267 wealth management specialist jobs found

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Join the JPMorganChase Wealth Management team, dedicated to helping investors achieve their long-term financial goals. Our business includes Chase Wealth Management, J.P. Morgan Advisors, Personal Advisors, and our Self-Directed digital investing platform, managing approximately $600 billion in assets with around 5,000 advisors across 3,500 branches and 20 offices. As an Executive Director, Liquidity Specialist within J.P. Morgan Wealth Management, you will build relationships with field leadership and Advisors. The successful candidate will possess expert fixed income knowledge and serve as a subject matter expert (SME) for field leaders, Advisors, and clients. This role is responsible for driving the growth of the short-term investment product platform by building trusted relationships with Advisors, delivering product and platform education, and demonstrating deep expertise in markets, rates, and liquidity management. The successful candidate will act as a valued extension of...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!   Job...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our...

About the Role: Grade Level (for internal use): 09 The Location:  Houston, TX or New York, NY (relocation assistance not available) The  S&P Global Energy  Commercial and CX Graduate Program journey begins with an intensive 5-week onboarding in our London office. The 3-months thereafter will be part of the NAMER Customer Success Team, focusing on building a foundational knowledge of the commodity markets, developing essential business-related skills while learning about various  S&P Global Energy  data, research and analytical products. At Customer Success, you would be a primary contact for clients, providing solutions to their requests in a timely, professional and courteous manner and providing training on  S&P Global Energy products through WebEx and onsite visits.   The program will consist of rotations to Customer Success, sales, channel management and marketing functions. This will enable each graduate to gain a holistic perspective of the...

About the Role: Grade Level (for internal use): 12 About the Role:  Senior Sales Specialist – Credit Risk Solutions (Buy‑Side) The Team: We are growing a dedicated Buy‑Side Sales Team within our Credit & Risk Solutions business. This is an exciting opportunity to join at the ground floor of a high‑growth initiative, focused on delivering credit‑risk intelligence and workflow solutions to Buy‑Side firms (asset managers, hedge funds, private‑equity houses, pension funds, etc.). Responsibilities and Impact: Buy‑Side firms face increasing exposure to counter‑party defaults, liquidity risk, and macro‑economic uncertainty. Our solutions help senior investment, risk, and portfolio‑management leaders evaluate counter‑party creditworthiness, manage capital, and build resilient investment pipelines. As a Senior Sales Specialist, you’ll own strategic client relationships and drive transformational impact. Own a portfolio of buy‑side accounts,...

About the Role: Grade Level (for internal use): 09 The Multi-Asset Indices Product Management team at S&P Dow Jones Indices (S&P DJI) is seeking a Senior Specialist to support its initiatives in both the US and globally. This is an exciting opportunity to join the team as a product manager, providing S&P DJI’s clients with indexing solutions in growing areas of the insurance, options overlay, and multi-asset investment universes. This multi-faceted role includes serving as the owner of the product development and maintenance process as well as the financial health of the product line. The Role The Senior Specialist will play an integral role within the Multi-Asset Indices Product Management team.  The role includes the following key responsibilities: Help define and execute the product development strategy, considering broad market trends and client needs. Support the suite of Multi-Asset Indices and products via analysis and content creation for...

About the Role: Grade Level (for internal use): 05 The Team The Loan Platforms suite within S&P Global Market Intelligence provides an electronic ecosystem that streamlines syndicated loan trading, settlement, and operational workflows across market participants. The ecosystem includes ClearPar, the market-leading solution for syndicated loan trade settlement, and ADFlow, which provides secure administrative details and settlement instructions. The ecosystem also includes messaging services that enable straight-through processing (STP) across the trade lifecycle and integration capabilities that connect client systems with the loan settlement platform. These platforms are used by lenders, agent banks, custodians, trustees, borrowers, and legal professionals to automate loan trade affirmation, confirmation, and settlement processes while reducing operational risk and improving settlement efficiency. The Impact: The Implementation Specialist Intern will support the...

About the Role: Grade Level (for internal use): 10 The Team: We are a dynamic & energetic team comprised of experienced professionals from across the Non-financial services industry all working together to achieve our revenue goals. We have an entrepreneurial spirit and value team work so being a team player is crucial in order to succeed within our organization Responsibilities and Impact: You'll be the first impression of Market Intelligence and a quarterback, leveraging resources from marketing, product, sales and relationship management teams to match our solutions and services to meet client needs.   As top of the funnel, you are essential to the organization's overall growth. We are looking for someone to grow with the company by evolving not only their sales skills, but their industry knowledge and product knowledge on market leading analytical solutions and data services.  As you grow, there are opportunities for you to transition into areas where you can...

About the Role: Grade Level (for internal use): 10 Sales Specialist (S&P Global Market Intelligence) The Role: Sales Specialist The Team: We are a dynamic & energetic team comprised of experienced professionals from across the financial services industry all working together to achieve our revenue goals. We have an entrepreneurial spirit and value team work so being a team player is crucial in order to succeed within our organization Responsibilities and Impact: You'll be the first impression of Market Intelligence and a quarterback, leveraging resources from marketing, product, sales and relationship management teams to match our solutions and services to meet client needs.   As top of the funnel, you are essential to the organization's overall growth. We are looking for someone to grow with the company by evolving not only their sales skills, but their industry knowledge and product knowledge on market leading analytical solutions and data...

About the Role: Grade Level (for internal use): 13 The Role: Team Lead, Sustainability Solutions Specialist, Corporates Segment, North America The Team: The Team Lead, Sustainability Solutions Specialist in New York plays a vital role in fostering strong relationships with our clients in the Corporates Segment while expanding our market presence. This role is dedicated to understanding the unique needs of businesses in the region and collaborating within S&P Global Sustainable1 and across other divisions to deliver a comprehensive suite of sustainability solutions tailored to their objectives. This team will be responsible for defining and executing the sales strategy for the Corporates Segment in North America, driving new sales, achieving sales targets,  directly managing the Corporates book of business, as well as supporting retention and account growth. The Impact: Reporting to the Head of Americas, in this role you will have the opportunity to work...

About the Role: Grade Level (for internal use): 11 About the Role: Sales Specialist – Sell Side (US Community Banks) S&P Global is a leading provider of transparent and independent ratings, benchmarks, analytics, and data to the capital and commodity markets worldwide. Our mission is to provide essential intelligence that powers decision-making. The Team : Join the Credit Solutions (CS) Sales team at S&P Global, focused on serving the largest, most strategic Financial Institutions across the Americas. Our solutions—including RatingsDirect, RatingsXpress, Credit Analytics, Scorecards, and Analytical Services—are at the core of our clients' credit risk and investment workflows. You'll be part of a high-performing, collaborative team backed by subject matter experts in Pre-Sales Engineering. Job Overview and Purpose: This is a great opportunity for a proven sales professional with deep financial markets expertise and a track record of sourcing and...