- HUB International (New York, NY)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part ... their own unique, regional culture. We currently have an opportunity for a ** Senior Client Executive** . The position is located in our **Berkeley Heights, NJ… more
- HUB International (Cedarhurst, NY)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part ... their own unique, regional culture. We currently have an opportunity for a ** Senior Account Executive -- Employee Benefits** . **Key Responsibilities** **:** + Serve… more
- Capital One (New York, NY)
- …years of experience in one or more areas of compliance, such as consumer, brokerage, wealth management , or trust + 1+ years of experience with data analytics ... Principal Auditor (Experienced Senior Auditor), Corporate Compliance & Securities / Transactions...focus on operational and compliance audits, including operations of investment (securities and transactions). Responsibilities: + Lead small audits,… more
- JPMorgan Chase (New York, NY)
- … Management :** Responsible for the distribution of JP Morgan's investment capabilities to broker-dealers, insurance companies, asset managers, banks and ... a supportive culture. In this role, you'll collaborate with senior leaders and teams across various asset classes to...in a rotational program that includes roles in Funds Management , Institutional Sales, and Marketing within our Asset … more
- KeyBank (Amherst, NY)
- …compliance with regulatory requirements. The Director must have comprehensive knowledge of wealth management , fiduciary/trust, broker-dealer, and investment ... well as leading the engagement of line of business senior management and risk management ...Currently maintains relevant professional and/or industry sponsored certifications in wealth management , trust, investment … more
- BlackRock (New York, NY)
- …RIAs, Custodians, TAMPs, and Wealthtech providers. The team encompasses Senior Relationship Managers, Relationship Managers and Relationship Management ... candidate will communicate with a variety of teams internally, including BlackRock's portfolio management teams, product management teams, senior executive … more
- HUB International (Melville, NY)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part ... accounts, paid-time-off benefits, and commissions for some positions. Department Account Management & Service Required Experience: 5-7 years of relevant experience… 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 ... models. **Leadership & Collaboration** + Executive-level communication and stakeholder management skills, capable of influencing across CIO organizations, application… 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
- JPMorgan Chase (New York, NY)
- …will focus on providing Compliance support for the firm's JP Morgan Wealth Management (JPMWM) organization, specifically the JP Morgan Self-Directed Investing ... associated product areas. The role is highly visible to senior management and offers the opportunity to...attorney or audit in a large financial institution offering wealth management , private banking, asset management… more