- iCapital (Greenwich, CT)
- … Sales Specialist for the distribution partnership with one of its largest wealth management clients. This individual will report to the regional team ... requires an experienced investment professional with alternative investment knowledge, exceptional relationship management , communication and influencing… more
- Infosys Limited Digital (Bridgewater, NJ)
- …working on a variety of business consulting engagements such across Wealth Management , Asset Management , Investment Banking and Trading. You will take ... Consulting process Company ITL USA Requisition ID 133986BR Job description Principal - Wealth Management & Trust, Infosys Consulting The Role - What You'll… more
- Mariner (Scottsdale, AZ)
- …team of support for taxes, insurance, estate planning and more. You'll work together to solve clients' complex wealth management challenges and everyday needs. ... Job Description As a tax administrative assistant , you will work directly with the tax team to maintain an accurate client database, work with clients to collect… more
- State Street Corporation (Clifton, NJ)
- …investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all ... to both Hedge Fund and Private Equity managers within our Alternative Investment Solutions business group. Our PE team delivers customized service solutions for… more
- Morgan Stanley (Purchase, NY)
- …firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Investment Management . ... provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending,… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's ... validation, and excellent technical, leadership, and organizational skills. The Executive Assistant will support Model Risk Management executives in general… more
- iCapital (Greenwich, CT)
- …the iCapital technology to facilitate the subscription and reporting processes for the wealth management channel. This team stands at the heart of iCapital's ... Origination team. This position will focus on manager onboarding and fund lifecycle management . This role will be responsible for leading and helping manage the… more
- Stifel (St. Louis, MO)
- …more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ... at Stifel, where success meets success . What You'll Be Doing The Assistant Director of Advisory Operations will manage several teams to achieve departmental and… more
- Oppenheimer & Co. Inc. (New York, NY)
- …Financial Advisors in sales, marketing and day-to-day operations of a growing wealth management practice. This role requires superior interpersonal and ... & fixed income research, market making, trust services and investment advisory and asset management services. Job...of hire) 3+ years' experience working as a sales assistant /CSA in a corporate/brokerage environment Possess a high degree… more
- State Street Corporation (Boston, MA)
- …investment servicing, data & analytics, investment research & trading and investment management to institutional clients. Work, Live and Grow. We make all ... The Client Service Assistant Vice President is a client facing role,...Programs to help you match your needs. And our wealth of development programs and educational support will help… more
- SFB (Stoneham, MA)
- …Norfolk and Suffolk counties, strong business banking capabilities, an Insurance division, a Wealth Management & Trust organization and a Mortgage Company that ... market share in the communities it serves. In collaboration with branch management and internal business partners, uncover needs and make referrals to cross-sell… more
- MELIA Realty Group (Lexington, KY)
- …estate experts in North America. Take on the role of a Showing Assistant and develop your skills within our established, supportive framework. We provide ... sharing, health coverage, equity growth, vesting perks, and exclusive investment opportunities. Responsibilities Graduate from PLACE Launch Execute PLACE lead… more
- JPMorgan Chase (Columbus, OH)
- …Regulatory Attorney - Vice President, Assistant General Counsel within our Wealth Management Legal team, you will provide critical analysis and discussion ... of wealth management...You will provide direct advice and support to internal Wealth Management and Products Solutions clients, including Advisors,… more
- JPMorgan Chase (Plano, TX)
- …As Insurance Attorney: Executive Director, Assistant General Counsel within our Wealth Management Legal team, you will provide critical leadership on legal ... The US Wealth Management Legal team is seeking...The US Wealth Management Legal team is seeking an attorney to...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Tompkins Community Bank (Ithaca, NY)
- Overview This position is responsible for assisting Wealth Advisors and Trust Officers with all aspects of new account opening, investment and account review ... and maintaining files within compliance and regulatory guidelines. + Support Wealth Advisors/Trust Officers by preparing correspondence; review daily cash reports… more
- KeyBank (Cleveland, OH)
- …provides advice on trust and estate settlement, including real estate and tax, wealth management , and institutional asset management , including employee ... legal support and advice to all areas of Key Wealth , including Key Investment Services (Key's retail...Ohio. **Essential Job Functions** The key responsibilities for the Assistant General Counsel, Key Wealth include: +… more
- Citigroup (Irving, TX)
- …development, enhancement and delivery of wholesale credit products tailored to clients within wealth management , ensuring alignment with wealth strategy + ... The Wealth Product Developer is a role supporting the design, delivery, and ongoing management of credit products for clients in Wholesale Credit. The role… more
- Bank of America (Walnut Creek, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Administrative Assistant , Investment Banking, CIR **Requisition ID:**...Global Banking & Markets provides a full range of investment banking, credit and risk management products… more
- Citizens (Rochester, NY)
- …in Wealth Management , Citizens Securities, Inc. is hiring for the Investment Assistant II role. Citizens Securities, Inc. is a high-quality investment ... successfully pass your Series 7 and 66 exams. The Investment Assistant II works closely with the...specific timeframe required + Understanding of general banking and wealth management services + Excellent verbal and… more
