Wealth Management jobs in Chappaqua, NY

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WEALTH PORTFOLIO MANAGER III

Manage the investment, trust and institutional accounts. Rebalance accounts according to the clients investment policy statement, with guidance of the asset allocation strategy team and advisor team. Responsible for allocating in...

CompanyCitizens
AddressTarrytown, NY
CategoryInformation Technology
Salary$125,000 - $160,000 per year
Job typeFull-time, Part-time
Date Posted 11 hours ago See detail

Wealth Portfolio Manager III New

Citizens

Tarrytown, NY

$125,000 - $160,000 per year

Manage the investment, trust and institutional accounts. Rebalance accounts according to the clients investment policy statement, with guidance of the asset allocation strategy team and advisor team. Responsible for allocating in...

HYBRID: Wealth Management Investment Products Attorney, VP

Morgan Stanley

Purchase, NY

Additionally, the attorney will advise on various business initiatives, both independently and in coordination with other team members, including colleagues in Compliance and Risk, along with counterparties at external financial s...