- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management Finance and Business Management has a new opening for a Business Manager based in New York. We are looking for a strategic ... and support decision making for the Deposit and Custody Business + Support senior management in defining strategic direction and future growth plans of the Deposit… more
- JPMorgan Chase (New York, NY)
- …Solutions team, you will serve as a key point of contact and advisor to the executive management team, providing high-level support, managing projects and changes, ... management of the business. You will have the opportunity to learn from senior leaders within our Alternatives business. **Job Responsibilities** + Act as a… more
- Bloomberg (New York, NY)
- Senior Technical Account Manager - Semi-Liquid Funds Location New York Business Area Data Ref # 10047768 **Description & Requirements** Bloomberg runs on data. Our ... to IPO, and all the data in between. Whether a fund investor, manager, or advisor , our team provides the data, solutions, and industry network to help clients take… more
- JPMorgan Chase (New York, NY)
- …within the financial services industry, preferably in private banking or wealth management. + Strong understanding of the Latin American market and Global Family ... Global Private Bank is seeking a dynamic and experienced Senior Associate to join our Digital Team. This role...Group segment. + Prior advisor experience is preferred but not required + Excellent… more
- Citigroup (New York, NY)
- … + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently ... seek strategic advice regarding financial matters. + Build relationships with client families that.../investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment,… more
- First Horizon Bank (New York, NY)
- …client business goals, environments, strategies and industry trends to become a trusted advisor and to identify solutions to solve for customer pain points + ... 5:00 PM **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock… more
- Bank of America (New York, NY)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- Bank of America (New York, NY)
- …client relationship process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...**Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop… more
- LinkedIn (New York, NY)
- …leading and emerging consulting, accounting, and law firms, as well as financial organizations across wealth management, insurance, and commercial banking - ... to establish yourself and the broader LinkedIn team as a trusted advisor to these firms, sharing insights, building business cases, developing deep relationships,… 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