- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... managers and key strategic investment partners for the Citi Wealth business . Citi Wealth has...strategic and tactical engagement meetings with executives across the asset management landscape. + Design and implement… 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 ... and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package including… more
- JPMorgan Chase (New York, NY)
- …executives. Your primary focus will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business , which is responsible for creating ... also have opportunities to be cross-staffed across the broader Asset & Wealth Management (AWM)...business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
- Deloitte (New York, NY)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... expand our research and insights agenda across the investment management and wealth management marketplaces....an industry-focused strategy consulting team who advises to global asset and wealth managers. Our researchers and… more
- JPMorgan Chase (New York, NY)
- …future. As a Head of Business Intelligence & Analytics within the JP Morgan Asset & Wealth Management team. The Global Business Intelligence and ... Join our amazing JP Morgan Asset & Wealth Management ...business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
- KeyBank (Amherst, NY)
- …+ Education/Background: Bachelor's degree, + Minimum 3 years of wealth management related (eg - trust/fiduciary, asset management , private banking, ... of compliance monitoring and testing across Key's lines of business , products, and functional activities. Individuals in this role...this role assist in the design and execution of wealth management testing and continuous monitoring to… more
- Neuberger Berman (New York, NY)
- …engaging process. + Serve as the business owner for internal Private Wealth applications (CRM, OMS, document management , asset movement, etc.), ... will be a transformative leader within Neuberger Berman's Private Wealth business , responsible for shaping and executing... owner for all client-facing digital platforms and internal wealth management tools. This role is pivotal… more
- JPMorgan Chase (New York, NY)
- …8 years in financial services industry with at least 6 years of direct experience in Asset or Wealth Management (Capital Markets, Wealth Management , ... The mission of JP Morgan Wealth Management 's (JPMWM) Investments & Advice...service while driving commercial growth within the JPMA Advisory business . + Provide comprehensive guidance to Advisors on our… 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 ... deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you...business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
- S&P Global (New York, NY)
- …Communications, Business , or related field preferred). + Experience in Asset Management preferred. + Exceptional interpersonal, written, and verbal ... and content strategies that resonate with target audiences in the evolving wealth management landscape. As part of the broader commercial organization,… more