- Merck & Co. (Rahway, NJ)
- …our capabilities in peptide computational chemistry to support our ambitious strategy for next-generation therapeutic discovery.We are seeking a strategic thinker ... to advance our computational capabilities for one of our high investment modalities: macrocyclic peptides. This position will carry significant influence on… more
- Infosys Limited Digital (Basking Ridge, NJ)
- …process Company ITL USA Requisition ID 136513BR Job description Business Analyst - Wealth Management & Trust, Infosys Consulting The Role - What You'll Do You ... working on a variety of business consulting engagements in Wealth Management. You will be a part of a...process consulting, experience design, business analysis, applied AI, tech strategy , program and change management. You will analyze problems… more
- Morgan Stanley (Boston, MA)
- POSITION SUMMARY: Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ ... a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such… more
- CGI (New York, NY)
- …a high-performing Global Banking team as a Product Owner, driving the vision, strategy , and execution of a cutting-edge, end-to-end wealth management platform. ... Product Manager Wealth Management Category: Project Management Main location: United...Strategy *Define and own the product vision and strategy for trading and investment capabilities, including… more
- Charles Schwab Inc. (Cincinnati, OH)
- …(ie, separately managed accounts, ETFs, mutual funds, fixed income assets) and investment strategy . Excellent oral and written communication skills. Comfortable ... proven record of success 10 years of experience with wealth management - financial planning and investment ...with wealth management - financial planning and investment planning Preferred Qualifications CFP(R) designation or MBA equivalent.… more
- Citigroup, Inc. (New York, NY)
- …opportunities to improve outcomes through a range of potential solutions including wealth structuring, insurance, trust management, and various investment and ... and client facing teams to provide expertise on UHNW Wealth topics. Strategy Definition and Implementation -...Job Family Group: Private Client Product Services Job Family: Investment Leadership Time Type: Full time Primary Location: New… more
- Seacoast Bank (Winter Park, FL)
- …for effective oversight of model portfolios and relevant benchmarks. Facilitate investment strategy communications to internal departments, clients and ... JOB SUMMARY: The Wealth Portfolio Analyst is responsible for supporting the...the Portfolio Management team by providing sound and timely investment analysis and operational updates. Consistently gains the confidence… more
- Coldstream Wealth Management (Bellevue, WA)
- …transfer, cash flow, retirement, and Social Security planning Contribute to the firm's Wealth Strategy Group Client Relationships : Develop and manage; initiate ... Job Description Are you looking to advance your career at a wealth management firm that provides solid work-life balance and a collaborative work culture? Then… more
- Goldman Sachs, Inc. (New York, NY)
- …around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking ... with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our… more
- JPMorgan Chase & Co. (Plano, TX)
- Job Description The US Wealth Management Legal team is seeking an attorney to support its dynamic annuities, life insurance and wealth management business, who ... you will be an integral contributor, driving product development and strategy , and providing valuable regulatory insight. As Insurance Attorney: Executive Director,… more
- Allocate (Menlo Park, CA)
- …private market exposure. Our platform combines curated fund and co- investment opportunities with institutional-grade infrastructure. Through a single, data-rich ... Director of Relationship Management to deepen and expand our engagement with wealth advisory firms. This individual will be responsible for managing and growing… more
- Citigroup, Inc. (New York, NY)
- …corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy , to banking, to lending and cash management we are ... - Lending, will report directly into the COO for Wealth and Matrix report into the Head of Lending...equivalent experience Master's degree preferred Job Family Group: Business Strategy , Management & Administration Job Family: Business Execution &… more
- RIA Recruiting (Katy, TX)
- McGee Wealth Management, a growing financial advisory & Investment Management firm located in Katy, TX, is seeking an Operations Manager to join our growing ... : Serve as the "Integrator"- assisting with setting the strategy of the firm and leading the charge to...the firm and leading the charge to implement that strategy . If you have read Traction & Rocket Fuel… more
- Goldman Sachs, Inc. (New York, NY)
- … investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals. ... Job Description Asset and Wealth Management Division , Structured Investing, VP -...under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all… more
- Citigroup, Inc. (Irving, TX)
- …products tailored to clients within wealth management, ensuring alignment with wealth strategy This role manages the end-to-end product development lifecycle ... tracking business priorities, incorporating regulatory and compliance requirements and investment tracking Creates a product vision aligned to business priorities… more
- Careers at KKR (Miami, FL)
- … Solutions team is part of KCS that is specifically focused on the firm's wealth distribution strategy and goals. POSITION SUMMARY The Global Wealth ... competitive landscape across investment strategies, private and registered investment structures, and relevant private wealth platforms Coordinate… more
- JPMorgan Chase & Co. (Jersey City, NJ)
- Job Description As a Compensation Advisor within Asset & Wealth Management (AWM), you will work closely with the line of business Compensation Executive, supporting ... improve the way we do things with fresh ideas, strategy , design iteration and implementation to ensure our compensation...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Jefferies (New York, NY)
- …1986. Our strategy focuses on continuing to build out our investment banking effort, enhancing our capital markets businesses and further developing our Leucadia ... across a full range of products and services in investment banking, equities, fixed income, asset and wealth... investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle… more
- Fidelity Investments (Campbell, CA)
- Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local...clients' goals and objectives and refer them to a wealth management partner based on needs and financial complexity… more
- Brookfield Asset Management, Inc. (Chicago, IL)
- …alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is ... Location US IL - Chicago Business - Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary… more
