- JPMorgan Chase (New York, NY)
- **About The Team:** The JP Morgan Wealth Management Business fits into the larger Consumer Business. We partner closely with our consumer partners to deliver a full ... suite of solutions for every client. The **Practice Management and Advisor Development team** is responsible for delivering subject matter expertise on all practice… more
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... Citi Wealth is a leading provider of financial solutions...help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals… more
- Vanguard (Charlotte, NC)
- …and Governance department as a highly skilled and motivated senior controls advisor within the Advice and Wealth Management (AWM) Division. You will play ... Training and Awareness: Develop and maintain knowledge and awareness of the wealth and investment industry, risk and control practices, and regulatory and/or policy… more
- Vanguard (Malvern, PA)
- …ensuring our platforms remain competitive and responsive to a rapidly evolving wealth landscape. . Communicate architecture strategies to senior executives and ... architecture or large-scale system design. . Deep understanding of wealth management platforms, advisor tools, and client.... Deep understanding of wealth management platforms, advisor tools, and client experience. . Proven success in… more
- JPMorgan Chase (New York, NY)
- …changes and roadmap for implementation + Leverage understanding of client and advisor wealth management processes (front, middle, and back offices), such ... create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite executives and… more
- JPMorgan Chase (New York, NY)
- …Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America, ... South America, and Brazil. As an Advisor Trainee in Global Private Bank within the Latin...team, you will gain exposure to all facets of wealth management, including investments, lending, banking, and trust and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Tax Preparer Role Overview We're seeking an experienced Senior Tax Preparer to support high‑net‑worth clients across a diverse range of tax ... and recommend strategic planning opportunities + Provide internal guidance to wealth advisors on tax‑related topics and planning considerations + Knowledge in… more
- PNC (Cleveland, OH)
- …The Client Solution Specialist Sr is the trusted partner to the Wealth Management Leadership and Advisor teams. The Sales & Support Administrator partners ... with the Wealth Management advisor team to proactively manage...achieve and maintain financial success. The Client Solution Specialist Sr fulfills responsibilities across all PNC wealth … more
- JPMorgan Chase (New York, NY)
- …and lending. This role sits at the intersection of product marketing and advisor enablement, focusing on bringing our wealth management solutions to market ... targeted campaigns and impactful communications. As a Product Marketing Senior Associate on the JPMorgan Wealth Management...5 + years of marketing experience, ideally in an advisor channel within wealth management. + Demonstrated… more
- KeyBank (Brooklyn, OH)
- …- CFIRS (Certified Fiduciary & Investment Risk Specialist), CTFA (Certified Trust and Fiduciary Advisor ), or similar). + Prior wealth management and trust (eg - ... Individuals in this role assist in the design and execution of wealth management testing and continuous monitoring to evaluate Key's compliance with regulatory… more