- S&P Global (New York, NY)
- …our** **indices in Direct Indexing and Models Portfolios across asset managers, wealth managers, technology platforms and other financial institutions. You will also ... public dissemination and distribution** **Although you will primarily support your direct line manager , your work will also support a team of colleagues based in… more
- Deloitte (Rochester, NY)
- …the activities and projects associated with the Deloitte US Firms Wealth Accumulation (Retirement) programs, consisting of 401(k) savings and profit-sharing defined ... cash balance defined benefit plans. Specifically, you will report to the Manager by contributing to the program's project management, communications strategy and… more
- Bank of America (New York, NY)
- …of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy and global markets and delivering strategic and ... and maintaining robust frameworks, services and tools to deliver goals-based wealth management (eg, asset allocation and portfolio construction; all asset classes),… more
- Comerica (New York, NY)
- …in our Comerica Advisor Solutions group, is responsible for serving as relationship manager for a book of business by providing insight to specific trust documents, ... the governing document, applicable law and policies and procedures. Works with manager in developing solutions to most issues brought forth by principals, income… more
- Comerica (New York, NY)
- …service-driven model. The Trust Advisor I is responsible for serving as a relationship manager for a book of business by providing by insight as to specific trust ... the governing document, applicable law and policies and procedures. Works with manager in developing solutions to most issues brought forth by principals, income… more
- Comerica (New York, NY)
- …IV in our Advisor Solutions group, is responsible for serving as relationship manager for Ultra High Net Worth (UHNW) relationships by providing insight to specific ... document, applicable law and policies and procedures. Works with the Regional Manager in developing solutions to most issues brought forth by principals, income… more
- JPMorgan Chase (New York, NY)
- Become an integral part of Asset & Wealth management team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This ... and quality. As an Executive Assistant in Asset & Wealth management, you will need to work well in...in a team environment, be able to represent the manager /group with professional courtesy and acumen, and deliver flawless… more
- Cognizant (Albany, NY)
- …valued member of the Digital Engineering team and work collaboratively with the manager and stakeholders. **Important Disclaimers:** Please note: A few of our roles ... .Net Core, with a preference for those with experience in Asset and Wealth Management. + Collaborate with cross-functional teams to design, implement, and enhance… more
- JPMorgan Chase (New York, NY)
- Become an integral part of the Asset & Wealth Management team where you will have the opportunity to work in a fast-paced organization and each day will be unique! ... and quality. As an Executive Assistant in Asset & Wealth Management-Private Bank, you will need to work well...in a team environment, be able to represent the manager /group with professional courtesy and acumen and deliver flawless… more
- Comerica (New York, NY)
- …Needs Solution Team. The position is responsible for serving as a relationship manager to most routine and standard client relationships for special needs trusts, ... training. Stays current on fiduciary/tax/legal changes that effect a client's wealth plan or administration of account. Team Member Responsibilities Assists with… more