- JPMorgan Chase (New York, NY)
- …Management and ~5,000 advisors located across 3,500 branches and 20 offices. As the Vice President in the Wealth Management Affluent Strategy and Cross Channel ... and operational efficiencies of the referrals processes between the JPMorgan Private Client (JPMPC) and JPMorgan Wealth Management (JPMWM) organizations.… more
- JPMorgan Chase (Palo Alto, CA)
- …plans, derivative-based transactions, and exchange funds) will also be a plus. As a Vice -President, Wealth Planner within JP Morgan Wealth Management, you ... Wealth Planning & Advice is a group of...related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with… more
- BlackRock (New York, NY)
- …and digital distribution technology that enable BlackRock's investment sales in the wealth channel. Our clients include wirehouses, private banks, independent ... in the wealth ecosystem to ensure Aladdin Wealth Tech solutions are integrated with advisor ...Aladdin Wealth Tech solutions are integrated with advisor workflows. + Contribute innovative ideas to Aladdin's product… more
- JPMorgan Chase (Portland, OR)
- …Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management ... of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional… more
- JPMorgan Chase (New York, NY)
- …countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community ... and leaders who will support you in getting there. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial… more
- JPMorgan Chase (San Francisco, CA)
- …Legal team is a group of talented, motivated, and collaborative lawyers. As a Private Bank Front Office Legal Attorney - Vice President, Assistant General ... stakeholders and provide guidance on a variety of the Private Bank's products and services, including digital initiatives, privacy,...in a fast-paced, dynamic legal environment as a trusted advisor to our business. If you are a driven… more
- BlackRock (San Francisco, CA)
- **About this role** **About this role** BlackRock's Offshore Wealth business is one of the most dynamic and fast-growing division within the company. The business is ... and solutions to financial intermediaries, such as wirehouses, broker-dealers, private banks, independent advisors, family offices, and Registered Investment… more
- JPMorgan Chase (Chicago, IL)
- …industry bankers, you will deliver actionable idea flow to investor clients across private equity, strategics, family offices, and sovereign wealth funds. You ... and resources to establish the firm as a strategic advisor . Your role will involve interfacing across the Global...Banking, with a focus on US-based small and mid-cap private businesses up to $100 million in EBITDA. By… more
- JPMorgan Chase (Jersey City, NJ)
- …years of internal or external auditing experience, or relevant Asset and Wealth Management business experience. + Bachelor's degree (or relevant financial services ... requirements (eg, 12 CFR 9) related to asset management, investment advisor , broker-dealer and fiduciary activities. + Knowledge of various financial instruments,… more