- Raymond James Financial, Inc. (New York, NY)
- …including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management divisions, serving ... regulations in all aspects of the Private Client and Asset Management . Risk assessment...financial services experience required . Experience in broker-dealer or wealth management firms preferred, especially with exposure… more
- Raymond James Financial, Inc. (New York, NY)
- …Develop and/or deliver a plan for significant aspects of the financial management and/or control process. Analyze, assess, and quantify the risks associated with ... business activities, and the market to determine whether any risk is within the agreed risk appetite....in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth… more
- JPMorgan Chase (Columbus, OH)
- Global Wealth Management (GWM) offers comprehensive advice and solutions for the financial and wealth transfer needs of high net worth clients. Dedicated to ... managing credit and counterparty risks across various dimensions, ensuring robust risk management in underwriting, lending, trading, and operational services.… more
- PNC (Philadelphia, PA)
- …and have an opportunity to contribute to the company's success. As a Senior Investment Risk Leader within PNC's Asset Management Group organization, you will ... Analysts * Oversee complex and significant portfolio investment risk management projects * Monitor and analyze...and Hadoop * Working and advance understanding of MSCI ( Wealth Manager + BarraOne), Bloomberg and FactSet * CFA/FRM… more
- JPMorgan Chase (New York, NY)
- …Wealth Management , Product Development, Vice President** Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment ... + 8 years of experience in financial services, preferably with product experience in wealth management , asset management , investment banking, or… more
- JPMorgan Chase (Los Angeles, CA)
- …planning, basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk management , and asset allocation. + Structure and ... Client experience at JP Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The...experience in delivering all aspects of financial planning, including asset and liability management , asset … more
- KeyBank (Amherst, NY)
- …+ Education/Background: Bachelor's degree, + Minimum 3 years of wealth management related (eg - trust/fiduciary, asset management , private banking, ... or is actively pursuing relevant professional and/or industry sponsored certifications in wealth management , trust, and/or fiduciary risk management… more
- Bank of America (Charlotte, NC)
- …**Job Description:** Manages the end-to-end credit process for a portfolio of Private Wealth Management clients and works with the Central Administration Unit to ... Underwriting Manager **Required Qualifications:** + 7+ years of commercial / private wealth management credit experience + Strong financial analysis, accounting… more
- Citigroup (Boston, MA)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... strategic and tactical engagement meetings with executives across the asset management landscape. + Design and implement...(CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.… 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 ... administration, and management of specialty assets. **Mineral Asset Management ** ("Oil & Gas") is a...Manages a book of accounts + Maintains appropriate fiduciary risk management processes with the appropriate level… more