- Citigroup (New York, NY)
- …through a range of potential solutions including wealth structuring, insurance, trust management , and various investment and lending opportunities. This ... market share. This role will require an individual with extensive Wealth Planning knowledge, exceptional relationship management , communication and influencing… more
- JPMorgan Chase (Rochester, NY)
- …over 60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, ... and families personalized, comprehensive financial solutions that integrate sophisticated investment management , capital markets, trusts & estates and… more
- JPMorgan Chase (New York, NY)
- …over 60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, ... and families personalized, comprehensive financial solutions that integrate sophisticated investment management , capital markets, trusts & estates and… more
- JPMorgan Chase (New York, NY)
- …Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include institutions, high-net-worth ... every major market throughout the world. The division offers investment management across all major asset classes...deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust &… 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 ... company complies with regulations and good financial practice. Analyze and forecast investment or market trends by designing and developing nonroutine investment … more
- Truist (New York, NY)
- …mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new...+ Four Year College degree in Accounting, Finance, Business Management , Trust Administration or Law + 10… more
- Bank of America (New York, NY)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... and North America. It delivers the full range of wealth products across investments, banking, lending, insurance, trust...(CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.… more
- Bank of America (Albany, NY)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Ballston Spa National Bank (Ballston Spa, NY)
- …financial solutions to high net-worth clients, focusing on investment management , estate planning, tax strategies, and holistic wealth preservation. VP, ... Ballston Spa, NY, USA | Wealth Management Solutions | 80,000-125,000 per...laws, regulations and policies and in accordance with the trust documents to carry out the intent of the… more