- Citigroup (New York, NY)
- …regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and ... its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review… more
- Citizens (New York, NY)
- …at Citizens Private Wealth , you will be a crucial part in the onboarding of newly recruited Wealth Advisory teams. The individual manages the detailed end ... include + Collaborate with Transition Manager to define plan to onboard experienced Wealth Manager teams + Shepherds the end-to-end onboarding process for newly… more
- BlackRock (New York, NY)
- …Overview:** Aladdin Wealth is an investment management platform that enables wealth managers to accelerate growth across client segments, drive advisor ... systems, and deepen relationships by surfacing business opportunities to personalize client portfolios. Aladdin is uniquely positioned to address the industry's risk… more
- BlackRock (New York, NY)
- … managers, and investment platforms across the globe, as well as BlackRock's wealth and manufacturing teams. Our client engagement team is responsible for ... are looking for a candidate to join the Aladdin Wealth Tech Client Engagement team to focus...on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock,… more
- Capco, a Wipro Company (New York, NY)
- …and influence a range of internal and external stakeholders + Experience with wealth management, client onboarding , payments management, or security- based ... Risk & Compliance, Insurance and Wealth and Investment Management. Capco's Wealth practice specializes in strategy to execution client initiatives. We pride… more
- TD Bank (New York, NY)
- …investment advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management Services Inc) with ... team of enthusiastic colleagues dedicated to setting new industry standards. **U.S. Wealth Compliance acts as an independent regulatory compliance and conduct risk… more
- Citigroup (New York, NY)
- …Employees within Citi Global Wealth at Work. **Responsibilities:** + Lead client onboarding and account opening efforts across products, including our ... coverage team + Partner with sales teams to exceed client expectations and make client onboarding...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred +… more
- BlackRock (Princeton, NJ)
- …Director level role within BlackRock's Portfolio Design Team in the US Wealth Advisory (USWA) business. The Portfolio Design Team provides detailed portfolio ... member of the team, expectation to create scaled impact beyond direct client relationships. + Support USWA initiatives to create a portfolio construction-centric… more
- TD Bank (New York, NY)
- …who can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and ... to ensure that all new clients receive the complete onboarding experience. This includes a thorough client ...portfolio to seek ways to Retail, Commercial and other Wealth Partners + Executes in a manner that is… more
- JPMorgan Chase (New York, NY)
- …in our clients' lives and the wider community. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join… more
- BlackRock (New York, NY)
- …Description:** At BlackRock, we are seeking a dynamic and experienced Talent Acquisition Client Lead to support the Americas Client Business, Insurance & Product ... role is integral to our mission of aligning BlackRock's client businesses across the US, Latin America, and Canada,...across the US, Latin America, and Canada, encompassing institutional, wealth , and insurance sectors to better serve our clients… more
- S&P Global (New York, NY)
- …Software Development by offering valuable feedback and assistance with testing. + Manage client onboarding for triReduce and triBalance by engaging with clients, ... the Role:** **The Team:** The triReduce and triBalance Optimization Client Services team is a global, cross-functional team that...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- S&P Global (New York, NY)
- …of our global Commercial team by providing client support throughout the client lifecycle, beginning with the onboarding process. + Become a domain, product, ... (for internal use):** 07 **The Team:** The Visible Alpha Client Support team is a global team based in...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- BlackRock (New York, NY)
- …investing, pension solutions, regulatory advice, and balance sheet strategy. The Aladdin Wealth Tech team partners with wealth management clients to help ... by leveraging risk analytics - powered by Aladdin(R) - to equip wealth management clients with model construction capabilities, risk monitoring tools, and portfolio… more
- BlackRock (New York, NY)
- …Aladdin Wealth clients, owning the technical implementation and servicing of wealth clients, and driving alignment between new client opportunities and ... representative for clients by driving alignment between the Aladdin Wealth offering and client needs + Work...on this hybrid model to accelerate your learning and onboarding experience here at BlackRock. **About BlackRock** At BlackRock,… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is implementing a strategic plan that includes elevating Private Wealth 's investment platform, leveraging the firm's global investment ... capabilities to deliver customized solutions for NB Private Wealth 's clients. In support of growth and innovation, the Private Wealth Investment Group seeks to… more
- City National Bank (New York, NY)
- …entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of ... of probate and non-probate estate and trust matters assigned by National Manager. Driver of settlement process, aligning financial advisors, attorneys, accountants,… more
- BlackRock (New York, NY)
- …(OCIO) capabilities, positioning BlackRock as the partner of choice across various client segments (eg wealth , pension funds, insurers, endowments & ... Retirement) with the ability to tailor messaging to different audiences, (institutional/ wealth /consumer). + Manage and develop other members of the Corporate… more
- S&P Global (New York, NY)
- …+ Familiarity with advanced AI technologies and APIs. + Domain knowledge in client onboarding , KYC, and regulatory workflows, with a deep understanding of ... the client onboarding lifecycle: initiation, due diligence, approvals,...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- TD Bank (New York, NY)
- …Retail** including TD Canada Trust, Business Banking, TD Auto Finance (Canada), TD Wealth (Canada), TD Direct Investing and TD Insurance + **U.S. Retail** including ... America's Most Convenient Bank, TD Auto Finance (US), TD Wealth (US) and TD's investment in TD Ameritrade +...strategy. This role is needed to maintain the global client coverage model and support the growth of the… more