- 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)
- … 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)
- … 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
- 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
- Reed Smith LLP (New York, NY)
- …Given the complexity of the position, the Business Development Coordinator must bring a wealth of relevant experience . Experience in private equity is highly ... client -ready practice pitch materials and collateral, including profiles, experience lists, case studies, RFPs, and credentials decks. Deepen relationships with… more
- eMoney Advisor (Stamford, CT)
- Description The Client Support Specialist is responsible for answering incoming customer inquiries, solving customer issues, and escalating cases to tier two teams ... satisfaction and maintain high levels of call quality and professionalism. The Client Support Specialist consistently meets or exceeds the efficiency standards set… more
- eMoney Advisor (Stamford, CT)
- Description The Associate Client Support Specialist is responsible for answering incoming customer inquiries, solving customer issues via phone or chat and ... satisfaction and maintain high levels of call quality and professionalism. The Client Support Specialist consistently meets the efficiency standards set forth by the… more
- Argonaut Management Services, Inc (New York, NY)
- …(together known as BP&C, Inc.) are wholly owned subsidiaries of Brookfield Wealth Solutions, Ltd. ("BWS"), a New York and Toronto-listed public company. BWS ... is a leading wealth solutions provider, focused on securing the financial futures...including interviews and documentation review. Evaluate policies, endorsements, and client instructions to determine coverage. Manage litigated claims and… more
- Argonaut Management Services, Inc (New York, NY)
- …(together known as BP&C, Inc.) are wholly owned subsidiaries of Brookfield Wealth Solutions, Ltd. ("BWS"), a New York and Toronto-listed public company. BWS ... is a leading wealth solutions provider, focused on securing the financial futures...help us on a temporary estimated three-month assignment and work from anywhere in the United States. If this… more
- Argonaut Management Services, Inc (New York, NY)
- …(together known as BP&C, Inc.) are wholly owned subsidiaries of Brookfield Wealth Solutions, Ltd. ("BWS"), a New York and Toronto-listed public company. BWS ... is a leading wealth solutions provider, focused on securing the financial futures...targeted territories to attract business opportunities. Actively participate in client and broker meetings, as required. Ensure fully aware… more
- Cathay Bank - Headquarters (New York, NY)
- …Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Proactively develops a client base to which appropriate wealth management products can be sold. ... Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At...audit and regulatory standards. ESSENTIAL FUNCTIONS Pro-actively develops a client base to which appropriate wealth management… more
- Argonaut Management Services, Inc (New York, NY)
- …(together known as BP&C, Inc.) are wholly owned subsidiaries of Brookfield Wealth Solutions, Ltd. ("BWS"), a New York and Toronto-listed public company. BWS ... is a leading wealth solutions provider, focused on securing the financial futures...insurance designations, or four additional years of WC adjusting experience in lieu of degree. At least 2 years'… 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
- 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...and problem-solving abilities, with a keen eye for detail. Experience : + 10+ years preferred experience in… more
- Paycom Online (Stamford, CT)
- …available benefits. The Strategic Account Manager (internally known as Client Relations Representative) is responsible for retaining existing company relationships ... to add to their portfolio + Maximizing employee and client usage of Paycom software + This position is...interested in every qualified candidate who is eligible to work in the United States **RESPONSIBILITIES** + Works closely… 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
