- 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
- Citigroup (New York, NY)
- …and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work ... is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep industry specific...You could access a range of responsive banking, investing, wealth management & planning services and access… 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
- BlackRock (New York, NY)
- …product management or a hands-on technical role + While not required, previous experience in wealth management or asset management is a plus + Ability to and ... **About this role** **Product Manager, Aladdin Wealth Tech** New York **About this role** This...expertise in cross-functional solutioning and initiatives. + Ensuring relevant service desk (bugs, questions, etc) inquiries are addressed efficiently… 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
- Citigroup (New York, NY)
- …navigate your financial goals. You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private ... Citi Global Wealth brings together the full power of Citi...is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep industry specific… 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
- BlackRock (New York, NY)
- **About this role** BlackRock is the world's largest asset manager, providing global investment management services with AUM of over $10 trillion. BlackRock's ... hedge fund strategies. BlackRock's Multi-Alternatives (Multi-Alts) team sits within the broader Multi- Asset Strategies & Solutions (MASS) Group. The MASS team is the… 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)
- …vanilla and exotic OTC derivatives, cash instruments and structured notes across all asset classes. The service also offers clients the ability to receive ... marks for their trades. OTC Derivative Data (OTC DD) service provides daily high-quality OTC derivative data to both...Good understanding of OTC derivatives in one or more asset classes + Appetite for providing services … 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
- S&P Global (New York, NY)
- …**Grade Level (for internal use):** 12 **About the Role:** **Risk & Valuation Services (RVS) Revenue Team - Americas** **Senior Sales Specialist** **The Team:** This ... an exciting opportunity to join the Risk & Valuation Services (RVS) Revenue organization, a focused and dynamic team...credit markets gained via experience at a financial institution, asset manager or financial data / technology firm; +… more
- S&P Global (New York, NY)
- …as needed. + Work with various internal groups (Product/Project management, Support, Sales, IT , managed services ) in different regions to ensure connectivity and ... **About the Role:** **The Team:** OSTTRA Client Services group is a team of Capital Markets...global financial markets, connecting thousands of counterparties on our multi- asset networks that underpin the post trade lifecycle from… more
- City National Bank (New York, NY)
- …areas of CNB as well as with other Entertainment colleagues to deliver exemplary service for clients.Must be in good standing under "The Secure and Fair Enforcement ... clients to discuss and promote all Bank products and services in order to establish a total client banking...promoting and attracting new colleagues and customers. * Review asset management and CNS Brokerage statements with clients. Partner… more