- S&P Global (New York, NY)
- …Team:** As a vital member of S&P Dow Jones Indices' (S&P DJI) Wealth Benchmarks marketing team, this position is responsible for spearheading product marketing ... initiatives that enhance awareness, adoption, and engagement of S&P DJI's wealth benchmark offerings. This role will concentrate on developing compelling product… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include ... trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management & Investment Solutions (WMIS) is a global...of depth and breadth. The Deposit and Treasury Sales Specialist will partner with Private Bankers, Investors, Advisors and… more
- Citigroup (Getzville, NY)
- The Loan Pledging Review Specialist is responsible for reviewing Wealth Lending Loans for eligibility to the FRB Borrower in Custody or Federal Home Loan Banks ... pledge programs. Pledging loans to these programs gives Wealth Lending an internal liquidity benefit. Specialist ...different groups to find required documentation or evidence to support program eligibility. + Provide updates to management on… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and ... Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage… more
- Bank of America (New York, NY)
- …product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and service activities. ... Private Wealth Relationship Manager New York, New York **To...enhance existing client relationships. He or she provides specialized support as a Specialist /Manager in any one… more
- JPMorgan Chase (New York, NY)
- In this role you will have the exciting opportunity to support a portfolio of strategic initiatives that address critical challenges to the firm. As an Associate on ... primary focus will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business, which is responsible for creating and managing investment… more
- JPMorgan Chase (New York, NY)
- …the short- and long-term goal of our clients. As a Vice President Multi-Asset Specialist within JP Morgan Wealth Management's Investments & Advice team, you will ... The mission of JP Morgan Wealth Management's (JPMWM) Investments & Advice (I&A) team...available investment management solutions. Our team functions as key support for all investment product and service for our… more
- Raymond James Financial, Inc. (New York, NY)
- …changes to policies, processes, standards, and practices that would improve operational support . Develop and/or deliver 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… more
- TD Bank (New York, NY)
- …role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers ... as required + Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas + Keeps others on the team… more
- S&P Global (New York, NY)
- …the Role:** **Risk & Valuation Services (RVS) Revenue Team - Americas** **Senior Sales Specialist ** **The Team:** This is an exciting opportunity to join the Risk & ... in the region, there will be opportunities for growth as a Senior Sales Specialist . The complimentary nature of RVS products with other solutions across MI, means… more