• BlackRock, Inc. (New York, NY)
    risk analytics - powered by Aladdin(R) - to equip wealth management clients with model construction capabilities, risk monitoring tools, and portfolio ... BlackRock Aladdin is uniquely positioned to address the industry's risk management , portfolio construction and financial technology...Aladdin Wealth Tech (AWT) team partners with wealth management clients to help them oversee… more
    Upward (07/23/25)
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  • GIC Private Limited (New York, NY)
    …best risk -reward strategy formulation, with due consideration to risk management . Familiarity with portfolio construction methodologies and proficiency ... GIC is one of the world's largest sovereign wealth funds. With over 2,000 employees across 11...experience with a strong track record in equity portfolio management , preferably within a scalable multi- asset portfolio… more
    Upward (07/26/25)
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  • JPMorgan Chase & Co. (Greenwich, CT)
    …is an Equal Opportunity Employer, including Disability/Veterans About the Team JP Morgan Asset & Wealth Management delivers industry-leading investment ... and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and… more
    Upward (07/23/25)
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  • Northern Trust (Greenwich, CT)
    …sophisticated clients using leading technology and exceptional service. Account Manager, Wealth Management Advisory Under general supervision (but works ... client relationships by coordinating administration of complex fiduciary, investment management , estate settlement, guardianship, and/or custody accounts. The Partner… more
    Upward (07/25/25)
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  • Brookfield Asset Management, Inc. (New York, NY)
    …of relevant experience, including product development, reinsurance, insurance M&A, ALM, SAA, risk management , financial reporting, or valuation Life and Annuity ... York - 250 Vesey Street, 15th Floor Business - Wealth Solutions Brookfield Wealth Solutions ("BWS"; NYSE/TSX:...investments and actuarial groups Supporting reporting and analysis for Asset Liability Management , Strategic Asset more
    Upward (07/28/25)
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  • Morgan Stanley (New York, NY)
    …firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management . ... Lending (TL) Group within Morgan Stanley Wealth Management Private Banking Group is seeking an Asset...on new loan originations and partnering with our Credit Risk Managers on portfolio risk control and… more
    Upward (07/14/25)
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  • AllianceBernstein Holding LP (New York, NY)
    …our clients. This role enables an individual to experience all aspects of the asset management business. The candidate must work well in a team-based environment ... asset allocation, investment analysis, or a related field within an asset management firm, insurance company, investment bank, or consulting firm. Basic… more
    Upward (07/17/25)
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  • Carlyle (New York, NY)
    …(NASDAQ: CG) is a global investment firm with $382 billion in assets under management as of September 30, 2023. Our diverse team operates across 600 investment ... and commingled funds, serving over 590 investors globally, including sovereign wealth funds, pension funds, insurance companies, and family offices. AlpInvest has… more
    Upward (07/26/25)
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  • JPMorgan Chase & Co. (New York, NY)
    …analytical background. Experience in financial services across consumer and business banking, wealth and asset management and/or corporate and investment ... small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total...cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams… more
    Upward (07/26/25)
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  • BNY Mellon (New York, NY)
    …clients (eg, wirehouses, RIAs, private banks), with deep knowledge of the US wealth and asset management landscape, investment strategies, and capital ... internal teams (eg, product, legal, compliance, operations) to ensure seamless execution, risk management , and client satisfaction across the sales lifecycle.… more
    Upward (07/12/25)
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  • JP Morgan Wealth Management - Vice…

    JPMorgan Chase (New York, NY)
    …our clients. As a Vice President Multi- Asset Specialist within JP Morgan Wealth Management 's Investments & Advice team, you will work collaboratively with ... The mission of JP Morgan Wealth Management 's (JPMWM) Investments & Advice...to have a broad understanding of portfolio construction, portfolio risk , and asset allocation solutions. You will… more
    JPMorgan Chase (07/27/25)
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  • Asset Management - Wealth

    JPMorgan Chase (New York, NY)
    JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
    JPMorgan Chase (07/03/25)
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  • Risk Management - Chief Credit…

    JPMorgan Chase (New York, NY)
    …**Job summary:** As a Managing Director, Chief Credit Officer in the Asset and Wealth Management Credit Risk team, you will play a pivotal role in ... managing risk and supporting the JPM Wealth Management business. You will lead the...small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
    JPMorgan Chase (06/15/25)
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  • Investment Banking Associate - Asset

    Raymond James Financial, Inc. (New York, NY)
    …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 ... business activities, and the market to determine whether any risk is within the agreed risk appetite....in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth… more
    Raymond James Financial, Inc. (07/17/25)
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  • Wealth Management , Product…

    JPMorgan Chase (New York, NY)
    Wealth Management , Product Development, Vice President** Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment ... + 8 years of experience in financial services, preferably with product experience in wealth management , asset management , investment banking, or… more
    JPMorgan Chase (07/25/25)
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  • Senior Wealth Management

    Citigroup (New York, NY)
    …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... strategic and tactical engagement meetings with executives across the asset management landscape. + Design and implement...(CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.… more
    Citigroup (06/20/25)
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  • VP, Engineering & Architecture ( Wealth

    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 ... leading a talented team and shaping the future of Wealth Management technology at scale. Key Responsibilities:...empowering team members to drive successful outcomes. Compliance & Risk Management : Ensure all technology solutions comply… more
    Broadridge Financial Solutions (06/21/25)
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  • Associate General Counsel - Private Wealth

    Neuberger Berman (New York, NY)
    …opening and maintenance. + Provide advice regarding regulatory matters appropriate for a wealth management and asset management business, including ... The Associate General Counsel - Private Wealth will play an integral role within Neuberger...At least eight years of experience in-house at an asset management firm, or in the … more
    Neuberger Berman (05/02/25)
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  • Senior Consultant - Wealth Strategy

    Capco, a Wipro Company (New York, NY)
    …We are passionate about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an ... opportunity to transform the way wealth and asset managers service their clients....Markets, Finance Risk & Compliance, Insurance and Wealth and Investment Management . Capco's Wealth more
    Capco, a Wipro Company (05/17/25)
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  • Wealth Management Solutions, Trust…

    JPMorgan Chase (New York, NY)
    JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include ... deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you...with a diverse team and engage in problem-solving and risk management activities. **Job Responsibilities:** + Oversee… more
    JPMorgan Chase (07/25/25)
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