- City National Bank (New York, NY)
- …for accuracy. * Generate properly formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new account paperwork ... initial drafts of Investment Policy Statements for new clients; reviews with Wealth Advisor . *Must-Have** * Bachelor's Degree or equivalent * Minimum 1 year of… more
- JPMorgan Chase (New York, NY)
- …guidance to Advisors on our advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager ... The mission of JP Morgan Wealth Management's (JPMWM) Investments & Advice (I&A) team...Develop deep expertise in program guidelines to effectively address advisor inquiries and needs. + Serve as the primary… more
- US Bank (New York, NY)
- … Planning and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting ... at $3MM+ net worth into Private Wealth Management, help with client discovery and... Management, help with client discovery and work with wealth management specialists to deepen and broaden relationships with… more
- Wells Fargo (New York, NY)
- …military experience, education **Desired Qualifications:** + Experience in financial services, wealth management, or advisor platforms. + Demonstrated success ... **About this role:** Wells Fargo Wealth & Investment Management is seeking a **Lead...is seeking a **Lead Product Manager** to join the Advisor Gateway Product Team-a high-impact leadership role focused on… more
- Neuberger Berman (New York, NY)
- …Head of Sales Enablement, this role is focused on enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, ... ability to measure adoption, and a collaborative mindset are essential. The Private Wealth CRM Administrator will be part of a broader Sales Enablement team,… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families,… more
- JPMorgan Chase (New York, NY)
- …detailed operating model for business changes + Leverage understanding of client and advisor wealth management processes (front and back office), such as client ... models for business changes + Demonstrate understanding of client and advisor wealth management processes (front and back office) + Work autonomously and… more
- Guardian Life (New York, NY)
- …**You will** + Manage all aspects of the complex process of transitioning a wealth management advisor + Collaborate across teams to deliver seamless and world ... Guardian life is seeking an Advisor Transitions Specialist who will be a critical...and have strong organizational skills + Interested in financial advisor recruiting + An effective communicator with the ability… more
- JPMorgan Chase (New York, NY)
- …invested, staying invested, and investing with less emotion. As an Internal Client Advisor within our financial advisory team, you will assist financial advisors in ... by providing timely solutions. In collaboration with a Client Advisor , you will aim to meet the objectives for...in a more user-friendly way + Partner with Client Advisor (external wholesaler) by being completely aligned on the… more
- BlackRock (New York, NY)
- …+ 10+ years of experience in selling complex enterprise SaaS + Knowledge of wealth platforms (home office and advisor facing technology) + Willingness to travel ... **About this role** **BlackRock: Director, Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management… more