- 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
- 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 (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
- 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 (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
- 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
- Scotiabank (New York, NY)
- …broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment ... Associate Director, US Lead, Client Insights & Analytics **Requisition ID:** 205446 **Salary Range:** 110,700.00 -...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- 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
- 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
- Deloitte (New York, NY)
- …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 (New York, NY)
- …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
- 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
- Deloitte (New York, NY)
- …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
- 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
- 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
- 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
- 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
- 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
- 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 (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