- Mirador (Stamford, CT)
- … operational procedures and processes + Knowledge of the independent wealth management and/or family office landscape + Strong communication skills to ... Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the… more
- Mirador (Stamford, CT)
- … Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the ... group is Mirador's consulting arm and specializes in working across the wealth management industry to engage in both long and short-term projects to deliver:… more
- Mirador (Stamford, CT)
- …will become a subject matter expert in financial reporting software in the wealth management / family office industry. Tasks include: + System setup & ... with 3 - 5 years of experience at a Wealth Management firm, Financial Services firm or family office . You must be comfortable working in a dynamic,… more
- Mirador (Stamford, CT)
- …will become a subject matter expert in financial reporting software in the wealth management / family office industry. Tasks include: + System setup & ... Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the… more
- Guardian Life (New York, NY)
- ** Wealth Management Specialist** Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy ... and diversify their practices, clients, and income streams. The Wealth Management Associate is an integral part...Bonds, ETFs, 401k, etc. + Strong tech-skills including; MS Office , Webex or Skype, proposal software, CRM, etc. +… more
- US Bank (New York, NY)
- …to non-compliance business partners and key stakeholders in the following areas: * Wealth Management laws and regulations (eg, Broker Dealer, Trust Services, ... Wealth Management , Securities and Exchange Commission (SEC)...audit executive that has strong knowledge of audit, risk management , and regulatory expectations (eg, Office of… 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 ... bank and brokerage assets . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning… more
- Tradeweb (New York, NY)
- …seeking a highly motivated individual to join our sales team with a focus on wealth management . The successful candidate will serve as the key advocate for our ... core wealth management accounts by being proactive and...Our employees have the flexibility of working in the office and from home. + Health Care and Dependent… more
- Citigroup (New York, NY)
- …and families, including entrepreneurs and business owners, single-and multi- family offices, senior corporate executives, next generation/inherited wealth ... , law firms and attorneys. From banking and cash management to lending, investment strategies, trust, and wealth... Family Group:** Private Client Product Services **Job Family :** Banking Cash Management **Time Type:** **Primary… more
- JPMorgan Chase (Jersey City, NJ)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking, Commercial Banking and Consumer ... and Community Banking **.** JP Morgan Asset & Wealth Management is a global leader in...Monitoring the status of pending cases; following up with back- office partners and carriers, as needed + Submitting application… 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...Bachelor's/University degree, Master's degree preferred and managerial experience **Job Family Group:** Project and Program Management **Job… 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...role offers a hybrid/flexible schedule, which means there's an in- office expectation of 3 or more days per week… more
- US Bank (New York, NY)
- …and discover what you excel at-all from Day One. **Job Description** The Private Wealth Management (PWM) Planner provides PWM clients with the opportunity to ... the following comprehensive planning services to affluent clients: asset allocation, wealth management , retirement planning, education funding, estate planning,… more
- Morgan Stanley (Purchase, NY)
- …Strategies & Planning Tools (WSPT) is a team within Morgan Stanley's Global Investment Office (GIO) dedicated to Wealth Management 's ultra-high net-worth and ... the PWM, Graystone, OCIO, and MS Family Office channels, devising holistic investment and wealth ...packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** * Wealth Strategies… more
- Deloitte (New York, NY)
- …the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners. ... consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns,… more
- Citigroup (Bronxville, 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 ... Citi Global Wealth brings together the full power of Citi... clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the… more
- US Bank (New York, NY)
- …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, the Senior...role offers a hybrid/flexible schedule, which means there's an in- office expectation of 3 or more days per week… more
- US Bank (New York, NY)
- …the successful creation, implementation, and maintenance of an effective risk management framework. Accountable for projects and/or activities that ensure compliance ... a team of RCA Professionals with responsibility for staffing, performance management , prioritizing, guidance and training. Basic Qualifications - Bachelor's or… more
- Tradeweb (New York, NY)
- … suppliers. + Ensure compliance with company policies and procedures related to office management . + Ensure compliance with health and safety regulations. + ... field. + Minimum of 3-5 years of experience in office management or a similar role. +...dependent day care expenses for you and your eligible family members. + **Maven Family Building Benefit**… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Manager, Data Governance, GBM Data Office **Requisition ID:** 199755 **Salary Range:** 85,700.00 -...a full range of investment banking, credit and risk management products and services relevant to the financing and… more