Point Wealth Management Jobs in Newark, NJ
Wealth Strategy Specialist
LevelUP HCS - New York,NY
The Wealth Strategy Specialist sits within the Marketing and Sales Enablement Team and works with the Head of Sales Enablement and relationship management teams to provide advice and support on new business opportunities, craft RFPs, support lead...
Customer Service Representative
Conduent State & Local Solutions - South Orange,NJ
Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions...
Director Wealth Management
Leah Yosef International - New York,NY
Well established, 3 Billion+ AUM Independent RIA in Midtown Manhattan seeks a Senior Wealth Advisor to focus on comprehensive wealth management and client retention. Not a commissioned sales role ~ Collaborative, Ensemble...
Sr Finance Analyst - REMOTE
Molina Healthcare - Newark,NJ
JOB DESCRIPTION Job Summary This role is on the Corporate Financial Planning and Analysis team primarily supporting G&A submissions. The successful candidate in this position will assist in the...
U.S. Private Bank - Investment Specialist - Vice President
JPMorgan Chase & - New York,NY
Conduct investment reviews with clients to validate the clients current investment objectives and prepare recommendations of appropriate investment products Develop investment policy statements and advise on asset allocation Closes sales of complex...
Project Manager
Lenmar Consulting - New York,NY
Project Manager - Wealth Management Rate: $75/hr W2 Location: Remote / prefer NY - NJ area Experience: 7+ years in Wealth Management / Investment Banking environments This role involves managing the migration of SS&C...
J.P. Morgan Wealth Management - Private Client Advisor - New York, NY (Lower Midtown)
JPMorganChase - New York,NY
Job Description:JOB DESCRIPTION At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to...
Risk Manager
ZipRecruiter - Newark,NJ
Job DescriptionJob Description About the Position We are seeking experienced and results-driven Risk Managers to join our team and lead the implementation of critical processes that ensure safety, resilience, and...
Associate, Underwriting & Portfolio Management - Strategic Investments
Local Initiatives Support Corporation - New York,NY
LISC is one of the country's largest community development organizations, helping forge vibrant, resilient communities across America. LISC works with residents and partners to close gaps...
Vice President - Credit Risk Management
Confidential - New York,NY
Vice President - Credit Risk Management About the Company Join a premier global investment bank Industry Financial Services Type Public Company Founded 1935...
Case Manager (Stapleton Corps)
The Salvation Army - Staten Island,NY
Overview The Case Manager at the Stapleton Corps will work to develop partnerships with other social service agencies, churches and other not-for-profits across Staten Island while strategically utilizing those relationships to cultivate...
Investor Operations
Jefferies - New York,NY
Job Description Jefferies Credit Partners LLC ("JCP") is a leading private credit manager and the asset management arm of Jefferies Finance LLC ("JFIN"). JFIN was founded in 2004 as a 50/50 joint venture between Massachusetts...
Private Client Financial Advisor - Downtown Brooklyn
Citizens - Brooklyn,NY
DescriptionCitizens employs a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a clients short- and long-term...
Executive Assistant to the Wealth Management Chief Investment Officer
Morgan Stanley - New York,NY
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations,...
U.S. Private Bank- Product Owner Executive Director
JPMorgan Chase & - Jersey City,NJ
The Asset & Wealth Management (AWM) Product Team leads data strategy and support for the core data used across AWM needed to run our business, such as client and account data, reference data, product data, securities and pricing data, transactions...
Senior Manager, Parkinson's Account Manager - New York, NY
AbbVie - New York,NY
Company Description AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's...
Tax Accountant, Junior (Hybrid)
SGS - Bloomfield,NJ
Company Description We are SGS - the world's leading testing, inspection and certification company. We are recognized as the global benchmark for sustainability, quality and integrity. Our 99,600 employees operate a network...