- Huntington National Bank (Naples, FL)
- Description Summary: Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.Duties & Responsibilities: + Manages ... medium/large and complex portfolios based on client and corporate investment objectives. + Works closely with the customer to monitor investment performance and recommend a strategy. + Responsible for ongoing customer service and joint sales calls with… more
- Fox Rothschild LLP (Exton, PA)
- **Description** Fox Rothschild LLP is seeking a Taxation and Wealth Planning Paralegal with a minimum of eight (8) years of experience. We are a well-established ... trusts and estates team with a deep client base. Our work is varied, interesting, and meaningful. We set high standards for our work product and client service. We function collaboratively, including working closely with attorneys, paralegals and other… more
- Kestra Financial (Plano, TX)
- The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors' time. This position requires excellent ... customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office. Essential Duties and Responsibilities * Support Advisors of a growing book of business, requiring the… more
- JPMorgan Chase (Newark, DE)
- …into a lender role with credit authority + Experience supporting asset and wealth management clients + Familiarity with federal and local lending regulations + ... Proven track record of accuracy in documentation + Demonstrated ability to work in a dynamic, client-focused environment JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses… more
- JPMorgan Chase (Jersey City, NJ)
- …in AI. As a Machine Learning Engineer Associate Intern in the Asset and Wealth Management AI Engineering team, you will develop and deploy advanced machine learning ... and generative AI solutions. You will work closely with technology and product partners to address high-impact business challenges, leveraging state-of-the-art models and engineering practices in a collaborative, fast-paced environment. **Job… more
- Citigroup (Paramus, NJ)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as… more
- JPMorgan Chase (New York, NY)
- Be part of a dynamic team at JP Morgan Wealth Management, where your expertise helps protect our Online Investing business and supports investors in achieving their ... long-term financial goals. As a trusted advisor, you'll drive innovative solutions to complex challenges and maintain a relentless focus on risk and controls. As an Associate in Exposure Management & Market Surveillance, you'll play a vital role in supporting… more
- Citigroup (New York, NY)
- …unit of Citi Private Bank's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the strategic direction ... of the product, as well as implementation and execution of new business development initiatives and sales plans to drive growth in the product. The role also requires. an in depth understanding of the industry, the structure of the product, and direct… more
- PNC (Prospect, KY)
- …to contribute to the company's success. As a Premier Client Banker within PNC's Wealth Management organization, you will be based in Prospect, KY. PNC will not ... provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Develop and execute strategies to proactively drive Mass Affluent client acquisition, outreach and retention for purposes of generating revenue and… more
- Truist (Orlando, FL)
- …activities. 17. Lead discussions with team members around specific wealth topics, market developments, legal profession, and/or best practices. QUALIFICATIONS ... Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's Degree 2.… more