- JPMorgan Chase (New York, NY)
- … wealth planning, philanthropy, credit and banking. As a Marketing Supervisory Manager within Asset & Wealth Management, you will provide informed, meaningful ... and assets under management of $1.4 trillion. JP Morgan Private Bank has been helping the world's wealthiest individuals,...Relations and other stakeholders as needed + Attend local Wealth Management Supervisor Manager and global Supervisory… more
- Neuberger Berman (New York, NY)
- …of contact with eMoney representatives on behalf of all eMoney users at NB Private Wealth . **Responsibilities:** + Constructing and formulating client wealth ... planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax , estate and risk management strategies utilizing… more
- Neuberger Berman (New York, NY)
- **Position Overview:** As a key member of one of NB Private Wealth 's largest Private Asset Management teams, the Senior Estate Planner will advise ... (https://www.nb.com/en/global/disclosure-privacy-policy) ._ Founded in 1939, Neuberger Berman is a private , independent, employee-owned investment manager . From offices… more
- Citizens (New York, NY)
- …goals. As part of the Core Banking Division, the primary objective of a Private Client Relationship Manager II will engage directly with our affluent and ... next right thing, and collaborating with other colleagues. The Private Client Relationship Manager II, along with...Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners(R), create the Citizens… more
- City of New York (New York, NY)
- …initiatives that support New Yorkers and communities with low incomes in building wealth and improving their financial health. OFE is the first local government ... all New Yorkers. OFE is currently seeking an Operations Manager to join OFE's Operations team. Reporting to the...agency's financial empowerment projects and programs, including NYC Free Tax Prep, the NYC Financial Empowerment Centers and recently… more
- Oracle (Albany, NY)
- …Trading, Insurance, Risk and Compliance, Financial Crime, Analytics, Revenue Management, Private Wealth Management, and Cash & Profitability Management **The ... (Employee/Spouse/Child) 5. Health care and dependent care Flexible Spending Accounts 6. Pre- tax commuter and parking benefits 7. 401(k) Savings and Investment Plan… more
- Bank of America (New York, NY)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Brokerage-Services-Financial-Advisor\_25035237) **Job Description:** Merrill Wealth Management is a ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more