- Neuberger Berman (New York, NY)
- **Position Overview:** NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client assets ... a trusted resource for clients and an experienced Wealth Advisor Team managing over $2b AUM. The Client...**Experience & Skills Qualifications:** + 2+ years of proven client service/support or related experience in the financial… more
- Neuberger Berman (New York, NY)
- …transformation roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client ... digital platforms and client experience within the financial services sector. + Deep understanding of Private...understanding of Private Wealth business models, digital client engagement, and advisor workflows. + Experience… more
- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project ... control functions to identify and analyze current and future needs for private wealth monthly/quarterly client -facing reporting. + Represent Neuberger Berman… more
- Neuberger Berman (New York, NY)
- …inquiries, fees, online access, etc + Initiate new account opening process through centralized Private Client Services Team + Act as a liaison between Wealth ... including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor 's high net worth… more
- DWS Group (New York, NY)
- …role to find investment solutions. Ensuring the best possible foundation for our clients' financial future. And in return, we'll give you the support and platform to ... division at RREEF Management, LLC, a Real Estate investment advisor , which is a wholly owned subsidiary of DWS....owned subsidiary of DWS. IAO is responsible for the financial reporting and certain operational aspects for investment vehicles… more
- Neuberger Berman (New York, NY)
- …with internal partners to deliver a clear and comprehensive analysis of our client 's financial situation. The senior wealth planner will also be responsible ... with eMoney representatives on behalf of all eMoney users at NB Private Wealth. **Responsibilities:** + Constructing and formulating client wealth planning… more
- Principal Financial Group (New York, NY)
- …with Sales in managing and expanding relationships, serving as a strategic advisor . Develop and deliver high-impact client presentations. + Provide expertise ... design and implement complex, multi-asset investment solutions, spanning public and private investments. + Demonstrated success in a client -facing, consultative… more
- Unknown (New York, NY)
- Senior Vice President, Financial Advisor About the Company Top-tier wealth management firm Industry Financial Services Type Privately Held About the Role The ... Company is in search of a Senior Vice President, Financial Advisor to join its team. The...requires an individual with an entrepreneurial mindset, a strong client -service orientation, and experience within an RIA, private… more
- Unknown (New York, NY)
- …advisory roles. Applicants should have 2-5 years of experience in wealth management, financial planning, private banking, or related fields, with a preference ... Associate Vice President and Wealth Advisor About the Company Premier investment advisor...for those with exposure to HNW/UHNW client service or financial planning. A CFP(R)… more
- Unknown (New York, NY)
- …creating and driving awareness of the company's brand and product offerings within the financial advisor and high-net-worth client segments. This role is ... investment management firm Industry Investment Management Type Privately Held, Private Equity-backed Founded 1982 Employees 201-500 Categories Financial … more
- Unknown (New York, NY)
- …a wide range of audiences. Responsibilities also include serving as a trusted advisor to clients, managing client expectations, and ensuring the team is ... Managing Director, Private Bank Banker Team Leader About the Company...build and maintain long-term client relationships, anticipate client needs, and develop tailored financial strategies… more
- Unknown (Long Island City, NY)
- …Company Premier financial services firm specializing in investment management & private wealth services Industry Financial Services Type Privately Held About ... the Role The Company is in search of an accomplished SVP, Wealth Management Advisor to join their team. The successful candidate will be responsible for serving as a… more
- Unknown (New York, NY)
- Vice President, Real Estate Advisory About the Company Globally-recognized private markets investment firm Industry Financial Services Type Public Company ... Founded 2007 Employees 1001-5000 Categories Financial Services Consulting & Professional Services Investment Management Banking Finance FinTech Venture Capital… more
- Unknown (New York, NY)
- …LLC PRIVATE EQUITY REAL ESTATE Securities Asset Management Finance Financial Services Specialties private equity credit real estate strategic initiatives ... alternative asset management financial services investment management and direct lending Business Classifications...field sales coverage to various intermediary clients in the advisor marketplace, with a focus on underpenetrated and underserved… more
- Unknown (New York, NY)
- …agency Industry Public Relations and Communications Services Type Privately Held, Private Equity-backed About the Role The Company is seeking an Executive ... owning the budget, overseeing P&L, and developing strategies to meet business and financial targets, all while driving sustainable growth. Innovation and client … more
- Unknown (New York, NY)
- … modeling, deal structuring and integration planning. You will serve as a senior client advisor to private equity firms, corporate acquirers and lenders, ... and delivering measurable business outcomes, is essential. Strong leadership and client -facing skills, advanced proficiency with financial modeling and Microsoft… more
- Unknown (New York, NY)
- …capital assessments, and operating-model validations. You will build and maintain deep client relationships with private equity firms, strategic acquirers and ... corporate boards, act as a trusted advisor throughout the transaction lifecycle, and collaborate with deal teams, legal/tax advisors and other stakeholders to… more
- Jobleads-US (Stamford, CT)
- …tasks throughout the planning, field work and "wrap-up" stages of an Audit client engagement. In this role, the Assurance Experienced Manager is charged with ... responsibilities of the Assurance Experienced Manager will include advising the client on various economic and regulatory risks within their industry, resolving… more
- Unknown (New York, NY)
- …Latin America Investment Banking Coverage Business Management About the Company Diverse financial services firm & investment bank Industry Financial Services ... Type Public Company Founded 2000 Employees 10,001+ Categories Financial Services Finance Banking Wealth Management Banking & Mortgages Asset Management Investment… more
- Citizens (New York, NY)
- …advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to ... 's short- and long-term goals, then construct a tailored financial plan that meets the client 's goals....employment. + A minimum of 2 years in a Financial Advisor role or equivalent experience in… more
