- Citigroup (New York, NY)
- The Client Development Manager is a strategic professional who will be primarily responsible for driving cross-division collaboration and business development with ... introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with focus on NAM… more
- TD Bank (New York, NY)
- …management regarding audit scope, status, and findings + Works at direction of Audit Manager + May perform testing procedures for more critical areas of audits + ... one area of discipline + Works independently but receives assistance/coaching from the audit manager + May be Auditor in Charge on an Audit + May participate and/or… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families,… more
- JPMorgan Chase (New York, NY)
- …in fast-paced, dynamic environments and are passionate about shaping the future of wealth management, this is the role for you. **Key Responsibilities:** + Establish ... Minimum 5 years of experience in financial services, with deep expertise in wealth management or investment management + 6+ years of proven success leading complex,… more
- JPMorgan Chase (New York, NY)
- …products that resonate with clients. As a Vice President on the JP Morgan Wealth Management- Wealth Engagement - Acquisition product team, you will work with ... designers, engineers, and other partners to expand and enhance our Wealth Management incentive offer capabilities across digital/non-digital platforms to accelerate… more
- Wellington (New York, NY)
- …our perspectives with those of our clients. **About the Role** The US Wealth Product Marketing Manager will combine strong investment knowledge, product ... differentiated marketing materials for select investment approaches/funds for the US Wealth market, partnering with product management and portfolio management for… more
- JPMorgan Chase (New York, NY)
- …the highest standards of service, making it a key component of JP Morgan's holistic wealth management offerings. As a Product Manager on the Core Investing team, ... The Self-Directed Investing product organization within JP Morgan Wealth Management empowers clients to take control of...pivotal role in enhancing the digital experience for our wealth clients. You will be responsible for delivering and… more
- JPMorgan Chase (New York, NY)
- …in direct investing or client portfolio management at an Asset Management firm, Wealth Manager , Investment Bank, or Institutional Investor (eg, Sovereign ... Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion,...with fixed income-like attributes Job Responsibilities: + Schedule Portfolio Manager and Team Huddle meetings and prepare necessary resources… more
- Equitable (Melville, NY)
- …they deserve. We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design ... out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals… more
- JPMorgan Chase (New York, NY)
- The Self-Directed Investing product organization within JP Morgan Wealth Management empowers clients to take control of their financial futures by providing a ... making it a key component of JP Morgan's holistic wealth management offerings. As a VP in the Self-Directed...feature development, and create new benefits in partnership with wealth management teams and cross-functional teams across the company.… more