- M&T Bank (New York, NY)
- …and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service ... team members. **Primary Responsibilities:** + Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management… more
- JPMorgan Chase (New York, NY)
- …Private Client Investment Managers. As a Private Client Investment Associate Program Manager within JPMorgan Wealth Management, you will be responsible ... branches and 21 offices, we are seeking a Private Client investment Associate Program Manager to lead...compensation, and advisor alignment. + Serve as a key senior leader within Chase Wealth Management, working… more
- Neuberger Berman (New York, NY)
- **Summary:** The Private Wealth Alternative Investment Support Team is responsible for Processing and Booking Capital Calls/Distribution, Reconciliations of ... and/or Hedge Funds). **Responsibilities:** + Facilitate Capital Calls for Private Wealth Management Investors and confirm distribution were received into the… more
- JPMorgan Chase (New York, NY)
- …team-based and include close collaboration with senior executives. As an Asset Wealth Management Strategy, Associate within the Asset and Wealth ... research, and work extensively with other colleagues across Asset and Wealth Management, including investment professionals, client advisors/market managers, and… more
- Deloitte (New York, NY)
- … wealth management. You will help present your team's findings to senior client stakeholders, implement recommendations, and begin to build long-term trusted ... Senior Consultant, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market… more
- Deloitte (New York, NY)
- Manager, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market leading ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team… more
- Deloitte (New York, NY)
- …the smooth operation and successful client service delivery. As an AML Project Associate Senior Consultant, you will have the opportunity to help our clients ... to join our Risk Advisory team as a Project Associate Senior Consultant in Anti-Money Laundering ("AML")....work with our AML and sanctions team to support client service delivery. Through your participation in these Lookback… more
- BlackRock (New York, NY)
- …2. ** Wealth ** , differentiated capability for both Whole Portfolio and Wealth clients & products, respectively 3. ** Client Experience Operations** , core ... need when planning for their most important goals. **About Client Experience** Our mission within the Client ...senior members of CEM in all aspects of client service, you will be encouraged to progress rapidly,… more
- JPMorgan Chase (New York, NY)
- …+ Advise, negotiate and execute loan structures + Structure solutions to client financing needs within acceptable risk parameters and in accordance with policies ... and regulations + Maintain a quality credit book with active client dialogue and escalation of possible credit clients promptly. Follow up on all client -related… more
- S&P Global (New York, NY)
- …clear, compelling messaging for complex products aimed at a sophisticated client base; and create/deliver cross-channel campaigns and engagement tactics that drive ... off helps keep you energized for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. + Invest in… more
- S&P Global (New York, NY)
- …Level (for internal use):** 12 **S&P Dow Jones Indices** **The** **Role:** Associate Director, Direct Indexing and Model Portfolios Specialist **The Role:** We are ... seeking an Associate Direct Indexing and Model Portfolios Strategist to join...in Direct Indexing and Models Portfolios across asset managers, wealth managers, technology platforms and other financial institutions. You… more
- WTW (New York, NY)
- …Willis Towers Watson quality standards + Develop and maintain selected key accounts and trusted client relationships at a senior level in a way that results in ... way that ensures profitable revenue for Willis Towers Watson, associate engagement and development and high client ...consulting advice, accurate technical content and engaging deliverables to senior leaders in client companies + Use… more
- JPMorgan Chase (New York, NY)
- …collaboration with senior executives. As a US Private Bank Strategy Associate , you will play a pivotal role in propelling key projects. Your responsibilities ... research, and work extensively with other colleagues across Asset and Wealth Management, including investment professionals, client advisors/market managers, and… more
- Broadridge Financial Solutions (New York, NY)
- …come join the Broadridge team. Broadridge is hiring! Join us as a Senior Solution Architect and spearhead our Global Technology and Operations (GTO) transformative ... teams with your expert insights. We're looking for someone with a wealth of design and architecture experience, adept in next-generation technologies, and with… more
- Capco, a Wipro Company (New York, NY)
- …Capco's approach towards AI infused consulting. The next step will be working on client projects, with real responsibilities. As an Associate Consultant, you can ... Capco's Associate Talent Program (ATP) **LOCATION: New York City**...Financial Services, Energy and Insurance industries. With a growing client portfolio comprising of over 100 global organizations, Capco… more
- Broadridge Financial Solutions (New York, NY)
- …along the way, come join the Broadridge team. We are seeking a Senior Product Manager to lead multiple projects within Broadridges Asset Servicing Product Team. ... a robust portfolio of tools and platforms/customers, including leading Investment Banks, Wealth Managers, Custodians and Asset Managers. Youll report to the ASTRID… more
- Broadridge Financial Solutions (New York, NY)
- …Broadridge team. Broadridge Advisor Solutions (BAS) is seeking a strategic and resourceful Senior Product Leader to serve as a second-in-command to the VP of ... thinking, program management expertise, and exceptional operational acumen to support client escalations, product strategy, and organizational efficiency. As a key… more
- Scotiabank (New York, NY)
- …to the task at hand. Standards are very high as most work is presented to senior executives at client firms and supervision is provided only to the extent that ... Associate , Infrastructure & Project Finance **Requisition ID:** 214467...stages of their career, Associates' responsibilities include preparation of client presentations, due diligence, financial modeling, research, reviewing and… more
- Scotiabank (New York, NY)
- …industries! We work together to drive ambition for every future! **Overview** : The Associate will work with senior bankers across a variety of different ... Associate , Technology Investment Banking, New York, NY **Requisition...are very high as most work is presented to senior executives at client firms. Given the… more
- JPMorgan Chase (New York, NY)
- Within JP Morgan's Asset and Wealth Management (AWM) division, the Alternative Investments Group consists of 100+ experienced professionals globally whose goal is to ... access to alternative investment opportunities. With over $150 billion of client capital invested across hedge funds, private equity, private credit, infrastructure… more