- Morgan Stanley (Purchase, NY)
- …and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** * Family Office Resources Associate * **Location:** ... Office Resources (or "FOR") is within Morgan Stanley's Wealth Management division and is responsible for...Advisors and their Clients/Prospects across a broad range of family wealth management issues, strategic… more
- Morgan Stanley (Purchase, NY)
- …culture. The Morgan Stanley Family Office (MSFO) Group within Private Wealth Management is responsible for delivering solutions to Family Office ... Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** *Morgan Stanley Family Office Strategy & Business Management … more
- Citigroup (New York, NY)
- …and families, including entrepreneurs and business owners, single-and multi- family offices, senior corporate executives, next generation/inherited wealth ... , law firms and attorneys. From banking and cash management to lending, investment strategies, trust, and wealth... Family Group:** Private Client Product Services **Job Family :** Banking Cash Management **Time Type:** **Primary… more
- Guardian Life (New York, NY)
- As the lead of Wealth Management Technology & Digital Platforms for the Individual Markets (IM) Profit Center, your main responsibility is to drive innovation in ... retain seasoned advisors. The candidate needs to have deep wealth management experience with multi custodian clearing...position will be hybrid with 3+ days in the office + Will require travel as needed **Salary Range**… more
- JPMorgan Chase (Jersey City, NJ)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking, Commercial Banking and Consumer ... and Community Banking **.** JP Morgan Asset & Wealth Management is a global leader in...Monitoring the status of pending cases; following up with back- office partners and carriers, as needed + Submitting application… more
- Deloitte (New York, NY)
- …the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners. ... consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns,… more
- Deloitte (New York, NY)
- …the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners. ... consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns,… more
- Citizens (Tarrytown, NY)
- …immediate opening for a First Line Risk Senior Manager supporting our Private Wealth Management - RIA and Trust Fiduciary businesses with direct responsibility ... for the front-, middle-, and back- office products and services, including the investment ...focus on aspects of compliance and operational risk for Wealth Management . This includes aspects of material… 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 ... bank and brokerage assets + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning… more
- Citigroup (Stamford, CT)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... bank and brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning… more
- HSBC (New York, NY)
- …and cross-border tax planning, business succession, philanthropy, family governance, and family office advisory. Wealth Planning & Advisory partners with ... our communities and the planet we all share. The Wealth Planner is a contributing member of HSBC's ...(WPA) team of global trust, estate planning, financial planning, family governance, philanthropy, and family office… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... part of our culture. *Department Profile* The Strategy team within Morgan Stanley Wealth Management is focused on developing, coordinating and executing both… more
- JPMorgan Chase (New York, NY)
- Wealth Management Investment Solutions provides Wealth Management clients with investment solutions across all major asset classes including equities, ... Operational Due Diligence team within the Investment & Research Team within Wealth Management Investment Solutions. **Job Responsibilities:** + Supporting the… more
- Citigroup (New York, NY)
- …outcomes. **Key Responsibilities:** **Project manage the Book of Work within Risk Wealth Management segment, in partnership with other Program Management ... Group is looking for a strong **Risk Program Management Leader** for the Wealth Risk segment...Bachelor's/University degree, Master's degree preferred and managerial experience **Job Family Group:** Project and Program Management **Job… more
- US Bank (New York, NY)
- …is strong and stable, and committed to our clients and employees. At Private Wealth Management , we are uniquely positioned for growth and are making significant ... grow and build a rewarding career. US Bank Private Wealth Management (PWM) helps clients identify and...role offers a hybrid/flexible schedule, which means there's an in- office expectation of 3 or more days per week… more
- Citigroup (New York, NY)
- The Financial Planning and Analysis Group Manager is a senior management level position responsible for providing management with an analysis and insight of ... Financial Planning and Analysis team in support of the Wealth business which is comprised of the Private Bank,... clients, from affluent to ultra-high net worth to family offices. **Responsibilities:** + Lead the FP&A Planning team… more
- US Bank (Greenwich, CT)
- …what you excel at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. ... the PWA also acts as a conduit for Private Wealth Management 's strategic partners in the region....role offers a hybrid/flexible schedule, which means there's an in- office expectation of 3 or more days per week… 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 ... Citi Global Wealth brings together the full power of Citi... clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the… more
- US Bank (New York, NY)
- …of higher risk. 9. Performing other duties as requested by management including continuous monitoring for responsible areas **Preferred Skills/Experience** + ... seven to ten years of applicable experience + Knowledge of consumer, payments, wealth , fiduciary and commercial banking products + Subject matter expert level of… more
- Morgan Stanley (Purchase, NY)
- …Strategies & Planning Tools (WSPT) is a team within Morgan Stanley's Global Investment Office (GIO) dedicated to Wealth Management 's ultra-high net-worth and ... the PWM, Graystone, OCIO, and MS Family Office channels, devising holistic investment and wealth ...Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** *Product Owner - Global Investment Office… more