- JPMorgan Chase (Riverhead, NY)
- …primary banking relationships. + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One ... greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities...knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank… more
- Citigroup (New York, NY)
- …investment strategies, to banking and lending, to trust and specialized services. CGW delivers solutions to help meet the wealth needs and aspirations of our ... Citi Global Wealth (CGW) is a partnership between the Global...stakeholders and external clients, generating actionable investment content, risk management ideas, and helping create new product solutions… more
- Wellington (New York, NY)
- … Wealth Channel. The ideal candidate will possess a deep understanding of the wealth management industry and have a proven track record of creating and ... clients in over 60 countries, visit our website to see our assets under management . Our innovative investment solutions are built on the strength of proprietary,… more
- JPMorgan Chase (New York, NY)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...small size and broad scope allow us to customize solutions tailored to clients' specific needs. As a Client… more
- S&P Global (New York, NY)
- …& Canada. We are a close-knit team and collaborate continually to brainstorm solutions that help our clients overcome their complex business challenges. The team is ... focused on sales and relationship management , and intellectually curious. We uniquely leverage our proprietary methodologies and cutting-edge technologies to provide… more
- Guardian Life (New York, NY)
- …Worth Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, ... which offers clients an expanded suite of products and solutions to help them achieve financial well-being. The High...timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities… more
- Citigroup (New York, NY)
- Drive success in a fast-paced Escrow environment, serving Citi Wealth clients nationwide. As an Escrow Specialist, you will manage transactions from inception to ... risk while delivering exceptional service. **Key Responsibilities:** + **Transaction Management :** Structure, negotiate, and execute complex escrow and paying agent… more
- Neuberger Berman (New York, NY)
- …Associate** The Managed Account Group (MAG) provides Separately Managed Account (SMA) solutions to Financial Intermediaries and Neuberger Berman Wealth Advisory ... **About Neuberger Berman:** Neuberger Berman, founded in 1939, is a private , independent, employee-owned investment manager with $508 billion in assets under … more
- PNC (Madison, NY)
- …about banking technology* *Acts as product expert for securities based lending for Private Bank / Wealth Management *Responsible for leading product ... of asset types and classifications as part of a Wealth Management Investment portfolio * Understanding of...* Experience working with Third-Party vendors that offer collateral management services/ solutions to clients * Comfortable with… more
- Neuberger Berman (New York, NY)
- …Neuberger Berman:** Neuberger Berman is an independent, employee-owned, global asset management firm, serving the financial needs of institutional and individual ... broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and … more