- Capital Group (New York, NY)
- …As a Wealth Specialist at Capital Group,you'llserve as a senior wealth planning professional, partnering closely with Private Wealth Advisors to ... relationships.You'lltrain and support advisors by modeling best practices,collaboratewith the Wealth Planning and Advisory Group to foster knowledge-sharing,… more
- Argonaut Management Services, Inc (New York, NY)
- …(together known as BP&C, Inc.) are wholly owned subsidiaries of Brookfield Wealth Solutions, Ltd. ("BWS"), a New York and Toronto-listed public company. BWS ... is a leading wealth solutions provider, focused on securing the financial futures...capital solutions. Job Description Summary The Learning and Development Specialist will implement and support enterprise-wide learning and development… more
- eMoney Advisor (Stamford, CT)
- Description The Client Support Specialist is responsible for answering incoming customer inquiries, solving customer issues, and escalating cases to tier two teams ... and maintain high levels of call quality and professionalism. The Client Support Specialist consistently meets or exceeds the efficiency standards set forth by the… more
- JPMorgan Chase (New York, NY)
- The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically ... meet the objectives of each client. As a Client Specialist within JP Morgan Wealth Management, you...sound knowledge base of investing, trust and estates, financial planning , insurance, alternative investments, family wealth , tax… more
- S&P Global (New York, NY)
- …Team:** As a vital member of S&P Dow Jones Indices' (S&P DJI) Wealth Benchmarks marketing team, this position is responsible for spearheading product marketing ... initiatives that enhance awareness, adoption, and engagement of S&P DJI's wealth benchmark offerings. This role will concentrate on developing compelling product… more
- JPMorgan Chase (New York, NY)
- …goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning , credit and banking to help clients build, preserve and ... ** Wealth Management - Private Bank - PLP Borrower Specialist ** JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7… more
- Bank of America (New York, NY)
- …/Manager in any one of the teams specialized roles of Business Development, Wealth Planning , Investment Management, or Business Management in addition to ... the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other… more
- JPMorgan Chase (New York, NY)
- …As a Search Manager on the Global Integrated Media Team within Asset & Wealth Management, you will be part of a nimble global center of excellence directly ... and outputs in partnership with regional stakeholders, Business Intelligence, and Marketing Specialist areas. + Manage the in-house channel team for execution of… more
- TD Bank (New York, NY)
- …who can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and ... I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will...Guides and directs others as necessary; acts as a specialist resource to support all wealth management… more
- S&P Global (New York, NY)
- …the Role:** **Grade Level (for internal use):** 11 **About the Role:** Senior Sales Specialist - Sell Side (D&R) **The Team:** The Data & Research team represents ... : As a Data & Research (D&R) Senior Sales Specialist for Sell Side, you are responsible for selling...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
