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Dec 02, 2023
Asst Dir High Net Worth Tax Plng
US Prog Pandologic A2 CPC Wisconsin, WI, USA
At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. At Northwestern Mutual, our vision is to deliver financial security to help our clients live their best lives by choice. A key pillar of our vision and success is our strong, vibrant sales force. This role sits within the Career Distribution (CD), which is at the forefront of working across the home office and sales force as one team to achieve the sales and growth objectives the company expects, while delivering the experience our distribution needs and deserves. Summary: Part of a team of financial professionals that design plans and implement solutions for clients with complex planning needs. Provides in-depth case consultation and strategy, reviews legal, tax and financial documentation, and delivers customized comprehensive financial plans. Uses financial planning expertise to develop and deliver customized plans for high-net-worth clients and...
Dec 05, 2023
Full time
Senior Wealth Advisor
$100,000 - $160,000 yearly
GYL Financial Synergies New York, NY, USA
Summary/Objective The Senior Wealth Advisor oversees and consults to client accounts. Responsibilities include asset allocation development and review, portfolio oversight and management, client communication, performance reconciliation, and financial planning. An essential function of the role is to provide support to clients as well as partners of the firm. Specifically, these duties will include implementing and delivering financial planning services to our high-net-worth clients. Additionally, the Senior Wealth Advisor will monitor financial markets and client accounts on a daily basis, review client reports and plans for partners of the firm, and meet with clients in the office for quarterly reviews. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Creates investment plans. Reviews and reconciles private client performance reports. Ability to thoughtfully and clearly present financial...
Dec 05, 2023
Full time
Mergers & Acquisitions Intern Summer 2024
HighTower Advisors Chicago, IL, USA
Who We Are: Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). Our commitment to our culture is demonstrated every day through the Hightower Way. By joining Hightower, you will build a community of inclusive relationships, take proactive ownership, embrace others' perspectives, and have an uncompromising dedication to excellence. Hightower's Summer Internship Program: Hightower commits to a transparent, people first environment where talent is maximized...
Dec 05, 2023
Full time
Associate Financial Advisor
Ameriprise Financial - Oklahoma Tulsa, OK, USA
Prime Wealth Management, a private wealth advisory practice of Ameriprise Financial Services located in Tulsa, OK, is seeking licensed Associate Financial Advisor to join our innovative and dynamic team. We focus on fostering a great team environment and culture that emulates the work and relationships we build and have with our clients. At Ameriprise Financial we help people feel confident about their financial future by providing comprehensive financial planning and investment consulting to families, individuals, and small organizations to help achieve financial goals and simplify their financial lives. Job Purpose: Working alongside an experience advisor, helping them service their clients. Top-level client service is key in this role. Responsibilities: Case analysis Prepping financial planning recommendations Running hypothetical illustrations Investment research Create investment recommendations Prepping visual aids to be used in client meetings Completing trades and...
Accounting / Finance
Dec 05, 2023
Full time
Wealth Advisor - Mt. Kisco Office
$95,000 - $144,300 yearly
Tompkins Community Bank Mount Kisco, NY, USA
Overview: This position is responsible for building and maintaining existing client relationships; creating comprehensive wealth plans and coordinated financial strategies to align with each client’s goals and values; seeking referrals by fostering relationships with centers of influence, existing clients, community involvement and other professional external client resources; acting as a key advisor to provide professional support to team members and assembling an integrated team of wealth management professionals (investment, banking, trust, insurance, etc.) to achieve/exceed business objectives. Responsibilities: Possesses comprehensive knowledge and skills related to relationship management, business development, presentation and sales to establish a trusted, client-focused, financial partnerships: Build and maintain existing client relationships. Prospect for new business in the community and introduce them to Tompkins Financial services. Seek referrals by fostering...
