- Raymond James Financial, Inc. (New York, NY)
- …including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management divisions, serving as a ... years of financial services experience required . Experience in broker-dealer or wealth management firms preferred, especially with exposure to front-office or… more
- Citigroup (New York, NY)
- … Studio. The ideal candidate will bring strong expertise in product development, wealth management platforms, and enterprise technology delivery. Success in this ... seeking a highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface between the CIO… more
- JPMorgan Chase (New York, NY)
- …the preparation and transition process for Advisors concluding their careers at JP Morgan Wealth Management + Support the launch of new technology and platforms ... information **Preferred qualifications, capabilities, and skills:** + Strong understanding of Wealth Management products and services, as well as fundamental… more
- Tompkins Community Bank (Mount Kisco, NY)
- …and leveraging referral networks to expand the client base. + Foster integrated wealth management solutions by collaborating with internal partners across ... serves as a key advisor and team collaborator, integrating investment , banking, trust, and insurance professionals to deliver holistic...+ Minimum of five (5) years of experience in Wealth Management , Business Development, and Relationship … more
- Citigroup (New York, NY)
- …investment professionals responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ ... investment professional with Alternative Investments knowledge, exceptional relationship management , communication and influencing skills, and strong sales experience.… more
- JPMorgan Chase (New York, NY)
- …worldwide. It operates across four major business segments, including: Asset & Wealth Management , Corporate & Investment Banking, Commercial Banking, ... and Consumer & Community Banking. JP Morgan Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual… more
- Citigroup (New York, NY)
- …Help clients achieve broad financial/ investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment , risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- HUB International (New York, NY)
- …business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion ... dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA… more
- JPMorgan Chase (New York, NY)
- …you have found the right team. As a Product Owner Sr. Associate in our Wealth Management Solutions division, you will spend each day defining, refining, and ... to client Requests for Proposal. Your expertise in product management , AI and business transformation will be instrumental in...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Broadridge Financial Solutions (New York, NY)
- …from pre-qualification to completion. The position requires high-level interaction with senior management at both the client and Broadridge. + Follow a ""Playbook"" ... with clients to keep them abreast of product information. + Provide management with all requested sales reports and supporting correspondence, including the… more