- Robert Half Finance & Accounting (New York, NY)
- …Responsibilities: * Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning * ... portfolio or wealth advisory experience at a wealth manager, RIA or private bank. Must...Manhattan office. Key responsibilities for this VP Portfolio and Wealth Advisory role include client relationship management ,… more
- JPMorgan Chase (New York, NY)
- JP Morgan Private Investments Inc. (JPMPI) is a Registered Investment Adviser ( RIA ) that acts as a sub- advisor to open-end and closed-end registered ... investment companies (RICs) for clients of JP Morgan Wealth Management and Investment Solutions...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- JPMorgan Chase (New York, NY)
- …for them. As a Platform Solutions Client Advisor within JP Morgan Asset Management 's RIA channel, you will collaborate with our clients to provide them with ... qualifications, capabilities and skills** + You will understand the wealth and asset management industries, tax ...technology and all facets of RIA business management , including growth strategies, investment solutions, technology… more
- JPMorgan Chase (New York, NY)
- …+ Strong knowledge of managed account products and services marketed through a registered investment adviser ( RIA ) or bank, and related documentation, ... Risk Management Lead within the JP Morgan Wealth Management 's Solutions Compliance Group, you will...+ Strong knowledge of regulatory requirements and operations supporting registered investment adviser ( RIA ) with… more
- JPMorgan Chase (New York, NY)
- …Strong knowledge of investment products and services marketed through a bank, registered investment adviser ( RIA ), or broker-dealer, and related SEC, OCC ... Risk Management Lead within the JP Morgan Wealth Management 's Solutions Compliance Group, you will...training. Additionally, you will need a strong knowledge of investment products including mutual funds, SMAs, ETFs, and hedge… more