client portfolios + Field advisor inquiries through phone calls, email inboxes, and Teams'...to include: + The expectation of acting autonomously when senior Specialists are unavailable + Partner with advisors to… more
- Citigroup (New York, NY)
- …achieve the firm's overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team. **Responsibilities** + Responsible for all ... and execution of CCAR, Recovery and Resolution planning activities. + Partner with senior management to deliver on financial objectives, including a broad set of P&L… 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
- Citigroup (New York, NY)
- …communication skills required in order to negotiate internally, often at a senior level, and externally. Developed communication and diplomacy skills are required in ... 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
- City National Bank (New York, NY)
- …analytical and financial support and expertise through technological tools and software. * Wealth Management Division: City National Rochdale* As a member of City ... National Rochdale, the company's Wealth Management group, you will provide white-glove service focused...presentations. * Create and prepare customized presentations for specific advisor and client meetings * Print and bind client… more
- Citigroup (New York, NY)
- …communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely ... 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
- KeyBank (New York, NY)
- … Communications Manager. This position will act as a strategic and collaborative advisor and team member across the Commercial, Wealth and Institutional lines ... to draft critical communications for various stakeholders + Develop messaging and senior leader talking points to support business area objectives + Provide… more
- TD Bank (New York, NY)
- …**Cross-Functional and Executive Engagement** + Represent Human Centered Design in senior forums and governance bodies, bringing a **clear, data-informed voice for ... input in the shaping of that vision. + Build trusted relationships with senior leaders across Digital Strategy, Product, Technology, Compliance, Risk, and Legal to… more