- Citigroup (New York, NY)
- …corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy , to banking, to lending and cash management we are ... Citi Wealth is a leading provider of financial solutions...a newly created role the Global Head of Business Strategy and Governance, which is a member of the… more
- Raymond James Financial, Inc. (New York, NY)
- …company complies with regulations and good financial practice. Analyze and forecast investment or market trends by designing and developing nonroutine investment ... May also manage specific assigned portfolios while helping to develop investment policy. Recommend changes to policies, processes, standards, and practices that… more
- JPMorgan Chase (New York, NY)
- Our Advisor compensation and incentive programs reinforce our business strategy and drives appropriate Advisor behavior. Incentive compensation represents our single ... you will directly support end-to-end design and oversight of our Advisor incentive strategy . We explore compensation design options that impact every aspect of our… more
- TD Bank (New York, NY)
- …plans, policies, disclosures, pricing, client solutions, and tools related to all US Wealth Investment product offerings. **Depth & Scope:** + Provides people ... Capital Markets is a key leader within the US Wealth business responsible for formulating strategy that...years of related experience + 7+ years of extensive wealth management, controls, processes enhancements, investment platform,… more
- S&P Global (New York, NY)
- …success of Wealth Benchmarks. Key Responsibilities: + Execute product development strategy , focusing on a suite of indexing solutions designed for Wealth ... Management space + Understanding of benchmarks and how they fit into the investment process, particularly within Asset Management and Wealth Management +… more
- City National Bank (New York, NY)
- …new account paperwork ensuring correct client paperwork is compiled based on account type, investment strategy , and fee schedule charged, and well as any special ... * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The...Investment Policy Statements for new clients; reviews with Wealth Advisor. *Must-Have** * Bachelor's Degree or equivalent *… more
- S&P Global (New York, NY)
- …Strategy and Development:** Design and implement a comprehensive content marketing strategy that showcases S&P DJI's wealth benchmark products. Create ... demonstrate effective messaging and audience engagement. + In-depth understanding of wealth management, investment strategies, and the product development… more
- BlackRock (New York, NY)
- …Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management platform that enables wealth managers ... risk management, portfolio construction and financial technology demands. The Aladdin Wealth team leverages the same risk analytics used by Institutional investors… more
- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales Managers) ... (100+ individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory sales. The Wealth Regional Director is directly… more
- JPMorgan Chase (Fayetteville, NY)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you… more