- JPMorgan Chase (New York, NY)
- …acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and banking needs + ... are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and… more
- Guardian Life (New York, NY)
- …Worth Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, ... as private markets, structured investments, alternative investments, philanthropy, lending, and investment management . + Partner with advisors on case design,… more
- Equitable (New York, NY)
- …Overview:** Equitable Holdings is a leader in financial services, focusing on retirement, wealth management , and investment management through ... activities across Equitable Holdings, with a focus on retirement, wealth management , and asset management ...modeling to assess the viability and potential return on investment of M&A opportunities. **Transaction Management :** +… more
- Bank of America (New York, NY)
- …sales and marketing experience + Knowledge of alternative investments + Understanding of the wealth management industry + Team player with the ability to work ... Completion of or progress toward CFA/CAIA **Skills:** + Client Management + Client Solutions Advisory + Customer...+ Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification… more
- Citigroup (New York, NY)
- …the creation and management of wealth . + Develop tailored solutions that address clients' investment , risk management , and financing/liquidity needs. ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...+ Bring together the product experts to develop long-term solutions to strengthen relationships with the firm. + Help… more
- BlackRock (New York, NY)
- **About this role** BlackRock is one of the world's leading providers of investment , advisory, and risk management solutions , including Aladdin, our ... BlackRock and delivered to our clients to unify the investment management process across public and private...the Aladdin team comprises the Aladdin Client Business, Aladdin Wealth Tech, Aladdin Product, Aladdin Data, and Aladdin Engineering.… more
- Citigroup (New York, NY)
- …and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, Citi ... are charged with a mission that rivals any large tech company. Our technology solutions are the foundations of everything we do from keeping the bank safe, managing… more
- Citigroup (New York, NY)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... Citi Treasury Investments (CTI) operates within Corporate Treasury to lead the investment of Citi's major liquidity portfolios and raise long and short-term debt… more
- KeyBank (Tarrytown, NY)
- …our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions . The Relationship Manager is at the center of ... the primary client advisor by recommending banking, borrowing and investment solutions that will help the client...+ Develops and maintains an in-depth knowledge of financial wealth management services and products as well… more
- S&P Global (New York, NY)
- …quantitative role in financial services + Strong understanding of markets + Prior asset management experience and/or exposure to the wealth market will be an ... for the role of **Senior Analyst** in the **Index Investment Strategy** in the NY office of S&P Dow...research topics + answering one-off requests from clients and management + producing content for public dissemination and distribution… more