- KeyBank (Amherst, NY)
- …Individuals in this role assist in the design and execution of wealth management testing and continuous monitoring to evaluate Key's compliance with regulatory ... and testing. The ideal candidate has a functional knowledge of wealth management, trust/fiduciary compliance laws and regulations, risks and supporting operational… more
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... Citi Wealth is a leading provider of financial solutions...help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals… more
- Citigroup (New York, NY)
- …minded leader to serve as Global Head of Digital Strategy & Execution for Citi Wealth . This individual will define and lead the future of how Citi Wealth ... and differentiated digital experience for both clients and advisors across the full wealth continuum. As Citi builds new digital platforms for both clients and… more
- Wellington (New York, NY)
- …Media Relations Leader to lead and oversee external communications for our US Wealth Management business at a strategic level. As a newly established executive role, ... the firm and its leadership as industry trailblazers in wealth management. This role will serve as a key...as a key advisor to the C-suite and other senior executives, shaping long-term communication strategies that drive business… more
- JPMorgan Chase (New York, NY)
- **2026 Asset & Wealth Management Global Private Bank LatAm - Summer Associate Program** Embark on a transformative journey with JP Morgan's Global Private Bank ... unparalleled career growth and the chance to work with industry leaders in wealth management. Develop your skills in client engagement and business generation while… more
- Citigroup (New York, NY)
- …private equity and real estate opportunities for distribution to Citi Wealth 's client base. The position will involve the analysis, diligence, structuring, ... fund opportunities to address the needs of our global wealth client base. The position will focus on evergreen...updates. + Provide timely and frequent updates to global senior management. + Understand and provide investment solutions to… more
- TIAA (New York, NY)
- …Qualifications:** + University degree + Significant risk management experience within a wealth , trust and/or brokerage business as a senior risk leader ... The Wealth CIO team is seeking an experienced Sr....to work collaboratively with cross functional groups and support senior management. + Ability to evaluate appropriate fund selection… more
- Citigroup (New York, NY)
- **About the Digital Assets Group** The Citi Wealth Digital Assets team serves as subject matter experts, driving the strategic development and implementation of ... comprehensive digital asset initiatives for Citi Wealth clients. Our core mission is to help deliver best-in class digital asset products and services, personalized… more
- JPMorgan Chase (New York, NY)
- …to make a lasting impact on our organization while gaining exposure to senior leadership and honing your skills in driving large-scale, complex transformations. If ... environments and are passionate about shaping the future of wealth management, this is the role for you. **Key...business readiness + Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations to drive… more
- HUB International (New York, NY)
- …insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue ... company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer:… more