- HUB International (Rockville, MD)
- …protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there - we also invest ... opportunity for a **Client Service Associate** to join our Retirement and Private Wealth team in our **McLean, VA** office. The selected individual will be… more
- JPMorgan Chase (New York, NY)
- …a dynamic environment. As a Lead Technical Program Manager in Asset & Wealth Management Technology Team, you will drive the successful delivery of complex technology ... the highest quality and professionalism in service delivery. The Asset & Wealth Management (AWM) Technology Strategy team partners with senior leaders to define… more
- JPMorgan Chase (New York, NY)
- …global operations. As a Principal Technical Program Manager in Asset & Wealth Management Technology Team, you will lead complex, multi-functional technology projects ... and processes, shaping the future of our technology landscape. The Asset & Wealth Management (AWM) Technology Strategy team partners with senior leaders to define… more
- DXC Technology (Farmington Hills, MI)
- …of our major insurance clients. You will serve as a **trusted advisor ** , collaborating directly with stakeholders to analyze business needs, define requirements, ... and Traditional Life products, along with a **strong background in Vantage/wmA ( Wealth Management Accelerator)** . You will be responsible for conducting **gap… more
- Citigroup (New York, NY)
- …reviews. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business, which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… more
- Bloomberg (New York, NY)
- …to IPO, and all the data in between. Whether a fund investor, manager, or advisor , our team provides the data, solutions, and industry network to help clients take ... tender offer and interval funds, non-traded REITs, and emerging private wealth -accessible vehicles under 506(c) and 3(c)(7) exemptions. Our work ensures accurate,… more
- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… more
- US Tech Solutions (Washington, DC)
- …of our major insurance clients. You will serve as a **trusted advisor ** , collaborating directly with stakeholders to analyze business needs, define requirements, ... and Traditional Life products, along with a **strong background in Vantage/wmA ( Wealth Management Accelerator)** . You will be responsible for conducting **gap… more
- Zions Bancorporation (Heber City, UT)
- …expanding business in all the following areas: + Loan and deposit products, wealth management + Wealth management services including Investment, trust, and ... to a high degree of service quality while acting as a trusted advisor . + Intermediate computer skills including the MS Office Suite. **Benefits:** + Medical,… more
- Citigroup (Miami, FL)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… more