- 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
- Canandaigua National Bank & Trust (Pittsford, NY)
- Wealth Associate Supervisor Canandaigua National Bank Location: Pittsford, NY (Hybrid - in office days may vary) What does a Wealth Associate Supervisor ... Associate Supervisor is responsible for directly supervising the Wealth Associate staff within the Wealth...education and work experience will be considered. + Specialized wealth management education and training. + A… 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 ... Associate Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Partner with Banker in...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles… more
- CIBC (New York, NY)
- …/** **Senior Client Service Associate ** , you will support Private Wealth relationship management efforts by delivering exceptional service to clients. ... of relevant financial industry experience.** Experience in a client service role within Wealth Management is a plus. + **You put clients first:** You engage with… more
- Broadridge Financial Solutions (New York, NY)
- …highly skilled Technology Leader to drive the modernization of our platform within the Wealth Management portfolio. This role is a unique opportunity to shape ... business acumen, leading a talented team and shaping the future of Wealth Management technology at scale. Key Responsibilities: Architectural Leadership: Lead… more
- Tompkins Community Bank (Ithaca, NY)
- Overview This position is responsible for assisting Wealth Advisors and Trust Officers with all aspects of new account opening, investment and account review ... and maintaining files within compliance and regulatory guidelines. + Support Wealth Advisors/Trust Officers by preparing correspondence; review daily cash reports… 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
- Robert Half Finance & Accounting (New York, NY)
- …to detail and collaboration are key? Our client, a highly successful Wealth Management firm, is looking for a Senior Associate , Operations to help deliver ... exceptional service to high-net-worth clients by managing and reconciling complex investment accounts with accuracy and efficiency. In this role you will play a critical role in maintaining the integrity of client investment data and reporting. Using tools… more
- TD Bank (New York, NY)
- …provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Associate Private Client Relationship Manager (ARM) is ... on clients who maintain smaller balances with TD. The Associate Private Client Relationship Manager I will serve as...clients, delivering thought leadership across all capabilities at TD Wealth . A critical objective of the ARM will be… more