- Robert Half Finance & Accounting (San Jose, CA)
- …known for their amazing growth, first-class service, and innovative use of technology . This firm offers great career growth opportunities and supports professional ... Responsibilities: + Providing excellent service to clients. + Handling client paperworks. + Helping out in client ...you may have. Requirements + 5+ years experience in wealth management. + A history of job stability. +… more
- Brokers International (Urbandale, IA)
- Job Title: Wealth Project Manager Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original ... BI on a new journey of accelerated growth and success. Job Summary As the Wealth Project Manager , this individual will play a pivotal role in spearheading the… more
- BlackRock (Atlanta, GA)
- …Tech** Aladdin Wealth Tech is BlackRock's wealthtech business which delivers technology for private banks, retail banks, and independent wealth managers ... mission is to leverage the power of Aladdin's analytics, technology , and data to give financial advisors the edge...capabilities. The team operates as one cohesive unit spanning client , product, and engineering, and we pride ourselves on… more
- Citigroup (Tampa, FL)
- The IPB Wealth Solutions Advisory Manager accomplishes results through the management of professional team(s) and department(s). Integrates subject matter and ... responsible for all hiring decisions, disciplinary actions and terminations. The IPB Wealth Solutions Advisory Manager will be responsible for insuring firm… more
- Morgan Stanley (Alpharetta, GA)
- … Management - Business Transformation Services - Project Manager * **Location:** *Georgia-Alpharetta* **Requisition ID:** *3261524* **Other Locations:** ... a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including… more
- JPMorgan Chase (Jersey City, NJ)
- …+ Develop detailed operating model for business changes + Demonstrate understanding of client and advisor wealth management processes (front and back office) + ... communicating) + Familiarity with end-to-end bank infrastructure, including advisors, client service, product, technology , operations, and controls +… more
- Citigroup (New York, NY)
- …strategy, defining the client and colleague experiences across the spectrum of Wealth platforms and products. The role will report directly to Citi's Head of ... Citi, the leading global bank, has approximately 200 million client accounts and does business in nearly 160 countries...making a positive impact on the communities we serve. Wealth brings together the full power of Citi to… more
- JPMorgan Chase (Columbus, OH)
- The JP Morgan Wealth Management Client Platforms & Experiences organization is accountable for championing end-to-end client experiences for our Wealth ... is to deliver exceptional products and experiences enabled by technology solutions and in partnership with teams across the...partnership with teams across the organization to put the client and their needs at the center of what… more
- Grant Thornton (Arlington, VA)
- As the Private Wealth Services Tax Manager , you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning ... to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations on return...strategies + You have excellent analytical, technical, and tax accounting/ technology skills + You have exceptional client … more
- JPMorgan Chase (Cherry Hill, NJ)
- …Divisional Strategy & Support Manager and aligned with a Regional Director - Wealth and serve as a liaison to the Market Directors- Wealth , driving the ... creating a client obsession culture * Coordinate with the Business Manager to drive scorecard results, coordination business review plans and content * Partners… more
- HSBC (New York, NY)
- … Centers or Office of Supervisory Jurisdiction (OSJ) in conjunction with the Market Manager . Wealth Supervisors work closely with the Market Managers and various ... + Role requires client contacts + Attend and present at Market Manager Sales/Compliance meetings + Have delegated authority from the Market Manager for… more
- Neuberger Berman (New York, NY)
- …drafting fund offering documents relating to private funds offered through the Private Wealth channel, and advising on and testing technology initiatives. + ... **Summary:** The Associate General Counsel - Private Wealth will play an integral role within Neuberger...portfolio managers and operations on all aspects of the client relationship; and assisting with legal issues around … more
- Neuberger Berman (New York, NY)
- …billion in client assets as of December 31, 2023. NP Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. ... $70b+ in client assets across 40+ seasoned wealth and investment teams, with access to a deep...services, recruiting new talent, and bolstering investment, operations, and technology capabilities. **Summary:** NB Private Wealth oversees… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …via LinkedIn or Email for fastest consideration for this opportunity. Our client is an esteemed independent registered investment advisor (RIA) firm, known for ... services from asset allocation and portfolio management to customized wealth management, all with the aim of helping their...rules and best practices in the industry. + Keep client folders well-organized and current. + Collect data needed… more
- Equitable (Fort Worth, TX)
- Wealth Management Associate - TX, Fort Worth, Dallas, Houston, Austin, San Antonio; OK, Oklahoma City(3985) ( 2100001P ) **Primary Location** : UNITED STATES-TX-Fort ... hours to the community * Women in leadership roles: Complex president, branch manager , district managers, national honor guard president **Impact** * Women managed … more
- Capco, a Wipro Company (New York, NY)
- …premier management consulting firm preferred or experience at top-tier industry firm in wealth manager , FINRA and SEC broker dealers, investment advisors or ... be playing a key role in the delivery of projects, working on client site to deliver large-scale change initiatives for leading clients across Financial Services,… more
- US Bank (Sun City, AZ)
- …Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely positioned for ... significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team structure, strong leadership support, a… more
- Truist (Atlanta, GA)
- …This position is part of the Investment Consulting Group (ICG) and reports to the Wealth Advisory Senior Product Manager . The ICG team is comprised of teammates ... of America) **Please review the following job description:** The Wealth Advisory Consultant is responsible for supporting Truist ...+ Assist FA Teams with constructing and generation of client investment proposals + Assist FA Teams with investment… more
- HUB International (Bethesda, MD)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. In addition to winning the Gold ... a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the...our talent. We currently have an opportunity for a ** Wealth Management Analyst** to join our **Retirement and Private… more
- JPMorgan Chase (New York, NY)
- …of Life Insurance products across the lines of businesses (LoBs) within Wealth Management at JPMorganChase; Chase Wealth Management, JPMorgan Advisors, and ... influence and work across LoBs and across function (including sales, technology , operations, marketing, legal, risk, compliance, controls, supervision) is paramount… more