- City National Bank (Jersey City, NJ)
- …strategies and solutions that provide business insights and bolster the wealth management division. Your primary responsibilities will include: + Developing ... **HEAD OF WEALTH MANAGEMENT , DATA ENGINEERING AND ANALYTICS**...+ Guiding the development and implementation of advanced analytics solutions , such as predictive and prescriptive analytics, to produce… more
- Citigroup (New York, NY)
- …across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank. ... wide range of products and services covering capital markets, managed investments, portfolio management , trust and estate...and complex CRE underwritings, capital commitments, derivatives within a Wealth Management or a Corporate CRE and… more
- Citigroup (New York, NY)
- …allows us to deliver traditional and alternative investments, managed account solutions , best-in-class research and advice for all Wealth clients. The client ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi...investment advice to clients through a select number of solutions using firm models and research + Master referral… more
- CIBC (New York, NY)
- …degree and/or MBA, CFA, CPA, CFP, JD + 10+ years experience in portfolio management , personal tax, wealth management , financial planning. + Comprehensive ... Problem Solving, Investment Advising, People Management , Profitability Management , Risk Management and Mitigation, Wealth Management At CIBC, we are… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...qualitative analysis to solve problems and develop new, innovative solutions . Required to think beyond existing solutions ,… more
- Banco Popular Puerto Rico (New York, NY)
- …York, NY, US, 10004 Company: Popular Workplace Type: On-site Administrative Officer - Wealth Management and Private Banking AtPopular,we offer a wide variety of ... services and financial solutions to serve our communities in Puerto Rico, United...providing comprehensive administrative support to our managers in the Wealth Management & Private Banking Division. The… more
- WTW (New York, NY)
- …two business segments, Health, Wealth and Career and Risk and Broking. The Managed Care Growth Leader is the primary client lead managing the totality of the ... Client Management links our clients to our exceptional capabilities... Care revenue growth and focused on bringing new solutions to existing clients, acquiring new Managed … more
- Bank of America (Jersey City, NJ)
- …responsible for the implementation of Investment Strategies across Bank of America Global Wealth Management . The Managed Account Advisors Business Enablement ... discipline to help achieve defined business goals. The investment solutions and platforms managed by MAA inherently...and transparency across the broader teams. + Experience/knowledge of wealth management organization and business + Strong… more
- Bank of America (Jersey City, NJ)
- …providing investment insights, platforms and solutions for client serviced within Global Wealth and Investment Management including Merrill Lynch Wealth ... team, this role will provide support for the Separately Managed Account and Model Portfolio Solutions business...the Separately Managed Account and Model Portfolio Solutions business across the various platforms. Additionally, the Product… more
- JPMorgan Chase (New York, NY)
- …to achieve their goals in the way that's best for them. As a Platform Solutions Client Advisor within JP Morgan Asset Management 's RIA channel, you will ... additional efficiency + Promote and represent JP Morgan's investment solutions (Custom Models, Tax- Managed Active and Index...qualifications, capabilities and skills** + You will understand the wealth and asset management industries, tax … more
- JPMorgan Chase (New York, NY)
- …+ Ability to be flexible, follow tight deadlines, organize and prioritize work JP Morgan Wealth Management Solutions comprises a workforce of more than 2500 ... years of prior experience in financial services industry in Managed Accounts, wealth management or...professionals spanning across 50 cities globally. Within WM Solutions , diversity is not only a fundamental necessity, but… more
- Citigroup (Jersey City, NJ)
- …high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi Global Wealth ... The Wealth Monitoring and Testing is responsible for the...and execution, as well as traditional and alternative investments, managed account strategies, world-class research and investment guidance. The… more
- Citigroup (Queens, NY)
- …high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi Global Wealth ... The Wealth Monitoring and Testing is responsible for the...and execution, as well as traditional and alternative investments, managed account strategies, world-class research and investment guidance. The… more
- JPMorgan Chase (New York, NY)
- …to be best-in-class. As a Compliance Risk Management Lead supporting the JP Morgan Wealth Management 's Solutions Compliance Group, you will need to be an ... your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at the center of...line of business partners. **Job Responsibilities** + Co-Lead the Managed Solutions , Managed Platforms and… more
- JPMorgan Chase (New York, NY)
- …leaders to projects that engage your skills. As a Summer Analyst in the Asset Wealth Management (AWM) Product team, you will join one of our investment products ... money market funds, short-term fixed income funds and separately managed accounts. + **Multi-Asset Solutions :** We utilize...reasonable accommodations for known disabilities. See the Asset & Wealth Management CEO Letter here . JPMorgan… more
- Broadridge Financial Solutions (Newark, NJ)
- …collaborate with and help supervise our technology partners, vendors, and managed service providers. Primary Responsibilities: + Works independently to determine ... maintain service levels of supported software + Performs Project Management for all major product upgrades to ensure mainframe...by sending an email to ###@broadridge.com . Broadridge Financial Solutions , Inc. (NYSE: BR) , is a global Fintech… more
- Broadridge Financial Solutions (Newark, NJ)
- …initiatives that combine Generative AI and digital technologies with a change management program to drive broad adoption and thus transform how Broadridge optimizes ... target business functions include customer service, internal operations, client implementation, managed services for clients, and sales and marketing. Strategy and… more
- S&P Global (New York, NY)
- …Level (for internal use):** 12 **Title: Associate Director, US Equity Indices Product Management ** **The Impact** : S&P DJI indices serve as the foundation for ... role in the investment landscape. **The Team:** The US Equity Index Product Management team oversees a diverse set of index products, including iconic benchmarks… more
- S&P Global (New York, NY)
- …range of product offerings covering enterprise data management , investment management , loans platforms, regulatory and compliance solutions , and private ... **Grade Level (for internal use):** 13 **The Team:** The Enterprise Solutions business within S&P Global Market intelligence provides buy-side, sell-side, and… more
- Morgan Stanley (New York, NY)
- …important part of our culture. The National Sales organization, within Morgan Stanley Wealth Management 's Investment Solutions , supports the Firm's Financial ... financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees… more