- M&T Bank (New York, NY)
- …and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service ... team members. **Primary Responsibilities:** + Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management… more
- JPMorgan Chase (New York, NY)
- JPMorgan Chase is seeking a Senior Associate to join our Online Investing team within the Consumer & Community Bank. **Job Summary** As a Senior Associate ... Bank, you will be a part of the US Wealth Management team. You will work on strategic finance,...role. **Job Responsibilities** + Partner with finance team and senior stakeholders in Online Investing group to execute on… more
- JPMorgan Chase (New York, NY)
- …driving a more personalized and human experience for our clients. As a Marketing Strategy Senior Associate on the Chase Wealth Management team, you'll help ... guide engagement and satisfaction efforts, overseeing the client end-to-end journey. Your team mentality will help you...results. **Job Responsibilities** + Guide a best in class client engagement strategy and manage the end to end… 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 ... controls, supervision) is paramount in delivering a world-class offering and client experience. **Job Responsibilities:** + Lead product governance (eg, product due… more
- Neuberger Berman (New York, NY)
- **Summary:** The Associate General Counsel - Private Wealth will play an integral role within Neuberger Berman's Legal & Compliance Department, specifically with ... respect to the Private Wealth business. The ideal candidate will have experience in...portfolio managers and operations on all aspects of the client relationship; and assisting with legal issues around … more
- JPMorgan Chase (New York, NY)
- …team-based and include close collaboration with senior executives. As an Asset Wealth Management Strategy, Associate within the Asset and Wealth ... research, and work extensively with other colleagues across Asset and Wealth Management, including investment professionals, client advisors/market managers, and… more
- Morgan Stanley (New York, NY)
- …an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas ... marketing, portfolio holdings and/or proposal tools and financial planning *DUTIES and RESPONSIBILITIES:* * Client Support:* * As a senior member of the service… more
- JPMorgan Chase (New York, NY)
- …deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth . No client has identical goals, so understanding their unique ... **Global Private Bank - Summer Associate Program - LatAm** **What we do in...unique goals and helps build, preserve, and manage their wealth over time. Throughout this program, you'll learn about… 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) + ... create tangible value for clients and advisors in the $6B+ revenue Wealth Management (WM) business. Our transformation programs are sponsored by C-suite executives… more
- JPMorgan Chase (New York, NY)
- The JP Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth ... advisors located across 3,500 branches and 20 offices. Strategy and Support for Chase Wealth Management reports into the Field Engagement team and is part of the… more
- M&T Bank (New York, NY)
- …cohort within our Wealth Management division to gain experience on becoming a Wealth Associate . When starting with the team you'll learn from Wealth ... of client services delivery and expand relationships Serve as support associate to Wealth and Investment advisors as required Participate in sales… more
- JPMorgan Chase (New York, NY)
- Join the dynamic team at JP Morgan Wealth Management (WM), a line of business within Community Consumer Banking, dedicated to helping investors achieve their ... focus on risk and controls. **Job Summary:** As an Associate in Exposure Management & Market Surveillance, you will...the daily calibration of margin requirements and collaborate with senior team members to ensure they are adequately set.… more
- JPMorgan Chase (New York, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a… more
- KPMG (New York, NY)
- **Business Title:** Senior Associate , IAER Banking **Requisition Number:** 119453 - 68 **Function:** Advisory **Area of Interest:** **State:** NY **City:** New ... a career in Advisory. KPMG is currently seeking a Senior Associate , IAER Banking to join our...conduct process and control walkthroughs, gain an understanding of client provided documentation + Collaborate with senior -level… more
- KPMG (New York, NY)
- **Business Title:** Senior Associate , Workday Projects/Assets/Customers Lead **Requisition Number:** 112679 - 68 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...a career in Advisory. KPMG is currently seeking a Senior Associate , Workday Projects/Assets/Customers Lead in Enterprise… more
- KPMG (New York, NY)
- **Business Title:** Senior Associate , Consumer Compliance **Requisition Number:** 118208 - 68 **Function:** Advisory **Area of Interest:** **State:** NY ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...a career in Advisory. KPMG is currently seeking a Senior Associate in Consumer Compliance for our… more
- KPMG (New York, NY)
- **Business Title:** Senior Associate , Financial Services Banking Loan Platforms **Requisition Number:** 119114 - 68 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...a career in Advisory. KPMG is currently seeking a Senior Associate in Customer & Operations for… more
- KPMG (New York, NY)
- **Business Title:** Senior Associate , NFR Data Science **Requisition Number:** 118829 - 68 **Function:** Advisory **Area of Interest:** **State:** NY **City:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...a career in Advisory. KPMG is currently seeking a Senior Associate , NFR Data Science in Non-Financial… more
- KPMG (New York, NY)
- **Business Title:** Senior Associate , Financial Due Diligence **Requisition Number:** 118433 - 68 **Function:** Advisory **Area of Interest:** **State:** NY ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...a career in Advisory. KPMG is currently seeking a Senior Associate in Financial Due Diligence for… more
- KPMG (New York, NY)
- **Business Title:** Senior Associate , International Tax Asset Management **Requisition Number:** 119464 - 68 **Function:** Tax Services **Area of Interest:** ... for as a firm. KPMG is currently seeking a Senior Associate , International Tax Asset Management to...asset managers, real estate funds, private equity funds, sovereign wealth funds, and other investors and fund sponsors +… more