- JPMorgan Chase (New York, NY)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and ... is the Estate Administrator's role to support the Estate Officer and partner with Wealth Advisors, Bankers,...training + Cross Selling and Retention skills JP Morgan Wealth Management Solutions comprises a workforce of… more
- JPMorgan Chase (New York, NY)
- …and closed-end registered investment companies (RICs) for clients of JP Morgan Wealth Management and Investment Solutions (WMIS). Currently, JPMPI provides ... investment advice and/or administrative functions for private investment funds and provides discretionary...experience is preferred. + CPA is preferred JP Morgan Wealth Management Solutions comprises a workforce of… more
- City of New York (New York, NY)
- …initiatives that support New Yorkers and communities with low incomes in building wealth and improving their financial health. OFE is the first local government ... immigration or income restrictions. OFE is seeking a Program Officer to join OFE's Financial Counseling and Coaching team,...New Yorkers and communities with low incomes in building wealth and improving their financial health by helping New… more
- City National Bank (New York, NY)
- …and maintenance of accounts + Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements ... **TRUST OFFICER ** **WHAT IS THE OPPORTUNITY?** This position supports...Investment Advisors, and other bank colleagues. + Oversee annual administrative review of Trust accounts. Check files for correct… more
- Citigroup (New York, NY)
- …the COO for Wealth , and matrix into the Investment Solutions and Chief Investment Officer (CIO) for Wealth . It will form part of the COO and Investment ... ethical standards and making a positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving the needs of clients across… more
- Morgan Stanley (New York, NY)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *PWM Business Development Associate* ... etc.) * Identifies business opportunities * Supports Financial Advisor / Private Wealth Advisor practice management through book analysis and determination of… more
- Morgan Stanley (Short Hills, NJ)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Service Manager* **Location:** *New ... Service Officer (CBSO) and is responsible for the supervision, management of Service Associates & Receptionists, and execution of all operational service… more
- Morgan Stanley (New York, NY)
- …packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate **Location:** ... or education programs), special projects and/or other duties directed by local management * ADMINISTRATIVE SUPPORT* * Answering inbound phone calls or making… more
- Morgan Stanley (New York, NY)
- …packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** *Registered Client Service Associate* **Location:** ... or education programs), special projects and/or other duties directed by local management * ADMINISTRATIVE SUPPORT:* * Answering inbound phone calls or making… more
- Citigroup (New York, NY)
- …Intelligence and Talent Acquisition * HR Partnership and Delivery * HR CAO (Chief Administrative Officer ) * Employee Relations and HR Policy **Your time here ... and skills you need to succeed.** The Human Resources Management Associate (HRMA) Program is a global leadership development...or all of Citi's Business Groups (Banking, Markets, Services, Wealth , and Functions) within one of the following HR… more
- Morgan Stanley (New York, NY)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *PWM Registered Client Service ... targeted/monthly field service professional and/or training calls * Perform administrative duties that support Financial Advisors in daily business practices,… more