- Wellington (New York, NY)
- …portfolio of growth and venture stage businesses in a perpetual vehicle targeting the wealth management channel. Private wealth is one of the fastest growing ... across industries and investment types. They will also have interest in wealth -oriented product and more complex investment vehicles like evergreen funds. **OTHER… more
- JPMorgan Chase (Brooklyn, NY)
- …of product development, design, and data analytics. As a Product Manager within the Wealth Management Data Programs Team, you will serve as the lead for the build ... and adoption of the strategic source of record for Wealth Management Securities Reference Data-including Instrument, Pricing, Classification, and Issuer data. You… more
- JPMorgan Chase (New York, NY)
- …covering thousands of large institutional investors around the globe (Sovereign Wealth Funds, Endowments, Foundations, Family Offices, Pensions, etc.). By delivering ... such as endowments, foundations, pension funds, insurance companies, sovereign wealth funds and various private wealth channels...companies, sovereign wealth funds and various private wealth channels + Employ rigorous data analysis to draw… more
- JPMorgan Chase (New York, NY)
- Join JPMorgan's Asset & Wealth Management Risk Analytics Group and help shape the future of risk management through data science and AI. As a Vice President Data ... AI, and big data, driving innovation and efficiency across our Asset & Wealth Management business. **Job Responsibilities** + Identify and evaluate use cases for… more
- CIBC (New York, NY)
- …of sub-sectors across specialty finance, financial technology, insurance, asset and wealth management and others. Our ecosystem is fast-changing and the successful ... banking partners across our global offices. The role will provide you with a wealth of learning and an ability to observe and influence the strategic direction of… more
- JPMorgan Chase (New York, NY)
- …including top pension plans around the globe, insurance companies, sovereign wealth funds, endowments, foundations, central banks and other institutional investors. ... with clients, including top pension plans, insurance companies, sovereign wealth funds, endowments, foundations, central banks, and other institutional investors.… more
- Robert Half Finance & Accounting (Latham, NY)
- Description An independent wealth management firm with $500+ AUM is seeking a Tax Director/Manager to join their growing firm. In this role you will work in ... conjunction with the wealth management team to provide comprehensive tax and financial planning to the firm's clients. Requirements Experience completing high net… more
- Truist (New York, NY)
- …of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements. 8. Establish strong partnerships with ... Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled. 9. Conduct investment product… more
- JPMorgan Chase (New York, NY)
- …you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and maintaining client relationships ... environment to deliver solutions for clients + Demonstrated understanding of investments, wealth planning, credit and banking concepts + Required Licenses: Series 7… more
- Wells Fargo (New York, NY)
- …the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services ... administration for high-net worth and ultra-high net worth clients of Wells Fargo Wealth and Investment Management Working at Wells Fargo | Jobs and Careers at… more