- HSBC (New York, NY)
- …or related field (or equivalent work experience ) + Proven experience in insurance sales, wealth management, private banking, or financial services + ... Wealth and Personal Banking Insurance Specialist Brand: HSBC...investment specialists, credit, trust, operations) to deliver a seamless client experience + Educate business partners through… more
- Neuberger Berman (New York, NY)
- …lifecycle management. This leader acts as the connective tissue across Private Wealth , Technology, Operations, Compliance, Finance, and client -facing teams to ... Responsibilities:** + Own the development and execution of Private Wealth 's technology book of work + Lead...Qualifications:** + Bachelor's degree required + 8+ years of experience in Wealth /Asset Management or related financial… more
- Neuberger Berman (New York, NY)
- … client onboarding, or project coordination + Bachelor's degree required; relevant work experience in financial services a plus + Strong attention to ... **Business Overview:** The Private Wealth Product Management team is newly established to... products and programs to life. You will own client -facing agreements and product related documentation, coordinate cross-functional tasks,… more
- Neuberger Berman (New York, NY)
- … role will play a pivotal part in enhancing the digital client experience for Neuberger Berman's Private Wealth clients. This role focuses on identifying and ... online access portal and app to drive meaningful improvements in the overall client experience + Partner with internal technology teams and third-party fintech… more
- Neuberger Berman (New York, NY)
- …users at NB Private Wealth . **Responsibilities:** + Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset ... with internal partners to deliver a clear and comprehensive analysis of our client 's financial situation. The senior wealth planner will also be responsible… more
- HSBC (New York, NY)
- Analyst, Coverage, Institutional Client Group Brand: HSBC Area of Interest: Commercial Banking Location: New York, NY, US, 10001 Work style: Office Worker Date: ... committed to employing only those who are authorized to work in the US. Applicants must be legally authorized...and the planet we all share. Our Analyst, Institutional Client Group, Coverage will be a key member of… more
- Neuberger Berman (New York, NY)
- …team that sits across commercial touch points. **Campaign Development & Coordination** + Work with the Global Head of Brand Experience to translate strategic ... presence across global markets. Reporting to the Global Head of Brand Experience , this role focuses on executing brand strategies, building compelling narratives… more
- Tradeweb (New York, NY)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of...Math or related field + Minimum 12+ years of experience in financial analysis, consulting or other similar finance… more
- Neuberger Berman (New York, NY)
- …and Multi-Asset Class strategies. This role is integral to the Private Wealth Investment Risk team, focusing on risk measurement, attribution, and analysis for ... outstanding analytical and communication skills. This is an excellent opportunity to work in a fast-paced, collaborative environment and gain hands-on experience … more
- Tradeweb (New York, NY)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of...they arise **Qualifications** + 4-10 years of total accounting experience , with a minimum of 3 years in public… more
- Tradeweb (New York, NY)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of...and problem-solving abilities, with a keen eye for detail. Experience : + 10+ years preferred experience in… more
- Tradeweb (New York, NY)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of...required + Internal Audit and / or public accounting experience (minimum 5 years) + Analytical, critical thinking and… more
- Citigroup (New York, NY)
- **Executive Summary** The Client Experience Group Manager is a leadership role and specializes in onboarding, focusing on delivering an exceptional client ... and platforms. A strong emphasis is placed on providing an exceptional client experience , which necessitates detailed knowledge of products, platforms, and… more
- JPMorgan Chase (New York, NY)
- The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically ... and ultra-high net worth clients. This individual has extensive experience in wealth management and effectively introduces...the objectives of each client . As a Client Specialist within JP Morgan Wealth Management,… more
- M&T Bank (New York, NY)
- …with operation, security, and audit procedures as well as a positive client experience . Follow established procedures when the report review identifies ... High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on...a combined minimum of 5 years' higher education and/or work experience , including a minimum of 1… more
- JPMorgan Chase (Woodbury, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management is committed to providing exceptional service to our clients and business partners. The Client Skills Training team provides ... this. In this role, you will be responsible for supporting the global AWM Client Skills Training team as it relates to the design, development, and deployment of… more
- KeyBank (New York, NY)
- …coordination and delivery of all Family Wealth services and ensures the client receives an industry leading family office experience . While serving UHNW ... of client servicing and execution of the client experience . + Develops a strong understanding...Responsible for contributing to the development of the annual client wealth plan and actively participates in… more
- Bank of America (New York, NY)
- …communication skills + Demonstrate an understanding of how to deliver a strong overall client experience + Thorough knowledge and understanding of the suite of ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...we empower you to bring your whole self to work . We value diversity in our thoughts, business, and… more
- Citigroup (East Meadow, NY)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ... Global Wealth at Work . The Senior Wealth Advisor will offer...policies and procedures **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage… more
