- 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
- Arrow Financial Corporation (Glens Falls, NY)
- …Currently, we are looking for an experienced professional to join our Wealth Management Financial Services team as: Financial Services Professional (LPL) This ... services across northeastern New York, including online and mobile banking, wealth management, money market and deposit accounts, and mortgage, consumer and… more
- Citigroup (New York, NY)
- …reviews. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business, which ... & investment goals related to the creation, management, and transfer of wealth . + Develop tailored solutions that address clients' unique investment, risk… more
- Guardian Life (New York, NY)
- …external communications and marketing amplification platforms + Industry knowledgein wealth management, personal finance, retirement, and insurance **You will:** + ... You will report to the External Communications Lead, Client Solutions and Wealth Management and Financial Protection and Retirement Solutions **Location:** This role… 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
- 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
- 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
- JPMorgan Chase (New York, NY)
- …located in New York, serves as a strategic arm of the JP Morgan Wealth Management marketing organization. This team is dedicated to launching advice-driven wealth ... management products and driving their success in the market. Their responsibilities include analyzing the target audience, shaping the products' value proposition, and creating strategies to effectively promote and sell these products throughout every stage… more
- Bloomberg (New York, NY)
- …tender offer and interval funds, non-traded REITs, and emerging private wealth -accessible vehicles under 506(c) and 3(c)(7) exemptions. Our work ensures accurate, ... BDCs, tender offer funds, interval funds, non-traded REITs, and private wealth evergreen funds + Proven experience managing technical client relationships and… 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