Wealth Management, Private Bank, PLP Lending Specialist, Team Lead, Executive Director JPMorgan Chase Bank, N.A.Wealth Management, Private Bank, PLP Lending Specialist, Team Lead, Executive DirectorNew York, NYFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. As apart of the Professional Loan Program (PLP) team, we offer tailored loan programs to employees of our private equity clients, to enable them to personally co-invest in the funds being managed by their firms.
Business Transformation Senior - WAM, Wealth Management Ernst & Young Global LtdBusiness Transformation Senior - WAM, Wealth ManagementNew York, NY$97,300–$178,300 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance.
Senior Wealth Advisor Safe Act - Uptown Manhattan Citigroup Inc.Senior Wealth Advisor Safe Act - Uptown ManhattanNew York, NYAs a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.
Wealth Management Advisor: Greenwich, CT US BankWealth Management Advisor: Greenwich, CTGreenwich, CT$65,000–$80,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.
J.P. Morgan Wealth Management - Executive Director, Credit Decisioning Unit JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Executive Director, Credit Decisioning UnitNew York, NYFull timeAs a Credit Decisioning Unit Risk Manager in the JPMorgan Wealth Management Credit Decisioning Unit (CDU), you will help build a new first line function formed as part of a Consumer & Community Bank (CCB) wide initiative to manage systematic risk-taking across the full suite of bank and broker-dealer credit products. This Executive Director individual contributor role will manage lending portfolios comprised of securities-based lending, margin trading, and other credit exposures originated through Self-Directed Investing (SDI), Chase Wealth Management (CWM), and JPMorgan Advisors (JPMA) channels.
Director, Commercial Client Lifecycle OSTTRADirector, Commercial Client LifecycleNew York, New YorkWe are seeking a dynamic and innovative leader, with experience within Investment Banking, Financial Services and/or Software to drive engagement and business success across our Counterparty Manager product suite, which includes solutions such as CLM Pro, Document Solutions, Managed Services and Entity Data. Lead workshops to gather business requirements, challenge working group members on solution implementation, and collaborate with project and product development teams to design effective solutions aligned with client needs and regulatory compliance across various customer segments.
Field Service Technician Barry-Wehmiller Companies IncField Service TechnicianNY$26–$32 / hourTrains customer personnel on equipment functions, safety features to include safe working techniques, machine operation, operator interface devices, service requirements, accessibility, spare parts, use of operator manual, and technical support phone numbers. As the paperboard packaging industry''s premier global supplier of productivity-enhancing process machinery and systems, we supply innovative designs, intelligent automation, and optimized workflow, coupled with highly responsive parts and service support.
Project Manager Assistant to Founder of Wealth Management Boutique Investment Boutique in Stamford, CTProject Manager Assistant to Founder of Wealth Management BoutiqueStamford, CT$60,000–$80,000 / yearFull timeExceptional communication and interpersonal skills: experience dealing with high net worth lawyers, accountants, CEOs, families. You will be stepping into a role with many hats, the most important is supporting and enhancing relationships with clients, prospective clients, attorneys and accountants.
Head of Account Opening and Client Service Operations, Wealth Operations Citigroup IncHead of Account Opening and Client Service Operations, Wealth OperationsNew York, NY$250,000–$500,000 / yearThis role owns the operational framework that underpins how Citi Wealth receives, services, supports, and resolves client interactions throughout the client lifecycle, ensuring consistent execution, strong control discipline, regulatory compliance, and high‑quality client outcomes across all regions. Recognized as a strategic leader who can balance operational execution with transformation, leveraging technology, AI, and data-driven capabilities to create sustainable competitive advantages and deliver the Wealth Operations target state.
Wealth Management Solutions, Investment Product Specialist - Associate/VP JPMorgan Chase Bank, N.A.Wealth Management Solutions, Investment Product Specialist - Associate/VPNew York, NYFull timeThe Vice President/Associate, Investment Product Specialist will: Own the design, implementation, and ongoing management of security-level model portfolios across a complex, diversified account base, accountable for outcomes versus benchmarks and risk parameters. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerMorristown, NJ$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Family Office Services Analyst - Lazard Wealth Lazard IncFamily Office Services Analyst - Lazard WealthNew York, NY$70,000–$75,000 / yearWe believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. We often serve the role of Chief Investment Officer overseeing third-party managers as well as direct private equity investments and help coordinate a variety of non-investment related needs.
Wealth Advisor - Legal Specialty Group Truist BankWealth Advisor - Legal Specialty GroupNew York, New YorkA Legal Wealth Advisor 3 is responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys and small to mid-sized law firms through the development and retention of long term, profitable client relationships. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Wealth - Investment Counselor - Senior Vice President Citigroup Inc.Wealth - Investment Counselor - Senior Vice PresidentNew York, NY$211,280–$316,920 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities.
J.P. Morgan Wealth Management - Executive Director, Head of Financial Planning Tools & Strategy JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Executive Director, Head of Financial Planning Tools & StrategyNew York, NYFull timePossess a minimum of 15 years of leadership experience in financial services, with a proven track record of managing teams, cross-functional initiatives, and influencing senior stakeholders. Hold advanced credentials such as a Master of Laws (LLM) in taxation or estate planning, Master of Science in Financial Planning, Chartered Financial Analyst (CFA®), or Certified Private Wealth Advisor (CPWA®).
Business Development Analyst - U.S. Wealth AQRBusiness Development Analyst - U.S. WealthGreenwich, CT$110,000–$120,000 / yearThe team is responsible for education, awareness and managing new and current client relationships for AQR strategies through dedicated coverage to the Family Office community, Registered Investment Advisor community, as well as elite advisors and teams within the major Broker-Dealer segment. We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous testing.
Financial Services - Tax - Wealth and Asset Management - Senior Ernst & Young Global LtdFinancial Services - Tax - Wealth and Asset Management - SeniorNew York, NY$91,100–$150,200 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
Executive Communications Director, External Communications for US Wealth Management JPMorgan Chase Bank, N.A.Executive Communications Director, External Communications for US Wealth ManagementNew York, NYFull timePartner closely with firmwide Communications colleagues, business partners and others across the firm to build and execute strategies that enhance our reputation, build trust and advocate for the firm's business priorities and ensure alignment of messaging and strategy. As a Communications Executive Director supporting US Wealth Management (USWM), you will help define and execute the external communications strategy, working directly with our Head of External and Executive Communications and with executives.
NAM and LATAM Wealth Markets Technology Head Citigroup IncNAM and LATAM Wealth Markets Technology HeadJersey City, NJ$176,720–$265,080 / yearRegulatory Acumen: Proven expertise and practical experience in navigating and implementing solutions compliant with key US equity trading and wealth management regulations, including: Consolidated Audit Trail (CAT): Comprehensive understanding of CAT reporting requirements, fee structures, funding models, evolving exemptions, and impacts of extended trading hours. Risk Assessment: Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients, and assets, by driving compliance with applicable laws, rules, and regulations, adhering to Policy, applying sound ethical judgment, and escalating, managing, and reporting control issues with transparency.
Vice President, Wealth Management P&A JPMorgan Chase Bank, N.A.Vice President, Wealth Management P&ANew York, NYFull timeOur Financial Planning and Analysis teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g. As a Vice President in Wealth Management Planning & Analysis, you will be responsible for one of our key financial measures such as revenues, expenses, headcount, or profitability modelling, where you will be expected to deliver value-added financial reporting and analysis, and assist with strategic direction and decision making.