- Citigroup, Inc. (New York, NY)
- …and creation of an innovative, play-to-win culture Partner closely with internal Wealth Management stakeholders Accountable for business economics, outcomes and ... the team to drive change and continuous improvement and innovation Wealth management experience preferred Education: Bachelor's/University degree, Master's… more
- Equitable Advisors (Atlanta, GA)
- …pay for eligible financial professionals, empowering you to establish your career in wealth management Commissions and Bonus : In addition to Stable Pay, ... financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement : Build… more
- JPMorgan Chase & Co. (Laguna Niguel, CA)
- …offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management , you will create a culture ... objectives for a designated territory Create a culture of risk and control that acts with appropriate understanding and...satisfaction. As part of the Consumer Bank, JP Morgan Wealth Management is committed to serving clients… more
- Bank of America (Boston, MA)
- Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, ... companies, and institutions. Merrill Wealth Management is one of the largest...support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing… more
- Goldman Sachs, Inc. (Dallas, TX)
- Job Description ASSET AND WEALTH MANAGEMENT The Asset and Wealth Management Division (AWM) invests in corporate equity and debt, real estate equity and ... a passion for investing. YOUR IMPACT The Asset and Wealth Management Division (AWM) Operations team is...critical & creative whilst ensuring the highest level of risk management . *Gain an in depth &… more
- First Financial Bank (West Chester, OH)
- …client accounts, collaborating with internal teams to ensure swift resolution and mitigate risk . Compliance and Risk Management :** Adhere to regulatory ... role requires a comprehensive understanding of investment and banking products, and wealth management principles to effectively support client needs and… 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
- Citigroup, Inc. (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 ... new bank and brokerage assets Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning… more
- Equitable Advisors (Secaucus, NJ)
- …24 months as a financial professional, empowering you to establish your career in wealth management . Stable pay is based on a structured 40-hour workweek with ... financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement : Build… more
- Capco (New York, NY)
- …in: Banking, Capital Markets, Finance Risk & Compliance, Insurance and Wealth and Investment Management . Capco's Wealth practice specializes in ... to Do: Focus on strategic client engagements and pursuits and building out our Wealth Management practice with a focus on business strategy, digital strategy and… more
- Jamie Grayem (Providence, RI)
- Wealth Management Client Associate / Financial Advisor Support Providence, RI, US $30.00 - $42.00 /hr. + Team Performance Bonus + Full Benefits MUST HAVE 7/66 ... to support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's… more
- Goldman Sachs, Inc. (Dallas, TX)
- Job Description Goldman Sachs Asset Management (GSAM) provides institutional and individual investors with investment and advisory solutions, with strategies ... global capabilities to the world's leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments,… more
- Citigroup, Inc. (Chicago, IL)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to ... lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment...industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High… more
- Goldman Sachs, Inc. (New York, NY)
- …11 offices around the world, XIG provides manager diligence, portfolio construction, risk management , and liquidity solutions to investors, drawing on Goldman ... Sachs' market insights and risk management expertise. We extend these global...teams within ACF, and across CSG, investing teams and wealth management teams. Professional development initiatives provide… more
- US Bank (St. Louis, MO)
- …you excel at-all from Day One. Job Description Responsible for the administration, risk management and servicing of assigned fiduciary and investment ... management accounts. May include Relationship Management responsibilities as well as product specialty knowledge and expertise (such as IRAs,… more
- Bank of America (San Francisco, CA)
- Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, ... companies, and institutions. Merrill Wealth Management is one of the largest...support operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing… more
- PNC Financial Services Group, Inc. (Philadelphia, PA)
- …Quantitative Risk Analysts *Oversee complex and significant portfolio investment risk management projects *Monitor and analyze fiduciary investment risks and ... and FactSet *CFA/FRM preferred Job Description Responsible for the oversight of risk management strategies and program execution. Typically manages manager(s)… more
- Voya Financial, Inc. (Hartford, CT)
- …and transparent sales and relationship retention process Collaborate to maintain pipeline of at- risk clients due to a variety of risk factors and identified ... Bachelor's degree or equivalent experience 4-6 years or sales or relationship management Strong presentation skills & problem solving skills. Excellent verbal and… more
- Goldman Sachs, Inc. (Dallas, TX)
- …Investment Banking Division, Consumer and Wealth Management Division, Asset Management Division and the broader Risk organization to provide independent ... adverse impact on the firm. Risk professionals execute critical day-to-day risk management activities, lead projects and contribute to the ongoing… 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 ... will be responsible for implementing and ongoing execution of the US Operational Risk Management Framework. The framework encompasses the key components of… more
