- NYC KIDS RISE (Long Island City, NY)
- …asset building, child savings accounts, financial empowerment, education, community wealth building, urban poverty, neighborhood effects and social capital research, ... for their educational futures. Position Summary As a universal community driven wealth -building platform for New York City neighborhoods, the Save for College… more
- JPMorgan Chase (New York, NY)
- …Advisors (JPMA) Financial Advisors (FAs) and their discretionary strategies within the JP Morgan Wealth Management Portfolio Manager (PM) Program. The PM ... The role is part of the Investment & Research Team (IRT) within Wealth Management Investment Solutions. The Investment & Research team is responsible… more
- Neuberger Berman (New York, NY)
- …are looking for a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with ... and technologies used or targeted for internal advisors and portfolio management teams. + Manage multiple complex...A minimum of 10 years of experience in Private Wealth management or Investment Advisory function. +… more
- Bank of America (New York, NY)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private- Wealth -Relationship- Manager \_25035783-2) **Job Description:** Merrill ... Private Wealth Relationship Manager New York, New... portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to… more
- Bank of America (Iselin, NJ)
- Wealth Management Specialist - NPD Iselin, New...Acumen + Customer Service Management + Client Management + Portfolio Management + Referral ... (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Iselin/ Wealth - Management -Specialist NPD\_25040576) **Job Description:** Merrill Wealth Management is a leading provider of… more
- M&T Bank (New York, NY)
- …-MDP. **DEPARTMENT DESCRIPTION:** When our clients need financial services outside of their core wealth management solutions, we have the resources to help. Our ... Wealth Management team will coordinate the delivery...continuous training and support work towards building your own portfolio of business, eventually becoming a Wealth … more
- Neuberger Berman (New York, NY)
- …prior CRM experience preferred, particularly with Salesforce + Broad knowledge of Wealth Management , financial products, and services + Exceptional written and ... NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+...regulations + **Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients… more
- S&P Global (New York, NY)
- …**Grade Level (for internal use):** 10 **The Team:** The Multi-Asset Index Management team oversees a diverse portfolio of high-profile indices encompassing ... equities, fixed income, commodities derivatives, and digital wealth . **Impact:** As an Index Manager , you...role in a dynamic and fast-growing area of index management . **Responsibilities:** The Index Manager will develop… more
- Equitable (Woodbridge, NJ)
- Entry Level - Wealth Manager - NJ, Woodbridge (3136) ( PIN\_23896 ) **Primary Location** : UNITED STATES-NJ-Woodbridge **Organization** : Equitable Advisors ... their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + **Client… more
- Bank of America (New York, NY)
- …(eg, LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ... ensuring wealth management clients are knowledgeable of the...to Detail * Business Development * Loan Structuring * Portfolio Management * Relationship Building * Active… more
- US Bank (Greenwich, CT)
- …investment strategy, manager /fund/security research, and due diligence + Portfolio construction resulting in tailored investment management and insurance ... stable, and committed to our clients and employees. At Wealth Management from US Bank and US...+ Facilitate the delivery of strategies and capabilities including portfolio management , trust administration, investment advisory, and… more
- Neuberger Berman (New York, NY)
- …analyses to high-net-worth clients of the firm. Working in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will ... allocation, wealth simulation analysis, income tax, estate and risk management strategies utilizing eMoney software + Leading wealth planning discussions… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Equitable (Stamford, CT)
- Wealth Management Associate - CT, Stamford (5022) ( 23000077 ) **Primary Location** : UNITED STATES-CT-Stamford **Organization** : Equitable Advisors ... their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + **Client… more
- City National Bank (New York, NY)
- …The Operations Department Manager directly supports our clients, portfolio management team, and partners financial advisors. Responsibilities include ... Coordinate with Pershing on any outstanding issues. Work with Portfolio Management teams and Financial Advisors to...and foster the relationship between these associates and the portfolio manager teams. * Review and approve… more
- Neuberger Berman (New York, NY)
- …supporting business development through referrals and networking + Collaborate with the portfolio management team and others to ensure integrated, client-focused ... tax strategy, pre-liquidity planning, and philanthropy in partnership with portfolio managers and the wealth planning team...LL.M. in Taxation a plus. Background in law and/or wealth management preferred + Proven ability to… more
- TIAA (New York, NY)
- ** Portfolio Manager , Private Asset Management ** The Portfolio Manager , Private Asset Management serves as a central point of contact for high net ... clients + CFA, CFP Certification **PLEASE NOTE:** TIAA's Portfolio Manager - Private Asset Management...Asset Management is an individual client-facing, investment manager opportunity ( wealth management ). Candidates… more
- Neuberger Berman (New York, NY)
- …and manages portfolios for insurance clients across asset classes. The Insurance Portfolio Manager will manage US fixed income portfolios for insurance ... the spectrum of buy-and-maintain portfolios to total return portfolios. The Insurance Portfolio Manager will also be responsible for representing the breadth… more
- BlackRock (New York, NY)
- …processes. **Position Overview** BlackRock is seeking a candidate to join the HFS Core Portfolio Management ("HFS Core PM") team in New York City or Seattle, ... separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels. Currently, MASS manages over $1...a global team responsible for a wide array of portfolio management activities. The HFS Core PM… more
- JPMorgan Chase (New York, NY)
- …trading services, specifically in order generation, trade execution and portfolio management . + Demonstrated advanced skills in using wealth management ... for career growth and development as a Trading Services Manager . Join us to leverage your skills in automation...person & virtual training. + Business-oriented with expertise in brokerage/ wealth management , portfolio management… more
