- Citigroup (New York, NY)
- …prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service support to ... 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
- JPMorgan Chase (New York, NY)
- …dynamic Financial Institutions Group to focus on FinTech, Wealth and Asset Management coverage. **Job Summary** As an Associate in the Financial Institutions ... executing their own transactions. You will join the global Associate class in an Industry, Country Coverage or Product...market transactions + Interact with senior team members and client management teams on a daily basis… more
- JPMorgan Chase (New York, NY)
- …with artificial intelligence, you have found the right team. As a Product Owner Sr. Associate in our Wealth Management Solutions division, you will spend ... to client Requests for Proposal. Your expertise in product management , AI and business transformation will be instrumental in identifying trends, optimizing… 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)
- …information; schedule meetings and calendar events; process expense reports; keep Wealth Advisors/Trust Officers focused on client experience and business ... advisor marketing plans by coordinating client events; client mailings and holiday gifts and notify Wealth... Advisor/Trust Officer; assist clients with account setup and management through the financial planning tool portal. + Occasional… more
- JPMorgan Chase (New York, NY)
- …+ Ability to prioritize, multi-task, and meet deadlines. + Problem-solving and risk management capabilities. + Client servicing and relationship management . ... administrative responsibilities. Our team, with decades of experience in nonprofit management and grantmaking, oversees over 10,000 grant requests annually. As part… 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)
- …of service, making it a key component of JP Morgan's holistic wealth management offerings. As a Product Associate for the Advance Investing product team ... The Self-Directed Investing product organization within JP Morgan Wealth Management empowers clients to take...on existing features, engaging with internal stakeholders to triage client input where needed + Analyze competitor trends and… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client assets across 40+ ... as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate...experience preferred, particularly with Salesforce. + Broad knowledge of Wealth Management , financial products, and services. +… more
- HSBC (New York, NY)
- …our communities and the planet we all share. As our Client Experience Associate , you'll help new and current Wealth Center customers feel comfortable while ... experience, including operations and customer service experience. As our Client Experience Associate you will: + Greet...service and or operational experience within a retail banking, wealth management or equivalent + Proven decision… more