- City National Bank (New York, NY)
- * MANAGER OPERATIONS * WHAT IS THE OPPORTUNITY? The Operations Department Manager directly supports our clients, portfolio management team, and partners ... Microsoft Office applications *Additional Qualifications* * Experience working in an operations or Client Services department for investment management firm.… more
- Bank of America (Atlanta, GA)
- Private Wealth Client Relationship Manager Atlanta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... There is an immediate opening for a Merrill Private Wealth Client Relationship Manager . The...of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations … more
- Neuberger Berman (New York, NY)
- …with Private Wealth leadership team, Payroll, Fund Admin, Legal, Operations , Technology, among others. **Key Responsibilities:** ** Client Billing ... Neuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and...Engagement:** + Build and nurture strong partnerships with Private Wealth leadership, HCM, Technology, Legal, and Operations … more
- CIBC (West Palm Beach, FL)
- …**What you'll be doing** As a Client Service Manager , you will support Private Wealth relationship management efforts ... Private Wealth clients. This role is responsible for working with the Relationship Manager to build and maintain client relationships. The Client Service… more
- JPMorgan Chase (Newark, DE)
- …a driving force behind data excellence in Wealth Management, the Product Manager for Client and Account Data shapes strategy, innovation, and high-impact ... As a Client and Account Data Product Manager in JP Morgan's Wealth Management, you...needs, driving data strategy, quality, and risk mitigation across Wealth Management. Collaborating closely with operations , advisors,… more
- JPMorgan Chase (Newark, DE)
- Driving the future of Wealth Management, the Client and Account Data Product Manager leads innovation and excellence in data strategy and solutions. As a ... Client and Account Data Product Manager in JP Morgan's Wealth Management, you...data quality, and integrating analytics to address business and client needs. You will work closely with operations… more
- Robert Half Finance & Accounting (San Mateo, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for an Operations Manager at a boutique Wealth Management firm. This is a ... + Prepare proposals, reports, and follow-ups + Maintain accurate client records in CRM systems + Support operations...info and immediate consideration. Requirements + 8+ years in wealth management, ideally in a small RIA - NO… more
- Robert Half Finance & Accounting (San Mateo, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for an Operations Manager at a boutique Wealth Management firm. This is a ... can step into a leadership role where work-life balance, strong team culture, and client care are top priorities. You'll be part of a collaborative, tight-knit team… more
- Charles Schwab (Lone Tree, CO)
- …The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth ... **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations ...risk mitigation, and liquidity needs. As a **Senior Regional Manager ** you will coach and counsel a team of… more
- Citigroup (New York, NY)
- …This role will oversee the relationship with US Personal Banking in partnership with our Wealth Operations team. This role reports into a newly created role the ... Lending provides competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our team provides lending… more
- Brokers International (Urbandale, IA)
- Job Title: Wealth Project Manager Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original ... Mark Williams, BI is making significant investments in talent, operations , sales and marketing capabilities, and digital platforms in...of accelerated growth and success. Job Summary As the Wealth Project Manager , this individual will play… more
- Alight (PR)
- ** Wealth Client Technology Architect** **Are you a problem solver who enjoys diving into data?** **Come make a difference and consider this unique opportunity to ... notify manager of available capacity. + Collaborating with colleagues across Client Delivery and Operations teams, ensuring quality in delivery. + Working… more
- Zions Bancorporation (Las Vegas, NV)
- …Director of Investment Management. The Portfolio Manager (PM) role is 30-40% client facing and works closely with other Wealth Management team members, ... we bring the opportunity. We are currently seeking a ** Wealth Management Portfolio Manager ** to join our...market trends, and analyzing securities. + Works closely with client relationship managers and other wealth management… more
- PNC (Cherry Hill, NJ)
- …valued and have an opportunity to contribute to the company's success. As a Wealth Strategist Market Manager within PNC's Private Bank organization, you will be ... Client Relationship Building, Competitive Advantages, Decision Making, Financial Operations , Investment Banking, Revenue Recognition **Competencies** Business Acumen, … more
- City National Bank (Charlotte, NC)
- *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of ... performed, and effectively communicate audit results to the Senior Audit Manager /Director and senior management in meetings, presentations, and/or written reports… more
- TIAA (New York, NY)
- The Wealth CIO team is seeking an experienced Sr. Director of Operations , Execution, and Risk. This person would ensure that investment and business processes ... 9IC **Required Qualifications:** + 5+ years of risk management experience in wealth management, trust and/or brokerage as well as product development and management.… more
- TD Bank (Mount Laurel, NJ)
- …team member has a chance to make a tangible impact - both in day-to-day operations and in the design of a future-focused compliance program. This not just about ... collaborative and creative in your approach. You will manage day-to-day operations while also helping design and implement a forward-thinking compliance program… more
- Bank of America (Iselin, NJ)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... Wealth Management Specialist - NPD Iselin, New Jersey...management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing… more
- Bank of America (Beverly Hills, CA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... Wealth Management Specialist Beverly Hills, California **To proceed...management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing… more
- Bank of America (Missoula, MT)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... Wealth Management Specialist (FP) Missoula, Montana **To proceed...management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing… more