- M&T Bank (New York, NY)
- …and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service ... team members. **Primary Responsibilities:** + Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management… more
- JPMorgan Chase (New York, NY)
- …Private Client Investment Managers. As a Private Client Investment Associate Program Manager within JPMorgan Wealth Management, you will be responsible ... branches and 21 offices, we are seeking a Private Client investment Associate Program Manager to lead...compensation, and advisor alignment. + Serve as a key senior leader within Chase Wealth Management, working… more
- JPMorgan Chase (New York, NY)
- …of Life Insurance products across the lines of businesses (LoBs) within Wealth Management at JPMorganChase; Chase Wealth Management, JPMorgan Advisors, and ... controls, supervision) is paramount in delivering a world-class offering and client experience. **Job Responsibilities:** + Lead product governance (eg, product due… more
- Morgan Stanley (Rochester, NY)
- …firm to respond quickly and accurately to client questions and concerns. The Wealth Management Analyst/ Associate is an integral member of the advisory team ... and planning strategies, often with guidance and input from senior team members * Assists Financial Advisors / Private... Wealth Advisors * Assigns work to team's Client Service Associate as appropriate * Coordinates… more
- Morgan Stanley (New York, NY)
- …an exceptional client experience. In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas ... marketing, portfolio holdings and/or proposal tools and financial planning *DUTIES and RESPONSIBILITIES:* * Client Support:* * As a senior member of the service… more
- JPMorgan Chase (New York, NY)
- …deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth . No client has identical goals, so understanding their unique ... **Global Private Bank - Summer Associate Program - LatAm** **What we do in...unique goals and helps build, preserve, and manage their wealth over time. Throughout this program, you'll learn about… more
- M&T Bank (Syracuse, NY)
- …cohort within our Wealth Management division to gain experience on becoming a Wealth Associate . When starting with the team you'll learn from Wealth ... of client services delivery and expand relationships Serve as support associate to Wealth and Investment advisors as required Participate in sales… more
- Deloitte (New York, NY)
- Manager, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market leading ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team… more
- Citigroup (New York, NY)
- …and serves 40% of the world's billionaires and their families. + The Investment Support Associate Team Lead role is to provide a wide variety of service and support ... high level of support, including but not limited to client market and price updates, new account opening and...follow-up with clients and bankers + Help support the senior members of the investment team in their delivery… more
- JPMorgan Chase (New York, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a… more
- Wells Fargo (Woodbury, NY)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. ... for review when applicable + Utilize prior experience in the Registered Client Associate role to anticipate and proactively seek resolutions to client … more
- KPMG (New York, NY)
- **Business Title:** Senior Associate , Operational & Enterprise Risk Management **Requisition Number:** 119371 - 68 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...our people are our number one priority. With a wealth of learning and career development opportunities, a world-class… more
- KPMG (New York, NY)
- **Business Title:** Senior Associate , IAER Banking **Requisition Number:** 119453 - 68 **Function:** Advisory **Area of Interest:** **State:** NY **City:** New ... a career in Advisory. KPMG is currently seeking a Senior Associate , IAER Banking to join our...conduct process and control walkthroughs, gain an understanding of client provided documentation + Collaborate with senior -level… more
- KPMG (New York, NY)
- **Business Title:** Senior Associate , Data Governance **Requisition Number:** 119624 - 68 **Function:** Advisory **Area of Interest:** **State:** NY **City:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...a career in Advisory. KPMG is currently seeking a Senior Associate , Data Governance to join our… more
- KPMG (New York, NY)
- **Business Title:** Senior Associate , Oracle Supply Chain Functional Specialist **Requisition Number:** 118856 - 68 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...a career in Advisory. KPMG is currently seeking a Senior Associate , Oracle Functional Specialist to join… more
- KPMG (New York, NY)
- **Business Title:** Senior Associate , Workday Suppliers/Banking/Expenses Lead **Requisition Number:** 119621 - 68 **Function:** Advisory **Area of Interest:** ... then consider a career in Advisory. KPMG is currently seeking a Senior Associate , Workday Suppliers/Banking/Expenses Lead in Enterprise Solutions for our… more
- KPMG (New York, NY)
- **Business Title:** Senior Associate , Consumer Compliance **Requisition Number:** 118208 - 68 **Function:** Advisory **Area of Interest:** **State:** NY ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...a career in Advisory. KPMG is currently seeking a Senior Associate in Consumer Compliance for our… more
- KPMG (New York, NY)
- **Business Title:** Senior Associate , Financial Services Banking Loan Platforms **Requisition Number:** 119122 - 68 **Function:** Advisory **Area of Interest:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...a career in Advisory. KPMG is currently seeking a Senior Associate in Customer & Operations for… more
- KPMG (New York, NY)
- **Business Title:** Senior Associate , NFR Data Science **Requisition Number:** 118829 - 68 **Function:** Advisory **Area of Interest:** **State:** NY **City:** ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we do not anticipate...a career in Advisory. KPMG is currently seeking a Senior Associate , NFR Data Science in Non-Financial… more
- KPMG (New York, NY)
- **Business Title:** Senior Associate , Financial Due Diligence **Requisition Number:** 118432 - 68 **Function:** Advisory **Area of Interest:** **State:** NY ... currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that...a career in Advisory. KPMG is currently seeking a Senior Associate in Financial Due Diligence for… more