- NTT DATA North America (New York, NY)
- …adaptable, and forward-thinking organization, apply now. We are currently seeking a IT Services Wealth & Asset Management Segment Leader to join our team ... in New York, New York (US-NY), United States (US). The ** Wealth & Asset ** **Management** **Segment Leader** serves as the primary relationship owner for a… more
- JPMorgan Chase (Jersey City, NJ)
- …you'll collaborate with senior leaders and teams to learn about risk management. As an Asset & Wealth Management Risk Summer Analyst in JP Morgan, you will have ... Oversees investment, fiduciary, and suitability risks in offering investment solutions to Wealth Management clients. + ** Asset Management Risk (New York, NY):**… more
- City National Bank (New York, NY)
- * WEALTH STRATEGIST CNR* *WHAT IS THE OPPORTUNITY?* This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra-high ... clients to CNR by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW… more
- TD Bank (New York, NY)
- …guidance and independent challenge.** **U.S. Wealth is a fully integrated wealth management business that provides products and services (designed for ... clients of TD Bank, NA encompassing banking, custom credit, asset management, securities, investment advisory and insurance) through multiple...TD Private Client Wealth LLC and TD Wealth Management Services Inc) with independent and… more
- BlackRock (New York, NY)
- …strategy for BlackRock's suite of mutual funds and iShares ETFs within the US Wealth Advisory (USWA) business. This role is pivotal in shaping how our products are ... and deliver data-driven campaigns that elevate BlackRock's presence in the wealth management space. **Key Responsibilities:** + Lead the cross-product marketing… more
- Carrington (Old Greenwich, CT)
- …compliance, and/or audit management. + Five (5) plus years' experience in mortgage service , financial services , or regulatory industry. + LEAN, Six Sigma or ... to audit and compliance requests for the enterprise while also ensuring that the IT department itself is in compliance with all internal and external policies and… more
- EPAM Systems (New York, NY)
- …problems. Years of expertise in a combination of information technology, retail banking, wealth management, asset management, and capital markets. If this sounds ... or Client Partner for EPAM clients that are regional and multinational banks, wealth managers, asset managers, payment providers, and FinTechs + Leverage your… more
- Broadridge Financial Solutions (New York, NY)
- …delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At ... Broadridge team. Broadridge is hiring a Senior Director, Professional Services to join Broadridges Consulting business. In this role...business. In this role you will lead a distinct service offering focused on a key competency and market… more
- Neuberger Berman (New York, NY)
- …such as ADM201 and ADM211 are preferred + Prior experience in Financial Services (5-10 years), preferably within Asset Management, with a solid understanding ... income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services . We offer a broad platform to accommodate the… more
- JPMorgan Chase (New York, NY)
- …client relationships and making meaningful contributions to our business with customized wealth management solutions. As an Advisor Trainee in Global Private Bank, ... you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and...work across teams and the firm to provide first-class service . Our nine-week program kicks off with a week… more
- JPMorgan Chase (New York, NY)
- …Global Families Group, a New York-based team dedicated to providing comprehensive services to international clients with diverse investments and interests. This role ... relationships, develop innovative solutions, and contribute to our business with customized wealth management solutions. You'll collaborate with a team of experts in… more
- JPMorgan Chase (New York, NY)
- …your summer with our industry experts learning what it takes to offer first-class service for a leading client franchise. Join a team committed to building client ... relationships and making meaningful contributions to our business with customized wealth management solutions. As a Solutions Analyst in Global Private Bank, you… more
- CIBC (New York, NY)
- …about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) As a **Senior Client Service Associate** , you will support Private Wealth ... time of your interview._** **How you'll succeed** + **Deliver high-touch service :** Manage onboarding, account openings, and operational support with precision and… more
- BlackRock (New York, NY)
- …is a global leader in investment management, risk management and advisory services for institutional and retail clients. As of December 31, 2024, BlackRock's ... BlackRock also offers risk management, advisory and enterprise investment system services to a broad base of institutional investors through BlackRock Solutions(R).… more
- S&P Global (New York, NY)
- …and external stakeholders. The individual will have the opportunity to work on all asset classes within SF, as well as cross-practice projects. **What's in it for ... initiatives + Global exposure to a wide range of asset classes **Responsibilities:** Owning and delivering a simplified and...of 12+ years of related experience in the financial services industry + Graduate degree in Business, Finance, Financial… more
- Tradeweb (Jersey City, NJ)
- …company serving approximately 2,500 clients - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail ... build solid relationships with business users and customers in IT . + Team player, but able to work under...with ability to deliver to commitments + Strong customer service focus with a desire to deliver a high-quality… more
- Tradeweb (Jersey City, NJ)
- …company serving approximately 2,500 clients - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail ... build solid relationships with business users and customers in IT . + Team player, but able to work under...with ability to deliver to commitments + Strong customer service focus with a desire to deliver a high-quality… more
- S&P Global (New York, NY)
- …supporting global financial markets, connecting thousands of counterparties on our multi- asset networks that underpin the post-trade lifecycle from trade capture, ... to clearing and settlement. Our customers include banks, hedge funds, asset managers, central banks, regulators, auditors, fund administrators and insurance… more
- Janus Henderson Investors (New York, NY)
- …+ Proven industry and technical knowledge within the Distribution business of asset management, including project & IT delivery, products, regulation and ... alternative investments, bringing differentiated, institutional-quality investment opportunities to Private Wealth clients and Financial Advisors. Privacore plays an integral… more
- Tradeweb (Jersey City, NJ)
- …company serving approximately 2,500 clients - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail ... skills + Ability to communicate at all levels within IT and the various Business Units + Ability to...fertility, egg freezing, adoption and surrogacy expenses. + **Building Wealth - 401(k) Savings Plan** : Employees are immediately… more