- Goldman Sachs, Inc. (New York, NY)
- … investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and individuals. ... ACF manages capital raising and strategy for alternative investments including private equity, private credit, real estate, infrastructure, growth equity,… more
- Goldman Sachs, Inc. (New York, NY)
- …diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the ... clients and customers, and leading-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs ...external advisors in order to fully consider the client's investment objectives, risk tolerance, liquidity needs, tax… more
- Blue Owl (New York, NY)
- …Role The Relationship Management Associate ( RMA ) role is an essential part of our Private Wealth team and tasked with accelerating the adoption of Blue Owl ... investment opportunities that aim to deliver strong performance, risk -adjusted returns, and capital preservation. Together with over 1,200 experienced… more
- JPMorgan Chase & Co. (New York, NY)
- …Team JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides ... and address challenges impacting our company, customers, and communities. Our Asset Management Investment Risk - Alternatives team is dedicated to world-class … more
- Citigroup, Inc. (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. Provide regular… more
- Citigroup, Inc. (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.… more
- Brookfield Asset Management, Inc. (New York, NY)
- Location Brookfield Place New York - 250 Vesey Street, 15th Floor Business - Wealth Solutions Brookfield Wealth Solutions ("BWS"; NYSE/TSX: BNT) is focused on ... of individuals and institutions through a range of retirement services, wealth protection products and tailored capital solutions. Through our operating… more
- JPMorgan Chase & Co. (New York, NY)
- …Team JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides ... Minimum 5 years of experience in financial services, with deep expertise in wealth management or investment management 6+ years of proven success leading… more
- State Street Corporation (Clifton, NJ)
- …Solutions, is a recognized industry-leading provider of fund accounting, fund administration and risk services to hedge funds and private equity funds. These ... who is willing to become a leader within the Private Equity and Real Assets Fund Services business unit...Fund Services business unit of the State Street Alternative Investment Services Group. The team comprises of dedicated accounting… more
- Scotiabank (New York, NY)
- …and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At ... world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- Gartner, Inc. (New York, NY)
- …Officer, Data & Analytics, Infrastructure & Operations, Enterprise Architects, Security & Risk , and Strategic Sourcing. GRB is the only global peer research service ... together peer connections, insight from GRB dedicated, member-driven research, and the wealth of capability across Gartner in support of members' goals. Dependent on… more
- JPMorgan Chase (New York, NY)
- … solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job… more
- Neuberger Berman (New York, NY)
- The Associate General Counsel - Private Wealth will play an integral role within Neuberger Berman's Legal & Compliance Department, specifically with respect to ... the Private Wealth business. The ideal candidate will...wealth management and asset management business, including the Investment Advisers Act, FINRA rules, Investment Company… more
- Bank of America (New York, NY)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Credit-Product-Specialist--Global- Wealth Investment -Management\_25030120) ... Credit Product Specialist, Global Wealth & Investment Management New York,...in each of the following: o Marketing and selling Private Wealth credit solutions with a goal… more
- Bank of America (New York, NY)
- Private Wealth Management Specialist-NR New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Private - Wealth -Management-Specialist-NR\_25028381) **Job Description:** Merrill Wealth … more
- Citigroup (New York, NY)
- …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy, ... lending solutions across all three client segments including Citi Private Bank, Wealth at Work, Citi ...US and Internationally. + Partner with our retail credit risk lead to progress growth agenda across product lines… more
- Wells Fargo (New York, NY)
- …transactions; the development of new lending products and initiatives; and banking for private wealth clients + Advise on bank and broker dealer regulatory ... Director in the Legal Department as part of the Wealth and Investment Management (WIM) division, with...+ Manage and develop teams with moderate complexity and risk + Participate in the most complex legal projects… more
- Citigroup (New York, NY)
- …management of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...involved to expedite resolution. + Understand and communicate the risk involved with various investment strategies. +… more
- Citigroup (New York, NY)
- The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... serve as the Relationship Officer for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Lead client onboarding and account opening efforts… more
- Citigroup (New York, NY)
- …This role will report to the Head of Business Risk for Investment Solutions within Citi Wealth . **Responsibilities:** + Senior business leader who will ... risks, and designing effective mitigation plans specifically for Citi's Investment Advisory programs. The Business Risk -...and Advisory Solutions Director will be part of the Investment Solutions team within Citi Wealth . The… more
