- JPMorgan Chase (New York, NY)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... policies and procedures + Interface directly with clients and Financial Advisors to make investment recommendations, propose...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- City National Bank (Beverly Hills, CA)
- …of Estates and Trusts, Income Taxation, Philanthropy, and Asset Protection, and Investments , with an emphasis on business owner wealth and succession planning. *WHAT ... Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and COIs. Assist… more
- PNC (Washington, DC)
- … and fiduciary administrative activities under the direction and oversight of an Investment Advisor and Fiduciary Advisor . Executes activities required by ... resolution of legal and compliance related issues for assigned accounts. Communicates with Investment Advisor and Fiduciary Advisor , solves problems, and… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and ... investment teams, with access to a deep breadth of...a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience… more
- BlackRock (New York, NY)
- …- Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management platform that enables wealth managers to accelerate growth across ... client segments, drive advisor efficiency & scale through connected digital systems, and...to address the industry's risk management, portfolio construction and financial technology demands. The Aladdin Wealth team leverages the… more
- BlackRock (New York, NY)
- … data in support of projects and initiatives + Act as strategic and trusted advisor to investment business leaders by being a 'student of the markets and ... Overview** The Private Markets Finance & Strategy team partners with Investment Businesses and Enterprise Leaders across BlackRock to drive long-term,… more
- American Heart Association (Dallas, TX)
- …Heart Association Ventures business segments. This individual serves as a key financial advisor to senior leadership, turning visionary goals into operational ... address social determinants of health through impact venture capital investments , loans, and grants in areas such as healthcare...and financial reality. The role manages core financial … more
- PNC (Pittsburgh, PA)
- …servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and Relationship Strategist. ... and corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning… more
- JPMorgan Chase (Denver, CO)
- …building, preserving and managing their wealth. You will use your knowledge of investments , financial planning, credit and banking to advise current clients on ... acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Act as a… more
- Do it Best Corp. (Fort Wayne, IN)
- …the Treasurer to ensure alignment between accounting operations, cash management, investment activities, and financial risk management. Strong leadership, ... all general accounting functions, including general ledger, accounts payable, accounts receivable, and financial reporting. + Serve as a key advisor to the CFO,… more