- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... relationships with 3rd party asset managers and key strategic investment partners for the Citi Wealth business....(CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.… more
- JPMorgan Chase (Fayetteville, NY)
- …the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management , you will offer comprehensive ... Ideal candidates will possess strong analytical skills, a deep understanding of wealth management , and the ability to collaborate effectively with senior… more
- KeyBank (Amherst, NY)
- …activities. Individuals in this role assist in the design and execution of wealth management testing and continuous monitoring to evaluate Key's compliance with ... projects and testing. The ideal candidate has a functional knowledge of wealth management , trust/fiduciary compliance laws and regulations, risks and supporting… more
- City National Bank (New York, NY)
- …with specific experience managing large scale, complex programs within the investment banking/ wealth management /brokerage and securities space required ... broader Royal Bank of Canada (RBC) led program supporting CNB Private Banking & Wealth Management , and RBC US Wealth Management business units. *The… more
- KeyBank (Amherst, NY)
- …business, products, and functional activities. In this role, the Sr. Data Analyst - Wealth Management and Trust Testing and Analytics, serves in the critical ... (ie - retrieving, combining, and analyzing data specific to wealth management , trust, private banking, and related... products and services (eg - trust, private banking, securities/ investment management ) as well as trust/fiduciary related… more
- KeyBank (Amherst, NY)
- …and regulations through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional ... ideal candidate will have experience managing a team of wealth management and trust testing or compliance... products and services (eg - trust, private banking, securities/ investment management ) as well trust/fiduciary related compliance,… more
- Ballston Spa National Bank (Ballston Spa, NY)
- …financial solutions to high net-worth clients, focusing on investment management , estate planning, tax strategies, and holistic wealth preservation. VP, ... Ballston Spa, NY, USA | Wealth Management Solutions | 80,000-125,000 per...ability to work independently in a results-oriented environment. OUR INVESTMENT IN YOU BSNB offers a generous compensation and… more
- City National Bank (New York, NY)
- …to work with CNR Administrative group on the front-end on-boarding of new investment management and trust accounts. * Gather client account performance data ... * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The...Investment Policy Statements for new clients; reviews with Wealth Advisor. *Must-Have** * Bachelor's Degree or equivalent *… more
- JPMorgan Chase (Brooklyn, NY)
- …the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management , you will create a culture of ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...those just starting to save to those with significant wealth . **Job responsibilities** + Have a passion for our… more
- JPMorgan Chase (New York, NY)
- …targeted firms. **Job Requirements:** + 15+ years' experience in asset and wealth management distribution, with extensive expertise in private alternatives. + ... The Private Wealth Alternatives market, with an estimated $2 Trillion...growth and presents significant opportunities for JP Morgan Asset Management . As a leading global asset manager, we oversee… more