Dec 04, 2023
USWA Wealth Distribution Partners Specialist
Princeton, MN, USA
Description About this role USWA Wealth Distribution Partners Specialist BlackRock is seeking senior, client facing sales professionals across several Specialist Sales roles to become part of our US Wealth Advisory (USWA) team. Our USWA team establishes relationships with wealth management firms and platforms to distribute BlackRock's alpha-seeking and iShares investment capabilities and drives the adoption of BlackRock's portfolio construction and digital wealth technologies by financial advisors. The team has roughly 150 colleagues between Boston, Princeton, Atlanta, and San Francisco. Who We Are: At BlackRock we are a fiduciary to our clients, which means we look out for their best interests. We have an extraordinary responsibility: our technology and services empower millions of investors to save for retirement, pay for college, buy a home, and improve their financial well-being. We are passionate about our work. But we're also passionate about having a life. From financial...
Accounting / Finance
Dec 04, 2023
VP - Custom Models Solutions, Portfolio Manager
San Francisco, CA, USA
Description About this role BlackRock's Multi-Asset Strategies & Solutions (MASS) team is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and active management ecosystem. MASS draws on the full toolkit of index, factor, and alpha-seeking investment capabilities to deliver precise investment outcomes and innovative alpha insights. Our team of 350 multi-asset investment professionals construct active asset allocation strategies and whole portfolio solutions across a wide spectrum of commingled funds, separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels. Currently, MASS handles over $900 billion in assets and has a strong presence in the Americas, EMEA and throughout Asia Pacific. This role will be a key member of the BlackRock Multi-Asset Strategies & Solutions - Custom Models Solutions team. The team works alongside alpha Portfolio Managers and focuses on commercializing model...
Accounting / Finance
Dec 04, 2023
Cyber Risk Advisor, Risk Manager
Capital One Boston, MA, USA
Center 3 (19075), United States of America, McLean, Virginia Cyber Risk Advisor, Risk Manager Capital One is one of the fastest growing organizations in the world today, powered by our passion for our customers. We are serious about technology, we dream big, and we execute: Capital One moved our entire enterprise to the public cloud over the course of five years. Just as we prioritize driving innovation through technology, we equally prioritize cybersecurity and managing technology risk. Technology Risk Management (TRM) is a small organization that packs a big punch. TRM is a second line organization, which means it is independent and reports through the Chief Risk Officer. The 100 professionals in TRM are trusted experts who set the bar for excellence in cybersecurity and tech risk. We shape decisions, challenge activities to ensure they meet our standards, and oversee technology and information security risk across the company. Our business leaders must make technology decisions...
Dec 04, 2023
Cyber Risk Advisor, Risk Manager
Capital One Falmouth, VA, USA
Center 3 (19075), United States of America, McLean, Virginia Cyber Risk Advisor, Risk Manager Capital One is one of the fastest growing organizations in the world today, powered by our passion for our customers. We are serious about technology, we dream big, and we execute: Capital One moved our entire enterprise to the public cloud over the course of five years. Just as we prioritize driving innovation through technology, we equally prioritize cybersecurity and managing technology risk. Technology Risk Management (TRM) is a small organization that packs a big punch. TRM is a second line organization, which means it is independent and reports through the Chief Risk Officer. The 100 professionals in TRM are trusted experts who set the bar for excellence in cybersecurity and tech risk. We shape decisions, challenge activities to ensure they meet our standards, and oversee technology and information security risk across the company. Our business leaders must make technology decisions...
Dec 04, 2023
Cyber Risk Advisor, Risk Manager
Capital One K-Town, IL, IL, USA
Center 3 (19075), United States of America, McLean, Virginia Cyber Risk Advisor, Risk Manager Capital One is one of the fastest growing organizations in the world today, powered by our passion for our customers. We are serious about technology, we dream big, and we execute: Capital One moved our entire enterprise to the public cloud over the course of five years. Just as we prioritize driving innovation through technology, we equally prioritize cybersecurity and managing technology risk. Technology Risk Management (TRM) is a small organization that packs a big punch. TRM is a second line organization, which means it is independent and reports through the Chief Risk Officer. The 100 professionals in TRM are trusted experts who set the bar for excellence in cybersecurity and tech risk. We shape decisions, challenge activities to ensure they meet our standards, and oversee technology and information security risk across the company. Our business leaders must make technology decisions...
