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Job DescriptionJob DescriptionInvestment Advisory AssociateNY Metro AreaISCs team of Financial Services Recruiters is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. The firm specializes in providing customized investment management and investment advisory services to their clients Ultra-High Net Worth individuals, families, trusts, foundations, and endowments.
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Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management team, and internal business partners to contribute to the development of new client relationships and the retention and expansion of existing client relationships.
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Job DescriptionJob DescriptionWho we are:Founded in 2009, GBI (is a rapidly growing fintech/commodities company, building groundbreaking technology to enable wealth management professionals access to physical precious metals for their clients.
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Job DescriptionJob DescriptionBedford-Stuyvesant Restoration Corporation, founded in 1967, is the nations first community development corporation nestled in the heart of Central Brooklyn in Bed-Stuy. Located at Restoration Plaza, a 300,000 square foot commercial complex that offers a mix of retail, dining, recreation and entertainment, this historic organization is steeped in its mission to close the racial wealth gap.
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J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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Subject matter expertise in a financial services sub-area like Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets.
$107,659 - $207,763 a yearFull-timeExpandApply NowActive JobUpdated 30 days ago - UpvoteDownvoteShare Job
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The Associate will need to build strong relationships not only with Equity Research colleagues, but also with Equity Sales, Cash Trading, Derivatives, Wealth Management, and others. Wells Fargo is seeking an Equity Research, Associate - Biotechnology and Pharmaceuticals.
$133,300 - $237,100 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The team works closely with front office groups and the technology teams that support them, including but not limited to Operational and Investment Risk, Institutional Equities & MAC investment teams, Fixed Income, Equity Research, and Wealth Management across the firm’s global offices.
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Assist with preparation of required tax filings and government reporting (local, state, federal), including preparing schedules and/or draft filings for review by management. AAFE also supports economic empowerment through two affiliates: a small business CDFI, Renaissance EDC (REDC), that provides financial and technical assistance to low-income, immigrant entrepreneurs; and a homeownership CDFI, Community Development Fund (CDF), that provides counseling and financial assistance to first-time and existing homeowners.
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We’ve raised over $18M from top-tier VC firms, including Thrive Capital, Index Ventures, Brewer Lane Ventures, The House Fund, and a panel of list founders & executives from the technology & wealth management industry.
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Collaborate on the development of new project management processes and software applications. Bachelor of Arts in Museum Studies or Project Management Preferred. This position is crucial to achieving the Museum's stated strategic goal of creating and implementing a new exhibition management process.
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Beyond retail banking, we also offer wealth management, investment management, insurance and risk management, and benefit plan administration. Work with large and varied data sets to formulate lists, reports and analysis that will assist management in the measurement, tracking, and performance of key initiatives and generation of strategic marketing KPIs.
$58,500 - $88,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We are seeking a Vice President to help in the marketing and education of Alternative Investment solutions to the Consumer and Wealth Management advisor and client ecosystem. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management.
$74,286.06 - $123,810.11 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The ideal candidate will support the campaign management team with the development and execution of creator marketing campaigns utilizing our proprietary technology to connect top brands with our broad network of creators.
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wealth management jobs Title: development Company: Wells Fargo in Bronx, NY
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