- JPMorgan Chase (New York, NY)
- The Investment Product and Platform team within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of ... with JP Morgan Wealth Management Solutions and Practice Management Leads to maintain industry-leading investment solutions + Understand industry trends… more
- BlackRock (New York, NY)
- …+ Participate in internal and external webinars and events + Interact with portfolio management , research, business development and clients + Stay current on ... helps clients customize portfolios for unique tax, values-alignment, or investment exposures across direct indexing, fixed income, active equity,... advisor a plus + Minimum 5 years in wealth management , law firm, public accounting, or… 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 ... We are seeking a highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface between… more
- Neuberger Berman (New York, NY)
- …on Agile methodologies. + A minimum of 10 years of experience in Private Wealth management or Investment Advisory function. + Demonstrated experience with ... of financial planning principles, investment strategies, and prospect/client lifecycle management . Experience with one or more Wealth Planning tools like… more
- JPMorgan Chase (New York, NY)
- … investment and non- investment products, solutions, and services across wealth management . This includes areas such as sales & trading, brokerage, ... analysis and research, and working extensively with colleagues across Asset and Wealth Management , including investment professionals, product owners, and… more
- Bank of America (New York, NY)
- …and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the ... Management is a leading provider of comprehensive wealth management and investment products...Client Management + Client Solutions Advisory + Portfolio Management + Referral Identification + Referral… more
- City National Bank (New York, NY)
- …to work with CNR Administrative group on the front-end on-boarding of new investment management and trust accounts. * Gather client account performance data ... generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst… more
- BlackRock (New York, NY)
- …Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management platform that enables wealth ... Wealth team leverages the same risk analytics used by Institutional investors to equip wealth management clients with business & risk management , and … more
- JPMorgan Chase (New York, NY)
- The mission of JP Morgan Wealth Management 's (JPMWM) Investments & Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, ... As a Vice President Multi-Asset Specialist within JP Morgan Wealth Management 's Investments & Advice team, you...discretionary and non-discretionary advisory, as well as all available investment management solutions. Our team functions as… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more