- 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)
- …Associate to join our dynamic Financial Institutions Group to focus on FinTech, Wealth and Asset Management coverage. **Job Summary** As an Associate in the ... with analysts and associates, as well as assisting more senior bankers. You will develop strong function skills in...banking and will demonstrate the ability to become a senior officer who is capable of generating and executing… more
- Citigroup (New York, NY)
- _The Head of Escrow Services (LFG) is a senior level responsible for executing functional strategy and new business origination in areas managed. Full management ... unit of Citi Private Bank's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the strategic direction… more
- JPMorgan Chase (New York, NY)
- …finance and project management. As a Content Operations Associate within JP Morgan Wealth Management, you will help drive the delivery of market commentary and ... and execute on tight deadlines; + Prepare presentations for meetings with senior business leaders and stakeholders; + Ensure all published or distributed content… more
- Raymond James Financial, Inc. (New York, NY)
- …a plan for significant aspects of internal communications with guidance from senior colleagues. Provide specialist advice on the interpretation and application of ... policies and procedures, resolving complex or contentious queries and issues and enabling others to take appropriate actions. Write and edit material for various target populations, tailoring the tone and content to match the needs and expectations of each… more
- Robert Half Finance & Accounting (New York, NY)
- …where attention to detail and collaboration are key? Our client, a highly successful Wealth Management firm, is looking for a Senior Associate, Operations to ... help deliver exceptional service to high-net-worth clients by managing and reconciling complex investment accounts with accuracy and efficiency. In this role you will play a critical role in maintaining the integrity of client investment data and reporting.… more
- Wellington (New York, NY)
- …support business objectives, product launches, campaigns, and brand positioning across wealth management. + **Executive Visibility:** Partner with senior leaders ... Relations Manager to lead external communications for our US Wealth Management business. This is a newly created position...the Director, Corporate Communications and work closely with other senior executives and business leaders. The role may be… more
- JPMorgan Chase (New York, NY)
- …close collaboration with senior executives. As a US Private Bank Strategy Senior Associate within Asset and Wealth Management, you will play a pivotal ... We are looking for a talented Senior Associate to join the team! JP Morgan...Associate to join the team! JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking… 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, ... investment 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
- City National Bank (New York, NY)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned ... CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's...WILL YOU DO? * Business Development serves as the wealth mgmt. point of contact for Personal & Business… more