- 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
- Guardian Life (New York, NY)
- The Head of Wealth Management Marketing will own the strategic planning, development, and execution of marketing initiatives for our Wealth Management ... Responsibilities** + Develop and implement a comprehensive marketing strategy for the Wealth Management division, aligned with business objectives and growth… more
- Guardian Life (New York, NY)
- …Business Technology Services - at Guardian is seeking a Senior Technical Analyst - Wealth Management , who will be responsible for the implementation of Wealth ... or equivalent educational or professional experience and/or qualifications. + In-depth Wealth Management business and/or technical knowledge + 8+ years… 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. ... authority covering large and complex CRE underwritings, capital commitments, derivatives within a Wealth Management or a Corporate CRE and Business with strong… 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
- Citigroup (New York, NY)
- … wealth spectrum. Citi Wealth covers all of Citi's go-to-market approaches in Wealth Management - Citi Private Bank, Citi Wealth at Work, and ... financial services + Ability to lead large projects within Wealth Management + Demonstrated record of team...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Truist (Greenwich, CT)
- …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
- City National Bank (New York, NY)
- …such as; estate, gift and capital gains tax mitigation; asset protection; philanthropy; life insurance , portfolio management + Demonstrable expertise in the ... wealth planning + Demonstrable expertise in multiple wealth planning issues (eg, life insurance , qualified plans, charitable trusts, etc.) as… 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 ... + 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
- Citigroup (New York, NY)
- …external partners, including agencies, media, and industry organizations. Budgeting & Financial Management - develop and manage the Wealth Marketing budget, ... The Head of Wealth Marketing is a critical role responsible for...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Neuberger Berman (New York, NY)
- …opening and maintenance. + Provide advice regarding regulatory matters appropriate for a wealth management and asset management business, including the ... **Summary:** The Associate General Counsel - Private Wealth will play an integral role within Neuberger...comprehensive package of benefits including paid time off, medical/dental/vision insurance , 401(k), life insurance and… more
- Citigroup (New York, NY)
- …affluent and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Global Wealth at ... offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi… 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 ... employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance , Disability, and Other Insurance...People Management , Profitability Management , Risk Management and Mitigation, Wealth Management … more
- HSBC (New York, NY)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required +...trait protected by applicable law. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-New… 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
- HSBC (New York, NY)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based...65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required In… 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