- Cognizant (New York, NY)
- …requirements for report rationalization and standardization across institutional and wealth channels. This role will drive end-to-end reporting flows-data lineage, ... to be considered** . Domain: Client/Investor reporting in Asset & Wealth Management (composites, performance & attribution, disclosures, share classes, fee/expense… more
- JPMorgan Chase (New York, NY)
- Strategy and Support for Chase Wealth Management reports to the National Head of Business Development. This person will serve as a Business Manager and will be ... Bachelor's degree **Preferred qualifications, capabilities, and skills** + Previous wealth management experience preferred Chase is a leading financial services… more
- JPMorgan Chase (New York, NY)
- Join the Wealth Management Solutions team as an Associate Product Manager supporting the firm's Donor Advised Fund (DAF) product offering. In this role, you will ... of experience in financial services or strategy consulting, with exposure to wealth management, capital markets, or investment support. + Direct experience in… more
- Citigroup (Brooklyn, NY)
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) + Acquire new… more
- JPMorgan Chase (New York, NY)
- …city's metropolitan area. **About Our Track** **Line of Business:** Asset & Wealth Management(AWM) **Track:** International Private Bank LatAm Track Join our dynamic ... team under the Asset & Wealth Management - International Private Bank LatAm track, where you will embark on a comprehensive and immersive Fellowship designed to… more
- Citigroup (New York, NY)
- …will serve as the Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Actively identify prospects and establish contact with ... 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)
- …industry-leading insights to Private Bank clients and prospects on the most relevant wealth planning and investment topics. We are a diverse group of storytellers ... as well as an understanding of and/or interest in investments and wealth planning. + Strategically motivated and able to integrate business priorities into… more
- JPMorgan Chase (New York, NY)
- The candidate will be part of the Wealth Management Solutions team with a focus on our Alternatives platform offering. The WM Alternatives Product Development team ... is responsible for the E2E simplification and scaling of the Alternatives target op model inclusive of key enabling capabilities and differentiating services. The team's role spans the full lifecycle of transformation - Vision, Strategy, E2E Op Models,… more
- Citigroup (Queens, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management is committed to providing exceptional service to our clients and business partners. The Client Skills Training team provides ... training and equips professionals of all levels with the tools they need to set goals, measure performance benchmarks, and engage in personal development programs, ensuring they are constantly challenged and their career expectations fulfilled. We recognize… more