Dec 04, 2023
Cyber Risk Advisor, Risk Manager
Capital One New York, NY, USA
Center 3 (19075), United States of America, McLean, Virginia Cyber Risk Advisor, Risk Manager Capital One is one of the fastest growing organizations in the world today, powered by our passion for our customers. We are serious about technology, we dream big, and we execute: Capital One moved our entire enterprise to the public cloud over the course of five years. Just as we prioritize driving innovation through technology, we equally prioritize cybersecurity and managing technology risk. Technology Risk Management (TRM) is a small organization that packs a big punch. TRM is a second line organization, which means it is independent and reports through the Chief Risk Officer. The 100 professionals in TRM are trusted experts who set the bar for excellence in cybersecurity and tech risk. We shape decisions, challenge activities to ensure they meet our standards, and oversee technology and information security risk across the company. Our business leaders must make technology decisions...
Dec 04, 2023
Cyber Risk Advisor, Risk Manager
Capital One Capitol, VA, VA, USA
Center 3 (19075), United States of America, McLean, Virginia Cyber Risk Advisor, Risk Manager Capital One is one of the fastest growing organizations in the world today, powered by our passion for our customers. We are serious about technology, we dream big, and we execute: Capital One moved our entire enterprise to the public cloud over the course of five years. Just as we prioritize driving innovation through technology, we equally prioritize cybersecurity and managing technology risk. Technology Risk Management (TRM) is a small organization that packs a big punch. TRM is a second line organization, which means it is independent and reports through the Chief Risk Officer. The 100 professionals in TRM are trusted experts who set the bar for excellence in cybersecurity and tech risk. We shape decisions, challenge activities to ensure they meet our standards, and oversee technology and information security risk across the company. Our business leaders must make technology decisions...
Dec 04, 2023
Cyber Risk Advisor, Risk Manager
Capital One Washington Court House, OH, USA
Center 3 (19075), United States of America, McLean, Virginia Cyber Risk Advisor, Risk Manager Capital One is one of the fastest growing organizations in the world today, powered by our passion for our customers. We are serious about technology, we dream big, and we execute: Capital One moved our entire enterprise to the public cloud over the course of five years. Just as we prioritize driving innovation through technology, we equally prioritize cybersecurity and managing technology risk. Technology Risk Management (TRM) is a small organization that packs a big punch. TRM is a second line organization, which means it is independent and reports through the Chief Risk Officer. The 100 professionals in TRM are trusted experts who set the bar for excellence in cybersecurity and tech risk. We shape decisions, challenge activities to ensure they meet our standards, and oversee technology and information security risk across the company. Our business leaders must make technology decisions...
Dec 04, 2023
Cyber Risk Advisor, Risk Manager
Capital One Fort Worth, TX, USA
Center 3 (19075), United States of America, McLean, Virginia Cyber Risk Advisor, Risk Manager Capital One is one of the fastest growing organizations in the world today, powered by our passion for our customers. We are serious about technology, we dream big, and we execute: Capital One moved our entire enterprise to the public cloud over the course of five years. Just as we prioritize driving innovation through technology, we equally prioritize cybersecurity and managing technology risk. Technology Risk Management (TRM) is a small organization that packs a big punch. TRM is a second line organization, which means it is independent and reports through the Chief Risk Officer. The 100 professionals in TRM are trusted experts who set the bar for excellence in cybersecurity and tech risk. We shape decisions, challenge activities to ensure they meet our standards, and oversee technology and information security risk across the company. Our business leaders must make technology decisions...
