- JPMorgan Chase (New York, NY)
- As part of the Commercial & Investment Bank, JP Morgan Payments enables organizations of all sizes to execute transactions efficiently and securely, transforming the ... into business impact metrics and communicate complex concepts to senior management and stakeholders. **Required qualifications, capabilities, and skills:** +… more
- JPMorgan Chase (New York, NY)
- …to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their ... firm and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Advisor Training… more
- Charles Schwab (San Francisco, CA)
- …Schwab Technology Services that is responsible for Schwab's wealth, advice, investment management, and research platforms. Everything that WAM Engineering builds ... + Apply knowledge and take a lead role in implementing quantitative investment research products within the designated business area to support organizational goals… more
- JPMorgan Chase (Jersey City, NJ)
- Join our Commercial and Investment Bank (CIB) Data team as a Core Data Business Analysis US Lead. This role offers a unique opportunity to drive strategic data ... solutions across the Commercial & Investment Bank, impacting high-profile change programs. Be a part...needs and priorities. Your role will involve building stakeholder trust , scoping data needs, and demonstrating business value. The… more
- Bank of America (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Robert Half Finance & Accounting (Darien, CT)
- …understanding of financial reporting and reconciliation processes. * Knowledge of investment accounting and trust administration. * Excellent problem-solving ... Accountant - Family Office. 1/2-day Fridays We are looking for an experienced Senior Accountant to join a dynamic family office in Stamford, Connecticut. In this… more
- JPMorgan Chase (Columbus, OH)
- …client experience. + Create a target state framework and operating model for investment activity risk-decisioning and secure buy-in from senior leadership. + ... to design and implement a cutting-edge framework for risk-decisioning in investment activities. This role allows you to collaborate with technology partners,… more
- Citigroup (New York, NY)
- …to expedite resolution. + Understand and communicate the risk involved with various investment strategies. + Establish credibility and trust with all Citi ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...relationships with the firm. + Help clients achieve broad financial/ investment goals related to the creation and management of… more
- Citigroup (Miami, FL)
- …to expedite resolution. + Understand and communicate the risk involved with various investment strategies. + Establish credibility and trust with all Citi ... skills required in order to negotiate internally, often at a senior level, and externally. Provides advanced judgment and conducts in-depth quantitative… more
- JPMorgan Chase (Chicago, IL)
- …within the Tax Technical and Advisory team, you will support global teams of trust professionals from our locations in Chicago, IL, and Newark, DE. You will ... and international tax compliance regulations. Additionally, you will work directly with trust officers, clients, family offices, and external advisors to ensure the… more