- JPMorgan Chase (New York, NY)
- … Management Investment Solutions. **Job Responsibilities:** + Supporting the operational due diligence process for primarily traditional investment managers ... Wealth Management Investment Solutions provides Wealth ...of an asset management firm or in an operational due diligence role, or a combination of… more
- Bank of America (New York, NY)
- …Wealth Market Client Relationship Manager New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest... + Process Performance Management + Referral Management + Workforce Planning + Due Diligence… more
- Wells Fargo (New York, NY)
- …all begins with you. **About this role:** Wells Fargo is seeking a Senior Lead Wealth Custom Lending Specialist Working at Wells Fargo | Jobs and Careers at Wells ... and unique challenges requiring in-depth evaluation across multiple areas within Wealth Custom Lending functional area + Deliver solutions that are long-term,… more
- Wells Fargo (New York, NY)
- …The Associate will be responsible for helping build, maintain, and grow relationships across Wealth Management (WIM) and CIB. **In this role, you will:** + ... reimbursement **Posting End Date:** 23 Sep 2024 Job posting may come down early due to volume of applicants.** **We Value Diversity** At Wells Fargo, we believe in… more
- BlackRock (New York, NY)
- …**Job description:** The Product Marketing Associate/Vice President for BlackRock's US Wealth Advisory business will work to solve critical distribution challenges ... the goal of providing input and ideas on marketing plans. Relationship management /communication: + Work closely with Market and Portfolio Construction teams daily to… more
- US Bank (New York, NY)
- …of higher risk. 9. Performing other duties as requested by management including continuous monitoring for responsible areas **Preferred Skills/Experience** + ... seven to ten years of applicable experience + Knowledge of consumer, payments, wealth , fiduciary and commercial banking products + Subject matter expert level of… more
- Neuberger Berman (New York, NY)
- …NB Private Wealth 's clients. In support of growth and innovation, the Private Wealth Investment Group seeks to hire a Due Diligence Analyst to help enhance ... **Summary** NP Private Wealth is implementing a strategic plan that includes...but not limited to research, communications, and facilitation of operational onboarding. **RESPONSIBILITIES** The Due Diligence Associate… more
- City National Bank (New York, NY)
- …with the CNR Manager Research team to support and assist in Investment and Operational Due Diligence functions. The group for this role manages City National ... alternative managers and strategies. The role will also require Operational Due Diligence oversight for many different...and change log amongst approved strategies. + Represent the Wealth Management business first line of defense… more
- City National Bank (New York, NY)
- …with the CNR Manager Research team to support and assist in Investment and Operational Due Diligence functions. The group for this role manages City National ... data analysis, report generation, process perspective. Support will also cover Operational Due Diligence oversight for many different investment… more
- Morgan Stanley (New York, NY)
- We're seeking someone to join our team as an Enhanced Due Diligence Director in Operations to oversee processes related to the Enhanced Due Diligence program. ... Specialist position at Director level within Client Service & Relationship Management , which is responsible for managing internal and external client relationships.… more
- Bank of America (New York, NY)
- …leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working with the ... market leadership team, Market Executives, Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth... + Process Performance Management + Referral Management + Workforce Planning + Due Diligence… more
- Citigroup (Queens, NY)
- …across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank. ... and regulatory exams in investment and insurance related areas. + Significant Wealth Management Team interactions and Governance Committee presentations. +… more
- Bank of America (Jersey City, NJ)
- …New Jersey; Florham Park, New Jersey; Westfield, New Jersey **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind… more
- BlackRock (New York, NY)
- …and support the portfolio optimization capabilities as APIs and software libraries for wealth management use cases. Beyond that, you will also contribute to ... **About this role** **Overview** We're Aladdin Wealth Tech. We are a FinTech company with...libraries in Java and Kotlin + Partner with Product Management , Research, and Client teams to improve the optimization… more
- Morgan Stanley (New York, NY)
- …significant market positions in each of its business segments- Institutional Securities, Wealth Management , and Investment Management . Morgan Stanley, ... to corporations, governments, financial institutions, and ultra-high net worth clients. Wealth Management provides a comprehensive array of financial services… more
- BlackRock (New York, NY)
- …financials, and competitive landscape across FSIG, and provide strategic and operational support - including project management , supporting critical day-to-day ... with large asset owners such as insurers and sovereign wealth funds by supporting their evolving investment, portfolio, and...FMA delivers a range of capital markets, balance sheet management , and risk & analytics advice to banks, insurance… more
- S&P Global (New York, NY)
- …and end-user capabilities. Our team values collaboration, innovation, diversity, operational rigor, and engineering excellence. We are dedicated to creating ... Impact:** The Head of DTS - Infrastructure Technology Risk Management will lead the first line of defense risk...framework to identify, assess, and mitigate technology and other operational , cyber, people, and third-party risks related to DTS… more
- Wells Fargo (New York, NY)
- …this role:** Wells Fargo is seeking a Software Engineering Manager as part of Wealth Investment Management and Technology (WIMT) to lead a team of engineers ... technical experience and understanding of organizational objectives. Wells Fargo Wealth Investment Management Technology (WIMT's) mission is...24 Sep 2024 Job posting may come down early due to volume of applicants.** **We Value Diversity** At… more
- S&P Global (New York, NY)
- …Level (for internal use):** 13 **About the Role: Director, Business Management , Enterprise Solutions, Markets** **The Team:** The Market Intelligence Enterprise ... markets and delivering for the most demanding customers in the world. Business Management within ES is responsible for reporting, data analysis, revenue / expense… more
- Wells Fargo (New York, NY)
- …this role:** Wells Fargo is seeking a Lead Software Engineer as part of Wealth Investment Management and Technology (WIMT) to build the strategic platform of ... technical experience and understanding of organizational objectives. Wells Fargo Wealth Investment Management Technology (WIMT's) mission is...24 Sep 2024 Job posting may come down early due to volume of applicants.** **We Value Diversity** At… more