- Citigroup (Jersey City, NJ)
- …Engineering Choices for Wealth Business + Background of Engineering Wealth Advisory Solutions for financial planning/ advisor and UHNW client businesses. ... Engineering Choices for Wealth Business + Background of Engineering Wealth Advisory Solutions for financial planning/ advisor and UHNW client businesses.… more
- Neuberger Berman (New York, NY)
- …Salesforce Administrator to overall drive adoption and maintain support for the Private Wealth channel , reporting to the Head of Sales Enablement. ... The role involves enhancing the Private Wealth financial advisor experience by analyzing business...needs, documenting requirements, working with Global Technology and the Head of Sales Enablement to determine solutions + Assist… more