- Guardian Life (Bethlehem, PA)
- **Overview:** As a Wealth Management Agency Operations Specialist, you will support Guardian Agencies with submitting new business and servicing ... wealth management accounts. **You will:** + Partner...wealth management accounts. **You will:** + Partner with General Agencies...and setting up standing ACH instructions + Monitor an agency 's book of business through management of… more
- JPMorgan Chase (Chicago, IL)
- The US Wealth Management Legal team is seeking an attorney to support its dynamic annuities, life insurance and wealth management business, who thrives ... and strategy, and providing valuable regulatory insight. As an Insurance and Wealth Management Attorney - Vice President, Assistant General Counsel within… more
- BMO Financial Group (Portland, OR)
- …have prior Banking / Financial Service Industry experience. Preferably 2-3 years within Wealth Management operations or support.** Gathers and analyzes ... investment performance data, communicates results to clients, pension consultants, and management . Verifies fund result accuracy, monitors trends, and reviews and… more
- City National Bank (Los Angeles, CA)
- …will provide general regulatory and transactional support to the Bank and its wealth management operations and subsidiaries. Substantial expertise in ... of overall business strategy for the Bank and its wealth management business. WHAT WILL YOU DO?...financial institution or advisory firm, and/or financial services regulatory agency or commensurate experience * Minimum of 10 years… more
- Brokers International (Urbandale, IA)
- …play a pivotal role in spearheading the standardizing of a comprehensive digital Wealth Management ecosystem for a portfolio that spans multiple locations and ... Location: Urbandale, IA About Brokers International As The Original Agency Builder since 1983 (TM) , Brokers International is...and execution of a major digital initiative within our Wealth Management portfolio. + Define project objectives,… more
- JPMorgan Chase (Jupiter, FL)
- …meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management , you will have the opportunity to provide exceptional client ... resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new… more
- Citigroup (Tampa, FL)
- …out of investment complaints for a retail broker dealer/RIA and insurance agency business; coordination of the day-to-day activities of the complaint intake function ... **Responsibilities:** + Supporting teams with compliance and control; partners with operations , risk, compliance, legal and other entities to ensure accuracy and… more
- Federal Emergency Management Agency (Bothell, WA)
- …sites. All positions are subject to recall around the clock for emergency management operations , which may require irregular work hours, work at locations ... Providing analytical and advisory expertise for: NHRAP - Hazus/OpenHazus and NRI; Agency risk assessment, risk analysis, and risk reduction activities; data … more
- Citigroup (New York, NY)
- …Securities Services, Trade & Treasury Services, the Citi Commercial Bank and Global Wealth Management ) Ability to leverage existing contacts network and prospect ... clients, market participants, and internal partners (Sales, Product, Transaction Relationship Management , Operations & Technology) to understand evolving client… more
- Federal Emergency Management Agency (Washington, DC)
- …sites. All positions are subject to recall around the clock for emergency management operations , which may require irregular work hours, work at locations ... position if hired? In this position, you will serve as an Emergency Management Specialist, in the Response, Operations Division. Typical assignments include:… more