- Citigroup (New York, NY)
- …facilitates the opening of accounts in each region where clients require wealth management for personal, family or business purposes, outside of their original ... consistently exceeding revenue targets. + Extensive knowledge of investment products, wealth management solutions, private markets, and capital markets relevant to… 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
- BlackRock (New York, NY)
- …share. We serve investors of all sizes, including advisors, personal investors, wealth managers, banks, asset managers, pensions, and insurers. **Job Purpose / ... the space + Serve as a subject matter expert for Institutional and Wealth clients, developing and communicating key features of the product structure, market outlook… more
- JPMorgan Chase (New York, NY)
- …& Wealth Management (AWM) Technology Strategy team partners with senior leaders to define and execute technology priorities, drive strategic initiatives, and ... and client success. As a Technical Project Manager III in Asset & Wealth Management Technology Team, you will help lead complex technology projects and programs… more
- Guardian Life (New York, NY)
- …applicable laws, regulations, and compliance standards impacting Guardian's retail wealth management business, including its affiliated broker-dealer and investment ... Assist in the preparation of required regulatory filings. Collaborate with and assist senior personnel within Law, Compliance, and PAS business areas to perform high… more
- Comerica (New York, NY)
- …monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators. Compliance Meets all compliance requirements under the ... 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
- JPMorgan Chase (New York, NY)
- …breadth of JPMorgan Chase's expertise and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager. JP Morgan Private ... working with affluent clients and/or subject matter expertise in the affluent wealth market, hospitality or client service + Knowledge of affluent market and… more
- Citigroup (New York, NY)
- The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad and comprehensive understanding of the different systems, ... reviews. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business, which… more
- Citigroup (New York, NY)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- JPMorgan Chase (New York, NY)
- …located in New York, serves as a strategic arm of the JP Morgan Wealth Management marketing organization. This team is dedicated to launching advice-driven wealth ... and key business needs, including ownership for major program initiatives requiring senior leader alignment + Manage print and digital materials for key initiatives,… more