- Citigroup (New York, NY)
- …high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi Global Wealth ... The Wealth Private Bank (ex-Trust) Control Testing Team is...integrated advice and execution, as well as traditional and alternative investments, managed account strategies, world-class research and investment… more
- Citigroup (New York, NY)
- …consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending ... Advise customers about the consequences, risks, and benefits of alternative lending solutions. + Promote Citi's brand, and promote...partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. +… more
- Citigroup (Greenburgh, NY)
- …clients to segment partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. + Keep abreast of trends ... personal objectives + Advise customers about the consequences, risks, and benefits of alternative lending solutions. + Promote Citi's brand, and promote Citi as the… more
- BlackRock (New York, NY)
- …The US Wealth Advisory business manages BlackRock's relationships with US-based wealth management firms and their advisors and oversees distribution of the ... to learn the alternative investments industry + Product strategy and project management preferred + Series 7 and 66 strong preferred Location: Boston, MA /… more
- Principal Financial Group (New York, NY)
- …institutional and individual investors through our relationships with investment consultants, wealth management platforms, and financial advisors across the ... source research, data acquisition and onboarding from external vendors + Data management : proper implementation of data models, pipelines, database designs, and ETL… more
- Morgan Stanley (New York, NY)
- …global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices ... visit www.morganstanley.com. ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management , the asset management division of Morgan Stanley. We… more
- Morgan Stanley (New York, NY)
- …global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices ... visit www.morganstanley.com. ABOUT PARAMETRIC Parametric is part of Morgan Stanley Investment Management , the asset management division of Morgan Stanley. We… more
- Morgan Stanley (New York, NY)
- …global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices ... visit www.morganstanley.com. *ABOUT PARAMETRIC* Parametric is part of Morgan Stanley Investment Management , the asset management division of Morgan Stanley. We… more
- Manulife (New York, NY)
- …Advanced degree or certifications a plus + 10+ years of experience in communications in wealth management **What can we offer you?** + A competitive salary and ... cross functional teams globally to define the marketing strategy for Manulife Investment Management 's institutional business. This is a dual role that spans both the… more