- JPMorgan Chase (New York, NY)
- The Self-Directed Investing product organization within JP Morgan Wealth Management empowers clients to take control of their financial futures by providing a ... making it a key component of JP Morgan's holistic wealth management offerings. As a Product Associate for the...pivotal role in enhancing the digital experience for our wealth clients. You will be responsible for managing and… more
- JPMorgan Chase (New York, NY)
- …create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite executives and ... model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such as client relationship… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee the administration of… more
- JPMorgan Chase (New York, NY)
- …products that resonate with clients. As a Vice President on the JP Morgan Wealth Management- Wealth Engagement - Acquisition product team, you will work with ... designers, engineers, and other partners to expand and enhance our Wealth Management incentive offer capabilities across digital/non-digital platforms to accelerate… more
- Citigroup (New York, NY)
- …seeking a highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface between the CIO ... tools will form the foundation of an 'always-on' advice engine within Citi Wealth Studio. The ideal candidate will bring strong expertise in product development, … more
- Wellington (New York, NY)
- …paid and organic social media marketing across brand and product initiatives in the Wealth Channel. The ideal candidate will possess a deep understanding of the ... wealth management industry and have a proven track record...strategy and management, preferably within the financial services or wealth management industry. + **Education:** Bachelor's degree in Marketing,… more
- JPMorgan Chase (Brooklyn, NY)
- …the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management, you will create a culture of ... range of clients, from those just starting to save to those with significant wealth . **Job responsibilities** + Have a passion for our customers which results in all… more
- Citigroup (New York, NY)
- …will serve as the Associate Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Partner with Banker in the creation of sales ... pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… more
- JPMorgan Chase (White Plains, NY)
- …to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and ... of clients, from those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering advised solutions and Chase… more
- BlackRock (New York, NY)
- …strategy for BlackRock's suite of mutual funds and iShares ETFs within the US Wealth Advisory (USWA) business. This role is pivotal in shaping how our products are ... and deliver data-driven campaigns that elevate BlackRock's presence in the wealth management space. **Key Responsibilities:** + Lead the cross-product marketing… more