- Citigroup (New York, NY)
- …regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and ... its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review… more
- BlackRock (New York, NY)
- …with clients to understand and solve problems. We are seeking someone to bridge wealth client relationship management with expertise in client industry, ... the Aladdin Wealth ecosystem to maximize our value proposition and client outcomes. **Key responsibilities include:** + Own relationships with client 's home… more
- KeyBank (Tarrytown, NY)
- … client experience for uhnw families + Owns the implementation of the Family Wealth onboarding plan + Serves as the clients' primary point of contact for ... client strategic plan **Advisory** + Develops a deep knowledge of our Family Wealth client 's entire financial and family situation. + Develops a comprehensive… more
- TD Bank (New York, NY)
- …investment advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management Services Inc) with ... team of enthusiastic colleagues dedicated to setting new industry standards. **U.S. Wealth Compliance acts as an independent regulatory compliance and conduct risk… more
- Bank of America (New York, NY)
- …Join us! **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for our ... Wealth Strategies Advisor Charlotte, North Carolina;New York, New...articles and other material on topics impacting the U/HNW client segment, or provide service to clients. Assist with… more
- BlackRock (New York, NY)
- …Overview:** Aladdin Wealth is an investment management platform that enables wealth managers to accelerate growth across client segments, drive advisor ... systems, and deepen relationships by surfacing business opportunities to personalize client portfolios. Aladdin is uniquely positioned to address the industry's risk… more
- BlackRock (New York, NY)
- **About this role** **Product Manager, Aladdin Wealth Tech** New York **About this role** This product management role will work on Aladdin Wealth Tech's product ... teams in their engagements with prospective and live clients. **About Aladdin Wealth Tech** Aladdin Wealth Tech is BlackRock's technology business serving… more
- BlackRock (New York, NY)
- …and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About this role** This ... is a joint role with two sets of overlapping responsibilities. The After-Tax Wealth Strategist has the key directive of explaining the intersection of taxation and… more
- BlackRock (New York, NY)
- **About this role** **Your team, role and impact:** BlackRock's US Wealth Advisory business ("USWA") manages the firm's relationships with US retail financial ... an integral role at the intersection of business strategy, client and product strategy, and operational risk management for...and product strategy, and operational risk management for US Wealth . We are seeking an individual to join our… more
- BlackRock (New York, NY)
- …next steps to senior management. Key Responsibilities + Work with leadership in Wealth (and at times, broader Americas) client businesses to set strategy ... **About this role** BlackRock's US Wealth Advisory business ("USWA") manages the firm's relationships...supports the team, and at time the broader Americas client business, in delivering these key projects and initiatives.… more
- TD Bank (New York, NY)
- …policies, policy guidance, procedures, and training.** + **Experience responding to client complaints within a bank or broker-dealer.** + **Experience reviewing and ... committed to helping you identify opportunities that support your goals. **Training & Onboarding ** We will provide training and onboarding sessions to ensure… more
- BlackRock (New York, NY)
- …delivery, and onboarding teams bringing new business onto our platform, 2. Wealth , differentiated capability for both Whole Portfolio and Wealth clients & ... products, respectively, 3. Client Experience Operations, core client operations teams driving reporting, billing, and onboarding due diligence across the… more
- Citizens (Tarrytown, NY)
- …the team in managing the day to day activities of our fiduciary clients including new client onboarding , client service and client retention. This person ... record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over… more
- Citigroup (New York, NY)
- … client portfolio for growth opportunities with a clear focus on client deepening, onboarding , and engagement processes. + Managing end-to-end Impact to ... wealth banking segments (Citigold/Citigold Private Clients) by tracking client movement and net transfers to wealth ensuring healthy portfolio qualification… more
- JPMorgan Chase (New York, NY)
- …in our clients' lives and the wider community. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients by ... Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll...where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join… more
- BlackRock (New York, NY)
- …Description:** At BlackRock, we are seeking a dynamic and experienced Talent Acquisition Client Lead to support the Americas Client Business, Insurance & Product ... role is integral to our mission of aligning BlackRock's client businesses across the US, Latin America, and Canada,...across the US, Latin America, and Canada, encompassing institutional, wealth , and insurance sectors to better serve our clients… more
- TD Bank (Greenwich, CT)
- …as well as pro-active contacts + Serves as the primary point of contact for TD Wealth client relationships for MA segment; manages all aspects of the client ... annual sales goals + Deepens wallet share by anticipating client needs and suggesting the most appropriate Wealth...you identify opportunities that support your goals. **Training & Onboarding ** We will provide training and onboarding … more
- BlackRock (New York, NY)
- …investing, pension solutions, regulatory advice, and balance sheet strategy. The Aladdin Wealth Tech team partners with wealth management clients to help ... by leveraging risk analytics - powered by Aladdin(R) - to equip wealth management clients with model construction capabilities, risk monitoring tools, and portfolio… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is implementing a strategic plan that includes elevating Private Wealth 's investment platform, leveraging the firm's global investment ... capabilities to deliver customized solutions for NB Private Wealth 's clients. In support of growth and innovation, the Private Wealth Investment Group seeks to… more
- BlackRock (New York, NY)
- **About this role** **About our team** ** ** The Aladdin Wealth Tech team (AWT) is part of BlackRock's Aladdin business. We are a global team of client , product, ... pioneering the next generation of wealthtech capabilities. As BlackRock's wealth technology business, AWT brings Aladdin's sophisticated portfolio construction and… more