- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... **Overview** Citi Wealth is a leading provider of financial solutions...and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as… more
- S&P Global (New York, NY)
- …growth, mature and distressed spectra across the globe. **Responsibilities & Impact:** Senior Associate, Private Market Valuation will deliver a range of ... leader in the provision of illiquid portfolio pricing valuation services, our Private Market Valuation professionals assist clients in the post-trade valuation of… more
- HUB International (New York, NY)
- …HUB, Trusted Capital Group (TCG), located in Austin, Texas, supports HUB's Retirement & Private Wealth (RPW) division with a focus on tailored financial services ... non-traditional income streams. This role blends financial coaching, strategic planning, and client service. You will deliver tailored wealth strategies, manage… more
- JPMorgan Chase (New York, NY)
- …AM investment solutions teams to develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (CWM), JPMorgan Advisors (JPMA), and ... ** Wealth Management, Product Development, Vice President** Job Description:...and coordinate across business lines to ensure a unified client experience for new launches and the implementation of… more
- JPMorgan Chase (New York, NY)
- …projects. These projects are typically team-based and involve close collaboration with senior executives. Your primary focus will be on the $3.0 Trillion Assets ... Under Supervision Wealth Management Solutions business, which is responsible for creating...various internal consulting initiatives. You will collaborate closely with senior team members, conducting analysis and research, and working… more
- Citigroup (New York, NY)
- …+ Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Franchise Management **Time ... The Wealth Mgmt Group Manager is accountable for management...required in order to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable… more
- Citigroup (Brooklyn, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... The Wealth Relationship Mgmt. (Branch) Sr . Analyst...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (New York, NY)
- …: + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time ... The Wealth Relationship Mgmt. (Branch) Sr . Analyst...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (Hewlett, NY)
- …**Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services ... The Wealth Relationship Mgmt. (Branch) Sr . Analyst...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- JPMorgan Chase (New York, NY)
- …Asset & Wealth Management, a global leader in investment management and private banking solutions, managing client assets worth $4 trillion. As a Supervisory ... operational risk. This role offers a unique opportunity to collaborate with senior leadership, tackle complex issues, and devise strategic solutions. Be part of… more