- JPMorgan Chase (New York, NY)
- JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading ... Our wide array of financial strategies - equity, fixed income, cash management , currency, asset allocation, and alternative asset classes - allow investors to… more
- Raymond James Financial, Inc. (New York, NY)
- …Develop and/or deliver a plan for significant aspects of the financial management and/or control process. Analyze, assess, and quantify the risks associated with ... matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth understanding of… more
- JPMorgan Chase (New York, NY)
- …Proven ability to work in a dynamic, evolving team environment. + Effective time management skills to meet service level agreements and project deadlines. + 4 years ... small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package including base salary… more
- Citigroup (New York, NY)
- …adaptability, and creativity in addressing complex challenges. **Desirable:** Familiarity with Wealth Management business processes and front office users is ... Data Analysis, Strategic Thinking, Decision Making and Problem Solving, Project Management and Execution, Innovation and Continuous Improvement, and Adaptability and… more
- Citigroup (New York, NY)
- …with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills. ... communicate a compelling product vision for NBA targeting, AI solutions, query management and publishing platforms. + Build solutions to seamlessly create and… more
- Neuberger Berman (New York, NY)
- …Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets under management ). This high-impact role ... client billing, sales compensation, or financial analysis, preferably within private wealth or asset management + Demonstrated experience leading change… more
- Citigroup (New York, NY)
- …opportunities to improve outcomes through a range of potential solutions including wealth structuring, insurance, trust management , and various investment and ... market share. This role will require an individual with extensive Wealth Planning knowledge, exceptional relationship management , communication and influencing… 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
- Neuberger Berman (New York, NY)
- …initiatives. **Qualifications** + Bachelor's degree required. + 12+ years of experience in Wealth Management , Asset Management , or a related financial ... implementations. + Strong knowledge of the regulatory environment impacting the Wealth Management industry. + Exceptional stakeholder management ,… more
- Bank of America (New York, NY)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Investment- Management -Specialist--FP-\_25032740) **Job Description:** Merrill ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.… more