- Citigroup (New York, NY)
- …regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and ... its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review… more
- JPMorgan Chase (New York, NY)
- The **J.P. Morgan Wealth Management Client Onboarding & Account Opening** team designs seamless digital and human-assisted experiences that make it easy to ... platforms-supporting both self-directed and advisor-led channels. As a ** Client Onboarding Product Manager** within the **JPM Wealth Management Product &… more
- JPMorgan Chase (New York, NY)
- …firm of what clients can expect in their wealth management experience. As a ** Client Onboarding Product Manager** as part of the **JPM Wealth Management ... The **JPM WM Client Onboarding & Account Opening** team...seamless to establish new investment accounts with JP Morgan Wealth Management. Across web, mobile and internal platforms, for… more
- JPMorgan Chase (New York, NY)
- …Coordinate with Private Wealth Alternatives Client Advisor team to support client onboarding and retention efforts + Build out processes to support new ... define, focus and realize their goals. **Role Summary** The Head of Private Wealth Alternatives Client Service Team is a senior leadership role responsible… more
- TD Bank (New York, NY)
- …+ Responsible for Recommendations of margin vs. SBL + Assists with complex Private Client Wealth deal structuring + Trains and on-boards new WLAs + Practice ... Advisor is a high-touch point of RIA, advisor and client contact, wholesales and distributes complex custom Private Banking...Wealth qualified TD Ameritrade Retail clients. The Senior Wealth Lending Advisor supports a national model… more
- BlackRock (New York, NY)
- … managers, and investment platforms across the globe, as well as BlackRock's wealth and manufacturing teams. Our client engagement team is responsible for ... are looking for a candidate to join the Aladdin Wealth Tech Client Engagement team to focus...on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock,… more
- Capco, a Wipro Company (New York, NY)
- …and influence a range of internal and external stakeholders + Experience with wealth management, client onboarding , payments management, or security- based ... Risk & Compliance, Insurance and Wealth and Investment Management. Capco's Wealth practice specializes in strategy to execution client initiatives. We pride… more
- Deloitte (Stamford, CT)
- …and/or FIS Global Plus/TrustDesk/AddVantage + 1+ year(s) of experience redesigning wealth management processes (eg, trust account onboarding ) and implementing ... state efficiency and experience improvements + 1+ year(s) of experience supporting wealth management client segmentation and pricing strategy initiatives +… more
- BlackRock (New York, NY)
- **About this role** **Product Manager, Aladdin Wealth Tech** New York **About this role** This product management role will work on Aladdin Wealth Tech's product ... teams in their engagements with prospective and live clients. **About Aladdin Wealth Tech** Aladdin Wealth Tech is BlackRock's technology business serving… more
- TD Bank (New York, NY)
- …investment advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management Services Inc) with ... team of enthusiastic colleagues dedicated to setting new industry standards. **U.S. Wealth Compliance acts as an independent regulatory compliance and conduct risk… more
- KeyBank (Boulevard, NY)
- …development teams. + Support the implementation of technology solutions across wealth platforms, including onboarding , financial planning, portfolio management, ... in wealth management or financial services. + Strong understanding of wealth management products, client lifecycle, and regulatory environment. + Proficiency… more
- Citigroup (New York, NY)
- …Employees within Citi Global Wealth at Work. **Responsibilities:** + Lead client onboarding and account opening efforts across products, including our ... coverage team + Partner with sales teams to exceed client expectations and make client onboarding...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… more
- Citizens (New York, NY)
- …individual will partner with one of the most active financiers in the RIA/ Wealth Management roll-up space to deliver innovative client solutions. Primary ... a Managing Director with sector expertise and transaction experience in FIG - RIA/ Wealth Management. The Managing Director is responsible for leading all phases of… more
- TD Bank (New York, NY)
- …policies, policy guidance, procedures, and training.** + **Experience responding to client complaints within a bank or broker-dealer.** + **Experience reviewing and ... committed to helping you identify opportunities that support your goals. **Training & Onboarding ** We will provide training and onboarding sessions to ensure… more
- JPMorgan Chase (New York, NY)
- …in our clients' lives and the wider community. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join… more
- BlackRock (New York, NY)
- …Description:** At BlackRock, we are seeking a dynamic and experienced Talent Acquisition Client Lead to support the Americas Client Business, Insurance & Product ... role is integral to our mission of aligning BlackRock's client businesses across the US, Latin America, and Canada,...across the US, Latin America, and Canada, encompassing institutional, wealth , and insurance sectors to better serve our clients… more
- TD Bank (Greenwich, CT)
- …as well as pro-active contacts + Serves as the primary point of contact for TD Wealth client relationships for MA segment; manages all aspects of the client ... annual sales goals + Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth...you identify opportunities that support your goals. **Training & Onboarding ** We will provide training and onboarding … more
- BlackRock (New York, NY)
- …investing, pension solutions, regulatory advice, and balance sheet strategy. The Aladdin Wealth Tech team partners with wealth management clients to help ... by leveraging risk analytics - powered by Aladdin(R) - to equip wealth management clients with model construction capabilities, risk monitoring tools, and portfolio… more
- S&P Global (New York, NY)
- …of our global Commercial team by providing client support throughout the client lifecycle, beginning with the onboarding process. + Become a domain, product, ... (for internal use):** 07 **The Team:** The Visible Alpha Client Support team is a global team based in...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- BlackRock (New York, NY)
- …create a better financial future for our clients. BlackRock's Americas Client Business("ACB") manages the firm's relationships with financial services firms, ... + Deploy AI and data to better serve our clients, including identifying client trends, anticipating client needs, and better enabling distribution teams. +… more