- 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 ... the values of our employees and customers.Essential Job Functions:Lead the Wealth Management Service and Operations team while ensuring performance… more
- Bank of America Corporation (Fair Lawn, NJ)
- …need to be successful. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for ... role provides experienced professionals the opportunity to pursue a career within Merrill Wealth Management . Once you have honed your skills and demonstrated… more
- JP Morgan Chase & Co. (New York, NY)
- …funds (ETFs), and separately managed accounts (SMAs) to the US Private Bank, Chase Wealth Management , and JP Morgan Advisors investment platforms. You will lead ... funds (ETFs), and separately managed accounts (SMAs) to the US Private Bank, Chase Wealth Management , and JP Morgan Advisors investment platforms. We manage a… more
- JP Morgan Chase & Co. (New York, NY)
- …manage between sales and service support needs of the product.J.P. Morgan Wealth Management serves clients across the entire wealth spectrum; including ... the Private Bank, JP Morgan Securities, and Chase Wealth Management . The Wealth ...businesses and many of the world's most prominent corporate, institutional and government clients under the JP Morgan and… more
- JP Morgan Chase & Co. (New York, NY)
- …Equal Opportunity Employer, including Disability/VeteransAbout the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management ... full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more… more
- Morgan Stanley (New York, NY)
- …Graystone Consulting, Retirement & Nonqualified Deferred Compensation Solutions (RS) and Wealth Management Operations. IIS is responsible for all client ... Aggregation, Reporting & Analytics, Billing and ERISA Broker of Record Fiduciary.The Institutional Service Officer will report directly to the Market Manager… more
- Citizens Financial Group, Inc (New York, NY)
- …wide range of legal and compliance issues concerning all aspects within the Bank's full- service wealth management business, which includes RIA, Broker Dealer ... Wealth Legal, Associate General Counsel supporting the Wealth Management Division of the Citizens Consumer...Experience working with a range of issues affecting private wealth and institutional clients, with experience on… more
- JP Morgan Chase & Co. (New York, NY)
- …and closed-end registered investment companies (RICs) for clients of JP Morgan Wealth Management and Investment Solutions (WMIS). Currently, JPMPI provides ... Equal Opportunity Employer, including Disability/VeteransAbout the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management … more
- JP Morgan Chase & Co. (New York, NY)
- …certificate, with paralegal experience in trust and estates practice preferred.J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 ... Equal Opportunity Employer, including Disability/VeteransAbout the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management … more
- JP Morgan Chase & Co. (New York, NY)
- …Equal Opportunity Employer, including Disability/VeteransAbout the TeamJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management ... full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more… more
- The Bank of New York Mellon Corporation (New York, NY)
- …for institutional and corporate ecosystems to operate and thrive In Investment and Wealth Management , we are a leading provider with $2.1 trillion in assets ... to market a new software-led, API-first solution for the alternative investment and wealth management ecosystems. The new business will leverage, connect and… more
- The Goldman Sachs Group, Inc (New York, NY)
- …Goldman Sachs Asset Management Operations is part of the Asset & Wealth Management Division and comprises of ~500 professionals based in 5 centers ... Will Fulfil Your Potential You will effectively contribute towards the Asset & Wealth Management division product expansion initiatives by project managing fund… more
- State Street Corporation (New York, NY)
- …exceptional client service experience. As the Client Manager focused on Wealth Management clients, you will be responsible for client satisfaction, ... the Charles River IMS and keeping up-to-date with current functionality, wealth management product offerings and upgradesMaintaining frequent communication and… more
- The Goldman Sachs Group, Inc (New York, NY)
- …firm's assets and its reputation. Operations span all product lines and markets.Asset & Wealth Management - Asset Management Operations is responsible for ... management capabilities to clients around the world. Alongside this vital service delivery role, Operations provides essential risk management and control,… more
- Blue Owl (New York, NY)
- …years of experience leading CRM/Sales Enablement Strategy in a global asset management or wealth management related capacityStrong understanding of ... understanding of the sales business process from lead generation, pipeline management , sales forecasting and client service models.Knowledge of alternative… more
- Blue Owl (New York, NY)
- …Team work in a collaborative manner to ensure delivery of the highest level of service to wealth management clients. The successful candidate will work ... private wealth platforms and continually develop relationships at the management , research team and advisory team levels.Understand and maintain a working… more
- Apollo (New York, NY)
- …highly motivated individual to join our National Accounts team within the Global Wealth Management Solutions ("GWMS") business. GWMS is a vertically integrated ... designed to provide individuals and their advisors with a growing range of wealth management solutions beyond the public markets.Support the execution of… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. We advise, originate, ... do business in ever more global and dynamic financial markets.Team Profile: Institutional Securities Technology (IST) develops and oversees the overall technology… more
- The Bank of New York Mellon Corporation (New York, NY)
- …being developed by BNY, focusing on delivering the platform into the wealth channel, specifically RIAs and independent broker dealers Partner with existing line ... of business coverage teams, including relationship managers and service leaders, to establish and convert a robust pipeline of clients Identify subset of clients to… more
- The Blackstone Group LP (New York, NY)
- …capital to help companies solve problems. Our $1 trillion in assets under management include investment vehicles focused on private equity, real estate, public debt ... Follow [redacted] on LinkedIn, Twitter, and Instagram.Private Capital Group/Private Wealth Solutions is seeking a strong well-rounded investor services team… more
