- JPMorgan Chase (Fayetteville, NY)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you… 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 ... & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Comprehensive knowledge of the operational, technical, and functional… more
- KeyBank (Amherst, NY)
- …(Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg - eg ... Individuals in this role assist in the design and execution of wealth management testing and continuous monitoring to evaluate Key's compliance with regulatory… 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 ... regulations to guide advisors. + Implement thorough account reviews to ensure investment suitability and compliance. + Conduct comprehensive Advisor book reviews… more
- Wellington (New York, NY)
- …Strategist will bring a unique set of skills and experiences including developing investment education programs for the US Wealth channel, marketing ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...but are not limited to: + Setting the long-term advisor education strategy for Wellington's US Wealth … more
- JPMorgan Chase (New York, NY)
- …evaluating the progress of our partnerships. + Collaborate with the broader US Advisor client leadership team and Investment Specialists to exchange ideas and ... The Private Wealth Alternatives market, with an estimated $2 Trillion...& Alternatives Insights, Product Strategy & Development, Portfolio Managers, Investment Specialists, and Client Service. **Job Responsibilities:** + Lead,… more
- Bank of America (New York, NY)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Market-Leader Advisor -Development-Program\_25033922-2) **Job Description:** Merrill ... Market Leader - Advisor Development Program New York, New York **To...Wealth Management is a leading provider of comprehensive wealth management and investment products and services… more
- JPMorgan Chase (Pittsford, NY)
- …that 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, ... 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
- JPMorgan Chase (New York, NY)
- …of both depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development and execution ... This role requires a visionary leader with expertise in Wealth Planning and Advice, capable of driving product innovation...app), and advice insights via AI. + Collaborate with senior leadership to align product goals with business objectives.… 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,...of experience in financial services, with deep expertise in wealth management or investment management + 6+… more