- JPMorgan Chase (New York, NY)
- Join the Wealth Management Solutions team as an Associate Product Manager supporting the firm's Donor Advised Fund (DAF) product offering. In this role, ... years of experience in financial services or strategy consulting, with exposure to wealth management , capital markets, or investment support. + Direct experience… more
- JPMorgan Chase (New York, NY)
- Join the Wealth Management Solutions team as a Product Manager focused on the firm's Donor Advised Fund (DAF) product offering. This role is responsible ... years of experience in financial services or strategy consulting, with a focus on wealth management , capital markets, or investment support. + 3-5 years of… more
- Edward Jones (Tempe, AZ)
- …applicants. **Team Overview:** Do you have a desire to be a part of the wealth management process? Do people consider you a strategic thinker and strong ... a particular focus on financial planning, portfolio strategy, and guidance on complex wealth management strategies. The Private Wealth Consulting Team… more
- American Heart Association (Jackson, MS)
- …This senior-level fundraising position engages with professional estate planning and wealth advisors, as well as current and potential individual donors, to ... publications. + Responsible for recruiting speakers and topics for internal webinars ( donor and advisor facing) and serving as host for these presentations. +… more
- Charles Schwab (Westlake, TX)
- …+ Understanding of investor and/or advisor audiences, philanthropic giving vehicles, and/or wealth management solutions . + Experience with project ... increase charitable giving in the US We offer a donor -advised fund program and related philanthropic tools and guidance...audiences and channels. The ideal candidate will understand the wealth management marketplace, as well as how… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Job Title Assistant Director of Research, Prospect Management , and Data Analytics - Penn Engineering Development Job...business needs and develop innovative and effective data analysis solutions . + Use database query, export, and reporting tools… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... including segmentation, predictive modeling, and performance tracking to improve donor participation, retention, and engagement. + In collaboration with Assistant… more
- Robert Half Legal (San Francisco, CA)
- …remainder trusts and other complex estate planning instruments. * Familiarity with private wealth management and tax matters related to trusts and estates. * ... transfer strategies. * Adept at working collaboratively with financial advisors and wealth management teams. * Capable of addressing intricate tax issues within… more