- Wells Fargo (Purchase, NY)
- **About this role:** Wells Fargo is seeking a Branch Complex Director in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... the entire branch structure including Financial Advisors, Client Associates, Governance and Support professionals and the market leader, as well as building trust… more
- City National Bank (New York, NY)
- …OVERSIGHT MANAGER I - Entertainment & Sports Banking, Private Banking and Wealth Management* WHAT IS THE OPPORTUNITY? Operational Risk Management (ORM) is ... efforts in the first line of defense (1LOD) to support decision-making. The ORBO Manager 1 is responsible for...the entertainment and sports industry. * Private Banking and Wealth Management help clients strategically plan and invest so… more
- City National Bank (New York, NY)
- …and financial support and expertise through technological tools and software. * Wealth Management Division: City National Rochdale* As a member of City National ... Rochdale, the company's Wealth Management group, you will provide white-glove service focused...relationships with sales investment consultants * Perform clerical and support takes * Maintain defined quality standards and expectations… more
- JPMorgan Chase (New York, NY)
- …innovation meets excellence in the Consumer and Community Banking - Banking and Wealth Management sector. As a Lead Software Engineer at JPMorgan Chase within the ... Consumer and Community Banking -Banking and Wealth Management, you are an integral part of an...across multiple technical areas within various business functions in support of the firm's business objectives. **Job responsibilities** +… more
- TD Bank (New York, NY)
- …& Commercial Banking (CBB). Canadian-based banking to individuals and businesses + Wealth Management. Wealth and asset management products and insurance products ... state customizations + **Leverage Business & Data Architecture artifacts to support transformation initiatives and impact assessments** + Leverage Lean Six Sigma… more
- S&P Global (New York, NY)
- …as well as innovative new market segments. You will also have the chance to support S&P DJI's market leading SPIVA(R) research. You will have the potential to work ... for public dissemination and distribution Although you will primarily support your direct line manager, your work will also...+ Prior asset management experience and/or exposure to the wealth market will be an advantage + Interest in… 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 ... and Coaching for JP Morgan Private Client, you will support the strategy and execution of a Relationship Manager...affluent clients and/or subject matter expertise in the affluent wealth market + Knowledge of affluent market and key… more
- JPMorgan Chase (New York, NY)
- …work in partnership with our senior business leaders to develop strategies that support our clients' needs. This role involves collaborating with teams that manage ... learn about our business and then be placed with a team in sales support , marketing, business management, strategy or training. This is a rotational program and you… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... indicators (KRIs/KPIs) to monitor risk appetite adherence, identify trends, and support early warning capabilities. + Provide assurance and validation on first-line… more
- Bank of America (New York, NY)
- …us! **Job Description:** The Alternative Investment Sales Desk associate will provide support to Alternative Investment Specialists as well as Financial Advisors on ... resourceful with inbound inquiries and being reliable in helping support service related inquiries + Broadens the base of...+ Knowledge of alternative investments + Understanding of the wealth management industry + Team player with the ability… more