- UBS Business Solutions US LLC (Stamford, CT)
- …for planning sessions. Responsible for local and global regulatory issue validations for wealth management , investment banking, and asset management ... UBS Business Solutions US LLC Director, Financial Crime Prevention Auditor...clients. Prepare reports of audit findings for UBS senior management . Monitor the results, risk profile, and developments relating… more
- Fidelity TalentSource LLC (Greenwich, CT)
- …leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The ... clients goals and objectives and refer them to a wealth management partner based on needs and...Skills You BringYou have a comprehensive understanding of various investment solutions , and can educate customers on… more
- Fidelity TalentSource LLC (Greenwich, CT)
- …by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The\u00A0Expertise\u00A0We re Looking ForFINRA ... and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new… more
- Fidelity TalentSource LLC (Greenwich, CT)
- …You ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills ... their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At… more
- Fidelity TalentSource LLC (Fairfield, CT)
- …relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant. The Expertise We re Looking ForFINRA Series 7 ... and teamwork, you are a key player on the Wealth Management team as you directly support...employees. And we provide institutions and independent advisors with investment and technology solutions to help invest… more
- Fidelity TalentSource LLC (New York, NY)
- …into appropriate solutions based on client goalsEstablished knowledge of investment and portfolio management theory, accounting and financial principles, ... you will be responsible for the effective implementation of wealth management for clients to achieve a...instruments, characteristics of world markets, and full range of investment products (including solutions like equity and… more
- JPMorgan Chase (New York, NY)
- …trusts and estates, loans, mortgages and deposits. **Job Summary:** As a part of Wealth Management Solutions , the US Funds Product Development team is ... JP Morgan Asset & Wealth Management , is a global leader in investment...one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many… more
- JPMorgan Chase (New York, NY)
- Wealth Management Investment Solutions provides Wealth Management clients with investment solutions across all major asset classes ... Due Diligence team within the Investment & Research Team within Wealth Management Investment Solutions . **Job Responsibilities:** + Supporting the… more
- JPMorgan Chase (New York, NY)
- … investment companies (RICs) for clients of JP Morgan Wealth Management and Investment Solutions (WMIS). Currently, JPMPI provides investment ... for private investment funds and provides discretionary investment management services in various wrap fee...experience is preferred. + CPA is preferred JP Morgan Wealth Management Solutions comprises a… more
- Morgan Stanley (Purchase, NY)
- Morgan Stanley's Wealth Management Investment Solutions organization is seeking an Executive Assistant with a strong interest in financial services to ... employer committed to diversifying its workforce(M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** * Investment Solutions - Executive… more
- JPMorgan Chase (New York, NY)
- … investment specialists and estate experts to help recommend investment and wealth management solutions that protect, manage and grow our clients' ... and making meaningful contributions to our business with customized wealth management solutions . You'll work...solutions . You'll work with product specialists on an investment solutions team or with a team… more
- Morgan Stanley (New York, NY)
- …an important part of our culture. The National Sales organization, within Morgan Stanley Wealth Management 's Investment Solutions , supports the Firm's ... a wide range of investment banking, securities, investment management and wealth ...team engages with FAs to identify potential opportunities, suggest investment solutions to address a potential client… more
- Morgan Stanley (Purchase, NY)
- …*_Position Summary_* Global Investment Manager Analysis (GIMA), a unit within Wealth Management Investment Solutions (IS), provides comprehensive ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Operational Due Diligence Analyst,… more
- Bank of America (New York, NY)
- Private Wealth Investment Management Specialist New York, New York **Job Description:** Merrill Wealth Management is a leading provider of ... comprehensive wealth management and investment products and services for...appropriate. They partner with internal specialists to deliver holistic investment solutions by identifying targeted investment… 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...should be experienced in the implementation and oversight of investment solutions , and in providing advice and… more
- JPMorgan Chase (New York, NY)
- As a Vice President, Investment Product Specialist in JP Morgan Wealth Management , you will work collaboratively with field leadership to implement the US ... Wealth Management strategy. Your role will be...Wealth Management strategy. Your role will be pivotal in advisor...+ Attend HNW client meetings as a SME on investment solutions and positioning + Coordinate and… more
- JPMorgan Chase (West Harrison, NY)
- …needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client service, operational marketing and administrative ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...support to Private Client Advisors within Wealth Management . **Job responsibilities** + Support Advisors… more
- Deloitte (Stamford, CT)
- …you serve + 5+ years of public accounting experience (at least 3 years in investment management ) + One of the following accreditations obtained: + Licensed CPA ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- Deloitte (Stamford, CT)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... solutions to complex tax issues? Do you not only know...to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in… more
- M&T Bank (Hauppauge, NY)
- **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment ... Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. Articulate… more
