- Neuberger Berman (New York, NY)
- **Summary:** The Associate General Counsel - Private Wealth will play an integral role within Neuberger Berman's Legal & Compliance Department, specifically with ... wealth management and asset management business, including the Investment Advisers Act, FINRA rules, Investment Company...Act, Securities Act, and ERISA, and serve as the lead attorney and work with various colleagues to implement… more
- Citigroup (Los Angeles, CA)
- The Investment Assoc Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of...of the individual. **Responsibilities:** + The role of the Investment Associate is to provide a wide variety of… more
- Citigroup (New York, NY)
- …Legal team. Investigations Legal supports Citi's Banking, Markets, Services and Wealth businesses including corporate and investment banking, the commercial ... work closely with colleagues in Product Litigation - Banking, Markets, Services and Wealth , as well as lawyers from around the globe on cross-border and… more
- Bank of America (New York, NY)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- Bank of America (Los Angeles, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- JPMorgan Chase (San Francisco, CA)
- …your own business development efforts. When working with bankers you will serve as the lead wealth partner. You will help identify the banker's best wealth ... client. The Client Specialist provides high level advice and counsel , offers attractive wealth management solutions, and...that acts as the day-to-day manager of the client's investment assets * a Financial Planner for certain clients… more
- Citigroup (O'Fallon, MO)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... and quiet title, including engagement, management, and invoice approval of outside counsel in coordination with the Citi mortgage litigation group when necessary.… more
- Citigroup (New York, NY)
- …attorney to join the Litigation Group in New York supporting Markets, Banking, Wealth , and Services in connection with a broad range of litigations, arbitrations, ... Group will independently handle matters as well as supervise external counsel , including supervising external legal spend and maintaining responsible budgets. This… more
- Enterprise Mobility (St. Louis, MO)
- …and Associate General Counsel has the opportunity to help build and lead a new practice area while also collaborating with business stakeholders and colleagues ... and business law issues. + Negotiate agreements for the provision of enterprise investment systems and financial risk and wealth management and other analytics… more
- Wells Fargo (Charlotte, NC)
- …reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells ... the US We provide a diversified set of banking, investment and mortgage products and services, as well as...and Operational Excellence. **\#LegalDeptJobs** **Job Description** This Associate General Counsel will lead a team of legal… more
- University of Southern California (Los Angeles, CA)
- … Investment DirectorApply (https://usc.wd5.myworkdayjobs.com/ExternalUSCCareers/job/Los-Angeles-CA University-Park-Campus/Alfred-E-Mann-Institute-- Investment ... a board seat for the USC company after the investment has been made). . Work closely with VCs,...investors; institutional LPs, eg, pension funds, endowments, foundations, sovereign wealth funds; and family offices, eg, private firms that… more
- Citigroup (New York, NY)
- …financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage and wealth management. The ... purpose of the role will be to support the ** Wealth Financial Planning and Analysis (FP&A)** team with the...as well as utilize in-depth specialty knowledge to provide advice/ counsel on the evaluation of financial reports of Citi's… more
- Morgan Stanley (Purchase, NY)
- …services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve ... Specialist Teams on market updates, trading strategy and volume discussions. * Lead 10b5-1 Plan implementation discussions with Private Wealth Advisors, Issuers… more
- Bank of America (Cincinnati, OH)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- Citigroup (Miami, FL)
- …of a loan portfolio. The position supports the lending unit within Global Wealth Management (" Investment Finance"), which caters to the credit needs of ... at a senior level. **Responsibilities:** + Underwrite loans from Citi Global Wealth 's lending products (primarily focused on Unsecured, Art, Aircraft, LP interests),… more
- Citigroup (Tampa, FL)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... create a competitive advantage for Citi. The Architecture Senior Lead Analyst is a strategic professional who stays abreast...on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts… more
- Citigroup (New York, NY)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... a competitive advantage for Citi. The IT Project Tech Lead is a strategic professional who stays abreast of...on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the… more
- Citigroup (Tampa, FL)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... a competitive advantage for Citi. The IT Business Unit Lead Analyst is a strategic professional who stays abreast...on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the… more
- Citigroup (Rutherford, NJ)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... a competitive advantage for Citi. The IT Quality Tech Lead Analyst is a strategic professional who stays abreast...on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the… more