- Canandaigua National Bank & Trust (Pittsford, NY)
- Wealth Operations Manager Canandaigua National Bank & Trust Location: 1150 Basin Park, Pittsford, NY 14534 What does a Wealth Operations Manager ... client experience is being delivered exceptionally to each client. As the Wealth Operations Manager you will be responsible for implementing strategies to… more
- TD Bank (New York, NY)
- …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
- JPMorgan Chase (New York, NY)
- … wealth planning, philanthropy, credit and banking. As a Marketing Supervisory Manager within Asset & Wealth Management, you will provide informed, meaningful ... Tax Department, Government Relations and other stakeholders as needed + Attend local Wealth Management Supervisor Manager and global Supervisory Manager … more
- Bank of America (New York, NY)
- Credit Manager /Sr Credit Manager Global Wealth & Investment Management Custom Lending Charlotte, North Carolina;Dallas, Texas; New York, New York; Miami, ... communications skills to work constructively with business partners and clients. The Credit Manager (CM) is aligned with the Private Client Advisor (PCA) in their… more
- BlackRock (New York, NY)
- …investing, pension solutions, regulatory advice, and balance sheet strategy. The Aladdin Wealth Tech (AWT) team partners with wealth management clients to ... by leveraging risk analytics - powered by Aladdin(R) - to equip wealth management clients with model construction capabilities, risk monitoring tools, and portfolio… more
- Neuberger Berman (New York, NY)
- …legal and regulatory framework for the Private Wealth business; liaising with wealth advisors, portfolio managers and operations on all aspects of the client ... The Associate General Counsel - Private Wealth will play an integral role within Neuberger...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- Neuberger Berman (New York, NY)
- …from expanding advisory services, recruiting new talent, and bolstering investment, operations , and technology capabilities. **Summary:** NB Private Wealth ... Berman, founded in 1939, is a private, independent, employee-owned investment manager . The firm manages a range of strategies-including equity, fixed income,… more
- JPMorgan Chase (New York, NY)
- …financial companies. The Self-Directed Investing product organization within JP Morgan Wealth Management empowers clients to take control of their financial futures ... making it a key component of JP Morgan's holistic wealth management offerings. As a Product Analyst in t...exposure in product management, product delivery, and product portfolio operations to help prepare you for a thriving career… more
- Neuberger Berman (New York, NY)
- …and Multi-Asset Class strategies. This role is integral to the Private Wealth Investment Risk team, focusing on risk measurement, attribution, and analysis for ... reports + Collaborate with and support investment, products, and operations teams on risk and performance analytics issues +...equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to… more
- TD Bank (New York, NY)
- …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
- JPMorgan Chase (New York, NY)
- **Job Description** JP Morgan Asset Management is a leading global asset manager with a robust platform and a commitment to delivering exceptional investment ... to be best-in-class. **Job summary** As a Senior Risk Manager within the Asset Management Risk team, you will...integrate risk considerations into all aspects of the firm's operations . + Promote a Risk-Aware Culture by fostering a… more
- Bank of America (Melville, NY)
- …MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's ... Merrill Market Client Relationship Manager Melville, New York **Job Description:** This job...the ongoing development of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations … more
- Scotiabank (New York, NY)
- Senior Manager , Collateral Operations **Requisition ID:** 216067 **Salary Range:** 117.400,00 - 224.700,00 _Please note that the Salary Range shown is a ... We work together to drive ambition for every future! **Purpose** The Senior Manager , Collateral Operations is responsible for supervising and overseeing the… more
- Bank of America (Buffalo, NY)
- Merrill Market Supervision Manager Buffalo, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the… more
- Equitable (Syracuse, NY)
- Remote Advice Controls & Operations Manager ( 250000BV ) **Primary Location** : UNITED STATES-NY-Syracuse **Other Locations** : UNITED STATES-Remote ... help unlock your potential? The Remote Advice Controls & Operations Manager will focus on the supervision...and possess critical thinking skills, while gaining exposure to Wealth Management operations and Equitable's retail business.… 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
- Bank of America (New York, NY)
- Family Office Principal-Tax Manager Pennington, New Jersey;New York, New York; Houston, Texas; Iselin, New Jersey; Pennington, New Jersey; Mount Laurel, New Jersey ... **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ...cross-selling **Responsibilities:** * Provides quality client service and effective operations support by resolving client issues and analyzing data… more
- Citigroup (Getzville, NY)
- The COB & CM Senior Manager accomplishes results through the management of professional team(s) and department(s). Integrates subject matter and industry expertise ... and may include budget approval. **Responsibilities:** + The COB & CM Senior Manager supports the Continuity of Business Office. + General management and leadership… more
- Tradeweb (New York, NY)
- …Data Product & Operations team is looking for a Junior Product Manager to work collaboratively across Tradeweb's divisions to shape and deliver the next ... the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel… more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management strategy for advisors working with workplace participants. You'll ... in enabling the advisors to convert those participants into wealth management clients. If you are a collaborative team...is the place for you. As an Advisor Engagement Manager , you will lead the strategy and execution of… more