- Bank of America (New York, NY)
- …world-class investment strategies, platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the ... for Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends and new product development, and… more
- JPMorgan Chase (New York, NY)
- …and managing stakeholders across multiple functions. + Experience in asset or wealth management , with a strong understanding of industry-specific CRM ... in enabling sales productivity and processes end to end. + Asset Management , Wealth Management , or other relevant financial industry experience. + Advanced… more
- Neuberger Berman (New York, NY)
- …and systems. The Associate will work closely with 45 teams across Portfolio Management , Wealth Advisory, and the Trust Company, contributing to the continuous ... a plus. + 2-5 years of financial services experience, preferably in Private Wealth , investment advisory, or asset management settings. + Self-motivated and… more
- JPMorgan Chase (New Hyde Park, NY)
- …+ Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One Chase to identify new opportunities ... Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial… more
- JPMorgan Chase (New York, NY)
- …market research to identify trends, opportunities, and competitive threats related to wealth management solutions. + Develop strategies to differentiate our ... + Proven experience in product management , with a focus on wealth management platforms. + Bachelor's degree in Business, Finance, or a related field. +… more
- City National Bank (New York, NY)
- …Minimum 4 years of experience with bank products and services (eg. deposits, wealth management , cash management , international, etc.) required. *Additional ... of all bank products and services (including, but not limited to Deposits, Wealth Management , Treasury Services, International, etc.) * Thorough understanding of… more
- JPMorgan Chase (New York, NY)
- …the breadth of JPMorgan Chase's expertise and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager. JP Morgan ... training for Client Experience Specialists. **Job Responsibilities** + Supporting management and execution of end-to-end Relationship Manager onboarding and training… more
- JPMorgan Chase (New York, NY)
- …a Vice President of North America Institutional Marketing within the Asset & Wealth Management team, you will lead high-level marketing initiatives across ... and skills:** + 10+ years of marketing experience in asset management , retirement, or wealth management . + Experience in leading cross-segment and top-tier… more
- KeyBank (Tarrytown, NY)
- …to the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors ... + Certified Financial Planner (CFP) (preferred) + Certified Investment Management Analyst (CIMA) (preferred) + Certified Public Accountant (CPA) (preferred)… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …Master, supporting the design, development, and delivery of an industry-leading end-to-end Wealth Management platform. In this role, you'll lead Agile ... **Skills:** + Project Management + Continuous Integration + SCRUM + Wealth Management **What you can expect from us:** **Together, as owners, let's turn… more