- HSBC (New York, NY)
- Wealth and Premier Banking - Senior Equity Portfolio Manager Brand: HSBC Area of Interest: Investment Banking, Markets, and Research Location: New York, NY, ... we all share. The Senior Equity Portfolio Manager is responsible for the ongoing management ...focus on quality companies, generating dividend income, preservation of wealth , outperformance of benchmark considering absolute returns, etc +… more
- Neuberger Berman (New York, NY)
- **Business Overview:** The Private Wealth Product Management team is newly established to serve as the backbone for operational excellence across Private ... Wealth products and service offerings. The team oversees all...an excellent opportunity to learn the fundamentals of product management and gain exposure to multiple business functions within… more
- Neuberger Berman (New York, NY)
- …in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with ... and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible...wealth simulation analysis, income tax, estate and risk management strategies utilizing eMoney software + Leading wealth… more
- Neuberger Berman (New York, NY)
- …Minimum 3+ years' experience in financial services, with a strong preference for wealth management or private banking + Exceptional written and verbal ... The Senior Associate - Private Wealth Platforms...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- Tradeweb (Jersey City, NJ)
- …regions to ensure seamless execution. Maintain proactive, transparent communication with senior management , clients, and cross-functional teams to align ... We are seeking an experienced Senior Product Manager to join our...the institutional business. The ideal candidate combines strong product management skills with hands-on project delivery experience in capital… more
- Neuberger Berman (New York, NY)
- …testing as needed + Prepare presentation materials for reviews with portfolio managers, senior management and the firm's Investment Risk Committee + Collaborate ... The Associate/ Senior Associate role will join Neuberger Berman's Investment...quantitative, analytical, or risk-focused role within financial services, asset management or wealth management +… more
- Levi, Ray & Shoup, Inc. (Minneapolis, MN)
- …Coach is a change leader who partners with decision-makers, teams, and stakeholders across Wealth Management to optimize value delivery and foster a culture of ... (http://www2.lrs.com) File Transfer Filters Careers Added Dec 17, 2025 Senior Agile Coach (27187) Minneapolis, MN | Contract Apply… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... transparency in electronic trading. https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf **Group Details** As the senior member of the FP&A team, you should expect… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... technology audits for a cutting-edge financial services company, including working with senior leadership and business, technology and corporate teams to manage the… more
- Publicis Groupe (Irving, TX)
- …designing the products and services their customers truly value. **Overview** As a Senior Product Manager , you will be responsible for defining and executing ... with business goals and customer needs. + Lead end-to-end product lifecycle management , from ideation and discovery to delivery and optimization. + Collaborate with… more
- Neuberger Berman (New York, NY)
- …are looking for a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with ... on Agile methodologies. + A minimum of 10 years of experience in Private Wealth management or Investment Advisory function. + Demonstrated experience with … more
- JPMorgan Chase (Columbus, OH)
- …our digital investing platform. As a Affluent Thought Leadership Events Manager Senior Associate within the Wealth Management business you will support ... It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking, Commercial...report into and partner closely with Mass Affluent events manager along with the retail bank and regional sales… more
- Charles Schwab (Jersey City, NJ)
- …client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth ... **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and ...work on site in the specified locations.** As a ** Senior Regional Manager ** you will coach and… more
- Wells Fargo (New York, NY)
- …offerings to all client segments **About this role:** Wells Fargo is seeking a ** Wealth Banking Senior Manager ** to support the Northeast region. This ... WIM's businesses, we deliver a full range of personalized wealth management , investment, planning, and retirement products...relationships as well as uncovering new banking clients. The Wealth Banking Senior Manager will… more
- Citigroup (Fort Lauderdale, FL)
- The Senior Portfolio Credit Risk Manager is a senior management -level position responsible for managing a Citi Global Wealth credit portfolio within ... line of business. **Responsibilities:** + Lead a team/organization responsible for risk management activities associated with Citi Global Wealth credit portfolio… more
- KeyBank (Brooklyn, OH)
- …the strategy, delivery, and optimization of technology solutions that enable our wealth management business. This role focuses on driving digital transformation, ... Strategy & Roadmap:** Define and execute a technology roadmap aligned with wealth management objectives, including digital client engagement, portfolio … more
- Coldstream Wealth Management (Mercer Island, WA)
- …Management could have the perfect next step for you. We're adding an experienced Senior Wealth Management Associate to our growing Mercer Island team. ... advancement within client service/team operations and/or towards becoming a Wealth Manager (advisor). We have a hybrid...critically, solve problems, and manage a busy workload Keyword: Senior Wealth Management Associate From:… more
- Deloitte (Dayton, OH)
- …coordinate with various internal and external stakeholder groups, and report to the Senior Manager , Wealth Accumulation Leader. Recruiting for this role ... leading plan operations and compliance activities associated with Deloitte's US Wealth Accumulation Program, the Deloitte branded retirement program consisting of… more
- Citigroup (New York, NY)
- …understanding of the financial services industry, including retail banking, institutional clients, wealth management , or enterprise functions. + Solid grasp of ... **Role Overview** Citi is seeking an experienced and visionary SVP, AI Product Manager to lead the development and strategic direction of our artificial intelligence… more
- Vanguard (Charlotte, NC)
- …$5-15M in investable assets using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth Advisors ... with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and... Wealth Advisor within Vanguard's Advice and Wealth Management division, you will develop tailored… more
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