- grabjobs (Jersey City, NJ)
- …and technology leadershipIT WOULD BE GREAT IF YOU:Also bring experience with: Wealth / Asset Management platforms: onboarding, portfolio management ... Glassdoor ReviewsIf you are a Senior AI Mainframe Modernization Engineer - Wealth Management Platforms looking for excitement, challenge and stability in… more
- Vicus Capital (State College, PA)
- …professionals who make this happen every day. TEAM SUMMARY The Investment Management and Research (IMR) team is responsible for designing, managing, and maintaining ... Strategy Research and Design, and Investment Strategy Execution and Operations . POSITION SUMMARY The Investment Research Analyst will serve...Analyst will serve as a member of the Investment Management and Research (IMR) team with a primary focus… more
- Regions Bank (Hoover, AL)
- …or GED and four (4) years of trading, asset management , wealth management , trust operations , business, marketing, communications or other related ... management activities for accounts in Asset Management and other portions of Wealth ...Performs ad hoc reporting and other firm level trade operations functions + Assists in the training of associates… more
- JPMorgan Chase (New York, NY)
- JP Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. ... 160 years. JP Morgan is a global leader in asset and wealth management with...working knowledge of marketing and advertising practices and related operations + Excellent decision maker with ability to manage… more
- JPMorgan Chase (New York, NY)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... Associate in the Solutions Supervisory team, you will support our trading operations by ensuring compliance with industry regulations. You will conduct deep dives… more
- Raymond James Financial, Inc. (New York, NY)
- …others on achieving full compliance with applicable rules and regulations in management and/or operations . Uses comprehensive knowledge and skills to work ... Develop and/or deliver a plan for significant aspects of the financial management and/or control process. Analyze, assess, and quantify the risks associated with… more
- Guardian Life (Pittsfield, MA)
- As a Wealth Management Agency Operations Specialist, you will support Guardian Agencies with submitting new business and servicing wealth management ... opening, funding, and annuity purchase requests + Assist with asset movements, like transfers, wires, checks, journals, and setting...Degree or relevant work experience + Strong retirement and wealth management knowledge + Must be able… more
- Broadridge Financial Solutions (New York, NY)
- …highly skilled Technology Leader to drive the modernization of our platform within the Wealth Management portfolio. This role is a unique opportunity to shape ... business acumen, leading a talented team and shaping the future of Wealth Management technology at scale. Key Responsibilities: Architectural Leadership: Lead… more
- Bank of America (Charlotte, NC)
- …**Job Description:** Manages the end-to-end credit process for a portfolio of Private Wealth Management clients and works with the Central Administration Unit to ... Underwriting Manager **Required Qualifications:** + 7+ years of commercial / private wealth management credit experience + Strong financial analysis, accounting… more
- JPMorgan Chase (Columbus, OH)
- As a Wealth Management Financial Products and Regulatory Attorney - Vice President, Assistant General Counsel within our Wealth Management Legal team, ... you will provide critical analysis and discussion of wealth management -specific regulatory issues, ongoing support of investment products distribution issues,… more
- JPMorgan Chase (Plano, TX)
- The US Wealth Management Legal team is seeking an attorney to support its dynamic annuities, life insurance and wealth management business, who thrives ... insight. As Insurance Attorney: Executive Director, Assistant General Counsel within our Wealth Management Legal team, you will provide critical leadership on… more
- BMO Financial Group (Portland, OR)
- …/ Financial Service Industry experience. Preferably 2-3 years within Wealth Management , Family Office, RIA Firms with past operations or support knowledge.** ... investment performance data, communicates results to clients, pension consultants, and management . Verifies fund result accuracy, monitors trends, and reviews and… more
- Neuberger Berman (New York, NY)
- …opening and maintenance. + Provide advice regarding regulatory matters appropriate for a wealth management and asset management business, including ... for the Private Wealth business; liaising with wealth advisors, portfolio managers and operations on...At least eight years of experience in-house at an asset management firm, or in the … more
- Citizens (Johnston, RI)
- …data analytics. As part of the integrated Wealth Management Operations team, you will support account processing, asset /money movement, and client ... Description The Wealth Operations Data Associate is a...Description The Wealth Operations Data Associate is a hybrid role designed...66 licenses + Demonstrated job stability + Interest in Wealth Management Hours & Work Schedule +… more
- Truist (Wilson, NC)
- …Forest Hills Road, Wilson, NC. This position performs assigned duties within Securities Operations unit for the Wealth Management business. This position ... testing as requested. 6. Stay current on trends, new asset types, business, etc. in order to properly maintain...2. Two or more years of Wealth Management experience. 3. Knowledge of securities operations .… more
- Bank of America (Charlotte, NC)
- …balance sheets and income streams + 3 - 5+ years of commercial/private wealth management credit experience + Strong negotiation and communication skills + ... may not be co-located **Desired Qualifications:** + Formal Credit Training and/or Commercial/ Wealth Management credit experience preferred + Bachelor's degree in… more
- US Bank (St. Paul, MN)
- …We are looking to hiring a **_Custody Operations Specialist_** to support our Asset Setup team within Wealth Operations . This department works with Trade ... + Basic understanding of regulatory and accounting principles which directly affect Wealth Management & Investment Services business lines and clients +… more
- M&T Bank (Wilmington, DE)
- …**:** Understanding of the product, operations , and technological needs of Wealth and Asset Management organizations. This includes Financial Products, ... + Familiarity with testing frameworks (JUnit, Mockito, Selenium, Cucumber). **Industry Knowledge - Wealth & Asset Management ** + Deep understanding of… more
- Zions Bancorporation (Las Vegas, NV)
- …You bring the talent; we bring the opportunity. We are currently seeking a Wealth Management Portfolio Manager to join our team. This position is located ... is 30-40% client facing and works closely with other Wealth Management team members, especially wealth...clients. + Clearly articulate purpose of investment decisions and asset allocation. + Keep abreast of tax consequences of… more
- BlackRock (New York, NY)
- …balance sheet strategy. The Aladdin Wealth Tech (AWT) team partners with wealth management clients to help them oversee their enterprise risk, build better ... achieved by leveraging risk analytics - powered by Aladdin(R) - to equip wealth management clients with model construction capabilities, risk monitoring tools,… more
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