- Citigroup (New York, NY)
- The Wealth and Investment Services Products Senior Audit Manager is a senior level management position within the Audit Wealth Team. The Senior Audit ... objective of this role is to execute a robust Wealth and Investment Services Product Audit Plan...+ Demonstrated successful experience in business, functional and people management + Proven ability to execute concurrently on a… more
- Citigroup (Jacksonville, FL)
- …effectiveness of own team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the Banker ... 2-5 years relevant experience + Ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients + Ability to… more
- Deloitte (Columbus, OH)
- …per week + 8+ years of public accounting experience (at least 3 years in investment management ) or equivalent in law firms or industry + Bachelor's degree in ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- Deloitte (Columbus, OH)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on June 1, 2024 What You'll Do As… more
- US Bank (Milwaukee, WI)
- …Integrated Card Application (ICS), Bloomberg, Phase 3, DAS-H reporting, Charles River Investment Management Solution (CRIMS), SWP, Hogan, FSV Prepaid Core App, ... as well as assurance that the risks are being well managed. The Payments, Wealth , and Investment Products team has audit responsibilities for asset management… more
- JPMorgan Chase (Westerville, OH)
- …and inclusion As an Unlicensed Investment Professional in JP Morgan Wealth Management , you will have the opportunity to demonstrate customer obsessed ... At JP Morgan Wealth Management , we have an enthusiasm...Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional… more
- US Bank (St. Paul, MN)
- …**This role can be located in St. Paul, MN or Gresham, OR** As an Investment Consultant in the Wealth Management Advisory Center, you will primarily ... technology to enhance the interaction. You will help clients achieve their investment objectives leveraging a limited product suite and refer clients on when… more
- US Bank (New York, NY)
- …of audit activities related to the fiduciary products and services within US Bank's Wealth Management and Investment Services businesses. This role supports ... the Audit Director for Wealth Management and Investment Services,...and regulation on business. INDMO _The role offers a hybrid /flexible schedule, which means there's an in-office expectation of… more
- HUB International (Bethesda, MD)
- …array of property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. In addition to ... insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services. From offices located… more
- Charles Schwab (Westlake, TX)
- …as the client facing phone teams. The Tax, Trust, and Estate Group addresses complex wealth management needs of clients through our Planning and Wealth ... Wealth Advisors_** work as a fiduciary within Schwab Wealth Advisory, Inc. (SWAI), a registered investment ...enable you to leverage a vast array of holistic wealth management products as you help clients… more
- BlackRock (New York, NY)
- … management industry. Our mission is to transform wealth management through technology, leading to better investment outcomes for more people. Our ... and storytelling capabilities for financial advisors, bankers, and other wealth management users. The individual will help...be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model… more
- Manulife (Boston, MA)
- …is desired:** + Domain Knowledge of Business Capabilities: Retirement, Retail, Institutional Investment Management + Asset and Wealth management ... for an experienced and highly motivated Enterprise Architect to join Manulife's Global Wealth and Asset Management Enterprise Architecture team. Our purpose in… more
- Vanguard (Malvern, PA)
- The Wealth Management business line strives to build on Vanguard's legacy to revolutionize the Wealth Management industry, be a trusted partner to our ... and give them the best long term outcomes. The Wealth Management offer is designed to meet...the employee experience. Vanguard, one of the world's largest investment management companies, serves individual investors, institutions,… more
- BlackRock (New York, NY)
- …world's preeminent asset management firms and a premier provider of global investment management , risk management and advisory services to institutional, ... the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including...The Aladdin Wealth Tech team partners with wealth management clients to help them oversee… more
- BlackRock (Sumter, SC)
- …+ 2+ years of experience in a business development/sales role focusing on asset management or wealth management . + Strong organizational skills with ability ... broker-dealers, private banks, independent advisors, family offices, and Registered Investment Advisors (RIAs). As such, Offshore Wealth ...be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model… more
- UMB Bank (Dallas, TX)
- The **Private Wealth Management team** serves to manage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based ... is important to them and why. At UMB Private Wealth Management , your story is our focus.... wealth planning goals and objectives. + Deliver wealth , financial planning, insurance, investment , and estate… more
- Charles Schwab (Phoenix, AZ)
- …client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth ... **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group.… more
- MassMutual (Windsor, CT)
- **Advanced Wealth & Tax Strategist** Hybrid -...+ Undergraduate degree + 6+ years experience in the wealth management industry + 3+ years experience ... for providing investment , fiduciary and client service offerings to private wealth clients and their families. In addition, the team is responsible for… more
- Charles Schwab (Westlake, TX)
- …one enterprise to deepen client relationships and serve the wealth management needs of retail, registered investment advisers, and employer clients through ... unit (WAS) was created to transform lives through accessible wealth management for every stage of the... Investment Solutions; Managed Investing Portfolio Solutions and Wealth Strategies and Expertise. **Key Outcomes:** + Personal ownership… more
- BlackRock (New York, NY)
- …Aladdin Wealth Tech is BlackRock's technology business serving the global wealth management industry. We bring the best of Aladdin's sophisticated portfolio ... **Desired Qualifications** + 7-10+ years of meaningful experience in wealth management or private banking in client-facing,...be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model… more