- Wells Fargo (New York, NY)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, ... & Investment Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on deep client discovery and… more
- JPMorgan Chase (New York, NY)
- …a platform of both depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development ... This role requires a visionary leader with expertise in Wealth Planning and Advice, capable of driving...deliver exceptional value to our clients. The Digital Product Lead will oversee the product lifecycle from ideation to… more
- Neuberger Berman (New York, NY)
- …investment strategies, and prospect/client lifecycle management. Experience with one or more Wealth Planning tools like eMoney, MoneyGuidePro, etc. + Solid ... proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions.… more
- JPMorgan Chase (New York, NY)
- …help drive advisor results and strengthen the client experience across the US Wealth Management franchise. **Job Responsibilities** + Lead the design and ... At JP Morgan Wealth Management, our Field Performance & Incentives team...objectives. This highly visible position offers deep exposure to senior leadership and cross-functional partners across Finance, HR, Legal,… more
- JPMorgan Chase (New York, NY)
- …& Wealth Management, including competitive intelligence, market mapping, succession planning , and confidential project work. The ability to foster strong client ... experience? Apply today! As a Recruiter in Asset & Wealth Management, you will play a critical role in...relationships with senior managers and candidates is essential, and your consultative,… more
- Bank of America (New York, NY)
- …in any one of the teams specialized roles of Business Development, Wealth Planning , Investment Management, or Business Management in addition to ... promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support… more
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... - CIO will report directly into the COO for Wealth and Matrix report into the CIO for ...and will be accountable for overall end results, budgeting, planning and policy formulation. The Head of Business Execution… more
- KeyBank (Amherst, NY)
- …and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a strong understanding of audit and/or ... of business, other risk management teams and internal audit. **Essential Job Functions** + Lead and manage a team of wealth management and trust testing… more
- JPMorgan Chase (New York, NY)
- JP Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management ... Morgan Investments Direct, and JP Morgan Personal Advisors. JP Morgan (our Remote Wealth Management offering). As a Vice President on the CWM Business Project… more
- Raymond James Financial, Inc. (New York, NY)
- …pace with the changing business environment. . Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), ... the firm's wealth management unit, and Asset Management divisions, serving as...current risk management strategies to the Board of Directors, senior management and various risk committees. . Collaborates with… more
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