- Morgan Stanley (Purchase, NY)
- …Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** * Wealth Management Global Investment Office - Investment Strategist - ... is an important part of our culture. Department Overview Wealth Management 's Global Investment Office...and strengthening and maintaining existing ones. Portfolio management experience, particularly in multi-asset or global … more
- JPMorgan Chase (Columbus, OH)
- … Families Group businesses. This role is within the JPMorgan Private Bank, a global wealth management leader that delivers the highest quality advice, ... The Wealth Management (WM) Credit Risk team...Global Families business, with primary ownership of managing portfolio risks within acceptable risk appetite and loss tolerances.… more
- Citigroup (New York, NY)
- …wealth requires. **The Roles:** The Head of Lending business reports to the Head of Wealth Management and leads a global team of professionals managing ... **The Organization:** Citi Global Wealth is a leading provider..., law firms and attorneys. From banking and cash management to lending, investment strategies, trust, wealth … more
- US Bank (Minneapolis, MN)
- …to non-compliance business partners and key stakeholders in the following areas: * Wealth Management laws and regulations (eg, Broker Dealer, Trust Services, ... Wealth Management , Securities and Exchange Commission (SEC)...Senior Audit Manager also has strong knowledge of Compliance Management Systems. Global Corporate Compliance (GCC) is… more
- BlackRock (New York, NY)
- …Wealth Tech** Aladdin Wealth Tech is BlackRock's technology business serving the global wealth management industry. Our mission is to transform ... product management role will work on Aladdin Wealth Tech's portfolio presentation pillar, which focuses...to their clients and to differentiate and grow their wealth businesses. We are a global team… more
- Citigroup (New York, NY)
- …worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. ... Citi Global Wealth brings together the full.... Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- US Bank (Sylmar, CA)
- …US Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely ... we empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance… more
- BlackRock (Atlanta, GA)
- …Wealth Tech** Aladdin Wealth Tech is BlackRock's technology business serving the global wealth management industry. Our mission is to transform ... wealth management through technology, leading to better investment outcomes for...Our users are financial advisors, bankers, CIOs, risk managers, portfolio managers, and business leaders of leading wealth… more
- BlackRock (New York, NY)
- …Wealth Tech** Aladdin Wealth Tech is BlackRock's technology business serving the global wealth management industry. We bring the best of Aladdin's ... sophisticated portfolio construction and risk capabilities to the financial advisors,...**Desired Qualifications** + 7-10+ years of meaningful experience in wealth management or private banking in client-facing,… more
- TEKsystems (Charlotte, NC)
- Seeking a Program Manager with financial services expertise and wealth management /risk management experience. This candidate will serve as a subject matter ... expert in risk management for the entire wealth ...portfolio (ie RISE compliance deliverables, Third Party Risk Management , regulatory/audit/issue management , infrastructure vulnerabilities, non-permitted technology,… more
- JPMorgan Chase (Azusa, CA)
- …solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...will be done with a consistent focus on relationship management , not portfolio management +… more
- JPMorgan Chase (Dublin, OH)
- …solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...will be done with a consistent focus on relationship management , not portfolio management +… more
- Citigroup (Bronxville, NY)
- …worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. ... Citi Global Wealth brings together the full...Citi Global Wealth brings together the full power of Citi...to seminars, etc. + Master referral opportunities to grow portfolio . + Proactively source, acquire and expand high value… more
- BlackRock (San Francisco, CA)
- …an assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset ... Management Industry and continues to expand at a rapid...for clients to choose from. **Business Description** BlackRock's US Wealth Advisory business manages the firm's relationships with US… more
- Citigroup (Irving, TX)
- …level. The role is to support Operation & Technology Audit Plan relating Global Wealth business. **Responsibilities:** + Deliver audit reports, Internal Audit ... preferred + Demonstrated success in business, functional and people management + Proven ability to execute concurrently on a... + Proven ability to execute concurrently on a portfolio of high quality deliverables according to strict timetables… more
- JPMorgan Chase (Tempe, AZ)
- …of clients needs and financial coaching beyond investments + Focus on relationship management not portfolio management relying on leadership and ... that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer… more
- Robert Half Finance & Accounting (New York, NY)
- … Management Support. This individual is also responsible for providing reconciled portfolio cash balances to Portfolio Management each morning and ... Description Robert Half Financial Services are hiring for a Portfolio Administrator role within a global asset...community to ensure timely dispute resolution and coordinate with Portfolio Management on the revision of trade… more
- Morgan Stanley (New York, NY)
- …is an important part of our culture. The Tailored Lending Group within Morgan Stanley Wealth Management is seeking a Portfolio Manager for our Alternatives ... financial services firm providing a wide range of investment banking, securities, investment management , and wealth management services. The Firm's employees… more
- Morgan Stanley (Purchase, NY)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *OCIO Portfolio Manager * ... 5-10 years' experience servicing corporations, and other institutional accounts in a wealth management or investment consulting capacity * Experience and… more
- S&P Global (Boston, MA)
- …health, including budgeting, expense control, and reporting to leadership. + **Team Management :** Lead, motivate, and develop a global team of consultants. ... **Grade Level (for internal use):** 13 **The Team:** The Team is a global team composed of experienced consultants, industry practitioners and executives, many of… more