- CGI Technologies and Solutions, Inc. (New York, NY)
- …play a key role in designing, developing, and building a cutting-edge, end-to-end wealth management platform. Location: New York City - Hybrid role (at least 3 ... and development. * Proven experience working on projects within the Wealth Management domain, with a strong understanding of industry-specific applications and… more
- JPMorgan Chase (New York, NY)
- Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies ... of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional… more
- Wellington (New York, NY)
- …Investment Director. This product team works closely with the investment team, US Wealth sales teams, and business colleagues across the firm to support our clients' ... solutions across public and private assets to the US wealth market. The product coverage team has two main...this role include: + 3-5 years of relevant experience; wealth management experience is a strong plus but not… more
- Deloitte (Rochester, NY)
- …and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience in Transactions Monitoring, Reviewing and ... to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience providing advice regarding...on Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience in managing a… more
- Deloitte (Rochester, NY)
- …international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years Experience performing AML case investigations, ... pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years Experience in Transactions Monitoring, Reviewing and… more
- Bank of America (New York, NY)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... reimbursement towards fertility, egg freezing, adoption and surrogacy expenses. + **Building Wealth - 401(k) Savings Plan** : Employees are immediately eligible for… more
- Bank of America (New York, NY)
- …beneficial ownership notices and industry limits) for the Global Markets and Wealth Management business divisions. They are responsible for the analysis and ... and derivative products. + High level understanding of global markets and wealth management business divisions. + Strong technical and data analytical skills (ie,… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via ... clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc. + Keep abreast of trends and… more
- JPMorgan Chase (New Hyde Park, NY)
- …+ Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for ... owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal… more