Wealth Management Event Specialist, Senior Associate
JPMorganChase
JPMorgan Chase Wealth Management is seeking an experienced Event Specialist – Senior Associate to plan and execute development events for branch-based and office-based advisors in New York. You will manage end-to-end logistics, coordinate with stakeholders, and ensure a flawless attendee experience across in-person and virtual sessions. In this role, you will oversee calendars, travel arrangements, content and run-of-show documents, and on-site execution, partnering with the Advisor Development #J-18808-Ljbffr JPMorganChase
- JPM Wealth Management - Event Specialist - Senior Associate About the team The J.P. MorganWealth Management Business fits into the larger Consumer & Community Banking Business. We partner closely with our consumer partners to help clients with their financial needs. The...SeniorWork at officeLocal area
- JPM Wealth Management - Event Specialist - Senior Associate About The Team The J.P. Morgan Wealth Management Business fits into the larger Consumer & Community Banking Business. We partner closely with our consumer partners to help clients with their financial needs. The...SeniorWork at officeLocal area
- JPM Wealth Management in New York seeks an Event Specialist, Senior Associate, to plan and execute development events for branch-based and office-based advisors. You will manage end-to-end logistics and partner with the Advisor Development team to ensure a strong attendee...Senior
$92k - $110k
...In this support position, the Senior Associate assists the Wealth Management Managers and Directors with the services provided to clients such as the preparation... ...with COIs and COI groups, including assisting with event logistics, communications, and follow-up. Assist...SeniorFull timeWork at office$75k - $105k
...you will continue to be an active service member and shall not be an employee of UBS About Us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment...SeniorFull timeTraineeshipWork experience placementFlexible hours- ...Job Description JPMorgan Wealth Management is accelerating how we work by embedding artificial intelligence into day-to-day employee... ...specifically for CAO employees and workflows. As a Senior Associate, CAO Artificial Intelligence Lead within the CAO, you will...SeniorWork experience placementWork at officeVisa sponsorship
- Job Description At J.P. Morgan Wealth Management, our Financial Advisors serve as trusted partners to clients every single day—guiding... ...priorities and reflects the trust clients place in our brand. As a Senior Associate on the Field Performance, Pricing, and Incentives Team ,...Senior
$83.6k - $120k
...Proactively orchestrate unforgettable meetings and events within the Client Center, delivering a personalized, high-touch... ...elevate the standard of service in every interaction. As a Senior Events Management Associate in the Client Center, you will be the promoting force...SeniorFull timeWork at officeFlexible hours$95k - $135k
...Join our Commercial and Investment Banking (CIB) Strategic Event Marketing and Sponsorships team as an Events Management Senior Associate and play a vital role in delivering world-class events for employees and clients across the globe. You’ll support every aspect of...SeniorFull timeWork at officeAfternoon shiftEarly shift$75k - $92k
...York Business development, Business management, administration and support, Client... ...management, Sales and trading Global Wealth Management Job Reference # 290455... ...for every stage of their life. As a Senior Wealth Strategy Associate, you'll play an important role in supporting...SeniorJob sharingFull timePart timeWork at officeWork from homeFlexible hours$100k - $125k
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management... ...Advisors and Wealth Management Client Associates help clients pursue the life they... ...client referrals to other Bank of America specialists. Responsibilities: Emphasizes...SeniorWork at officeWork from homeShift workDay shift$115k - $125k
Pzena Investment Management, LLC is a registered investment adviser and broker-dealer managing approximately $85 billion in global equity... ...activities in local offices and as a global firm including social events, holiday events, monthly birthday parties, Pizza Thursdays,...SeniorWork experience placementLocal area- ...Job Description Job Description As a member of a client service team, the Wealth Management Senior Associate is responsible for helping the Wealth Management Managers and Directors in our Exclusive Family Office with the services provided to clients such as the preparation...SeniorWork at office
- ...Description Join the J.P. Morgan Asset Management Creative team as a Senior Production Designer, supporting the... ...across campaigns, presentations, events, thought leadership, templates, and... ...the Team J.P. Morgan Asset & Wealth Management delivers industry-leading...SeniorShift work
- Guardian seeks a Jr. Advisory Specialist to support Field Representatives with advisory product solutions and wealth management strategies. You will leverage On Platform products and TAMP solutions via Park Avenue Securities to design cases, educate clients, and execute...
