- JPMorgan Chase (New York, NY)
- …As a Private Wealth Alternatives Marketing Director on the Asset & Wealth Management Marketing team, you will lead innovative marketing strategies to promote ... and skills:** + 10+ years of strong marketing experience in asset management , or wealth management industry + Experience in marketing alternative or private… more
- Tompkins Community Bank (Mount Kisco, NY)
- …leveraging referral networks to expand the client base. + Foster integrated wealth management solutions by collaborating with internal partners across ... experience required. + Minimum of five (5) years of experience in Wealth Management , Business Development, and Relationship Management . + CFP, CPA, or… more
- Wellington (New York, NY)
- … Wealth Channel. The ideal candidate will possess a deep understanding of the wealth management industry and have a proven track record of creating and ... strategy and management , preferably within the financial services or wealth management industry. + **Education:** Bachelor's degree in Marketing,… 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 ... and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key...and platform-enabled growth. **Job Family Group:** Project and Program Management **Job Family:** Program Management **Time Type:**… more
- Citigroup (New York, NY)
- …opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service support ... **Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage… more
- CIBC (New York, NY)
- …years of relevant financial industry experience.** Experience in a client service role within Wealth Management is a plus. + **You put clients first:** You ... Associate /** **Senior Client Service Associate** , you will support Private Wealth relationship management efforts by delivering exceptional service to clients.… more
- BlackRock (New York, NY)
- …and deliver data-driven campaigns that elevate BlackRock's presence in the wealth management space. **Key Responsibilities:** + Lead the cross-product ... strategy for BlackRock's suite of mutual funds and iShares ETFs within the US Wealth Advisory (USWA) business. This role is pivotal in shaping how our products are… more
- Citigroup (New York, NY)
- …**Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... serve as the Relationship Officer for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Lead client onboarding and account opening efforts… more
- JPMorgan Chase (New York, NY)
- …Head of US Mortgage Product is responsible for comprehensive product management , including strategic planning, creation, design, launch, and lifecycle management ... years of experience or equivalent expertise in end-to-end product management with mortgage origination/industry experience, including deep subject matter expertise… more
- JPMorgan Chase (New York, NY)
- …administrative responsibilities. Our team, with decades of experience in nonprofit management and grantmaking, oversees over 10,000 grant requests annually. As part ... Ability to prioritize, multi-task, and meet deadlines. + Problem-solving and risk management capabilities. + Client servicing and relationship management . +… more