• Private Wealth Management

    Morgan Stanley (New York, NY)
    …Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** * Private Wealth Management COO Team Analyst * **Location:** ... directly with the Head of PWM, COO of PWM, regional PWM Management , and the 600 Private Wealth Advisors across the US. The PWM COO Team plays a… more
    Morgan Stanley (06/21/24)
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  • Global Head of Wealth Platform…

    Citigroup (New York, NY)
    … capabilities and modernizing our overall technology stack and infrastructure. Reporting to the Wealth COO , the Global Head of Wealth Platform and Experience ... are delivered via tailored offerings across the Citigold, Citi Private Client, International Private Bank and Citi...with Wealth Tech and Design team across wealth management and related digital financial services.… more
    Citigroup (06/25/24)
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  • Private Client Manager II

    Bank of America (New York, NY)
    Private Client Manager II New York, New York **Job...+ Acts as Chief Operating Officer for the client team, coordinating relationship management ... advising on the client's financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external… more
    Bank of America (05/23/24)
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  • Vice President, Strategy & Execution

    Neuberger Berman (New York, NY)
    **Summary** NP Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across ... change management projects of strategic priority to Private Wealth . Central to this will be...rigor, with a combination of new and legacy businesses operating together. Performance is integral to success. Partnership and… more
    Neuberger Berman (04/05/24)
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