- JPMorgan Chase (Jersey City, NJ)
- …brokerage and banking services including trusts and estates, loans, mortgages, and deposits. As a Wealth Management , Life Insurance Case Management ... It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking, Commercial...Management , you will be focused on supporting the Life Insurance operations for the Private Bank… more
- Guardian Life (New York, NY)
- …Deep experience building digital solutions for advisors/sales teams in the Wealth Management industry. Prior exposure to insurance industry a nice to have + ... As the lead of Wealth Management Technology & Digital Platforms...Wealth segments. Individual Markets provides protection products like Life & Disability Insurance as well as… more
- JPMorgan Chase (Jersey City, NJ)
- …Private Bank, JP Morgan Securities, and Chase Wealth Management . The Wealth Management Insurance and Retirement Solutions (IRS) organization lives at ... JP Morgan Wealth Management serves clients across the...JP Morgan Wealth Management serves clients across the entire wealth...Series 7 and 66 preferred, but not required + Life , Health and Variable Life Insurance… 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
- Citigroup (New York, NY)
- … wealth , law firms and attorneys. From banking and cash management to lending, investment strategies, trust, and wealth advisory services, ... thinking informed by deep local insight and help deliver the complete financial management strategies that today's wealth requires. **The Role:** The Pricing… more
- Citigroup (New York, NY)
- …high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi Global Wealth ... The Wealth Private Bank (ex-Trust) Control Testing Team is...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… 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
- 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
- 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 (Jersey City, NJ)
- …high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi Global Wealth ... Design Assessment framework as implemented by Team Lead and management across Wealth Controls. + Partner and...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… 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 (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
- 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
- Robert Half Finance & Accounting (New York, NY)
- …in the midtown Manhattan office. Key responsibilities for this VP Portfolio and Wealth Advisory role include client relationship management , portfolio/ wealth ... * Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning * Generate and edit… 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
- 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
- HSBC (Chatham, NJ)
- …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. As… more