- Neuberger Berman (New York, NY)
- …prior CRM experience preferred, particularly with Salesforce + Broad knowledge of Wealth Management , financial products, and services + Exceptional written and ... NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+...regulations + **Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients… more
- Neuberger Berman (New York, NY)
- …analyses to high-net-worth clients of the firm. Working in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will ... allocation, wealth simulation analysis, income tax, estate and risk management strategies utilizing eMoney software + Leading wealth planning discussions… more
- Neuberger Berman (New York, NY)
- …are looking for a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with ... and technologies used or targeted for internal advisors and portfolio management teams. + Manage multiple complex...A minimum of 10 years of experience in Private Wealth management or Investment Advisory function. +… more
- Neuberger Berman (New York, NY)
- …supporting business development through referrals and networking + Collaborate with the portfolio management team and others to ensure integrated, client-focused ... tax strategy, pre-liquidity planning, and philanthropy in partnership with portfolio managers and the wealth planning team...LL.M. in Taxation a plus. Background in law and/or wealth management preferred + Proven ability to… more
- NYC KIDS RISE (Long Island City, NY)
- …asset building, child savings accounts, financial empowerment, education, community wealth building, urban poverty, neighborhood effects and social capital research, ... for their educational futures. Position Summary As a universal community driven wealth -building platform for New York City neighborhoods, the Save for College… more
- Neuberger Berman (New York, NY)
- …industry experience required, CFA, and/or other designations preferred + Experience in manager due diligence and portfolio construction, preferably across all ... Summary NB Private Wealth is implementing a strategic plan that includes...strategies + Support key stakeholders by helping to provide manager insights including exposure, attribution, performance analysis, and peer… more
- Neuberger Berman (New York, NY)
- …Team + Act as a liaison between Wealth Advisor, Neuberger Berman Portfolio Managers, Asset Management Business Control (AMBC), the Private Wealth ... nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger Private Wealth Management business. The candidate will… more
- Neuberger Berman (New York, NY)
- …as well as alternativeassetclasses.Researchwill be academicandbuy-sideoriented. + Solve real world portfolio management problems in a largely autonomous fashion ... income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We...+ Prepare materials for presentations. + Help on daily portfolio management tasks in the areas of… more
- Neuberger Berman (New York, NY)
- …equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform ... **Neuberger Berman** is an independent, employee-owned, global asset management firm, serving the financial needs of institutions and individual investors worldwide.… more
- JPMorgan Chase (New York, NY)
- …Advisors (JPMA) Financial Advisors (FAs) and their discretionary strategies within the JP Morgan Wealth Management Portfolio Manager (PM) Program. The PM ... The role is part of the Investment & Research Team (IRT) within Wealth Management Investment Solutions. The Investment & Research team is responsible… more
- Bank of America (New York, NY)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private- Wealth -Relationship- Manager \_25035783-2) **Job Description:** Merrill ... Private Wealth Relationship Manager New York, New... portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to… more
- M&T Bank (New York, NY)
- …-MDP. **DEPARTMENT DESCRIPTION:** When our clients need financial services outside of their core wealth management solutions, we have the resources to help. Our ... Wealth Management team will coordinate the delivery...continuous training and support work towards building your own portfolio of business, eventually becoming a Wealth … more
- Wellington (New York, NY)
- …experience, strong client perspective, and a commercial lens to partner with distribution, product management and portfolio management teams as we expand and ... those of our clients. **About the Role** The US Wealth Product Marketing Manager will combine strong...marketing materials for select investment approaches/funds, partnering with product management and portfolio management for… more
- S&P Global (New York, NY)
- …**Grade Level (for internal use):** 10 **The Team:** The Multi-Asset Index Management team oversees a diverse portfolio of high-profile indices encompassing ... equities, fixed income, commodities derivatives, and digital wealth . **Impact:** As an Index Manager , you...role in a dynamic and fast-growing area of index management . **Responsibilities:** The Index Manager will develop… more
- Bank of America (New York, NY)
- …(eg, LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ... ensuring wealth management clients are knowledgeable of the...to Detail * Business Development * Loan Structuring * Portfolio Management * Relationship Building * Active… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Equitable (New York, NY)
- Wealth Management Associate - NY, New York (3173) ( PIN\_27282 ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors ... their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + **Client… more
- City National Bank (New York, NY)
- …The Operations Department Manager directly supports our clients, portfolio management team, and partners financial advisors. Responsibilities include ... Coordinate with Pershing on any outstanding issues. Work with Portfolio Management teams and Financial Advisors to...and foster the relationship between these associates and the portfolio manager teams. * Review and approve… more
- US Bank (New York, NY)
- …investment strategy, manager /fund/security research, and due diligence + Portfolio construction resulting in tailored investment management and insurance ... stable, and committed to our clients and employees. At Wealth Management from US Bank and US...+ Facilitate the delivery of strategies and capabilities including portfolio management , trust administration, investment advisory, and… more
- TIAA (New York, NY)
- ** Portfolio Manager , Private Asset Management ** The Portfolio Manager , Private Asset Management serves as a central point of contact for high net ... clients + CFA, CFP Certification **PLEASE NOTE:** TIAA's Portfolio Manager - Private Asset Management...Asset Management is an individual client-facing, investment manager opportunity ( wealth management ). Candidates… more
