- Principal Financial Group (Albany, NY)
- …to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our advising ... + Design, develop, and maintain software solutions that support wealth management platforms and client-facing applications including Salesforce CRM and… more
- Broadridge Financial Solutions (New York, NY)
- …distinct service offering focused on a key competency and market segment within Wealth Management with direct revenue and profit targets. You will be responsible for ... data and project management tools. Financial industry experience required; Wealth Management preferred BA/BS Degree, MBA preferred. Agile/Product Owner preferred… more
- Guardian Life (New York, NY)
- …Worth Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, and ... consistent and timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the region **You have**… more
- KeyBank (Tarrytown, NY)
- …+ Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. + Schedule internal and ... + Coordinates the new client onboarding process, including adding new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in… more
- Citizens (Tarrytown, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a… more
- S&P Global (New York, NY)
- …CFA) preferred. + Strong knowledge of financial markets, investment products, and wealth management strategies preferred. + Experience in AI and machine learning, ... Wealth , or DeFi preferred. + Proficiency in data analysis...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- JPMorgan Chase (New York, NY)
- …Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America, ... role provides an opportunity to contribute to client relationships and wealth management solutions, benefiting from training, mentorship, and engaging projects. Our… more
- Equitable (New York, NY)
- …Holdings is a leader in financial services, focusing on retirement, wealth management, and investment management through AllianceBernstein. We are committed to ... of M&A activities across Equitable Holdings, with a focus on retirement, wealth management, and asset management through AllianceBernstein. This role is critical in… more
- NBT Bank (Williamsville, NY)
- …financial products and services. Develops strategic relationships with all NBT Wealth team members, Regional Presidents, Commercial Banking leaders, and other ... by completing annual relationship reviews for clients. Brings other wealth and line of business partners to the table...+ 10% - Maintains an in-depth knowledge of all wealth management products and services. Maintains all designations and… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …Developer and help design, develop, and deliver a next-generation end-to-end Wealth Management (required) platform shaping the future of the industry Location: ... expertise in Java/J2EE technologies with several years of experience working on Wealth Management projects * Define test strategy, test suites, test cases as… more