- Neuberger Berman (New York, NY)
- …cross-functional teams. This role requires close collaboration with Private Wealth leadership team, Payroll, Fund Admin, Legal, Operations , Technology, among ... Stakeholder Engagement:** + Build and nurture strong partnerships with Private Wealth leadership, HCM, Technology, Legal, and Operations to implement billing… more
- Neuberger Berman (New York, NY)
- Neuberger Berman's Private Wealth business is seeking a highly motivated and results-driven individual to lead initiatives focused on process improvement and ... role in enhancing the efficiency, scalability, and effectiveness of the Private Wealth business by evaluating current processes, identifying opportunities… more
- Bank OZK (Little Rock, AR)
- …and bank assets. Knowledge, Skills & Abilities + Comprehensive knowledge of finance , investments, wealth planning, credit and banking concepts + Knowledge ... of high-net-worth clientele, managing and expanding those relationships to grow the private client base. Provide advice, counsel, and high-level customer service to… more
- Neuberger Berman (New York, NY)
- … Advisor Team with over $4 billion in assets under management within Neuberger Private Wealth Management business. The candidate will support the production of ... Advisor, Neuberger Berman Portfolio Managers, Asset Management Business Control (AMBC), the Private Wealth Investment Group and internal and external operational… more
- Neuberger Berman (Chicago, IL)
- …support to Equity and Fixed Income Trading Desks, Portfolio Managers, and Wealth Advisors, collaborating across Operations and Technology to ensure seamless ... a wide range of products, including Corporates, Mortgages, Treasuries, Mutual Funds, Private Placements, Bank Loans, TBAs, and other Structured Products. This team… more
- Somatus (Mclean, VA)
- …and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves, ... President - Corporate Controller?will lead and enhance Somatus' accounting operations , ensuring excellence in financial reporting, compliance, and internal controls.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …principles of banking, trust and finance and securities broker/dealer operations . + Wealth Planning offerings and partnerships, including longevity, ... map; and track completed objectives. + Routine collaboration with Private Wealth Consultants & Wealth ...environment. **Educational/Previous Experience Requirements** + Bachelor's Degree (BA) in finance or related field and a minimum of ten… more
- Neuberger Berman (New York, NY)
- Neuberger Berman's Private Wealth business is seeking a highly motivated and results-driven individual to lead initiatives focused on process improvement and ... role in enhancing the efficiency, scalability, and effectiveness of the Private Wealth business by evaluating current processes, identifying opportunities… more
- Citigroup (Fort Lauderdale, FL)
- …complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects ... Full loan underwriting with appropriate risk return characteristics of Citi Private Bank's standard product range, ensuring appropriate compliance with Credit Policy… more
- Citigroup (Jersey City, NJ)
- …Citi Private Client business (net worth of ~$200k - $1mm). The Wealth Operations organization are looking to harmonize their processes for enhanced ... Wealth Business provides services for clients in Private Bank with a net worth of $25mm and...of Work, as well as drive strategy across the Wealth program for operations . You will closely… more
- JPMorgan Chase (Jersey City, NJ)
- …development tasks, and project workflows. + Work cross-functionally with technology, finance , operations , and compliance teams to drive seamless execution ... We are seeking a highly skilled Product Lead with deep expertise in Wealth Management Advisor Compensation within a large financial institution. This individual will… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Associate Director of Operations Are you a strategic operations leader with a passion for precision, process improvement, and team development? Join ... serving individuals, families, and institutional clients. As Associate Director of Operations , you'll manage a talented client service team, optimize workflows, and… more
- JPMorgan Chase (New York, NY)
- …AM investment solutions teams to develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (CWM), JPMorgan Advisors (JPMA), and ... ** Wealth Management, Product Development, Vice President** Job Description:...the investment management, business channels, trading, legal, compliance, risk, finance , tax, operations and technology teams +… more
- JPMorgan Chase (New York, NY)
- …you will join a growing and innovative Equity Portfolio Management team within Wealth Management's Chief Investment Officer Team ( Private Bank CIO Team), ... of more than $2 trillion, over 265,000 employees and operations in over 60 countries. It operates across six...Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services. The… more
- Manulife (Boston, MA)
- …Corporate Finance ** + Source, underwrite, and monitor public and private debt investment opportunities across multiple currencies. + Conduct credit analysis on ... future - starting with you. Our General Accounts Global Wealth & Asset Management Program is your launchpad to...+ Participate in strategic asset decisions and daily trading operations . + Develop hands-on experience in sustainable finance… more
- Eastern Bank (North Andover, MA)
- …new private banking opportunities and referrals.Specifically nurtures relationships with wealth and commercial for new business. + Works with assigned team to ... Responsible for growth of the private banking portfolio and servicing of private... banking clients. Actively collaborates with internal business partners ( wealth , commercial, business banking, retail) to identify and nurture… more
- Robert Half Management Resources (Fort Worth, TX)
- Description We are looking for an accomplished Managing Director of Finance & Operations to join a private family office located in Crowley, Texas. This role ... statements and provide accurate net-worth reports. * Evaluate and manage private and public investment opportunities, conducting thorough due diligence and… more
- Wellington (Boston, MA)
- …**About the Role** This is an exciting opportunity to join Wellington's private investment-focused fund operations team dedicated to our rapidly expanding ... private equity business. Fund Control & Operations - Private Funds ("FC&O") plays a...offering and designing innovative solutions for the insurance and wealth channels. The experienced Fund Controller will play a… more
- Truist (Nashville, NC)
- …following job description:** The Central Supervisor will work closely with Truist Private Financial Advisors, CSAs, Regional Operations Managers and Complex ... to 5 years of experience in brokerage with an emphasis in compliance, operations or supervisory function + Strong written and oral communication skills and detailed… more
- University of Pennsylvania (Philadelphia, PA)
- …and wellness programs and resources, and much more. Posted Job Title Director, Finance and Operations Job Profile Title Administrative and Financial Officer Job ... University Overview The University of Pennsylvania, the largest private employer in Philadelphia, is a world-renowned leader...Description Summary The Director of Finance and Operations serves as the primary… more
