- JPMorgan Chase (New York, NY)
- …the firm's assets and ensuring the stability and integrity of our investment processes. Join the Asset Management Risk team as the Global Head of Risk ... to be best-in-class. **Job summary** As a Senior Risk Manager within the Asset Management Risk team, you will be responsible for overseeing the risk … more
- JPMorgan Chase (New York, NY)
- …economics is required + Minimum 10 Years of financial risk management , in Asset Management or similar, Wealth Management or Private Bank, with 5 ... . **Job Responsibilities** + Own the Trust and Estate Risk framework for Global Wealth Management...small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
- JPMorgan Chase (Jersey City, NJ)
- …and implementing the firm's technology risk management strategy for our Asset & Wealth Management business. Leveraging your advanced knowledge and ... ever-evolving technology landscape. **Job responsibilities** + Develop and implement technology risk management strategies, policies, and processes to identify,… more
- JPMorgan Chase (Jersey City, NJ)
- As a Compensation Advisor within Asset & Wealth Management (AWM), you will work closely with the line of business Compensation Executive, supporting ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- TD Bank (New York, NY)
- …Bank US Compliance, we're on a mission to build a more resilient and scalable compliance risk management function. As part of our team, you'll play a key role in ... Compliance acts as an independent regulatory compliance and conduct risk management and oversight function as described...challenge.** **U.S. Wealth is a fully integrated wealth management business that provides products and… more
- Broadridge Financial Solutions (New York, NY)
- …highly skilled Technology Leader to drive the modernization of our platform within the Wealth Management portfolio. This role is a unique opportunity to shape ... leading a talented team and shaping the future of Wealth Management technology at scale. Key Responsibilities:...empowering team members to drive successful outcomes. Compliance & Risk Management : Ensure all technology solutions comply… more
- Neuberger Berman (New York, NY)
- …broad range of asset classes and strategies, portfolio construction and risk management . The Investment Group Analyst will support the day-to-day ... and requests **Qualifications:** + 1-3 years industry experience, preferably in Asset / Wealth Management + Bachelor's degree required + Strong analytical… more
- Neuberger Berman (New York, NY)
- …opening and maintenance. + Provide advice regarding regulatory matters appropriate for a wealth management and asset management business, including ... The Associate General Counsel - Private Wealth will play an integral role within Neuberger...At least eight years of experience in-house at an asset management firm, or in the … more
- Citigroup (New York, NY)
- …sheet planning, liquidity/capital resource monitoring & optimization, and interest rate and liquidity risk management for USPB & Wealth . This unit serves ... identification/ management , product innovation and funding strategy. USPB & Wealth Business Treasury focuses on asset /liability management , balance… more
- Bank of America (Florham Park, NJ)
- …seamless client experience * Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits **Skills:** * ... from beginning to end by partnering with Advisors, Underwriting, Risk , Product Subject Matter Experts, Portfolio Management ,...Qualifications:** * 10 plus years of commercial credit or wealth management credit experience * Strong oral… 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 ... is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep...You could access a range of responsive banking, investing, wealth management & planning services and access… more
- Bank of America (New York, NY)
- …of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and retirement planning. ... with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our U/HNW clients and prospects. Develop… 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 ... You could access a range of responsive banking, investing, wealth management & planning services and access.... + Develop tailored solutions that address clients' investment, risk management , and financing/liquidity needs. + Set… more
- BlackRock (New York, NY)
- …or experience as a wealth advisor a plus + Minimum 5 years in wealth management , law firm, public accounting, or similar roles + Expertise in the following ... clients with complex portfolio transition and construction problems involving risk , tax, and customization priorities **After-Tax Wealth ...areas: + Asset allocation + Asset location + Portfolio theory + Risk … more
- BlackRock (New York, NY)
- … management or a hands-on technical role + While not required, previous experience in wealth management or asset management is a plus + Ability ... Tech is BlackRock's technology business serving the global wealth management industry. Our mission is to...more people. Our users are financial advisors, bankers, CIOs, risk managers, portfolio managers, and business leaders of leading… more
- Citizens (New York, NY)
- …Specialist will also serve as the operational specialist, in partnership with Private Wealth Management professionals. They will perform these duties with high ... proficiency and integrity, acting in accordance with the organization's risk management practices, regulatory requirements, and industry best practice standards.… more
- Charles Schwab (New York, NY)
- …client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth ... **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group.… more
- JPMorgan Chase (Jersey City, NJ)
- …As a Compliance, Conduct and Operational Risk (CCOR) - Surveillance Lead ( Wealth Management Trade Surveillance) - Vice President, you will play a crucial ... As part of Risk Management and Compliance, you are...+ Bachelor's Degree or equivalent experience + Familiarity with Wealth Management investment strategies and products including… more
- JPMorgan Chase (New York, NY)
- …role to oversee the administration of the trust. **Job Responsibilities:** Technical and Risk Management + Analyze trust documents for legal, tax, administrative ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- BlackRock (New York, NY)
- …role at the intersection of business strategy, client and product strategy, and operational risk management for US Wealth . We are seeking an individual ... relevant experience (ie, industry research, competitive intelligence, strategy), with finance or asset - management experience preferred. + A desire to build deep… more