• Head of Wealth Management Data…

    City National Bank (Jersey City, NJ)
    **HEAD OF WEALTH MANAGEMENT , DATA ENGINEERING AND ANALYTICS ** **WHAT IS THE OPPORTUNITY?** The ideal candidate for the Head of Wealth Management ... innovation. **What you will do** As the Head of Wealth Management Data Engineering and Analytics...line with the business goals of the entertainment banking, private banking and wealth management more
    City National Bank (08/15/24)
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  • SVP, Wealth Management Data…

    Citigroup (New York, NY)
    …and its ability to see and seize opportunities for our clients through the wealth continuum. Our Private Bankers, Financial Advisors, and Product Specialists act ... , law firms and attorneys. From banking and cash management to lending, investment strategies, trust, and wealth...Private Client Product Services **Job Family:** Banking Cash Management **Time Type:** **Primary Location:** New York New York… more
    Citigroup (07/23/24)
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  • Private Bank and Wealth at Work - FP…

    Citigroup (New York, NY)
    …deliver presentations related to the financial performance of the Private Bank and Wealth at Work + Generate analytics for quarter end flash results, related ... Financial Planning and Analysis Group Manager is a senior management level position responsible for providing management ...Financial Planning and Analysis team in support of the Wealth business which is comprised of the Private more
    Citigroup (08/13/24)
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  • Wealth Management Technology…

    City National Bank (Jersey City, NJ)
    **TECHNOLOGY & WEALTH MANAGEMENT (WM) OPERATIONS LEADER** **WHAT IS THE OPPORTUNITY?** The ideal candidate for the Technology and WM Operations Leader role will ... professional with a deep understanding of both technology operations and the intricacies of wealth management . We are seeking dynamic leaders with a blend of… more
    City National Bank (07/16/24)
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  • Private and Entertainment Banking…

    City National Bank (Jersey City, NJ)
    …the entertainment and private banking sectors, including digital banking platforms, wealth management systems, and client relationship management (CRM) ... the unique needs and preferences of high-net-worth individuals and families in the private banking sector, including wealth management , estate planning, and… more
    City National Bank (07/16/24)
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  • D&T Analytics Engineering Engagement…

    CBRE (New York, NY)
    …with corporate & public pension, asset management , insurance/finance, sovereign wealth funds etc, across direct, indirect, private infrastructure, listed ... D&T Analytics Engineering Engagement Manager Job ID 179089 Posted...Full-time Areas of Interest Digital & Technology/Information Technology, Investment Management Location(s) New York - New York - United… more
    CBRE (09/15/24)
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  • Sales Specialist, Private Markets Indices

    S&P Global (New York, NY)
    …Level (for internal use):** 11 **The role** : Sales Specialist - Private Markets Indices **Responsibilities:** + Execute the regional sales strategy to achieve ... annual sales and revenue targets for private markets indices and associated index data. + Collaborate...of successful track record in a sales or relationship management , managing your own accounts and a minimum of… more
    S&P Global (08/28/24)
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  • Due Diligence Associate - Investment Platform

    Neuberger Berman (New York, NY)
    **Summary** NP Private Wealth is implementing a strategic plan that includes elevating Private Wealth 's investment platform, leveraging the firm's global ... investment capabilities to deliver customized solutions for NB Private Wealth 's clients. In support of growth...relevant information on platform + Preparation of relevant business analytics + Liaison to PW Operating Platform Team, IT… more
    Neuberger Berman (07/09/24)
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  • Advisory Financial Services Investment Operations…

    Deloitte (Morristown, NJ)
    …provider, or related service provider + Demonstrated knowledge within asset management , wealth management , hedge funds, private equity and / or ... regulatory offerings and expertise to serve the spectrum of wealth management clients, including retail broker-dealers, retail and private banks, investment… more
    Deloitte (09/01/24)
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  • Advisory Banking Regulatory Reporting…

    Deloitte (Morristown, NJ)
    …regulatory offerings and expertise to serve the spectrum of wealth management clients, including retail broker-dealers, retail and private banks, investment ... by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique… more
    Deloitte (09/12/24)
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  • Enterprise Data Management - Business…

    Neuberger Berman (New York, NY)
    …Institutional Equities & MAC investment teams, Fixed Income, Equity Research, and Wealth Management across the firm's global offices. Responsibilities: * Play ... including self-service analytics and data-as-a-service. * Manage the team's Change Management and development of CI/CD for Tableau. * Work closely with QA teams… more
    Neuberger Berman (07/25/24)
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  • Advisory FSI Insurance Senior Consultant

    Deloitte (Morristown, NJ)
    …regulatory offerings and expertise to serve the spectrum of wealth management clients, including retail broker-dealers, retail and private banks, investment ... by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique… more
    Deloitte (09/06/24)
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  • Compliance Risk Management Lead - Vice…

    JPMorgan Chase (New York, NY)
    …be best-in-class. As a Compliance Risk Management Lead within the JP Morgan Wealth Management 's Solutions Compliance Group, you will be a part of an ... innovative and talented team supporting the Global Private Bank's Solutions business. You will need to possess...contribution and managed account products and services + Support Wealth Management 's Portfolio Analysis Group (PAG), which… more
    JPMorgan Chase (09/16/24)
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  • Director, US GTB Strategy & Business…

    Scotiabank (New York, NY)
    …broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment ... perception and behaviour, and transaction patterns in partnership with Data & Analytics team. + Collaborate with Product Management leads, Enterprise Strategy,… more
    Scotiabank (08/23/24)
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  • FP & A Lead Analyst (Hybrid)

    Citigroup (New York, NY)
    …This role is part of the Financial Planning and Analysis team in support of the Wealth business which is comprised of the Private Bank, Wealth at Work ... Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi's financial...power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to… more
    Citigroup (09/13/24)
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  • Assoc. Director Pension and Manager Oversight

    MetLife (Whippany, NJ)
    …foundation / sovereign wealth fund / investment consulting / private wealth / insurance sub-advisory / asset management tenure. * Strong quantitative and ... Value Proposition: Based in Whippany, New Jersey, MetLife Investment Management (MIM) is one of the largest institutional investors...all asset classes, with a strength in public and private fixed income and private assets, including… more
    MetLife (07/05/24)
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  • VP US Banks First Line Risk Officer Centralized…

    Morgan Stanley (New York, NY)
    …its business through three principal business segments-Institutional Securities Group ("ISG"), Global Wealth Management via Wealth Management ("WM"), ... and wealth planning, credit and lending, deposits and cash management , annuities, insurance, retirement and trust services. The US Banks- Morgan Stanley… more
    Morgan Stanley (08/07/24)
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  • Treasury Associate

    Scotiabank (New York, NY)
    …broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment ... the US Operations. The incumbent is responsible for providing management oversight within the Reporting & Analytics team to the US Treasurer in the production of… more
    Scotiabank (09/04/24)
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  • Director, Sales - Fund Finance

    S&P Global (New York, NY)
    …Salesforce data to monitor pipeline and opportunity status for revenue management + Understand customer problems, identifyways and collaborate internally to help ... and market positioning + Provide the pulse of the market to senior management + Collaborate with internal stakeholders to deliver an optimized customer experience +… more
    S&P Global (08/05/24)
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  • Associate Director - Structured Finance, Esoteric…

    S&P Global (New York, NY)
    …for end-to-end rating process, research, cash flow, credit, and structural analytics , and client-facing activities for new issue ratings and surveillance of ... quantitative and qualitative analytical skills, client-facing interactions, and project management . Daily tasks include completing the end-to-end ratings process,… more
    S&P Global (08/12/24)
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