- Tompkins Community Bank (Ithaca, NY)
- Overview This position is responsible for assisting Wealth Advisors and Trust Officers with all aspects of new account opening, investment and account review ... and maintaining files within compliance and regulatory guidelines. + Support Wealth Advisors/Trust Officers by preparing correspondence; review daily cash reports… more
- JPMorgan Chase (New York, NY)
- …Our team, with decades of experience in nonprofit management and grantmaking, oversees over 10,000 grant requests annually. As part of the Private Bank, we offer ... clients a robust professional network to enhance their philanthropic impact. PFS facilitates nearly $400 million in annual giving, collaborating with diverse grantee partners across various program areas. **Role Overview:** The Grants Manager will oversee the… more
- JPMorgan Chase (New York, NY)
- …include close collaboration with senior executives. As a US Private Bank Strategy Senior Associate within Asset and Wealth Management, you will play a pivotal ... We are looking for a talented Senior Associate to join the team! JP Morgan Asset... to join the team! JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking… more
- BlackRock (New York, NY)
- **About this role** Aladdin Wealth Tech's mission is to transform wealth management industry through technology and differentiate BlackRock as a strategic ... for our clients. As technology fundamentally reshapes the global wealth management industry, we partner with wealth ...global wealth management industry, we partner with wealth managers to enhance their value proposition to their… more
- Neuberger Berman (New York, NY)
- Neuberger Berman's Private Wealth Operating Platform seeks a highly motivated and detail-oriented Associate to support initiatives focused on process ... in enhancing the efficiency, scalability, and effectiveness of the Private Wealth business by bridging the gap between client-facing teams, technology, operations,… more
- HSBC (New York, NY)
- …investors, our communities and the planet we all share. As our Client Experience Associate , you'll help new and current Wealth Center customers feel comfortable ... operations and customer service experience. As our Client Experience Associate you will: + Greet and assist customers who...will: + Greet and assist customers who visit the Wealth Center for scheduled appointments and financial transactions +… more
- JPMorgan Chase (New York, NY)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a crucial role in… more
- KeyBank (Tarrytown, NY)
- …White Plains Road - Tarrytown, New York 10591 **Job Summary** The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain client ... + Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. + Schedule internal and… more
- JPMorgan Chase (New York, NY)
- Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies ... of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional… more
- S&P Global (New York, NY)
- …CFA) preferred. + Strong knowledge of financial markets, investment products, and wealth management strategies preferred. + Experience in AI and machine learning, ... Wealth , or DeFi preferred. + Proficiency in data analysis...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more