- Mirador (Stamford, CT)
- … operational procedures and processes + Knowledge of the independent wealth management and/or family office landscape + Strong communication skills to ... Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the… more
- Mirador (Stamford, CT)
- … Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the ... group is Mirador's consulting arm and specializes in working across the wealth management industry to engage in both long and short-term projects to deliver:… more
- Mirador (Stamford, CT)
- …will become a subject matter expert in financial reporting software in the wealth management / family office industry. Tasks include: + System setup & ... with 3 - 5 years of experience at a Wealth Management firm, Financial Services firm or family office . You must be comfortable working in a dynamic,… more
- Mirador (Stamford, CT)
- …will become a subject matter expert in financial reporting software in the wealth management / family office industry. Tasks include: + System setup & ... Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the… more
- Guardian Life (New York, NY)
- ** Wealth Management Specialist** Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy ... and diversify their practices, clients, and income streams. The Wealth Management Associate is an integral part...Bonds, ETFs, 401k, etc. + Strong tech-skills including; MS Office , Webex or Skype, proposal software, CRM, etc. +… more
- Citigroup (New York, NY)
- … Office (ISO). This role is charged to create, lead, and execute portfolio management and service delivery functions for Wealth and Legacy Franchise to its ... for leading and managing the cyber portfolio and service delivery for Wealth and Legacy Franchise within the Business, Functions & Technology (BFT) Information… more
- US Bank (New York, NY)
- …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)...audit executive that has strong knowledge of audit, risk management , and regulatory expectations (eg, Office of… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth ... Corporate P&A, Risk and others **Qualifications:** + Good working knowledge of wealth management businesses; knowledge and experience in lending related products… more
- Tradeweb (New York, NY)
- …seeking a highly motivated individual to join our sales team with a focus on wealth management . The successful candidate will serve as the key advocate for our ... core wealth management accounts by being proactive and...Our employees have the flexibility of working in the office and from home. + Health Care and Dependent… 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
- 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
- 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
- Citizens (Tarrytown, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... expertise and research, while intimately focusing on each client's unique circumstances. The Wealth Portfolio Management Group is responsible for the day-to-day … 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 ...packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** * Wealth Strategies… 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
- Citigroup (Bronxville, 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
- Tradeweb (New York, NY)
- … suppliers. + Ensure compliance with company policies and procedures related to office management . + Ensure compliance with health and safety regulations. + ... field. + Minimum of 3-5 years of experience in office management or a similar role. +...dependent day care expenses for you and your eligible family members. + **Maven Family Building Benefit**… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... and gain visibility within the organization. + Effectively communicate with senior management , head office and the relevant Risk Committees to ensure… more
- US Bank (Greenwich, CT)
- …and discover what you excel at-all from Day One. **Job Description** Private Wealth Management (PWM) Private Banking is responsible for developing, managing, and ... for soliciting, developing, managing, and retaining client relationships for Private Wealth Management . This position requires National Mortgage Licensing System… more