- JPMorgan Chase (New York, NY)
- … (CWM) lines of business. Position Overview: The candidate will join the Wealth Management Solutions team, concentrating on supporting the trading ... and Community Banking. JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions...and investment implementation of the firm's Donor Advised Fund (DAF) program and its donors. The… more
- Edward Jones (Scottsdale, AZ)
- …Worth team could be the right opportunity for you! This team sits within the Wealth Management Advice and Solutions (WMAS) division. WMAS Purpose: We ... + Lead or actively contribute to key strategic initiatives/projects within and across Wealth Management Advice & Solutions (WMAS) division supporting our… more
- Hamilton College (Clinton, NY)
- …and estate gifts preferred. *Individuals with relevant experience in financial planning, wealth management , tax advising, estate planning or legal background ... Hamilton College has a long history of celebrating donor legacy, primarily through planned giving. More than twenty-five years ago the Joel Bristol Associates were… more
- DonorSearch (MD)
- …in a SaaS or technology company marketing to nonprofits. + Familiarity with donor management platforms and CRM integrations. + Background in event marketing, ... DonorSearch: DonorSearch is the leading provider of prospect research solutions that empower nonprofits, educational institutions, and other fundraising… more
- Skidmore College (Saratoga Springs, NY)
- …understand donor behavior, segmentation strategies and provide recommendations to management staff. + Respond to research requests on individuals or groups, ... and BI Developer plays a crucial role in this relationship management process by providing actionable, value-added intelligence and recommendations regarding… more
- Thrivent Financial (Minneapolis, MN)
- …services (eg, analyst, operations, performance, client service). + Experience with wealth management and/or institutional portfolios. + Familiarity with ... planning into their financial plans with offerings such as donor advised funds charitable life insurance, and charitable gift...the use of a trusted financial advisor for the management of their charitable funds. In this role, the… more
- DonorSearch (Marriottsville, MD)
- …in a SaaS or technology company marketing to nonprofits. + Familiarity with donor management platforms and CRM integrations. + Background in event marketing, ... DonorSearch: DonorSearch is the leading provider of prospect research solutions that empower nonprofits, educational institutions, and other fundraising… more