- JPMorgan Chase (Mineola, NY)
- …~5,000 advisors located across 3,500 branches and 20 offices. As a Practice Management Consultant within the JP Morgan Wealth Management, you will partner with ... The JP Morgan Wealth Management (USWM) business is focused on helping...long-term financial goals and is comprised of the Chase wealth management business, JP Morgan Advisors, Personal Advisors and… more
- JPMorgan Chase (New York, NY)
- The JP Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth ... management business, JP Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices. We are seeking a… 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 record in the industry. We are driven by our mission to help our clients secure… more
- Morgan Stanley (New York, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... investors and institutions including corporations, pension plans, intermediaries, sovereign wealth funds, central banks, endowments and foundations, governments and … more
- Deloitte (New York, NY)
- Banking Regulatory Reporting Transformation Senior Consultant Our practitioners help organizations identify the regulatory and industry changes impacting their ... a specific focus on regulatory, risk, and data processes. As a Senior Consultant , you will have opportunities to: + Contribute to regulatory reporting engagements… more
- Deloitte (New York, NY)
- FSI Insurance Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which include the design and ... with a particular focus on compliance and regulatory issues. As a Senior Consultant you will have opportunities to: + Analyze and interpret insurance compliance… more
- Guardian Life (New York, NY)
- …advisors? The Living Balance Sheet(R) (LBS) team is seeking a Case Consultant _Specialist_ to help our financial professionals learn and use our proprietary ... coaching on financial planning conversations, including protection, cash flow and wealth management conversations. **You are** A strong communicator who enjoys… more
- Capco, a Wipro Company (New York, NY)
- …opportunities in: Banking, Capital Markets, Finance Risk & Compliance, Insurance and Wealth and Investment Management. Capco's Wealth practice specializes in ... strategic client engagements and pursuits and building out our Wealth Management practice with a focus on business strategy,...role in projects like developing market entry strategy for Wealth Management practice with a focus on business strategy,… more
- TIAA (New York, NY)
- …the sales and distribution efforts for the Alternatives Investments products across wealth channels in a specific geographic region. Under limited supervision, this ... + Raises capital for TIAA's Alternative Strategies primarily within the Wealth Channels, including Wirehouses, Private Bank, Independent & Regional Broker-Dealer,… more
- Deloitte (New York, NY)
- Operations Technology Transformation Senior Consultant , Guidewire Configuration / Integration What we do Operations and Technology Transformation delivers market ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team… more
- Deloitte (New York, NY)
- Consultant , Operations and Technology Transformation, Guidewire Application Developer What we do Operations and Technology Transformation delivers market leading ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking a Senior Lead Business Execution Consultant to join the WIM Operations Infrastructure Governance team. **In this role, ... experience, education **Desired Qualifications:** + 5+ years experience in brokerage, wealth , or trust businesses + Experience in transaction lifecycles, from either… more
- Deloitte (New York, NY)
- Financial Services Risk, Data & Regulatory, Liquidity - Senior Consultant Deloitte Risk and Financial Advisory's Financial Services Industry (FSI) Risk, Data and ... Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets… more
- Capco, a Wipro Company (New York, NY)
- …advisory, cyber programs, and security operations. **About the Job:** As a Senior Consultant at Capco, you will play an essential role in cybersecurity consulting ... with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management, and Insurance sectors. You will collaborate with industry… more
- Capco, a Wipro Company (New York, NY)
- …strategic advisory, cyber programs, and security operations. **About the Job:** As a Consultant at Capco, you will play an essential role in cybersecurity consulting ... with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management, and Insurance sectors. You will collaborate with industry… more
- Truist (New York, NY)
- …Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management) via a cash flow management/working capital approach with a ... focus on risk mitigation and grounded in Truist's Purpose, Mission and Values. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned… more
- Capco, a Wipro Company (New York, NY)
- …digital experiences for our financial services clients in banking, capital markets and wealth . **What You'll Get to Do: ** + Collaborate with small, agile, ... multidisciplinary teams on client projects to create user-centered experiences across both internal and external systems such as loan application systems, consumer banking platforms, and more + Conduct generative user research to identify and define target… more
- AON (NY)
- Senior Associate Consultant , Data Solutions Aon Is looking for a Senior Associate Consultant within Data Solutions! As member of an industry-leading team, you ... offers an opportunity to work as a Sr Associate Consultant to sit in our Central or Eastern region...including alternative and traditional asset managers, insurers, banks and wealth management. Our business model is based on creating… more
- M&T Bank (Buffalo, NY)
- …Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative ... solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals. + Provide services by advising the customer on… more
- Capco, a Wipro Company (New York, NY)
- …to fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco's cutting-edge ... experience, our training will provide you the keys to be a successful consultant . You'll start your ATP journey with an intensive two-week developmental training… more