- Wellington (New York, NY)
- …preferably in a similar role. + Proven track record developing and/or leading US Wealth sales enablement within an asset management firm. + Extensive background ... teams. + Collaborate closely with marketing to enhance the advisor experience and engagement strategies. + Track and measure...in improving sales performance. + Comprehensive understanding of asset management and deep knowledge of the US Wealth… more
- JPMorgan Chase (New York, NY)
- Description JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients ... ideas for advisors to improve client portfolios + Field advisor inquiries through phone calls, email inboxes, and Teams'...or client portfolio management at an Asset Management firm, Wealth Manager, Investment Bank, or… more
- M&T Bank (New York, NY)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + ... client on all trust matters and responsible for overall trust administration management for complex trust relationships. + Assess and manage risk, exercise fiduciary… more
- S&P Global (New York, NY)
- …sustainable growth. **Strategic Partnership & Execution:** + Serve as a trusted advisor to the Account Management leadership team, translating strategic ... a Senior Revenue Performance Partner for the Divisional Account Management organization, you will play a pivotal role in...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Director, Treasury Management Officer - FinTech and Payment Service Providers...In this role, you will serve as a trusted advisor and single point of contact for clients, building… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate Director, Treasury Management Officer, Global Transaction Banking - New York...greater than $2 billion. You'll serve as a trusted advisor and single point of contract across all markets,… more
- JPMorgan Chase (New York, NY)
- …Broad understanding of capital markets, Alternatives and JP Morgan Asset & Wealth Management , especially the distribution and investment businesses. + ... you will serve as a key point of contact and advisor to the executive management team, providing high-level support, managing projects and changes, and assisting… more
- JPMorgan Chase (New York, NY)
- …across business lines, including Asset Management , Chase Bank, and Chase Wealth Management . + Foster a positive work environment and drive employee ... JP Morgan Asset Management (JPMAM) is a global leader in asset...strategic initiatives like 403(b), SoloK, HSA's, Financial Wellness, and advisor -managed accounts + Oversee outsourced vendor strategy with key… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... **SVP Cash Management Sales Officer - Global Solution Sales (Consumer,...focused on finding new opportunities while building a trusted advisor status with Clients and Relationship Managers. + Drives… more
- Citizens (Rochester, NY)
- Description If you're passionate about a career in Wealth Management , Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens ... and 66 within specific timeframe required + Understanding of general banking and wealth management services + Excellent verbal and written communications skills… more