- Citigroup (New York, NY)
- …informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are ... From investment strategy, to banking, to lending and cash management we are here to support our clients comprehensively....global wealth business. **Job Description** The Citi's Wealth Strategy team serves as a trusted advisor… more
- JPMorgan Chase (New York, NY)
- …that make it seamless to establish new investment accounts with JP Morgan Wealth Management . Across web, mobile and internal platforms, for both self-directed ... and advisor -driven relationships, the AO team delivers solutions that are...the firm of what clients can expect in their wealth management experience. As a **Client Onboarding… more
- JPMorgan Chase (New York, NY)
- …to offer 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...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… 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:** + ... adoption and business readiness + Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations...of experience in financial services, with deep expertise in wealth management or investment management … more
- JPMorgan Chase (Pittsford, NY)
- …team that makes a real difference every day. As a member of our Asset & Wealth Management division, you'll be at the forefront of global investment management ... efforts will be recognized and valued. As a Chase Wealth Management Supervisory Manager in the CWM...a team responsible for conducting thorough active account and Advisor book reviews. You will play a crucial role… more
- Wells Fargo (New York, NY)
- …Associate General Counsel, Executive Director in the Legal Department as part of the Wealth and Investment Management (WIM) division, with a focus on wealth ... new lending products and initiatives; and banking for private wealth clients + Advise on bank and broker dealer...lending activities + Serve as a more experienced legal advisor to more experienced management of the… more
- Robert Half Finance & Accounting (New York, NY)
- …years' Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The role is hybrid remote and ... Client Services or Relationship Management experience within investment advisory, wealth management or private banking + Knowledge of custodian systems… more
- JPMorgan Chase (New York, NY)
- …personalized, comprehensive financial solutions that integrate sophisticated investment management , capital markets, trusts & estates and banking capabilities. ... the administration of the trust. **Job Responsibilities:** Technical and Risk Management + Analyze trust documents for legal, tax, administrative and investment… more
- Nuveen Investments (New York, NY)
- The VP, Wealth Alternatives Product Manager will be responsible for managing the product lifecycle of Nuveen's private capital wealth offerings (BDCs, tender ... It is a highly collaborative position supporting AUM generation and P&L management . The VP should have expert knowledge and experience within private credit… more
- Citigroup (New York, NY)
- … Studio. The ideal candidate will bring strong expertise in product development, wealth management platforms, and enterprise technology delivery. Success in this ... seeking a highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface between the CIO… more