- Citigroup (Chicago, IL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs… more
- JPMorgan Chase (New York, NY)
- The candidate will be part of the Wealth Management Solutions team with a focus on our Alternatives platform offering. The WM Alternatives Product Development team ... transformation - Vision, Strategy, E2E Op Models, Business Case development, Roadmap planning and execution. Role description: He/she will lead the strategy, design,… more
- Citigroup (Queens, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs… more
- JPMorgan Chase (New York, NY)
- …+ Experience writing and/or editing content focused on investing, trading, retirement planning and/or wealth management. + Ability to work collaboratively and ... Join our JP Morgan Wealth Management team where you will leverage your...engine optimization skills and expertise to enhance JP Morgan Wealth Management's digital presence on Chase.com's "The Know" and… more
- M&T Bank (Harrisburg, PA)
- …offerings and process changes. **Primary Responsibilities:** + Responsible for the planning , leadership, problem resolution, analysis and reporting for a team with ... and experiential knowledge and skills. + Responsible for unit contingency planning and regulatory compliance. + Actively participate on projects impacting Shared… more
- Citigroup (New York, NY)
- …teams across several locations, including management of people, budget and planning , to include duties such as performance evaluation, compensation, hiring, ... unit of Citi Private Bank's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the strategic direction… more
- PNC (Wexford, PA)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Banker within PNC's Investments organization, you will be based at our Wexford ... business. Ensures the execution of team processes, such as pre-call planning , post-call debriefs and relationship reviews. Generates quality referrals for ecosystem… more
- JPMorgan Chase (Chicago, IL)
- The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates practice and WM Banking teams by coordinating and ... third-party accounting firm to review and set tax policies, opine on complex planning and compliance scenarios and assess the impact of changing domestic and foreign… more
- US Bank (Rancho Palos Verdes, CA)
- …- At least two years of industry related experience in a financial sales or wealth position - Will need FINRA Series 7, 65 or 66 and state insurance licenses. ... and decision-making skills to provide customized investment and financial planning advice - Effective interpersonal, verbal and written communication skills… more
- JPMorgan Chase (Jersey City, NJ)
- …control and governance forums. As a Technology Audit Manager within Asset and Wealth Management, you will participate in audit engagements, evaluate and report on ... and innovation. **Job responsibilities** + Participate in audit engagements from planning to reporting + Partner with colleagues and stakeholders to evaluate,… more