- JPMorgan Chase (Newark, DE)
- …the administration of the trust . **Job Summary** As a Trust Officer VP in Wealth Management Solutions , Trust & Estates, you will be an integral ... with beneficiaries and advisors. You will also partner with Wealth Advisors for new trust business and...maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus JPMorganChase, one… more
- JPMorgan Chase (Newark, DE)
- …certificate, with paralegal experience in trust and estate practice JP Morgan Wealth Management Solutions comprises a workforce of more than 2500 ... JP Morgan Asset & Wealth Management , with client assets of...Develop, retain and deepen client relationships. + Assist the Trust Officer and partner with Wealth Advisors,… more
- Bank of America (Dover, DE)
- …Beach, Delaware; Dover, Delaware; Egg Harbor Township, New Jersey **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest... + Client Investments Management + Client Management + Client Solutions Advisory + Relationship… more
- Broadridge Financial Solutions (Dover, DE)
- …person from time to time. You will be a part of the Broadridge Advisor Solutions team using your business analysis skills to listen to clients and translate business ... such as standard product functionality, configurability vs customization. + Ensure the digital solutions defined meet the needs of clients with solid use cases and… more
- Guardian Life (Dover, DE)
- …through consistent and timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the region ... which offers clients an expanded suite of products and solutions to help them achieve financial well-being. The High...**You have** + 5+ years overall experience in wealth management , preferably advisory and/or alternative investments… more
- Citigroup (New Castle, DE)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... business and technical leaders on the development, delivery, and management of security solutions . + Provide security...experience with Databases preferred. + Deep understanding of Zero Trust & Secure Access Service Edge (SASE) technologies. +… more
- City National Bank (Newark, DE)
- …support for our 3 business areas: Commercial & Corporate Banking, Banking & Wealth Management , and Entertainment Banking * Trading and service support for ... internal audit and second line of defense * Program and project management responsibilities to drive strategy initiatives and transformation efforts across our… more