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The Wealth Management Associate is an integral part of Park Avenue Securities. Be responsible for product questions/solutioning and current rate expertise via phone support to the registered FRs in the Field, in addition to providing large case support, FR book analysis and segmentation assistance (to help FRs identify and parse out Wealth Management opportunities), pre and post Wealth Management Consultant (WMC) agency visit support, and deliver Wealth Management training to groups of FRs (and agency management) via Video Conference.
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RoleThe Global Head of AML Risk Management - Wealth reports to Citi’s Chief Compliance Officer (CCO) Anti-Money Laundering (AML) / Bank Secrecy Act (BSA) and will be responsible for driving change and the primary face-off to the Wealth line-of-business, including providing thought leadership, direction and driving greater consistency in global program design and execution across our wealth management activities.
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This Associate will play a key role on the Wealth Management Marketing Team and Global Marketing Paid Media COE to manage and assess media strategies, opportunities and execution for Goldman Sachs Personal Financial Management, Goldman Sachs Private Wealth Management, and Ayco Personal Financial Management advertising campaigns.
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If necessary, the Greater New York Complex will support its selected Wealth Management Associate with attaining all or any remaining licenses prior to hire. We are seeking a motivated and passionate Wealth Management Associate to join our #1 nationally ranked team in the company.
$24,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
$31.19 - $48.13 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, Income Taxation, Philanthropy, and Investments.
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Emphasis on exposure to wealth management-focused alternative investment products and base of securities-related exposure including working knowledge of broker-dealer and '40 Act issues. Coordinate with Compliance and Regulatory teams in connection with advice relating to sales literature and marketing developed for products and distribution efforts in the wealth management channel.
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Advanced certifications in project management welcome, including PMP, CAPM and Agile. Sia Partners is looking for a talented Management Consultant to support our Risk, Regulatory & Compliance Business Unit serving our clients as a project manager.
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The Coordinator, Property Management is the staff member support the Property Management team in coordination of repairs and maintenance. We pride ourselves in providing a full breadth of management services to provide quality, safe, and affordable housing; maintenance; financial reporting; and resident relations.
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The primary purpose of this position is to provide maintenance, management, administration, and technical support for the RELEVANT’s Enterprise Mobility Management system, specifically AirWatch & Intune.
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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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Acts as the liaison with necessary affiliated departments to ensure 340B program integrity, assists the organization oversight operations management, contracting, project management, vendor management, and revenue and spend managements.
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DescriptionHospital Employed Interventional Pain Management needed near Buffalo. Opportunity:Hospital is looking for a BC/BE Pain Management MD/DO who would like to join an established turn-key Pain Management Practice located in Western New York. No call or weekend hours.
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We are a growing start-up company looking for a Mompreneur - Social Media Management to join our community. As a Mompreneur - Social Media Management , you will be responsible for a variety of tasks to help our community, including researching, sharing, and mentoring others to succeed as a Mompreneur in the field of social media management.
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2+ years of experience overall in some combination of public accounting, enterprise risk management, and / or risk advisory role within a multinational organization; Exhibit an understanding of enterprise risk management, risk assessment, ICFR, GAAP, COSO, and leading industry / business practices.
$80,000 - $97,000 a yearFull-timeExpandApply NowActive JobUpdated Today
Title: wealth management Company: Etrade in New York, NY
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