- Fidelity TalentSource LLC (New York, NY)
- …present regular investment updates to clients and associates.Successful sales history in the fiduciary planning and asset management business and confirmed ... solutions (eg financial plans / mentorship delivered, handled money, asset consolidation and retention, etc.)The Purpose of Your RoleAs...you will be responsible for the effective implementation of wealth management for clients to achieve a… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides ... of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more… 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...OCC and SEC investment advisor regulations; + 10+ years asset management Compliance experience, preferably with a… more
- PNC (Millburn, NJ)
- …Advisor, Investment Advisor, Wealth Strategist, and Relationship Strategist. **Institutional Asset Management (IAM) track:** For over 75 years, PNC ... organization, you will be based in [city/state location of position]. **Job Description** ** Asset Management Group Undergraduate Intern** As a PNC Intern, you… more
- JPMorgan Chase (New York, NY)
- …training and mentorship from senior leaders to projects that engage all your skills. See the Asset & Wealth Management CEO Letter here . **What to expect** ... multi- asset class investing, customized lending solutions, cross border wealth planning, fiduciary services, banking, philanthropic advisory, and family… more
- Citigroup (New York, NY)
- …issues with transparency. **Qualifications:** + 15+ years of direct experience in the asset management industry, preferably in a portfolio management role ... Management (CIM) is a group within Citi Global Wealth Investments that manages assets on a discretionary and...and market developments + Coordinate with client service and fiduciary oversight internal partners + Daily portfolio management… more
- Citigroup (New York, NY)
- …with specific reference to trading activity + A good understanding of the asset management business including trade creation and settlement procedures + Detailed ... Management (CIM) is a group within Citi Global Wealth Investments that manages assets on a discretionary and...a broad suite of investment strategies within single and multi- asset class products. CIM is currently seeking an experienced… more
- AIG (New York, NY)
- …cost of claim improvement and consistent outcomes. AIG manages claims using a wealth of technical and market knowledge about risks, business practices, and the ... & Officers Liability claims including possibly Employment Practices Liability and Fiduciary Liability claims. + Preparation and execution of investigation strategies… more
