- Capital One (New York, NY)
- Senior Manager , Solutions Architecture, Data Security Pre-sales- Capital One Software (Remote) Ever since our first credit card customer in 1994, Capital One has ... market. Key Areas of Focus for Solutions Architects: Trusted Advisor : We are the front line for our customer's...or other information available through this site. Capital One Financial is made up of several different entities. Please… more
- Principal Financial Group (Woodcliff Lake, NJ)
- **What You'll Do** As a **Relationship Manager ** within our TPA Customer Care area, you will play a pivotal role in developing and nurturing deep relationships with ... + Collaborate with the TPA, plan sponsor and the advisor on plan features, investments, retirement readiness, services and...a purpose-led firm, motivated by our mission to make financial security accessible to all. Our mission, integrity, and… more
- Unknown (New York, NY)
- …Employee Relations Advisor About the Company Successful asset management & financial services firm Industry Financial Services Type Public Company Founded ... Employees 10,001+ Categories Asset Management Banking Consulting Crowdfunding Finance Financial Services FinTech Internet Risk Management Investment Management Consulting… more
- Unknown (New York, NY)
- …Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the ... Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its...Division. This role is ideal for early-career advisors or financial planning professionals who are ambitious and want to… more
- Unknown (Paramus, NJ)
- …join its mission-driven healthcare organization. The CFO will serve as the primary financial advisor to the senior executive team, establishing and directing the ... Chief Financial Officer (CFO) About the Company Established healthcare...commitment to the company's mission, vision, and values. Hiring Manager Title CEO Travel Percent Less than 10% Functions… more
- DWS Group (New York, NY)
- Job Description: Employer: DWS Group Title: Strategic Account Manager , Key Accounts - US Wealth Channels Location: New York, NY or Chicago, IL Job Code: #LI-LV2 ... solutions. Ensuring the best possible foundation for our clients' financial future. And in return, we'll give you the...and brand within partner firms. Secure, interpret and distribute advisor data to help inform areas of focus. Your… more
- Neuberger Berman (New York, NY)
- …looking for a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on ... Advisor and Client solutions. This role requires exceptional communication,...Calculations, Fund Structures, etc.). + A solid understanding of financial planning principles, investment strategies, and prospect/client lifecycle management.… more
- Unknown (New York, NY)
- …The successful candidate will be responsible for delivering exceptional and tailored financial advisor experiences within specific segments, using a combination ... Vice President, Field Segment Marketing Manager About the Company Internationally acclaimed fixed-income investment...minimum of 5-10 years of B2B marketing experience in financial services, a strong understanding of advisor -centric… more
- Unknown (Queens, NY)
- …plus, and a master's degree in a related field is strongly preferred. Hiring Manager Title Chief Financial Officer Travel Percent Less than 10% Functions Finance ... Chief of Staff to the Chief Financial Officer & Executive Director of the Water...information, and experience in a chief of staff, strategic advisor , or project management role. Familiarity with the structure… more
- Unknown (New York, NY)
- …(CFO) to join their Executive Leadership Team. The CFO will be a strategic advisor and financial steward, responsible for leading the company's financial ... Chief Financial Officer (CFO) About the Company Emerging integrated...and discretion in a dynamic industry are essential. Hiring Manager Title President & CEO Travel Percent Less than… more
- Gresham Technologies PLC (New York, NY)
- …bout Us We are a fast-growing FinTech company transforming how financial institutions manage complex data challenges. Our platform powers mission-critical operations ... some of the world's largest banks, asset managers, and financial service providers. As we scale our enterprise client...our enterprise client base, we're seeking an experienced Account Manager to serve as a trusted partner to our… more
- Neuberger Berman (New York, NY)
- …and client-centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the end-to-end journey for ... roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client and advisor journey,… more
- Unknown (New York, NY)
- …Services Consulting & Professional Services Brokerage Finance Investment Banking San Diego Employee Advisor Financial Advisor Financial Professional LPL ... Investment Advisor Strategic Wealth Services Strategic Wealth Services Advisor Investing Financial Advisers Specialties independent broker/dealer institution… more
- Unknown (Purchase, NY)
- …Services Lead to join their team. The successful candidate will serve as a financial advisor and business partner to the regional services business teams, ... Business Partner & Regional Services Lead About the Company Industry leading financial technology (FinTech) company with a global presence Industry Financial … more
- HSBC (New York, NY)
- …LOD") to ensure that they effectively manage as "Risk Owners" the Regulatory and Financial Crime Compliance risks inherent in or arising from the conduct of their ... function is a Risk Steward for a number of non- financial risks in accordance with HSBC Group's risk framework....To exercise risk steward challenge, act as independent trusted advisor in governance forums, issue management, fostering a compliance… more
- Neuberger Berman (New York, NY)
- …support and serve as a trusted resource for clients and an experienced Wealth Advisor Team managing over $2b AUM. The Client Associate enhances the client experience ... customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis...of proven client service/support or related experience in the financial services industry + An undergraduate degree and Series… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... will provide comprehensive and client service support to the wealth advisor 's high net worth clients. **Responsibilities** Client Reporting + Assist generating… more
- Neuberger Berman (New York, NY)
- …Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group ... internal partners to deliver a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for reviewing… more
- Unknown (New York, NY)
- …and vendor management to track and resolve headcount issues. The Business Unit Manager will also be involved in financial reporting, budgeting, and forecasting ... Renowned commercial investment banking company with an international reach Industry Financial Services Type Public Company Founded 1812 Employees 10,001+ Categories… more
- Unknown (New York, NY)
- …of its financial operations. The successful candidate will be a trusted advisor to the executive team, overseeing all financial aspects including FP&A, Deal ... a SaaS or technology startup environment, deep expertise in financial planning, corporate finance, and compliance, and a strong...required, with an MBA or CPA being preferred. Hiring Manager Title COO Travel Percent Less than 10% Functions… more
