- Bank of America (New York, NY)
- Private Wealth Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Neuberger Berman (New York, NY)
- **Summary:** The Associate General Counsel - Private Wealth will play an integral role within Neuberger Berman's Legal & Compliance Department, specifically ... with respect to the Private Wealth business. The ideal candidate will...portfolio managers and operations on all aspects of the client relationship; and assisting with legal issues around … more
- Neuberger Berman (New York, NY)
- …firm manages $463 billion in client assets as of December 31, 2023. NP Private Wealth is Neuberger Berman's direct-to- client wealth and investment ... $70b+ in client assets across 40+ seasoned wealth and investment teams, with access to a deep...and bolstering investment, operations, and technology capabilities. **Summary:** NB Private Wealth oversees approximately $65 billion in… more
- JPMorgan Chase (New York, NY)
- **Global Private Bank - Summer Associate Program - LatAm** **What we do in the Private Bank** Our advisors help clients achieve their financial goals by ... and comprehensive solutions to help protect, manage, and grow wealth . No client has identical goals, so...wealth management business by partnering with a successful Private Banking team, accountable for identifying and managing high… more
- Bank of America (New York, NY)
- … Private Wealth Supervision Manager will partner with and backup the Client Relationship Manager. The Private Wealth Supervision Manager operates with ... are managed in alignment with client goals. **Position Overview:** The Private Wealth Supervision Manager (PWSM)positionreports to the Merrill Private … more
- 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
- Robert Half Finance & Accounting (New York, NY)
- …week in the midtown Manhattan office. Key responsibilities for this Portfolio and Wealth Advisory Associate role include client relationship management, ... Half Financial Services are recruiting for a Portfolio and Wealth Advisory Associate role within a ... requires at least 1 to 3+ years' of client services or wealth advisory experience at… more
- JPMorgan Chase (New York, NY)
- … Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions ... typically team-based and include close collaboration with senior executives. As an Asset Wealth Management Strategy, Associate within the Asset and Wealth … more
- JPMorgan Chase (New York, NY)
- …the Estate Administrator's role to support the Estate Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate ... countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community… more
- BlackRock (New York, NY)
- … Wealth Tech is BlackRock's wealthtech business which delivers technology for private banks, retail banks, and independent wealth managers globally. Our ... portfolio analytical capabilities. The team operates as one cohesive unit spanning client , product, and engineering, and we pride ourselves on getting things done… more
- Citigroup (New York, NY)
- …days) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... The Associate Banker SAFE Act is a seasoned professional...with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to… more
- JPMorgan Chase (New York, NY)
- **About JP Morgan Private Bank** JP Morgan Private Bank is a global leader in wealth management, providing top-tier advice, services, capabilities, and ... to ultra-high net worth individuals and families across 36 countries. Our Private Bank offers highly customized solutions to address the complexities of substantial… more
- JPMorgan Chase (New York, NY)
- **Summary:** The Digital Product Strategy Senior Associate will report into the Go-to-Market and Commercial Value function of Product, Experience, and Technology and ... to the successful design, development, and ongoing execution of a multifaceted Wealth Management digital product experience ( Wealth Plan and other initiatives).… more
- JPMorgan Chase (Jersey City, NJ)
- …(MC(U1) As the Sr. Associate , Investment Product Analyst you will support the Private Client Advisors (PCAs) from the home office, in addition to supporting ... The JP Morgan Wealth Management (USWM) business is focused on helping...long-term financial goals and is comprised of the Chase wealth management business, JP Morgan Advisors, Personal Advisors and… more
- S&P Global (New York, NY)
- …bring their A-game & their great personalities all the time. **The Role:** The Associate Director - Private Markets is responsible for supporting the Head of ... Private Markets Sales, North America in the maintenance of existing client relationships, origination of new sales opportunities, and coordination of internal… more
- Neuberger Berman (New York, NY)
- …operational support to a seasoned Wealth Advisor Team at Neuberger Berman Private Wealth . Additionally, the candidate will serve in a rotational role within ... needed. This position provides broad exposure to Neuberger Berman's Private Wealth business and offers a unique...and Distribution notices and confirm internal systems accurately reflect Private Equity activity. + Support client requests… more
- Neuberger Berman (New York, NY)
- …firm + Experience and understanding of the intermediary channel, including the private wealth marketplace, products, and competitors also preferable + ... Markets, is a leading and growing investor in private markets, managing over $115 billion of client...**Position Overview:** The team is seeking a mid-level (Senior Associate / Vice President) team member dedicated to the… more
- Morgan Stanley (New York, NY)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Client Service Associate ... *POSITION SUMMARY* Client Service Associates provide exceptional service to our...service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a… more
- Morgan Stanley (New York, NY)
- …sponsored benefit programs. **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate **Location:** *New York-New York* **Requisition ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional service to our...exceptional service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily… more
- Morgan Stanley (New York, NY)
- …Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates ... Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / ...* Client Support:* * Supports Financial Advisors / Private Wealth Advisors in analyzing portfolios and… more