- Amalgamated Bank (New York, NY)
- Amalgamated Bank seeks a highly motivated Institutional Wealth Management Service & Operations Manager that will report directly to the Director of Trust ... employees and customers. Essential Job Functions: + Lead the Wealth Management Service and Operations ...asset classes + Minimum of 5+ years of management experience + Strong working knowledge of the security… more
- JPMorgan Chase (Jersey City, NJ)
- … in over 60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking, Commercial ... Banking and Consumer and Community Banking **.** JP Morgan Asset & Wealth Management is...you will be focused on supporting the Life Insurance operations for the Private Bank and JP Morgan Advisors… more
- 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 (WM), ... innovation. **What you will do** As the Head of Wealth Management Data Engineering and Analytics, your...work with business stakeholders and partners to embed data management best practices into the daily operations … more
- Neuberger Berman (New York, NY)
- …ad-hoc projects and requests **Qualifications:** + 1-3 years industry experience, preferably in Asset / Wealth Management + Bachelor's degree required + Strong ... December 31, 2023. NP Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across… more
- JPMorgan Chase (New York, NY)
- By joining the US Wealth Management Legal Department and supporting its associated functions, you will be a valued contributor, driving product development and ... providing valuable regulatory insight. As a Wealth Management Financial Products and Regulatory Attorney...small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
- JPMorgan Chase (New York, NY)
- Wealth Management Investment Solutions provides Wealth...operations and / or audit departments of an asset management firm or in an operational due ... Operational Due Diligence team within the Investment & Research Team within Wealth Management Investment Solutions. **Job Responsibilities:** + Supporting the… more
- Bank of America (New York, NY)
- …retirement and benefit plan services, philanthropic solutions and asset management to individuals and institutions. The Private Wealth Supervision Managers ... Supervision Manager New York, New York **Job Description:** Merrill Wealth Management is a leading provider of...Collaboration + Oral Communications + Relationship Building + Business Operations Management + Client Solutions Advisory +… more
- JPMorgan Chase (New York, NY)
- … in over 60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial ... training + Cross Selling and Retention skills JP Morgan Wealth Management Solutions comprises a workforce of...small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep...You could access a range of responsive banking, investing, wealth management & planning services and access… more
- CIBC (New York, NY)
- …independent second line oversight to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these lines of ... and relationship-oriented bank for a modern world. CIBC Private Wealth Management ("PWM") conducts an investment advisory...OCC and SEC investment advisor regulations; + 10+ years asset management Compliance experience, preferably with a… more
- BlackRock (New York, NY)
- …to ensure projects move forward in alignment with stakeholder expectations. Project management and operations : + Expertly manage senior stakeholders and multiple ... **Job description:** The Product Marketing Associate/Vice President for BlackRock's US Wealth Advisory business will work to solve critical distribution challenges… more
- JPMorgan Chase (New York, NY)
- …industry innovation **Required qualifications, capabilities and skills** + You will understand the wealth and asset management industries, tax management ... JP Morgan Asset Management is committed to providing...layers of client firms, from the C-suite through back-office operations + Navigate across internal and external constituencies, such… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... Executive Director level candidate to lead the North America Asset Management team. The successful candidate will...model by collaborating with internal groups such as Credit, Operations , Strats and IT - Gather industry and company… more
- KPMG (New York, NY)
- **Business Title:** Senior Associate, International Tax Asset Management **Requisition Number:** 112458 - 68 **Function:** Tax Services **Area of Interest:** ... KPMG is currently seeking a Senior Associate, International Tax Asset Management to join our International Tax... managers, real estate funds, private equity funds, sovereign wealth funds, and other investors and fund sponsors +… more
- Deloitte (New York, NY)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... What we do Operations and Technology Transformation delivers market leading expertise...or components of large, complex engagements leadership for Enterprise Asset Management (EAM) implementation and integration projects… more
- Deloitte (New York, NY)
- …trust company, insurance provider, or related service provider + Demonstrated knowledge within asset management , wealth management , hedge funds, private ... Financial Services Investment Operations Risk Management Senior Consultant Our...services clients across sectors, including banking, capital markets, retail wealth management , investment management , and… more
- Tradeweb (New York, NY)
- …company serving approximately 2,500 clients - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail ... Tradeweb is seeking a Finance Operations professional to join our growing Finance &...data + Daily revenue tracking for estimates and internal management queries + Prepare ad hoc requests from Dealerweb… more
- Tradeweb (Jersey City, NJ)
- …company serving approximately 2,500 clients - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail ... Tradeweb is seeking a Risk Operations Analyst to join our Risk team. The...assist with Tradeweb's Client Due Diligence and Vendor Risk Management Programs. This position will be responsible for working… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Manager, US Internal Control and Global Wholesale Operations - Audit **Requisition ID:** 206124 **Salary Range:**...is preferred. Exposure in working with traders and/or risk management personnel would be an asset , in… 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 and innovation, the Private Wealth Investment Group… more