- Citigroup, Inc. (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 ... is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep...You could access a range of responsive banking, investing, wealth management & planning services and access… more
- JPMorgan Chase & Co. (New York, NY)
- …is an Equal Opportunity Employer, including Disability/Veterans About the Team JP Morgan Asset & Wealth Management delivers industry-leading investment ... across various asset classes. As a 2026 Asset Management Products Summer Analyst in our...includes portfolio managers, research analysts, investment specialists, traders, and risk management . Alternatives : Explore a diverse… more
- Franklin Templeton (New York, NY)
- …Fiduciary Trust International is owned by Franklin Templeton, a diversified firm that spans asset management , wealth management , and fintech, giving us ... Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We… more
- NFP (New York, NY)
- …who help companies and individuals around the globe address their most significant risk , workforce, wealth management and retirement challenges through ... for the Advisors and Firm on all aspects of asset allocation, portfolio construction, manager selection and due diligence,..."have to haves" for this role; previous trading, portfolio management or wealth management experience… more
- Scotiabank (New York, NY)
- …Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic ... with industry and corporate contacts. Understand how the Bank's risk appetite and risk culture should be...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and… more
- JPMorgan Chase & Co. (Summit, NJ)
- …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
- SS&C Technologies (New York, NY)
- …clients' success. With industry-specific solutions from the alternatives space to healthcare to wealth management , SS&C is leading the way toward the future. ... with you. Just a few of the services we offer: accounting, compliance, risk analytics, data management , retirement services, fund operations, and many others.… more
- 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 (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 (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
- 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
- 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
- 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
- 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
- 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
- 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
- BlackRock (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
- 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
- BlackRock (New York, NY)
- **About this role** BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management , risk ... Tech is BlackRock's technology business serving the global wealth management industry. We bring the best...risk capabilities to the financial advisors, bankers, CIOs, risk managers, and business leaders of leading wealth… more
- US Bank (New York, NY)
- … Planning and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting ... at $3MM+ net worth into Private Wealth Management , help with client discovery and...trust and fiduciary advisory, with a special focus on Risk Management . The WPIS will have an… more
