- Neuberger Berman (New York, NY)
- …lifecycle management. This leader acts as the connective tissue across Private Wealth , Technology, Operations, Compliance, Finance, and client -facing teams to ... Responsibilities:** + Own the development and execution of Private Wealth 's technology book of work + Lead...Qualifications:** + Bachelor's degree required + 8+ years of experience in Wealth /Asset Management or related financial… more
- Neuberger Berman (New York, NY)
- … role will play a pivotal part in enhancing the digital client experience for Neuberger Berman's Private Wealth clients. This role focuses on identifying and ... online access portal and app to drive meaningful improvements in the overall client experience + Partner with internal technology teams and third-party fintech… more
- HSBC (Buffalo, NY)
- …clients. Professionalism client focus, and understanding of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, ... have the following qualifications to succeed in this role: + Meaningful experience in nontraditional banking financial sales, providing client recommendations… more
- Neuberger Berman (New York, NY)
- …users at NB Private Wealth . **Responsibilities:** + Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset ... with internal partners to deliver a clear and comprehensive analysis of our client 's financial situation. The senior wealth planner will also be responsible… more
- Neuberger Berman (New York, NY)
- … client onboarding, or project coordination + Bachelor's degree required; relevant work experience in financial services a plus + Strong attention to ... **Business Overview:** The Private Wealth Product Management team is newly established to... products and programs to life. You will own client -facing agreements and product related documentation, coordinate cross-functional tasks,… more
- Neuberger Berman (New York, NY)
- …and Multi-Asset Class strategies. This role is integral to the Private Wealth Investment Risk team, focusing on risk measurement, attribution, and analysis for ... outstanding analytical and communication skills. This is an excellent opportunity to work in a fast-paced, collaborative environment and gain hands-on experience … more
- Tradeweb (New York, NY)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of...they arise **Qualifications** + 4-10 years of total accounting experience , with a minimum of 3 years in public… more
- Tradeweb (New York, NY)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of...and problem-solving abilities, with a keen eye for detail. Experience : + 10+ years preferred experience in… more
- Tradeweb (New York, NY)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of...required + Internal Audit and / or public accounting experience (minimum 5 years) + Analytical, critical thinking and… more
- Tradeweb (New York, NY)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of...Math or related field + Minimum 10+ years of experience in financial analysis, consulting or other similar finance… more
- Neuberger Berman (New York, NY)
- …strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving ... strong interest in sustainable and impact investing. The successful candidate will work directly with the Stewardship & Sustainable Investing Group, with a primary… more
- Citigroup (New York, NY)
- **Executive Summary** The Client Experience Group Manager is a leadership role and specializes in onboarding, focusing on delivering an exceptional client ... and platforms. A strong emphasis is placed on providing an exceptional client experience , which necessitates detailed knowledge of products, platforms, and… more
- JPMorgan Chase (New York, NY)
- The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically ... and ultra-high net worth clients. This individual has extensive experience in wealth management and effectively introduces...the objectives of each client . As a Client Specialist within JP Morgan Wealth Management,… more
- TIAA (White Plains, NY)
- …an unwavering work ethic. **Key Responsibilities and Duties** + The Wealth Client Relationship Manager partners with Wealth Management Advisors ... ** Wealth Client Relationship Manager** Wealth...from start date. **Educational Requirements** + University (Degree) Preferred ** Work Experience ** + 2+ Years Required; 3+… more
- Bank of America (New York, NY)
- …knowledge and understanding of investment products **Desired Qualifications:** + Previous wealth management client associate experience strongly preferred ... Registered Wealth Management Client Associate New York,...oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to… more
- JPMorgan Chase (New York, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support… more
- KeyBank (Tarrytown, NY)
- …coordination and delivery of all Family Wealth services and ensures the client receives an industry leading family office experience . While serving UHNW ... of client servicing and execution of the client experience . + Develops a strong understanding...Responsible for contributing to the development of the annual client wealth plan and actively participates in… more
- Citigroup (New York, NY)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ... Global Wealth at Work . The Senior Wealth Advisor will offer...policies and procedures **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage… more
- Neuberger Berman (New York, NY)
- …results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This ... problem-solving, and leadership skills. It requires the ability to work effectively with individuals at all levels of the...Wealth management or Investment Advisory function. + Demonstrated experience with Wealth Management Client … more
- Tompkins Community Bank (Pittsford, NY)
- …Develop comprehensive financial plans using structured processes and software tools. Ensure client experience standards are met in collaboration with the ... Wealth Advisor III is responsible for maintaining existing client relationships and growing their portfolio by building new...and apply best practices in all planning and advisory work . + Document all client interactions and… more
