- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …income and principal payments distributed among multiple family members, while managing financial risk; + Execute the terms of any estate plan or document ... provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in 1999 and… more
- Manulife (Boston, MA)
- …lead our regulatory control testing and assurance function for part of our Global Wealth and Asset Management (GWAM) segment. The ideal candidate will have ... function, audit services, or risk management. Experience at an institutional asset manager is strongly preferred + Exceptional leadership and communication skills,… more
- JPMorgan Chase (Newark, OH)
- …including Corporate & Investment Bank (Global Markets; Securities Services; Wholesale Payments), Asset & Wealth Management, Commercial Bank and Consumer & ... CIB. This role resides within Network Management which is responsible for managing JP Morgan's network of Agent Banks and Financial Market Infrastructures (FMIs),… more
- JPMorgan Chase (New York, NY)
- …Highbridge Capital Management, LLC, founded in 1992, is a global alternative asset management firm. Over the years, it has developed a diversified investment ... to invest opportunistically across the capital structure and liquidity spectrum. Currently managing over $4 billion in capital, the firm strives to generate… more
- Citigroup (San Francisco, CA)
- The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They should be… more
- Citigroup (New York, NY)
- The Invst Counselor Sr Principal is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but ... will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They should be… more
- HUB International (Dublin, OH)
- …services firm providing risk management, insurance, employee benefits, retirement and wealth management products and services. With more than 18,000 employees in ... description reflect general details as necessary to describe the principal functions of this job, the level of knowledge...quantifiable KPIs. Experience in a B2B environment is an asset . + A demonstrable understanding of marketing best practices… more
- Capco, a Wipro Company (Chicago, IL)
- …with Capco's strategy teams and core delivery domains, including Banking and Payments, Wealth and Asset Management, Insurance, and Capital Markets to define, ... intelligence as the biggest roadblocks to deepening customer engagement. As a Principal Consultant within our Marketing Services practice, you'll equip our clients… more