- Citigroup (New York, NY)
- The Wealth and Investment Services Products Senior Audit Manager is a senior level management position within the Audit Wealth Team. The Senior Audit ... objective of this role is to execute a robust Wealth and Investment Services Product Audit Plan...+ Demonstrated successful experience in business, functional and people management + Proven ability to execute concurrently on a… more
- Deloitte (Stamford, CT)
- …per week + 5+ years of public accounting experience (at least 3 years in investment management ) + One of the following accreditations obtained: + Licensed CPA in ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- US Bank (New York, NY)
- …Integrated Card Application (ICS), Bloomberg, Phase 3, DAS-H reporting, Charles River Investment Management Solution (CRIMS), SWP, Hogan, FSV Prepaid Core App, ... as well as assurance that the risks are being well managed. The Payments, Wealth , and Investment Products team has audit responsibilities for asset management… more
- US Bank (New York, NY)
- …of audit activities related to the fiduciary products and services within US Bank's Wealth Management and Investment Services businesses. This role supports ... the Audit Director for Wealth Management and Investment Services,...and regulation on business. INDMO _The role offers a hybrid /flexible schedule, which means there's an in-office expectation of… more
- BlackRock (New York, NY)
- … management industry. Our mission is to transform wealth management through technology, leading to better investment outcomes for more people. Our ... and storytelling capabilities for financial advisors, bankers, and other wealth management users. The individual will help...be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model… more
- BlackRock (New York, NY)
- …world's preeminent asset management firms and a premier provider of global investment management , risk management and advisory services to institutional, ... the world's capital markets. Our clients can access our investment solutions through a variety of product structures, including...The Aladdin Wealth Tech team partners with wealth management clients to help them oversee… more
- BlackRock (New York, NY)
- …Aladdin Wealth Tech is BlackRock's technology business serving the global wealth management industry. We bring the best of Aladdin's sophisticated portfolio ... **Desired Qualifications** + 7-10+ years of meaningful experience in wealth management or private banking in client-facing,...be there for the people you care about. **Our hybrid work model** BlackRock's hybrid work model… more
- TIAA (New York, NY)
- Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their ... Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management **Anticipated… more
- Robert Half Finance & Accounting (New York, NY)
- …or Relationship Management experience within investment advisory, wealth management or private banking. The role is hybrid remote and requires 3 days ... 3+ years' Client Services or Relationship Management experience within investment advisory, wealth management or private banking + Knowledge of custodian… more
- US Bank (Greenwich, CT)
- …is a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and US ... and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to… more
- BlackRock (New York, NY)
- …of inclusion, belonging and ownership and drives motivation. + Involvement in internal management and investment committees **Requirements / skills** + 8+ years ... of excellence across public and private market sourcing for the firm and co- investment and financing for our Private Markets businesses. It is a holistic,… more
- Wells Fargo (New York, NY)
- …role will also have the added responsibility of managing the relationship with the Wealth and Investment Management (WIM) Operations leader. Together with ... and agree on SLAs + Good business acumen in Wealth & Investment Management +...eligible for Visa sponsorship. + This position offers a hybrid work schedule. + Relocation assistance is available for… more
- BlackRock (New York, NY)
- …this role** The Multi-Asset Strategies & Solutions (MASS) team is the investment group at the heart of BlackRock's portfolio construction, asset allocation, and ... active management ecosystem. MASS draws on the full toolkit of...the full toolkit of BlackRock's index, factor, and alpha-seeking investment capabilities to deliver precise investment outcomes… more
- T. Rowe Price (New York, NY)
- …a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on ... role will support the US Intermediary business, consisting of Wealth Management and Retirement accounts and representing...States. T. Rowe Price is seeking to recruit a Hybrid Alternative Investment Specialist who has experience… more
- Bankers Life (Danbury, CT)
- …& Income Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services ... Financial Services Professional - Hybrid Experience Location: Danbury, CT, United States Job...becoming a Financial Representative, specializing in aiding clients in Wealth Management . Your growth is our success.… more
- Broadridge Financial Solutions (Newark, NJ)
- …is critical to our communications platform within Broadridge; backed by significant investment and is highly visible across the organization. We are guided by ... background to deliver solutions quickly and optimally. This position is considered a hybrid , which means youll be assigned to a Broadridge officeand be required to… more
- Broadridge Financial Solutions (New York, NY)
- …meet in person to learn and collaborate as needed. This role is considered hybrid , which means youll be assigned to a Broadridge officeandgiven the flexibility to ... in an effective, concise way to all levels of management , including business unit leaders. Qualifications: + 3-5 years...an intense work environment within a blue-chip consulting firm, investment bank, or in strategy / corporate development roles… more
- Broadridge Financial Solutions (Newark, NJ)
- …is critical to our communications platform within Broadridge, backed by significant investment and is highly visible across the organization. We are guided by ... learn and collaborate as needed. This role is considered hybrid , which means youll be assigned to a Broadridge...monitor team members / deliver progress status to upper management + Proven Proficiency in JUnit and other Unit… more
- Broadridge Financial Solutions (New York, NY)
- …to make an impact in advanced analytics and data science within the Asset Management segment of the FinTech Industry and will provide direct support to North ... analyzing large data sets. Expertise with Excel is required + Investment product manufacturer and/or financial intermediary analytical experience required (ideally… more
- Citigroup (Larchmont, NY)
- …banking and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending services ... to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends and developments… more