- City National Bank (Jersey City, NJ)
- *SENIOR QUANTITATIVE ENGINEER [RETAIL WEALTH ]* WHAT IS THE OPPORTUNITY? This position is responsible for developing logic-intensive components of the digital ... wealth management platform. Works on computational libraries, as well...sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and… more
- Brookings (Washington, DC)
- …Leadership of prospect identification and research includes the design, planning , and implementation of strategic data-driven identification of prospective donors, ... the execution of dynamic wealth and propensity reviews, and the development of operational...and long-term goals for a comprehensive prospect identification and wealth review program, lead and mentor staff and development… more
- JPMorgan Chase (New York, NY)
- …Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America, ... in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning .… more
- JPMorgan Chase (New York, NY)
- …client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment ... specialists, wealth advisors, and lending specialists. Throughout the program, you'll...management, including investments, lending, banking, and trust and estate planning . Our advisors help clients achieve their financial goals… more
- City National Bank (Los Angeles, CA)
- …programs across the bank. This role will directly support the Private Banking & Wealth Management line of business. It is not a technology delivery position but will ... in concert with our technology partners. This position is responsible for the planning , implementation and successful delivery of one or more key programs, leading… more
- Guardian Life (New York, NY)
- …Worth Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, and ... closing complex planning opportunities with affluent clients. This role partners closely...timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the… more
- NBT Bank (Williamsville, NY)
- …financial products and services. Develops strategic relationships with all NBT Wealth team members, Regional Presidents, Commercial Banking leaders, and other ... skills. Demonstrated / Broad knowledge of Banking, Credit, Investments, Trust, Financial Planning and demonstrates the ability to assess client needs. + Ability to… more
- Principal Financial Group (Des Moines, IA)
- …experience to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our advising ... + Design, develop, and maintain software solutions that support wealth management platforms and client-facing applications including Salesforce CRM and… more
- JPMorgan Chase (New York, NY)
- …standing at the intersection of finance and technology-and at the cutting- edge of wealth management. We've been making rapid progress on our mission: to break down ... its business growth. You will understand the trends across the asset and wealth management ecosystem and matching those with 55ip's current and future capabilities… more
- Manulife (Boston, MA)
- …have the opportunity to conduct audits of our General Account Investments and Wealth and Asset Management businesses. At Manulife John Hancock, we are committed to ... shape the future at Manulife. Senior Director's key responsibilities include planning , organizing, and assigning audit staff to projects and overseeing engagements.… more