- Cognizant (Albany, NY)
- ….Net Core, with a preference for those with experience in Asset and Wealth Management. + Collaborate with cross-functional teams to design, implement, and enhance ... communication and knowledge sharing. + Collaborate with the Asset and Wealth Management team to integrate domain-specific functionalities into software solutions. +… more
- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk management,… more
- Raymond James Financial, Inc. (New York, NY)
- …Overview** The Private Market Direct Desk sits within Raymond James Global Wealth Solutions and provides sophisticated institutional clients with access to an ... opportunities, as well as the chance to learn from experts in the wealth management and financial services industries. Our summer associate will gain practical… more
- JPMorgan Chase (New York, NY)
- …and client success. As a Technical Project Manager III in Asset & Wealth Management Technology Team, you will help lead complex technology projects and programs ... of high-impact projects that shape the future of the firm. The Asset & Wealth Management (AWM) Technology Strategy team partners with senior leaders to define and… more
- JPMorgan Chase (New York, NY)
- …a dynamic environment. As a Lead Technical Program Manager in Asset & Wealth Management Technology Team, you will drive the successful delivery of complex technology ... the highest quality and professionalism in service delivery. The Asset & Wealth Management (AWM) Technology Strategy team partners with senior leaders to define… more
- JPMorgan Chase (New York, NY)
- …global operations. As a Principal Technical Program Manager in Asset & Wealth Management Technology Team, you will lead complex, multi-functional technology projects ... and processes, shaping the future of our technology landscape. The Asset & Wealth Management (AWM) Technology Strategy team partners with senior leaders to define… more
- Guardian Life (New York, NY)
- …applicable laws, regulations, and compliance standards impacting Guardian's retail wealth management business, including its affiliated broker-dealer and investment ... Compliance department's efforts in supporting the implementation of new retail wealth management products and services. + Prepare relevant compliance metrics that… more
- JPMorgan Chase (Garden City, NY)
- …+ Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for ... in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and… more
- JPMorgan Chase (New York, NY)
- …a world-class legal team at JP Morgan, one of the largest asset and wealth managers globally. Make a direct impact by advising on complex alternative investment ... professionals across legal, compliance, and risk functions. Shape the future of wealth management by navigating regulatory changes and driving new product launches.… more
- KeyBank (Albany, NY)
- …the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and ... (CPA) (preferred) + Chartered Financial Analyst (CFA) (preferred) + Certified Wealth Strategist (preferred) + Licensed Attorney/JD (varies by state) (preferred)… more