- Citizens (San Francisco, CA)
- …, located in San Francisco, CA, is hiring a proactive and detail-oriented Private Wealth Executive Assistant to directly support a Managing Director, Wealth ... and operational activities related to growing the business. Directly supporting the Wealth Manager, the incumbent will have the ability to work independently and… more
- US Bank (Cincinnati, OH)
- …**Job Description** **Inspire, excel and grow with us** US Bank is hiring for a Wealth Management Specialist Assistant to support our Private Wealth Banking ... and/or standard department guidelines, handles day-to-day daily contact between Private Wealth Banking customers and US Bank client calls and transactions and… more
- JPMorgan Chase (New York, NY)
- …with a team that values your skills and fosters professional growth. As a Wealth Management Attorney - Assistant General Counsel, Vice President, within our ... Legal team and deliver impactful legal advice and help drive JP Morgan Wealth Management's success. As a trusted advisor, you'll work alongside top professionals in… more
- PNC (Cherry Hill, NJ)
- …valued and have an opportunity to contribute to the company's success. As a Sales Assistant within PNC's Wealth Management organization, you will be based in the ... Horsham, Bridgewater or Cherry Hill area. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. **Job Description** + Provides sales, service and execution support for new and ongoing client relationships. +… more
- Nuveen Investments (Morgantown, WV)
- …This term could be extended based on company business needs. **CW-Administrative Assistant III** The Senior Administrative Assistant provides support to meet ... the business needs of company Executives. Under moderate supervision, this job is meets the daily requirements of Executives and various other office needs, including operational tasks, organizational duties and office-wide coordination efforts. **Key… more
- Citigroup (Irving, TX)
- …+ Designs and manages vector databases (eg, FAISS, Pinecone, or similar) to support semantic search and contextual memory in AI agents. Collaborates with ... cross-functional teams to integrate AI agents into business processes, enhancing automation, decision-making, and user experience. + Conducts advanced data analysis and visualization to extract actionable insights from structured and unstructured data sources.… more
- Citigroup (New York, NY)
- …Senior Executive Assistant provides support to members of the Wealth COO leadership team (Business Execution Leads) by handling correspondence, managing ... calendars and appointments, arranging conferences and conference calls, making travel arrangements and providing other administrative tasks. **Responsibilities:** + Directly supports two to three C16 level managers + Manages day to day calendar(s) of senior… more
- Citigroup (Miami, FL)
- …**Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability to manage ... relationships both internal and external + Ability to manage multiple concurrent deadlines + FINRA SIE, Series 7, Series 66 required (or obtained within 120 days) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:**… more
- JPMorgan Chase (New York, NY)
- …is results-oriented, with a focus on attention to detail and quality. As an Executive Assistant in Asset & Wealth Management-Private Bank, you will need to work ... Become an integral part of the Asset & Wealth Management team where you will have the opportunity to work in a fast-paced organization and each day will be unique!… more
- JPMorgan Chase (Jersey City, NJ)
- …and Assistant General Counsel. Support our Private Bank / Wealth Management Investment Solutions team and collaborate in developing innovative managed account ... Wealth Management Investment Solutions Attorney - Vice President, Assistant General Counsel in the Private Bank / ...Assistant General Counsel in the Private Bank / Wealth Management Investment Solutions Legal team, you will provide… more