- M&T Bank (New York, NY)
- …and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service ... team members. **Primary Responsibilities:** + Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management… more
- JPMorgan Chase (New York, NY)
- …team-based and include close collaboration with senior executives. As an Asset Wealth Management Strategy, Associate within the Asset and Wealth ... research, and work extensively with other colleagues across Asset and Wealth Management, including investment professionals, client advisors/market managers, and… more
- Deloitte (New York, NY)
- … wealth management. You will help present your team's findings to senior client stakeholders, implement recommendations, and begin to build long-term trusted ... Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market… more
- Deloitte (New York, NY)
- Manager, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market leading ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team… more
- JPMorgan Chase (New York, NY)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- JPMorgan Chase (New York, NY)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a… more
- Citigroup (New York, NY)
- Citibank, NA seeks an Associate Banker Senior for its New York, NY location. Duties: Stay abreast of developments within the Asset Management and Wealth ... of Investment, Banking, and Credit transactions within the Mexico client base. Assist the Banker in the creation of...target clients with a focus on Investments, Credits, and Wealth Planning. Assist the Banker with prospecting by conducting… more
- Cherry Bekaert (Jersey City, NJ)
- …practice, we are currently seeking a Senior Associate for our national ... expertise. We approach today's toughest business challenges with a client -first mindset, working together to create exceptional value. We...with a forward-looking lens of the future. **As a Senior Associate , you will:** Work with a… more
- JPMorgan Chase (New York, NY)
- …our firm's top strategic priorities. As a Separately Managed Accounts (SMA) Marketing Senior Associate within Asset Management, you will work with investment ... is responsible for creating an industry-leading product marketing experience across all client touchpoints, media, and distribution channels in the US and Canada.… more
- BlackRock (New York, NY)
- …+ Developing and managing the engagement briefing process, including partnering with Aladdin senior leadership and staff, client teams, product teams, and other ... **About this role** **Job Description** The Aladdin Client Business (ACB) is responsible for all ...experience. ACB partners closely across all Aladdin pillars including Wealth , Product and Data, as well as BlackRock to… more
- Broadridge Financial Solutions (Newark, NJ)
- …weekly reporting cadence + Manage Contingent worker pool + Track monthly associate allocations + Semi-annual key artifact governance and monitoring + Collaborate on ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more
- S&P Global (New York, NY)
- …clear, compelling messaging for complex products aimed at a sophisticated client base; and create/deliver cross-channel campaigns and engagement tactics that drive ... off helps keep you energized for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. + Invest in… more
- JPMorgan Chase (New York, NY)
- **Life Insurance and Annuity Product Manager, Associate ** **Asset & Wealth Management Overview:** JP Morgan Asset & Wealth Management (AWM) is a global ... leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the… more
- WTW (New York, NY)
- …Willis Towers Watson quality standards + Develop and maintain selected key accounts and trusted client relationships at a senior level in a way that results in ... way that ensures profitable revenue for Willis Towers Watson, associate engagement and development and high client ...consulting advice, accurate technical content and engaging deliverables to senior leaders in client companies + Use… more
- Broadridge Financial Solutions (New York, NY)
- …come join the Broadridge team. Broadridge is hiring! Join us as a Senior Solution Architect and spearhead our Global Technology and Operations (GTO) transformative ... teams with your expert insights. We're looking for someone with a wealth of design and architecture experience, adept in next-generation technologies, and with… more
- JPMorgan Chase (New York, NY)
- …of managing their books of business. You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of ... career to the next level. As a Private Banker Associate in the International Private Bank, you are responsible...to clients. **Job Responsibilities** + Provide leverage to the Senior Banker on daily client priorities +… more
- Broadridge Financial Solutions (New York, NY)
- …along the way, come join the Broadridge team. We are seeking a Senior Product Manager to lead multiple projects within Broadridges Asset Servicing Product Team. ... a robust portfolio of tools and platforms/customers, including leading Investment Banks, Wealth Managers, Custodians and Asset Managers. Youll report to the ASTRID… more
- Neuberger Berman (New York, NY)
- …editing memoranda for trustee records. + Partner with colleagues in various Private Wealth Operating Platform groups to address client requests and open, ... **Summary:** Seeking a motivated individual to provide comprehensive client service and administrative / operational support to a Senior Fiduciary Officer in the… more
- Broadridge Financial Solutions (New York, NY)
- …Broadridge team. Broadridge Advisor Solutions (BAS) is seeking a strategic and resourceful Senior Product Leader to serve as a second-in-command to the VP of ... thinking, program management expertise, and exceptional operational acumen to support client escalations, product strategy, and organizational efficiency. As a key… more
- BlackRock (New York, NY)
- …**SMA Alt** **ernative** **Operations Team** SMA Alternatives Operations Analyst/ Associate Job Description **Team Overview** BlackRock Separately Managed Accounts ... service to all of our clients, from wirehouses and wealth advisors to family offices to endowments and foundations....Agents) to resolve issues and mitigate risk with a client service mentality. As this offering grows, they will… more