- Guardian Life (Pittsfield, MA)
- As a Wealth Management Agency Operations Specialist, you will support Guardian Agencies with submitting new business and servicing wealth ... and setting up standing ACH instructions + Monitor an agency 's book of business through management of...Degree or relevant work experience + Strong retirement and wealth management knowledge + Must be able… more
- JPMorgan Chase (Plano, TX)
- The US Wealth Management Legal team is seeking an attorney to support its dynamic annuities, life insurance and wealth management business, who thrives ... insight. As Insurance Attorney: Executive Director, Assistant General Counsel within our Wealth Management Legal team, you will provide critical leadership on… more
- JPMorgan Chase (Columbus, OH)
- As a Wealth Management Financial Products and Regulatory Attorney - Vice President, Assistant General Counsel within our Wealth Management Legal team, ... you will provide critical analysis and discussion of wealth management -specific regulatory issues, ongoing support of investment products distribution issues,… more
- City National Bank (Jersey City, NJ)
- …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
- Bank of America (Dallas, TX)
- …array of critical functions managed in the Bank's Consumer, Small Business, Commercial, Wealth Management , Private Bank and Operations business units. The ... Attorney - Commercial Banking & Wealth Management Fraud & Claims Charlotte,...judgment or inference + Supports company responses to government agency examinations and investigations, enforcement actions, private complaints, and… more
- TD Bank (New York, NY)
- …strategy and practice around Advisor effectiveness, retention, coordinating with other TDBG/ Wealth management business and functional areas + Provides ... tracking data, and researching information, etc. to ensure effective operations of the business supported + Assesses risks and...+ MBA preferred + 15+ years Must have extensive Wealth Management leadership experience with a proven… 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 (Philadelphia, PA)
- …sites. All positions are subject to recall around the clock for emergency management operations , which may require irregular work hours, work at locations ... and reports to their Regional Administrator, and directly support response operations at the regional level. Providing senior management officials… more