- IEQ Capital is a Registered Investment Advisor seeking to transform wealth management. The Senior Associate on the Inorganic Growth team will support sales and marketing, manage the pipeline, and assist in sourcing and diligences calls with advisors. The role involves data...Senior
$70k - $90k
...Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We... ...(k) plan, parental leave, and more. We are looking for a Tax Senior to serve and anticipate all of our clients’ tax and family office...SeniorInternshipWork at officeFlexible hours- UBS in New York's Midtown Manhattan branch seeks a Senior Registered Client Associate to provide exceptional service to ultra/high net worth clients,... ...will gather documentation for new accounts, coordinate team events, and maintain a detailed activity calendar; this role...Senior
- ...Stock Exchange Group (LSEG) is seeking a Senior Associate for Fixed Income Origination to drive... ...debt market growth from NYC. You will manage a pipeline of issuers, coordinate with... ...teams, and represent LSEG at key industry events to promote debt listings. The role...Senior
- Perella Weinberg Partners in New York seeks a FIG senior Associate or junior Director to join our Advisory business, focusing on M&A across Insurance Brokerage, Asset & Wealth Management, and Insurtech. You’ll work on high-profile engagements within a close-knit FIG team...Senior
$125k
...Job Description – Product Manager, Alternative Investments Level/Function: Senior Specialist, Product Management Title: Product Manager, Alternative Investments About... ...BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions...SeniorWork at office$120k - $140k
...Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional... ...Swiss Army knife to join our Inorganic Growth team as a Senior Associate. This role is a mix of sales and marketing support,...SeniorFull timeWork at officeHome officeFlexible hours- Cardata is looking for a Senior Trading Associate in New York to take charge of the trade lifecycle across multiple custodial platforms.... ...excellent health benefits, and a chance to shape the future of wealth management in a fast-growing startup environment. #J-18808-Ljbffr...Senior
$125k - $150k
...Dynamics is an independent global asset management firm focusing on private assets,... ...client base of institutional and private wealth investors. Capital Dynamics oversees more... ...Capital Dynamics' U.S. investor base as Senior Associate, Client Relations, reporting to our Vice...SeniorFull timeWork at office$225k - $275k
...Job Description Job Description Senior Associate / Vice President Division: Investment... ...three core business divisions: Wealth Management, Investment Management, and Wholesale... ...as geographic, product, and industry specialists with a focus on domestic, regional, and...Senior- ...‑edge technology - delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders and innovators... ...wealth management with you. Role Farther is seeking a Senior Trading Associate to support and scale the firm's trading operations across...Senior
$175k - $200k
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With... ...Digital Infrastructure. We are looking for a Senior Associate to join the Real Assets Investments... ...Institutional Capital and Private Wealth teams in fundraising initiatives and Investor...SeniorPermanent employmentWork at officeFlexible hours$101k - $177k
As a Senior Specialist, People Communications and Change Management reporting to the Communications Leader... ...desired business outcomes associated with the deal.Work... ...-scale Communications events includinga global Manager... ...employees to:Secure Wealth: 401(k) program with 6...SeniorFull timeTemporary workWork at officeLocal areaHome officeFlexible hours- Job Description As an ETF Platform Management Associate within our ETF Platform team, you will partner with ETF Product Development, ETF Capital... ...disability needs. About The Team J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and...SeniorFlexible hours
$160k - $180k
## Senior Associate, Global Client Group - Diligence Management (Infrastructure/Energy)Applylocations: New York, New Yorktime type: Full timeposted on: Posted Yesterdayjob... ...client types (pension funds, sovereign wealth funds, endowments, family offices, etc.)* High attention...SeniorOdd jobWork at officeFlexible hours
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