- Principal Financial Group (Albany, NY)
- … solutions leader (individual contributor) to design, develop, and maintain software solutions that support wealth management platforms and client-facing ... advisor tooling capabilities. **Key Responsibilities:** + Design, develop, and maintain software solutions that support wealth management platforms and… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... We support Small Business, Commercial and Corporate clients with effective treasury management solutions coupled with a best-in- class service model, making… more
- Bank of America (New York, NY)
- … strategies, platforms, solutions , and support for clients across all wealth management lines of business (including Merrill and the Private Bank). ... **Job Description:** As part of the Merrill organization, the Investment Solutions Group strives to provide world-class...Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Global Banking & Markets provides a full range of investment banking, credit and risk management products...who thrive in a challenging environment and work with management to find solutions to address control… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Global Banking & Markets provides a full range of investment banking, credit and risk management products...to drive the "change the bank" approach, creating sustainable solutions for growth. + Partner with the GBM technology… 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
- JPMorgan Chase (New York, NY)
- …JP Morgan Asset & Wealth Management team, which is a global leader in investment and wealth management . Help our clients invest in their future. As a ... Head of Business Intelligence & Analytics within the JP Morgan Asset & Wealth Management team. The Global Business Intelligence and Analytics team has grown… more
- City National Bank (New York, NY)
- …analytical and financial support and expertise through technological tools and software. * Wealth Management Division: City National Rochdale* As a member of ... IS THE OPPORTUNITY? Supports CNR client teams in delivering investment analysis and financial planning materials for high-net-worth and...City National Rochdale, the company's Wealth Management group, you will provide white-glove… more
- Bank of America (New York, NY)
- …considerations imperative to servicing UHNW clients (ie tax implications of various investment strategies critical for wealth structuring, and credit terms for ... Business Product Management Executive New York, New York **To proceed...Join us! **Job Description:** The Structuring, Origination and UHNW Solutions team ("the Team") is cross-asset solutions … more
- Citigroup (New York, NY)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... and take global, regional, and local accountability for delivering Treasury and Cash Management solutions to their clients. + Responsible for actively calling on… more