- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management , with client assets of $2.4 trillion, is a global leader in investment and wealth management . Its clients include ... banking services including trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management is a global wealth management leader that… more
- Citigroup (New York, NY)
- …informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are ... - CIO will report directly into the COO for Wealth and Matrix report into the CIO for ...From investment strategy, to banking, to lending and cash management we are here to support our clients comprehensively.… more
- Citigroup (Jersey City, NJ)
- …the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citigold / Citigold Private Client. By building on ... We Take Ownership, We Deliver with Pride, and We Succeed Together. **About Citi Global Wealth ** Citi Global Wealth (CGW) is focused on serving the needs of… more
- JPMorgan Chase (Dallas, TX)
- The **Global Trusts & Estates Practice** is an integral part of Wealth Management 's product offerings, delivering enduring fiduciary expertise and comprehensive ... and delivering "best in class" client service + Demonstrated understanding of wealth management , trust and estate administration, and/or vendor management… more
- PrincePerelson & Associates (Salt Lake City, UT)
- **Managing Director , Private Wealth Advisor** Salt Lake City, UT - flexible, hybrid work schedule Our client, a leading investment firm, is searching for a ... talented and experienced Managing Director , Private Wealth Advisor to join a...investment strategies, risk management , income and liquidity management , estate planning, insurance, wealth transfers, philanthropy,… more
- Citigroup (New York, NY)
- … Studio. The ideal candidate will bring strong expertise in product development, wealth management platforms, and enterprise technology delivery. Success in this ... Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key...and platform-enabled growth. **Job Family Group:** Project and Program Management **Job Family:** Program Management **Time Type:**… more
- JPMorgan Chase (Columbus, OH)
- …effectively with diverse families and individuals. **Position Overview:** As a Regional Director in JP Morgan's Closely Held Asset Management ("CHAM") team, ... you will lead a team of professionals, oversee the management of closely held assets, and ensure the delivery...business development initiatives in collaboration with Trust Officers, Bankers, Wealth Advisors, and external legal and tax advisors to… more
- Citigroup (Los Angeles, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... financial goals. You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private Banker. We… more
- Citigroup (Atlanta, GA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... clients achieve broad financial/investment goals related to the creation and management of wealth . + Plan and prioritize daily, weekly, and monthly activities to… more
- BlackRock (New York, NY)
- …or experience as a wealth advisor a plus + Minimum 5 years in wealth management , law firm, public accounting, or similar roles + Expertise in the following ... and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About this role** This… more