- JPMorgan Chase (New York, NY)
- **Job Summary:** As an Estate Professional within our Wealth Management Solutions , Trust & Estates team, you will have the opportunity to support and ... and proprietary software quickly **Preferred qualifications, capabilities and skills:** * Prior wealth management and trust or estate management… more
- JPMorgan Chase (New York, NY)
- …* Develop, retain and deepen client relationships New Business *You will Partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the ... is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent...maintenance, account opening/closing, Investment Systems and Annual Reviews, and management of overdrafts - is a plus. * You… more
- JPMorgan Chase (New York, NY)
- …with paralegal experience in trust and estates practice preferred. JP Morgan Wealth Management Solutions comprises a workforce of more than 2500 ... and obtaining necessary documents for the Settlements group Client Relationship Management * Trust Administrative Officers must actively participate in… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards...consistency in global program design and execution across our wealth management activities. This individual acts as… more
- Bank of America (New York, NY)
- Registered Wealth Management Client Associate NEW YORK, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... wealth management and investment products and services for individuals, companies,...their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are… more
- Citigroup (New York, NY)
- …wealth in partnership with Wealth Tech and Design team across wealth management and related digital financial services. + Experience delivering end-to-end ... Asia, Europe, Mexico, and North America. It delivers the full range of wealth products across investments, banking, lending, insurance, trust services and… more
- Bank of America (New York, NY)
- …goals, and priorities to match them with a suitable advisor team to deliver wealth management solutions Complements the company annual enrollment by ... of the team to deliver the full suite of wealth management services. The strategist answers client's...Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and… more
- Truist (New York, NY)
- …and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions . Utilize objective and sound personal ... and through delivery of the full suite of Truist Wealth solutions . Accomplished and highly proven at...* 8 or more years of sales and client management experience in Wealth Management … more
- Amalgamated Bank (New York, NY)
- Amalgamated Bank seeks a highly motivated Institutional Wealth Management Service & Operations Manager that will report directly to the Director of Trust ... values of our employees and customers. Essential Job Functions: + Lead the Wealth Management Service and Operations team while ensuring performance objectives… more
- CIBC (New York, NY)
- …accounting firm + Banking industry experience and exposure to the Wealth Management function a plus + Knowledge of trust and fiduciary business activities ... CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Audit Senior - Wealth Management is responsible for: 1) the...self to work, and you live our values - trust , teamwork, and accountability. At CIBC, our people are… more
- Citigroup (New York, NY)
- …and attorneys. From banking and cash management to lending, investment strategies, trust , and wealth advisory services, we are here to support our clients ... Wealth is a leading provider of financial solutions for affluent, high net worth and ultrahigh net...deep local insight and help deliver the complete financial management strategies that today's wealth requires. **The… more
- CIBC (New York, NY)
- …independent second line oversight to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these lines of ... and relationship-oriented bank for a modern world. CIBC Private Wealth Management ("PWM") conducts an investment advisory...National Trust Company, NA, an OCC licensed trust company, CIBC Private Wealth Advisors, Inc.,… more
- JPMorgan Chase (New York, NY)
- …experience in Private Banking or Financial Services industry * Demonstrated understanding of wealth management including, but not limited to: credit, deposits, ... complex investment products * Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients… more
- Deloitte (Stamford, CT)
- …offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do you not only know what AGI ... to talk about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior...public accounting experience (at least 3 years in investment management ) or equivalent in law firms or industry +… more
- Equitable (Stamford, CT)
- Wealth Management Associate - CT, Stamford (5022) ( 23000077 ) **Primary Location** : UNITED STATES-CT-Stamford **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...and access to a full suite of remote-work technology solutions . You will also upskill from participating in local… more
- Equitable (Melville, NY)
- Wealth Management Associate - NY, Woodbury (6004) ( 24000053 ) **Primary Location** : UNITED STATES-NY-Melville **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...and access to a full suite of remote-work technology solutions . You will also upskill from participating in local… more
- M&T Bank (Hauppauge, NY)
- …**Primary Responsibilities:** + Maintain current knowledge of financial markets, Wilmington Trust investment process and wealth management offering. ... within a professional team environment supporting the delivery of an integrated wealth management offering consistent with the individual financial goals of… more
- CIBC (New York, NY)
- …**be doing** As a Talent Acquisition Partner, you'll support our Private Wealth business by developing sourcing plans and actively recruiting best-in-class talent to ... with hiring managers and leaders, proactively addressing issues to find solutions , and influencing stakeholders to drive hiring goals. **How** **you'll** **succeed**… more
- JPMorgan Chase (New York, NY)
- …to utilize your talents and entrepreneurial mindset in an inclusive community of Wealth Advisors. Offering a wide range of career growth, internal mobility all while ... your skill set with a growing team. As a Wealth Advisor Development Associate you will pursue your desired...answer your questions, practice tests, and more + Build trust with clients and effectively manage relationships + Manages… more
- Deloitte (Stamford, CT)
- …industries: consumer or corporate banking, investment banking or capital markets, investment management , wealth management , trust company, insurance ... by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique… more