- Citizens (New York, NY)
- …families and their businesses. In supporting this vision, we are looking to hire a Wealth Strategy Consultant , who will have the opportunity to rotate ... Description Citizens Wealth has crafted a strategy to...services industry + Interest in a career within the Wealth Management industry + Ability to work… more
- Capco, a Wipro Company (New York, NY)
- …Focus on strategic client engagements and pursuits and building out our Wealth Management practice with a focus on business strategy , digital strategy ... an opportunity to play a major role in projects like developing market entry strategy for Wealth Management practice with a focus on business strategy ,… more
- KeyBank (New York, NY)
- …team including the Investment Consultant , Portfolio Manager, Fiduciary Director, Wealth Consultant , Regional Planning Strategist, and Relationship Manager + ... of the plan + Owns the execution of service strategy and overall client experience for uhnw families +... Roadmap for assigned clients + Works with the Wealth Consultant and Regional Planning Strategist in… more
- BlackRock (New York, NY)
- …sheet strategy . The Aladdin Wealth Tech (AWT) team partners with wealth management clients to help them oversee their enterprise risk, build better ... risk analytics - powered by Aladdin(R) - to equip wealth management clients with model construction capabilities,... market. _Key Responsibilities_ + Evolve and action Aladdin Wealth Tech's digital distribution strategy in partnership… more
- Equitable (New York, NY)
- Wealth Management Associate - NY, New York (4055) ( 220000G1 ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors ... 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… more
- Equitable (Stamford, CT)
- Wealth Management Associate - CT, Stamford (5022) ( 23000077 ) **Primary Location** : UNITED STATES-CT-Stamford **Organization** : Equitable Advisors ... pay for eligible financial professionals, empowering you to establish your career in wealth management + **Commissions and Bonus** : In addition to Stable… more
- Charles Schwab (New York, NY)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... outstanding investor experience in additional to furthering your own professional development in Wealth Management . **What's in it for you** At Schwab, we're… more
- Capco, a Wipro Company (New York, NY)
- …directly with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management , and Insurance sectors. You will collaborate with ... and security operations. **About the Job:** As a Senior Consultant at Capco, you will play an essential role...work well in cross-functional teams + Experience in Cyber Strategy , Cyber Risk Management , or Cyber Regulatory… more
- Capco, a Wipro Company (New York, NY)
- …directly with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management , and Insurance sectors. You will collaborate with ... programs, and security operations. **About the Job:** As a Consultant at Capco, you will play an essential role...effective communication within cross-functional teams. + Background in Cyber Strategy , Cyber Risk Management , or Cyber Regulatory… more
- Broadridge Financial Solutions (New York, NY)
- …a distinct service offering focused on a key competency and market segment within Wealth Management with direct revenue and profit targets. You will be ... data and project management tools. Financial industry experience required; Wealth Management preferred BA/BS Degree, MBA preferred. Agile/Product Owner… more
- American Friends of The Hebrew University (New York, NY)
- …of Prospect Management and Research will report to the Chief Strategy Officer and work closely with the Chief Development Officer, regional development teams, ... AFHU seeks a Director of Prospect Management and Research (Director) to design and oversee...using research tools and other prospect research resources (ie, Wealth X, LexisNexus, Rel Sci, FDO, iWave, SEC records,… more
- WTW (New York, NY)
- …etc.) **Responsibilities:** **Clients** + Serve as the lead Executive Compensation Consultant on client projects, supporting management and/or the compensation ... & Rewards practices to sell and deliver on broader rewards strategy projects, including our broad-based employee solutions (compensation, careers, skills, etc.),… more