• Private Wealth Management

    Morgan Stanley (New York, NY)
    …Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** * Private Wealth Management COO Team Analyst * **Location:** ... directly with the Head of PWM, COO of PWM, regional PWM Management , and the 600 Private Wealth Advisors across the US. The PWM COO Team plays a… more
    Morgan Stanley (06/21/24)
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  • Wealth Deposits and Lending Control Testing…

    Citigroup (New York, NY)
    …in the affluent and high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace ... The Wealth Deposits and Lending Control Testing Team is...Products and Operations Control Testing Head within the Citi COO organization's Central Controls Capabilities; and is a strategic-… more
    Citigroup (07/18/24)
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  • Private Client Manager II

    Bank of America (New York, NY)
    Private Client Manager II New York, New York **Job...+ Acts as Chief Operating Officer for the client team, coordinating relationship management ... advising on the client's financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external… more
    Bank of America (07/17/24)
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  • Vice President, Strategy & Execution

    Neuberger Berman (New York, NY)
    **Summary** NP Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across ... change management projects of strategic priority to Private Wealth . Central to this will be...rigor, with a combination of new and legacy businesses operating together. Performance is integral to success. Partnership and… more
    Neuberger Berman (07/05/24)
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