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As a community development finance institution (CDFI), we work with nonprofits, partners, and systems to build racial equity and community wealth and well-being. Our team consists of a diverse group of passionate professionals who care deeply about racial equity and community wealth and well-being.
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SummaryAs a Credit Risk Measurement and Analytics (CRMA) lead in our team, you'll have the opportunity to manage credit risk oversight for various programs and activities within the Global Private Bank (GPB) and Wealth Management (WM.
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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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FSO - Consulting - Technology Consulting - Technology Solution Delivery - Wealth & Asset Management Manager (Multiple Positions) (1502296), Ernst & Young LLP, Hoboken, NJ. Provide technology consulting services to asset and wealth management firms and services providers.
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Experience with subscription-based electronic prospect research resources, including LexisNexis, Wealth Engine, and Donor Search. Expertise with prospect research methodology and practice, including interpreting wealth and philanthropic indicators.
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The US Direct business, consisting of platforms such as Fidelity, Schwab and Robinhood, is one of the largest and fastest growing wealth channels today. Deliver regular and ad-hoc updates to senior leadership on the Digital Wealth business, including progress, challenges, and priorities.
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We’re seeking a future team member for the role of Vice President, Marketing & Communications to join our Wealth Management Product Marketing team. Provide writing, editorial and proofreading support and expertise across a variety of channels and media, including the Wealth Management public site, thought leadership reports, white papers, web articles, podcast/video scripts and outlines, talking points, conference communications, presentations, emails and social media, with a focus on driving engagement and producing leads.
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Experience working with trusts, estates and estate planning products; this experience can be within a university setting, other not-for-profit, or in the private sector; private sector experience in wealth management or accounting is relevant.
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Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth individuals.
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POSITION PURPOSE:The Private Wealth Group, RIA/FO Channel is seeking an Associate Vice President to support CIM’s fundraising campaigns across its platform of real estate, infrastructure and debt offerings at large RIA firms, RIA aggregators and family office within the northeast region.
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Design comprehensive financial plans that encompass investment strategies, retirement planning, estate planning, and more, showcasing your skills as a Wealth Advisor. Apply now, and embark on an exciting journey of growth and success as a Wealth Advisor.
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Previous experience in financial planning, wealth management, or a related role as a Wealth Advisor. Act as a trusted advisor, offering ongoing support and guidance to help clients navigate life's financial complexities, drawing upon your experience as a Wealth Advisor.
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Ensure solid partnerships and cross selling opportunities across range of products such as banking products, cash management, foreign exchange, credit, capital markets, and wealth management to deliver comprehensive services and solutions for clients.
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You’ll be expected to generate your own prospects, hunt down opportunities, and close deals without an SDR team, but with a product that works and a wealth of data points to support it. We’re software developers and spray paint artists, poets and producers, fantasy sports fans and financial whizzes, chess-heads and UXperts, pop culture nerds and product managers, data wizards and yoga instructors.
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Conducts research on prospects while utilizing web-based research tools (iWave, Wealth-X, WealthEngine, Candid/Foundation Directory, NOZA, SEC and FEC filings, Hoovers, MarketWatch, Forbes , Bloomberg Businessweek , etc.
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wealth job Company: Wells Fargo in New York, NY
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