- Bank of America (New York, NY)
- …sales team * Maintain relationships with fund managers/administrators and develop financial advisor communications * Act as liaison for operational issues ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- Raymond James Financial, Inc. (New York, NY)
- …working relationships through communication and personal meetings with the client the Financial Advisor and the client's professional legal and tax advisors. ... estate tax and estate planning information in response to Financial Advisor and client inquiries. + Reviews...including senior management. + Lead meetings and contribute to team efforts by ensuring all relevant information is included… more
- City National Bank (New York, NY)
- …Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). Through research, analysis, and coordination of accurate data and ... this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients… more
- JPMorgan Chase (New York, NY)
- …C-suite executives and span growth, regulatory, and location strategy. The team works cross-functionally with Senior Management, Front Office Advisors, Product ... transformational change. As an Associate within the Business Transformation Team you will work as part of a ...for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such… more
- Wells Fargo (New York, NY)
- At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at ... **Corporate Risk** helps all Wells Fargo businesses identify and manage risk. The team focuses on several key risk types, including conduct, credit, financial … more
- American Express (New York, NY)
- …commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your ... while upholding the Company's commitment to regulatory compliance and financial integrity through strategic collaboration with internal business partners and… more
- JPMorgan Chase (New York, NY)
- …decedent for estate tax purposes. JP Morgan Chase & Co. is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees and ... offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets,… more
- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management, ... and planning/tracking implementations. **Responsibilities:** + Collaborate closely with project team members and senior business and technology stakeholders to… more
- ServiceNow, Inc. (New York, NY)
- …for our customers and communities. By joining ServiceNow, you are part of an ambitious team of change makers who have a restless curiosity and a drive for ingenuity. ... etc.) to identify and localize ServiceNow Disputes and related solutions to the Financial Services market. S/he will closely align with our account teams for several… 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 Head will collaborate closely with the broader client leadership team and colleagues across Marketing, Market & Alternatives Insights, Product Strategy… more