- JPMorgan Chase (New York, NY)
- …in fast-paced, dynamic environments and are passionate about shaping the future of wealth management, this is the role for you. **Key Responsibilities:** + Establish ... to drive adoption and business readiness + Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations to drive program… 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
- JPMorgan Chase (Pittsford, NY)
- …makes a real difference every day. As a member of our Asset & Wealth Management division, you'll be at the forefront of global investment management, providing ... efforts will be recognized and valued. As a Chase Wealth Management Supervisory Manager in the CWM Field Supervisory...a team responsible for conducting thorough active account and Advisor book reviews. You will play a crucial role… more
- JPMorgan Chase (Rochester, NY)
- …countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community ... client's other advisors (attorney, accountant); highly respected by external professional advisor community + Develop, retain and deepen trust account relationships… more
- JPMorgan Chase (New York, NY)
- …countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community ... client's other advisors (attorney, accountant); highly respected by external professional advisor community. * Develop, retain and deepen client relationships. **New… more
- JPMorgan Chase (New York, NY)
- The mission of JP Morgan Wealth Management's (JPMWM) Investments & Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, ... our clients. As a Vice President Multi-Asset Specialist within JP Morgan Wealth Management's Investments & Advice team, you will work collaboratively with regional… 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 ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… more
- Citigroup (Brooklyn, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- Citigroup (New York, NY)
- …+ Work closely with Product Owners and Product Lead to build solutions for advisor engagement and scale + Define and communicate a compelling product vision for NBA ... with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills. +… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more