- Citigroup (New York, NY)
- …our best ideas into clients' portfolios. The Analyst will report into the Wealth Investments Head of Business Performance , who reports into the Head of ... Investments Business Execution and supports the Head of ... Investments globally, covering sales management and productivity, business performance and resource allocation. + Support… more
- Citizens (Tarrytown, NY)
- …advanced Broker-Dealer, Registered Investment Advisor, 12 CFR 9 Trust and Fiduciary business , including exposure to Alternative Investments and 33 and 40 Act ... Manager will integrate activities between Risk, Compliance, and brokerage and Investment management Supervision. Experience in developing Private Wealth risk… more
- Deloitte (Jersey City, NJ)
- …services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while ... the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners.… more
- JPMorgan Chase (Flushing, NY)
- … investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, ... maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital… more
- Deloitte (Jersey City, NJ)
- …services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while ... the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners.… more
- JPMorgan Chase (New York, NY)
- …Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, ultra-high-net-worth and ... estates, loans, mortgages and deposits. **Job Summary:** As an Investment Product Specialist Associate within the Wealth ...200 years and today we are a leader in investment banking, consumer and small business banking,… more
- Citigroup (Queens, NY)
- …Mortgage/ABS) and XVA (CVA/DVA/FVA for all asset classes), and in Treasury and Wealth Investment functions + Implement requirements and standards of Citi Model ... escalated matters + Outstanding skills in strengthening Risk & Controls and business performance and driving transformation, preferably in a financial… more
- Neuberger Berman (New York, NY)
- …to be directly involved in investment -related activities for a growing Private Wealth business . **Responsibilities:** + Compile and analyze data to assist in ... been named first or second in The Pensions & Investments Best Places to Work in Money Management survey...NP Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business .… more
- BlackRock (New York, NY)
- …team leverages the same risk analytics used by Institutional investors to equip wealth management clients with business & risk management, and portfolio ... **About this role** ** Business Unit Overview:** Aladdin is uniquely positioned to...construction, analytics & proposal generation capabilities. Aladdin Wealth is partnering with wealth managers to… more
- Neuberger Berman (New York, NY)
- …regulatory matters appropriate for a wealth management and asset management business , including the Investment Advisers Act, FINRA rules, Investment ... Neuberger Berman's Legal & Compliance Department, specifically with respect to the Private Wealth business . The ideal candidate will have experience in private … more
- JPMorgan Chase (New York, NY)
- …handling of traditional investments across our US Private Bank, Chase Wealth Management, and JP Morgan Advisors investment platforms. You'll also cultivate ... As a Wealth Management Solutions, Product Development, Associate within our Investment Solutions team, you will be responsible for the onboarding and management… more
- Citigroup (Jersey City, NJ)
- …and alternative investments , managed account strategies, world-class research and investment guidance. The Wealth business serves ultra-high-networth ... by considering their application in own job and the business . The Citi Wealth business ...is responsible for end-to-end control testing for a specific business or products - ie controls performance … more
- Bank of America (New York, NY)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- Citigroup (New York, NY)
- …together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family ... **Responsibilities:** + Provide reporting, planning, forecasting and analysis for all investment products, including capital markets, Global Managed Investments ,… more
- JPMorgan Chase (New York, NY)
- …with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals ... deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you will oversee...200 years and today we are a leader in investment banking, consumer and small business banking,… more
- Bank of America (New York, NY)
- … wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments , retirement planning and cash flow modeling, ... Wealth Strategies Advisor Charlotte, North Carolina;New York, New...overall individual performance results and behaviors, the performance and contributions of their line of business… more
- Bank of America (Great Neck, NY)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- M&T Bank (New York, NY)
- …work towards building your own portfolio of business , eventually becoming a Wealth Advisor or Investment Advisor Associate. There is the opportunity to gain ... responsibilities could include: Develop your knowledge of financial markets, Wilmington Trust investment process and wealth offerings, and articulate current and… more
- JPMorgan Chase (New York, NY)
- …employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Commercial Banking, Consumer ... and Community Banking, Corporate and Investment Banking. Wealth Management delivers the highest...200 years and today we are a leader in investment banking, consumer and small business banking,… more
- BlackRock (New York, NY)
- **About this role** **About Aladdin Wealth Tech** Aladdin Wealth Tech is BlackRock's wealthtech business which delivers technology for private banks, retail ... banks, and independent wealth managers globally. Our mission is to leverage the...pride ourselves on getting things done while delivering new business value quickly and frequently. We are passionate about… more