• Citi Wealth at Work / Law Firm Group…

    Citigroup (Los Angeles, CA)
    …Help clients achieve broad financial/ investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi...investment , risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
    Citigroup (07/15/25)
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  • Asset & Wealth Management Risk…

    JPMorgan Chase (Columbus, OH)
    …Analysis of client financial statements is key in determining credit risk. + ** Wealth Management Investment Risk & Analytics (Columbus, OH):** Oversees ... senior leaders and teams to learn about risk management . As an Asset & Wealth ... investment , fiduciary, and suitability risks in offering investment solutions to Wealth Management … more
    JPMorgan Chase (07/13/25)
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  • Wealth Management Solutions,…

    JPMorgan Chase (New York, NY)
    …Qualifications:** + Minimum 5 years of experience in financial services, with deep expertise in wealth management or investment management + 6+ years of ... lasting impact on our organization while gaining exposure to senior leadership and honing your skills in driving large-scale,...environments and are passionate about shaping the future of wealth management , this is the role for… more
    JPMorgan Chase (07/17/25)
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  • Risk Management - Wealth…

    JPMorgan Chase (Columbus, OH)
    …in the Credit Risk Governance team, you will collaborate with global Wealth Management functions, including Risk, Lending Solutions, Operations, Legal, and ... Compliance. Your role will involve working with the Wealth Management Risk function to develop and... management objectives to large working groups, including senior management , will be a key part… more
    JPMorgan Chase (07/17/25)
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  • Vice President, US Wealth Advisory Sales…

    BlackRock (San Francisco, CA)
    …role** Our USWA (US Wealth Advisory) team establishes relationships with wealth management firms and platforms to distribute BlackRock's alpha-seeking and ... iShares investment capabilities and drives the adoption of BlackRock's portfolio...Communications, Private Client, Real Estate, Capital Markets, Pensions/Tax-Exempt, and Wealth Management are some of the key… more
    BlackRock (07/20/25)
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  • Citi Wealth at Work - Law Firm Group…

    Citigroup (Los Angeles, CA)
    …Help clients achieve broad financial/ investment goals related to the creation and management of wealth . + Plan and prioritize daily, weekly, and monthly ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth … more
    Citigroup (07/08/25)
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  • Citi Wealth Lending - Head of Lending…

    Citigroup (New York, NY)
    …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy, to ... competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across… more
    Citigroup (07/02/25)
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  • Wealth Regulatory Reporting & Client Tax…

    Citigroup (Tampa, FL)
    …for managing the integrity and accuracy of information across a broad range of wealth management products and client portfolios. The ideal candidate will possess ... financial regulations & taxes, a keen understanding of the intricacies of wealth management . **Key Responsibilities:** **Quality Assurance:** Support the QA… more
    Citigroup (07/24/25)
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  • Citi Wealth at Work - Law Firm Group…

    Citigroup (Boston, MA)
    …Help clients achieve broad financial/ investment goals related to the creation and management of wealth . + Plan and prioritize daily, weekly, and monthly ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi...required in order to negotiate internally, often at a senior level. Significant external communication with senior … more
    Citigroup (08/01/25)
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  • JP Morgan Wealth Management - Vice…

    JPMorgan Chase (Pittsford, NY)
    …a team that makes a real difference every day. As a member of our Asset & Wealth Management division, you'll be at the forefront of global investment ... efforts will be recognized and valued. As a Chase Wealth Management Supervisory Manager in the CWM...further action. + Create and present detailed reports to senior management , providing insights and recommendations. +… more
    JPMorgan Chase (08/01/25)
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