- JPMorgan Chase (New York, NY)
- **Job Description:** The Life Insurance Product Development and Management role will report to the Head of Life Insurance Product Development and ... products across the lines of businesses (LoBs) within Wealth Management at JPMorganChase; Chase Wealth...leveraging dashboards + Partner closely with Marketing Manager on life insurance intranet management +… more
- Guardian Life (New York, NY)
- The Marketing Manager for Wealth Management will play a crucial role in supporting the strategic planning, development, and execution of marketing initiatives ... for our Wealth Management division. This role drives brand...health reimbursement, and health savings accounts + Critical illness insurance ** Life and Disability Insurance **… more
- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... LL.M.) or certifications (CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors. + Extensive experience… more
- Guardian Life (New York, NY)
- As a Wealth Management Business Implementation Analyst at Park Avenue Securities, you will work with business, technology, and vendors to implement new ... platforms, features, and processes for wealth management . You will stay updated on...million customers realize their dreams through a range of insurance and financial products and services. Our Purpose, to… more
- Citigroup (New York, NY)
- …of new products to the end-to-end customer experience. + **Strong knowledge of wealth management front office and operations preferred.** + **Ideal candidate ... offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi… more
- HSBC (Scarsdale, NY)
- …complex, regulatory, global environment. Ensure the effective implementation of a wealth management planning-led strategy to drive and grow profitable ... Refer to the HNAH Code of Ethics policy and Wealth Management Staff For this role, HSBC...(in lieu of 63 and 65), 9, 10 and life and health insurance licenses required. Licenses… more
- Citigroup (New York, NY)
- …the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Consumer Bank and Citi Private Bank. **Job ... The role sits within the Wealth Credit Management team of Citi...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Citigroup (New York, NY)
- …Banking (consisting of Branded Cards, Retail Banking, Mortgages, and Retail Services) and Wealth Management (including Private Bank, Wealth at Work, and ... risk identification/ management , product innovation and funding strategy. USPB & Wealth Business Treasury focuses on asset/liability management , balance sheet… more
- JPMorgan Chase (New York, NY)
- …in leading teams within a client-focused setting, preferably in Wealth Management or Consumer Banking. FEDERAL DEPOSIT INSURANCE ACT: This position is ... The JPMorgan Wealth Management (JPMWM) business is dedicated...employment. + Valid and active Series 66 (63/65) and Life and Health Insurance license must be… more
- Truist (New York, NY)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... + 8 or more years of sales and client management experience in Wealth Management ...Truist offering the position. Truist offers medical, dental, vision, life insurance , disability, accidental death and dismemberment,… more
- Citigroup (New York, NY)
- …in financial services, strategy and/or management consulting with expertise in Wealth Management and/or Deposit Business. . Ability to bring structure to ... wealth , law firms and attorneys. From banking and cash management to lending, investment strategies, trust, and wealth advisory services,… 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 ... + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Citigroup (New York, NY)
- …other business units at Citi working closely with key stakeholder inside and outside Wealth . + Responsible for business management and planning for the ICE ... primary point of contact within the ICE organization for any cross functional Wealth or Citi-wide programs (eg, expense management programs, resolution and… more
- US Bank (New York, NY)
- …what you excel at-all from Day One. **Job Description** The President, Affluent Wealth Management /USBI & USBA CEO is responsible for leading approximately 1,300 ... Driving and evolving the strategic direction of the Affluent Wealth Management business + Refining and executing...(medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability… more
- Citigroup (New York, NY)
- …in audit, control, compliance or regulatory management in the banking or wealth management industry. + Previous experience of interacting and working with ... decks), and Word (writing and editing documentation). + Experience working in the wealth management preferred. + Minimal travel may be required. Education +… more
- Citigroup (New York, NY)
- …and offers an elevated financial relationship with a higher level of service and wealth management . Citi Private Bank is dedicated to serving the world's ... making a positive impact on the communities we serve. Wealth brings together the full power of Citi to...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Citigroup (New York, NY)
- **Job Description:** The Wealth Business Management Lead is responsible for overseeing operational readiness and governance for the digital investments business, ... wealth initiatives. The role requires a deep understanding of Investment product management and its integration with digital and wealth initiatives to ensure… more
- TIAA (Melville, NY)
- ** Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients...63; Series 65; Series 66 **Licenses and Certifications** + Life and Health Insurance License (Resident State)… 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...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… 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...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more