- JPMorgan Chase (New York, NY)
- …+ Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition + Builds the framework and ... managing stakeholders across multiple functions. + Experience in asset or wealth management, with a strong understanding of industry-specific CRM requirements and… more
- Raymond James Financial, Inc. (Clarence, NY)
- **Who We Are:** At Scheff and Liddell Wealth Group, we believe experience matters, in both depth and variety. We operate as a well-coordinated team to stay sharp and ... standards. Responsibilities include but not limited to: + Provides office support including answering telephones, assisting visitors and resolving and/or referring… more
- Equitable (Melville, NY)
- …out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals ... who build and support our communities. Our specialized team, The Retirement Benefits...offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility… more
- Citigroup (New York, NY)
- …financial results + Developing multi-year financial plans in partnership with Wealth Private Bank heads that are integrated with Citigroup's overall strategic ... planning process + Evaluating business cases and analyses to support business investment decisions such as new product development, client segments, new market… more
- JPMorgan Chase (Brooklyn, NY)
- …solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed ... + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for… more
- Citigroup (New York, NY)
- …driven solutions. You will work closely with the Deposits business in Wealth Management to gather requirements, analyze complex datasets and deliver actionable ... detailed data analysis to identify trends, patterns, and insights that support decision-making. + Deliver actionable insights through data analysis, reporting and… more
- AON (New York, NY)
- …diverse team of seasoned brokers, accounts executives, and risk analysts each bringing a wealth of knowledge and experience to the table. This position offers you an ... required (can be attained on the job) How we support our colleagues In addition to our comprehensive benefits...brokers, accounts executives, and risk analysts each bringing a wealth of knowledge and experience to the table. This… more
- Stanley Black and Decker (Farmingdale, NY)
- …to customers + Conduct effective ride-alongs 3-4 days per week to provide coaching and support to distributors in the territory. + This will also include 2 weeks of ... tuition reimbursement in addition to programs & benefits in support of your well-being. . Discounts on Stanley Black...multiple career paths. . Learn: Have access to a wealth of learning resources, including our digital learning portal.… more
- Tradeweb (New York, NY)
- …- including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clients -- in more than 65 countries across the ... be to work with Data Scientists to productionise and support their applications. This is a fantastic opportunity to...fertility, egg freezing, adoption and surrogacy expenses. + **Building Wealth - 401(k) Savings Plan** : Employees are immediately… more
- KeyBank (Tarrytown, NY)
- …the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and ... (CFA) (preferred) + Licensed Attorney/JD (varies by state) (preferred) + Certified Wealth Strategist (CWS) (preferred) **Tactical Skills** + Ability to build trust… more