- JPMorgan Chase (Jersey City, NJ)
- …and banking services including trusts and estates, loans, mortgages, and deposits. The Life Insurance Case Management Specialists role will be focused ... It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking, Commercial...on the support of the Life Insurance operations for the Private Bank… more
- Guardian Life (New York, NY)
- The Wealth Management Consultant will lead growth, advisory development, and business development initiatives for Park Avenue Securities in the west region. ... are** A seasoned sales professional with core proficiencies in wealth management , products & solutions, territory ...health reimbursement, and health savings accounts + Critical illness insurance ** Life and Disability Insurance **… more
- Bank of America (New York, NY)
- …through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision ... expertise in certain product areas (eg Corporate 401(k), Rule 144, Insurance , Wealth Management Workstation) Provide marketing and organizational support.… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... and driving greater consistency in global program design and execution across our wealth management activities. This individual acts as an effective and trusted… more
- Citigroup (New York, NY)
- …Security Office (ISO). This role is charged to create, lead, and execute portfolio management and service delivery functions for Wealth and Legacy Franchise to ... offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi… more
- US Bank (New York, NY)
- …to non-compliance business partners and key stakeholders in the following areas: * Wealth Management laws and regulations (eg, Broker Dealer, Trust Services, ... Wealth Management , Securities and Exchange Commission (SEC)...(medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability… more
- Guardian Life (New York, NY)
- As a Wealth Management Business Transformation Consultant, you will be a member of the Individual Markets (IM) Value Streams team that is responsible for ... role **You have** + 5-7 years overall business experience ( Wealth Management business preferred) + Strong general...health reimbursement, and health savings accounts + Critical illness insurance ** Life and Disability Insurance **… more
- Citigroup (New York, NY)
- …high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi Global Wealth ... The Wealth Deposits and Lending Control Testing Team is...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Citigroup (Queens, NY)
- …are met. -Strategic leadership to identify and manage risks inherent in Wealth Deposit accounts. **Job Family Group:** Risk Management **Job Family:** ... The Wealth FDIC 370 Program Coordinator would work with...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Truist (New York, NY)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... * 8 or more years of sales and client management experience in Wealth Management ...Truist offering the position. Truist offers medical, dental, vision, life insurance , disability, accidental death and dismemberment,… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth ... Corporate P&A, Risk and others **Qualifications:** + Good working knowledge of wealth management businesses; knowledge and experience in lending related products… more
- Bank of America (New York, NY)
- …acts as a member of the team to deliver the full suite of wealth management services. The strategist answers client's estate and financial planning questions ... and priorities to match them with a suitable advisor team to deliver wealth management solutions Complements the company annual enrollment by providing education… more
- Citigroup (New York, NY)
- …Investment Solutions provides holistic investments advice to clients across the wealth continuum, harnessing Citi's leading Investment Management offering, ... role is part of the Markets team within Citi Wealth Investment Solutions, reporting to the head of Solutions...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- HSBC (New York, NY)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required In...trait protected by applicable law. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-New… more
- TIAA (New York, NY)
- ** Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients...63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State)… more
- JPMorgan Chase (Ramsey, NJ)
- …their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client service, operational marketing and ... administrative support to Private Client Advisors within Wealth Management . **Job responsibilities** + Support Advisors...+ A valid and active Series 66 (63/65), and Life and Health Insurance license must be… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Neuberger Berman (New York, NY)
- …economics preferred + Experience with investments and basic investing concepts, experience in wealth management a plus + Strong knowledge of marketing concepts ... We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance , 401(k), life insurance and other benefits to eligible… more