- Fidelity TalentSource LLC (New York, NY)
- …a Wealth Planner, you will be responsible for the effective implementation of wealth management for clients to achieve a high level of client loyalty and ... with and/or knowledge of behavioral economics and family psychologyConsistent record building wealth management plans and strategies with new and existing… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, ... full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more… 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 planning, investment finance and… more
- JPMorgan Chase (New York, NY)
- …the complexities of substantial wealth , leveraging our expertise in discretionary investment management , brokerage, tax and estate planning, credit, capital ... JP Morgan Private Bank is a global leader in wealth management , providing top-tier advice, services, capabilities,...solutions. **Role Overview:** As a Trade Coordinator within the Portfolio Management Group, you will help in… more
- Citigroup (New York, NY)
- … requires. **The Roles:** The Head of Lending business reports to the Head of Wealth Management and leads a global team of professionals managing Wealth 's ... , law firms and attorneys. From banking and cash management to lending, investment strategies, trust, wealth ...portfolio exposure of approximately $170 Billion within Citi Wealth . The Head of Lending manages the employees, budget,… more
- BlackRock (New York, NY)
- …Wealth team leverages the same risk analytics used by Institutional investors to equip wealth management clients with business & risk management , and ... someone interested in Financial Technology who has experience working with Wealth Management clients across complex relationships. **Key Responsibilities:** +… more
- CIBC (New York, NY)
- …+ Bachelor's degree and/or MBA, CFA, CPA, CFP, JD + 10+ years experience in portfolio management , personal tax, wealth management , financial planning. + ... **How you'll succeed** + Manage client relationships and the portfolio to maximize client retention and grow the business...People Management , Profitability Management , Risk Management and Mitigation, Wealth Management … more
- Citigroup (Huntington, 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 ... and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Citigroup (New York, NY)
- …outcomes. **Key Responsibilities:** **Project manage the Book of Work within Risk Wealth Management segment, in partnership with other Program Management ... Group is looking for a strong **Risk Program Management Leader** for the Wealth Risk segment...Work, and each project within it, for the assigned portfolio of projects + Ensure robust ownership and accountability… more
- JPMorgan Chase (New York, NY)
- …including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management , Retail Financial Services and Card Services. The ... Global Wealth Management business offers individuals and families...investment decisions across global equity markets for implementation within discretionary equity and multi-asset client portfolios. **Job Responsibilities:** +… more
- Neuberger Berman (New York, NY)
- …projects and requests **Qualifications:** + 1-3 years industry experience, preferably in Asset/ Wealth Management + Bachelor's degree required + Strong analytical ... NP Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+...across a broad range of asset classes and strategies, portfolio construction and risk management . The Investment… more
- HSBC (Scarsdale, NY)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... as the WRM acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship...and benefits. Variable pay generally takes the form of discretionary , annual awards (sometimes referred to as a "bonus").… more
- JPMorgan Chase (New York, NY)
- …and closed-end registered investment companies (RICs) for clients of JP Morgan Wealth Management and Investment Solutions (WMIS). Currently, JPMPI provides ... and/or relevant industry experience is preferred. + CPA is preferred JP Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals… 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 ... navigate your financial goals. You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private… more
- JPMorgan Chase (Greenwich, CT)
- …solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...will be done with a consistent focus on relationship management , not portfolio management +… more
- Neuberger Berman (New York, NY)
- …Input client data into eMoney financial planning software to develop comprehensive Wealth Planning Analyses. + **Project Management :** Lead ad-hoc projects ... Serve as the first level of support for our wealth advisors and portfolio managers. + **Administration:**...organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits… more
- Citigroup (Glen Head, 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 ... Citi Global Wealth brings together the full power of Citi...to seminars, etc. + Master referral opportunities to grow portfolio . + Proactively source, acquire and expand high value… more
- BlackRock (New York, NY)
- …with the goal of providing input and ideas on marketing plans. Relationship management /communication: + Work closely with Market and Portfolio Construction teams ... **Job description:** The Product Marketing Associate/Vice President for BlackRock's US Wealth Advisory business will work to solve critical distribution challenges… more
- Citigroup (New York, NY)
- …all investment products, including capital markets, Global Managed Investments, and Tailored Portfolio Group + Review and analyze financials during monthly close + ... groups, and support project launch and execution + Produce monthly & quarterly Management Reports related to investment products for Private Bank NA organization +… more
- Morgan Stanley (New York, NY)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *PWM Portfolio ... *POSITION SUMMARY:* The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors /… more
