- JPMorgan Chase (Jersey City, NJ)
- …brokerage and banking services including trusts and estates, loans, mortgages, and deposits. As a Wealth Management , Life Insurance Case Management ... It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking, Commercial...Management , you will be focused on supporting the Life Insurance operations for the Private Bank… more
- Guardian Life (New York, NY)
- …Deep experience building digital solutions for advisors/sales teams in the Wealth Management industry. Prior exposure to insurance industry a nice to have + ... As the lead of Wealth Management Technology & Digital Platforms...Wealth segments. Individual Markets provides protection products like Life & Disability Insurance as well as… more
- Citigroup (New York, NY)
- … wealth , law firms and attorneys. From banking and cash management to lending, investment strategies, trust, and wealth advisory services, ... thinking informed by deep local insight and help deliver the complete financial management strategies that today's wealth requires. **The Role:** The Pricing… more
- Citigroup (New York, NY)
- …high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi Global Wealth ... The Wealth Private Bank (ex-Trust) Control Testing Team is...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Citigroup (New York, NY)
- …across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank. ... authority covering large and complex CRE underwritings, capital commitments, derivatives within a Wealth Management or a Corporate CRE and Business with strong… more
- Citigroup (Paramus, NJ)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… 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 ... **Summary:** The Associate General Counsel - Private Wealth will play an integral role within Neuberger...comprehensive package of benefits including paid time off, medical/dental/vision insurance , 401(k), life insurance and… more
- Citigroup (New York, NY)
- …affluent and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Global Wealth at ... offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi… more
- Robert Half Finance & Accounting (New York, NY)
- …in the midtown Manhattan office. Key responsibilities for this VP Portfolio and Wealth Advisory role include client relationship management , portfolio/ wealth ... * Conduct analysis and execute projects for client portfolios ranging from investment management to wealth transfer and tax planning * Generate and edit… more
- CIBC (New York, NY)
- …degree and/or MBA, CFA, CPA, CFP, JD + 10+ years experience in portfolio management , personal tax, wealth management , financial planning. + Comprehensive ... employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance , Disability, and Other Insurance...People Management , Profitability Management , Risk Management and Mitigation, Wealth Management … more
- HSBC (New York, NY)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required +...trait protected by applicable law. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-New… more
- HSBC (Flushing, NY)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... 7, 66 (in lieu of 63 and 65), California Life and Health insurance licenses required +...status as a protected veteran. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-New… 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 ... You could access a range of responsive banking, investing, wealth management & planning services and access...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… 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 ... You could access a range of responsive banking, investing, wealth management & planning services and access...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- HSBC (Chatham, NJ)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based...65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required. As… more
- JPMorgan Chase (New City, NY)
- …their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client service, operational marketing and ... administrative support to Private Client Advisors within Wealth Management . **Job responsibilities** + Support Advisors...+ A valid and active Series 66 (63/65), and Life and Health Insurance license must be… more
- Citigroup (New York, NY)
- …Citi Investment Management to create a comprehensive narrative around Citi Wealth 's investment platforms and insights for both internal and external audiences + ... **Communications Lead for Citi Wealth Investments** **About the Team** Enterprise Services and...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… 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...(medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability… 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...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- Neuberger Berman (New York, NY)
- …projects and requests **Qualifications:** + 1-3 years industry experience, preferably in Asset/ Wealth Management + Bachelor's degree required + Strong analytical ... We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance , 401(k), life insurance and other benefits to eligible… more