Dec 04, 2023
Cyber Risk Advisor, Risk Manager
Capital One Feasterville-Trevose, PA, USA
Center 3 (19075), United States of America, McLean, Virginia Cyber Risk Advisor, Risk Manager Capital One is one of the fastest growing organizations in the world today, powered by our passion for our customers. We are serious about technology, we dream big, and we execute: Capital One moved our entire enterprise to the public cloud over the course of five years. Just as we prioritize driving innovation through technology, we equally prioritize cybersecurity and managing technology risk. Technology Risk Management (TRM) is a small organization that packs a big punch. TRM is a second line organization, which means it is independent and reports through the Chief Risk Officer. The 100 professionals in TRM are trusted experts who set the bar for excellence in cybersecurity and tech risk. We shape decisions, challenge activities to ensure they meet our standards, and oversee technology and information security risk across the company. Our business leaders must make technology decisions...
Dec 04, 2023
Cyber Risk Advisor, Risk Manager
Capital One New York, NY, USA
Center 3 (19075), United States of America, McLean, Virginia Cyber Risk Advisor, Risk Manager Capital One is one of the fastest growing organizations in the world today, powered by our passion for our customers. We are serious about technology, we dream big, and we execute: Capital One moved our entire enterprise to the public cloud over the course of five years. Just as we prioritize driving innovation through technology, we equally prioritize cybersecurity and managing technology risk. Technology Risk Management (TRM) is a small organization that packs a big punch. TRM is a second line organization, which means it is independent and reports through the Chief Risk Officer. The 100 professionals in TRM are trusted experts who set the bar for excellence in cybersecurity and tech risk. We shape decisions, challenge activities to ensure they meet our standards, and oversee technology and information security risk across the company. Our business leaders must make technology decisions...
Dec 04, 2023
Cyber Risk Advisor, Risk Manager
Capital One Lake Ronkonkoma, NY, USA
Center 3 (19075), United States of America, McLean, Virginia Cyber Risk Advisor, Risk Manager Capital One is one of the fastest growing organizations in the world today, powered by our passion for our customers. We are serious about technology, we dream big, and we execute: Capital One moved our entire enterprise to the public cloud over the course of five years. Just as we prioritize driving innovation through technology, we equally prioritize cybersecurity and managing technology risk. Technology Risk Management (TRM) is a small organization that packs a big punch. TRM is a second line organization, which means it is independent and reports through the Chief Risk Officer. The 100 professionals in TRM are trusted experts who set the bar for excellence in cybersecurity and tech risk. We shape decisions, challenge activities to ensure they meet our standards, and oversee technology and information security risk across the company. Our business leaders must make technology decisions...
Dec 04, 2023
Legal & Compliance - Registered Funds - Attorney, VP
New York, NY, USA
Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at www.blackstone.com . Follow blackstone on LinkedIn , Twitter , and Instagram . Business Unit: Legal & Compliance (L&C) focusing on Private Wealth Solutions (PWS) and Blackstone Credit (BXC) Private Wealth Solutions Private Wealth Solutions was established to answer the growing demand for Blackstone products from high-net worth investors. Partnering with many of...
Legal / Public Policy
Dec 04, 2023
Private Wealth Solutions - Product Marketing - Credit Strategies, Associate
New York, NY, USA
Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at www.blackstone.com . Follow blackstone on LinkedIn , Twitter , and Instagram . Blackstone is seeking a motivated marketing professional to join the Private Wealth Solution's product marketing team. Private Wealth Solutions was established to answer the growing demand for Blackstone products from high-net worth and retail investors. Partnering with many of the world's...
Marketing / Advertising
Dec 04, 2023
Private Wealth Solutions - Educational Content Strategist, Associate
New York, NY, USA
Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems. Our $1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt and equity, infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at www.blackstone.com . Follow blackstone on LinkedIn , Twitter , and Instagram . Blackstone is seeking a detail-oriented, entrepreneurial Education Content Strategist to join the Private Wealth Solutions (PWS) Marketing team. PWS was established to answer the growing demand for Blackstone products from individual investors. Blackstone serves these investors by partnering...