- JPMorgan Chase (New York, NY)
- …As a Vice President Multi - Asset Specialist within JP Morgan Wealth Management 's Investments & Advice team, you will work collaboratively with regional ... The mission of JP Morgan Wealth Management 's (JPMWM) Investments & Advice...a broad understanding of portfolio construction, portfolio risk, and asset allocation solutions. You will develop thorough knowledge of… more
- Manulife (Boston, MA)
- …+ Coordinate and perform the first level of review for Manulife Investment Management Private Equity and Credit (MIMPEC) Fund valuations, and prepare the quarterly ... and ability to learn + Well organized, with the ability to multi -task, prioritize, work independently under timelines, and balance multiple collaborators, in a… more
- JPMorgan Chase (New York, NY)
- …Wealth Management , Product Development, Vice President** Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment ... experience in financial services, preferably with product experience in wealth management , asset management...banking, or consulting. + Experience with investment products and asset classes, especially fixed income, and multi -… more
- S&P Global (New York, NY)
- …center to this evolution. The role provides exposure to multiple products across the Wealth Management industry such as asset managers, financial advisors, ... how they fit into the investment process, particularly within Asset Management and Wealth ...Self-driven with strong research and innovation skills + Strong multi -tasking capabilities is a must for this dynamic role… more
- JPMorgan Chase (Los Angeles, CA)
- …effectively manage between sales and service support needs of the product. JP Morgan Wealth Management serves clients across the entire wealth spectrum; ... including the Private Bank, JP Morgan Securities, and Chase Wealth Management . The Wealth ...small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
- Truist (Philadelphia, PA)
- …of a broad range of wealth products and services (financial planning, asset management , personal trust and estate planning, insurance and risk management ... sales, presentation and relationship management skills previously demonstrated in wealth management in the high net worth marketplace * Excellent… more
- Neuberger Berman (New York, NY)
- …opening and maintenance. + Provide advice regarding regulatory matters appropriate for a wealth management and asset management business, including ... At least eight years of experience in-house at an asset management firm, or in the ...a range of strategies-including equity, fixed income, quantitative and multi - asset class, private equity and hedge funds-on… more
- Umpqua Bank (Walnut Creek, CA)
- …a high-level understanding of most client financial considerations. This role encompasses a multi -faceted wealth management model. This individual will need ... Senior Wealth Advisor Wealth Management ...large book of business encompassing business development, financial planning, asset management , pipeline management , and… more
- Truist (Houston, TX)
- …of experience with area(s) of concentration specifically in financial planning and wealth management or affiliated industries 2. Experience with UHNW clients ... application to solutions for our clients. 1b. Impact: Leads complex, UHNW multi -generational wealth planning and strategy, typically with families with assets… more
- M&T Bank (Wilmington, DE)
- …+ Familiarity with testing frameworks (JUnit, Mockito, Selenium, Cucumber). **Industry Knowledge - Wealth & Asset Management ** + Deep understanding of ... candidate to be proficient in integration techniques, understand data management and have a history in developing multi...Understanding of the product, operations, and technological needs of Wealth and Asset Management organizations.… more