• Wealth Strategies Advisor

    Bank of America (Pennington, NJ)
    …estate, gift, and tax planning, and risk management. **Responsibilities:** + Leads the client wealth planning engagement process, including the new business ... Wealth Strategies Advisor Philadelphia, Pennsylvania;Conshohocken, Pennsylvania; Pennington, New...Engages Merrill market leaders to drive ultra-high net worth client engagement focused on addressing the planning,… more
    Bank of America (07/24/25)
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  • JP Morgan Wealth Management - Vice…

    JPMorgan Chase (Jersey City, NJ)
    …of products and solutions. Our strategy is to create solutions that deepen client and advisor engagement , increase scale and profitability, attract new clients ... The My JPM Wealth Plan team develops industry-leading solutions that enable...advisor. The team is tasked with creating a fully integrated , elegant, and seamless end-to-end experience for clients and… more
    JPMorgan Chase (06/26/25)
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  • Sr. Audit Manager- Wealth Management

    City National Bank (Jersey City, NJ)
    *SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of Wealth ... Management, is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in supervising a team of… more
    City National Bank (08/07/25)
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  • Senior Director - Clearing and Settlements…

    Broadridge Financial Solutions (Newark, NJ)
    …the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement , client satisfaction, and the creation of stockholder value. We ... role in contributing to the direction and implementation of the integrated platform from a settlements perspective.This role encompasses management of teams… more
    Broadridge Financial Solutions (07/11/25)
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