- Bank of America (Melville, NY)
- …banking capabilities. Key Responsibilities: + Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs ... of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...+ Maintain a robust knowledge of the firm's latest planning tools , techniques and strategies … more
- Citigroup (New York, NY)
- The Wealth Trust and Planning and COO Control Testing Team is responsible for the testing of controls that are designed and owned by Citi's Wealth Trust and ... Planning and COO businesses. The Citi Wealth business delivers a comprehensive wealth solution...as well as traditional and alternative investments, managed account strategies , world-class research and investment guidance. Our Wealth… more
- Citigroup (Stamford, CT)
- … planning software preferred . Basic understanding of investment and financial planning strategies preferred . Must be a self-starter, problem solver and ... the TRI - State Area; NY/CT/NJ Market Citi Global Wealth brings together the full power of Citi to...Management and Retail bank through the use of financial planning and excellent discovery and profiling skills . Respond… more
- Citigroup (Huntington, NY)
- … planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and ... Citi Global Wealth brings together the full power of Citi...Management and Retail bank through the use of financial planning and excellent discovery and profiling skills + Respond… more
- Citigroup (New York, NY)
- …navigate your financial goals. You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private ... Citi Global Wealth brings together the full power of Citi...client goals and risk tolerance to ensure that financial strategies are appropriate. + Uncover needs that are not… more
- Citigroup (New York, NY)
- …navigate your financial goals. You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private ... Citi Global Wealth brings together the full power of Citi...business through making decisions that determine technical approaches and strategies for the area. Responsible for setting the technical… more
- JPMorgan Chase (New York, NY)
- …their goals. The Strategy team manages mission-critical projects ranging from developing growth strategies , to assessing and planning entry into new markets, to ... JP Morgan Asset & Wealth Management delivers industry-leading investment management and private...solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of… more
- Citigroup (New York, NY)
- …solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service ... You could access a range of responsive banking, investing, wealth management & planning services and access...business through making decisions that determine technical approaches and strategies for the area. Citi Private Bank's objective is… more
- Citigroup (New York, NY)
- …navigate your financial goals. You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private ... Citi Global Wealth brings together the full power of Citi...strategies for the area. **Responsibilities:** + Provide reporting, planning , forecasting and analysis for all investment products, including… more
- Citigroup (Greenwich, CT)
- … planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter, problem solver and ... Citi Global Wealth brings together the full power of Citi...High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. + Anticipate… more
- JPMorgan Chase (Mineola, NY)
- …and updates + Act as a subject matter expert on the Practice Management tools , products and capabilities - specifically Wealth Plan and client relationship ... The JP Morgan Wealth Management (USWM) business is focused on helping...Advisors. You will coach Business Development, Business Management, Financial Planning , Investment Acumen, Relationship Management and Service to help… more
- Guardian Life (New York, NY)
- The Head of Wealth Management Marketing will own the strategic planning , development, and execution of marketing initiatives for our Wealth Management ... awareness, client engagement, and overall business growth through innovative marketing strategies and effective communication plans! Key partners include Line of… more
- JPMorgan Chase (New York, NY)
- …the Estate Administrator's role to support the Estate Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate ... countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community… more
- JPMorgan Chase (New York, NY)
- …capital, digital product management, or similar roles with experience in wealth management, financial planning , asset management, digital banking, or ... to the successful design, development, and ongoing execution of a multifaceted Wealth Management digital product experience ( Wealth Plan and other initiatives).… more
- CIBC (New York, NY)
- …interactions and job assignments + Collaborating with Relationship Management, Business Development, and Wealth Strategies teams to assist in any way possible. + ... Gain exposure to wealth management business, products, services and clients' financial needs....Have strong analytical and communication skills + Have excellent planning and organization skills + An ability to be… more
- Citigroup (New York, NY)
- …**Responsibilities:** + Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients + ... coordinate client events + Client/prospect meetings - Organize the pre-call planning , organizing post-meeting notes, and maintain all client call records including… more
- Equitable (Stamford, CT)
- Wealth Management Associate - CT, Stamford (5022) ( 23000077 ) **Primary Location** : UNITED STATES-CT-Stamford **Organization** : Equitable Advisors **Description** ... **Equitable Advisors** is a respected wealth management firm with a proven track record in...is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge,… more
- Equitable (Melville, NY)
- Wealth Management Associate - NY, Woodbury (6004) ( 24000053 ) **Primary Location** : UNITED STATES-NY-Melville **Organization** : Equitable Advisors **Description** ... **Equitable Advisors** is a respected wealth management firm with a proven track record in...is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge,… more
- Bank of America (Stamford, CT)
- Audit Supervisor - Consumer and Wealth Management Operations Charlotte, North Carolina;Stamford, Connecticut; Atlanta, Georgia; East Hartford, Connecticut; Dallas, ... the control environment + Assesses impacts to business processes, controls, and strategies to provide recommendations on severity ratings + Provides input on draft… more
- Citigroup (New York, NY)
- …solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service ... and/or the business through making decisions that determine technical approaches and strategies for the area. Citi Private Bank's objective is to further enhance… more