- Deloitte (New York, NY)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most ... industry and a passion for providing strategic advice to senior executives. The CQ Knowledge Center is seeking a...and expand our research and insights agenda across the investment management and wealth … more
- 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
- Citigroup (New York, NY)
- …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy, to ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- JPMorgan Chase (New York, NY)
- …Banking Associate to join our dynamic Financial Institutions Group to focus on FinTech, Wealth and Asset Management coverage. **Job Summary** As an Associate in ... develop strong function skills in the major areas of investment banking and will demonstrate the ability to become...regarding M&A or capital market transactions + Interact with senior team members and client management teams… 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
- 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
- Citigroup (New York, NY)
- …Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating ... relationships with 3rd party asset managers and key strategic investment partners for the Citi Wealth business....(CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.… more
- BlackRock (New York, NY)
- … Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management platform that enables wealth ... same risk analytics used by Institutional investors to equip wealth management clients with business & risk...Enterprise sales in the US. + Work closely with senior sales management team to generate prospect… more
- Citigroup (New York, NY)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- S&P Global (New York, NY)
- …that demonstrate effective messaging and audience engagement. + In-depth understanding of wealth management , investment strategies, and the product ... and content strategies that resonate with target audiences in the evolving wealth management landscape. As part of the broader commercial organization,… more