- 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 ... competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across… more
- Citigroup (New York, NY)
- …owners, single-and multi-family o6ices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy, to ... competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across… more
- JPMorgan Chase (New York, NY)
- …the preparation and transition process for Advisors concluding their careers at JP Morgan Wealth Management + Support the launch of new technology and platforms ... information **Preferred qualifications, capabilities, and skills:** + Strong understanding of Wealth Management products and services, as well as fundamental… more
- S&P Global (New York, NY)
- …benchmarks and how they fit into the investment process, particularly within Asset Management and Wealth Management + Familiarity with the Asset ... both product and global initiatives. + Take direction from senior product management leadership and collaborate closely...portfolios/portfolio theory + Current or past experience working in wealth and/or investment management with… more
- JPMorgan Chase (New York, NY)
- … Management , Product Development, Vice President** Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment management ... spectrum of asset classes through our global network of investment professionals. Wealth Management helps...to logically present complex concepts to key partners and senior leaders + Team-oriented with a demonstrated ability to… more
- JPMorgan Chase (New York, NY)
- … investment and non- investment products, solutions, and services across wealth management . This includes areas such as sales & trading, brokerage, ... analysis and research, and working extensively with colleagues across Asset and Wealth Management , including investment professionals, product owners, and… more
- CIBC (New York, NY)
- …years of relevant financial industry experience.** Experience in a client service role within Wealth Management is a plus. + **You put clients first:** You ... /** ** Senior Client Service Associate** , you will support Private Wealth relationship management efforts by delivering exceptional service to clients.… more
- JPMorgan Chase (Fayetteville, NY)
- …the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management , you will offer comprehensive ... will possess strong analytical skills, a deep understanding of wealth management , and the ability to collaborate...management , and the ability to collaborate effectively with senior advisors to deepen with and serve clients. **Job… more
- KeyBank (Amherst, NY)
- …projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a strong understanding of ... and regulations through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional… more
- KeyBank (Amherst, NY)
- …activities. Individuals in this role assist in the design and execution of wealth management testing and continuous monitoring to evaluate Key's compliance with ... projects and testing. The ideal candidate has a functional knowledge of wealth management , trust/fiduciary compliance laws and regulations, risks and supporting… more