- Robert Half Finance & Accounting (New York, NY)
- Description We are looking for a skilled Portfolio Management Specialist to join our team in New York, New York. This role involves collaborating closely ... with the Head of Investments and Wealth Advisors to oversee and manage client portfolios, utilizing...detailed reporting and updates to clients and stakeholders regarding portfolio management activities. Requirements * Minimum of… more
- Bank of America (Iselin, NJ)
- Wealth Management Specialist - NPD...Acumen + Customer Service Management + Client Management + Portfolio Management + Referral ... employees to study and obtain all required registrations. The **Elite Growth Practice (EGP)** ** Wealth Management Specialist ** position may be filled at a… more
- Bank of America (New York, NY)
- …risk adjusted returns. The Specialist will work with Financial Advisors, Wealth Management Clients, GWIM Custom Lending Credit Executives, GWIM Credit ... Credit Product Specialist , Global Wealth & Investment Management New York,...to Detail * Business Development * Loan Structuring * Portfolio Management * Relationship Building * Active… more
- JPMorgan Chase (New York, NY)
- …strategy team, in a front office financial services role (eg, private banker, investment specialist , portfolio management , etc.), or experience working at a ... you will have the exciting opportunity to support a portfolio of strategic initiatives that address critical challenges to...will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business, which is responsible… more
- Bank of America (New York, NY)
- …and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private- Wealth -Relationship-Manager\_25035783-2) **Job Description:** Merrill Wealth Management… more
- BlackRock (New York, NY)
- **About this role** The Team: The Global Marketing & Digital Wealth organization at BlackRock is a forward-looking, globally connected team at the center of the ... digital platforms & experiences. The editor & post production specialist will be working on the Global Marketing Content...in a team environment. . Excellent organizational and time management skills. . Willingness to learn and adapt to… more
- JPMorgan Chase (New York, NY)
- …Lead new product initiatives, requiring consensus building across product development, distribution management , and portfolio management . + Oversee the ... At JP Morgan Asset Management , we provide equity solutions to many of...to many of the world's largest pension plans, sovereign wealth funds and central banks. The cornerstone of our… more
- JPMorgan Chase (New York, NY)
- …approach, closing the sale and asking for referrals + Demonstrates understanding of wealth management including investment management , trusts and financial ... responsible for driving commercial real estate credit origination in the US lending portfolio , by developing and executing on the strategic vision for the product,… more
- Citizens (New York, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... on the East Coast for a Private Bank Lending Specialist and/or Sr Private Bank Lending Specialist ...portfolio with extraordinary care and service. The lending specialist works in primarily operational, processing, and analytical capacities,… more
- S&P Global (New York, NY)
- …of Discovery, Partnership, and Integrity. **Responsibilities and Impact:** As a Sales Specialist within our dynamic Financial Institutions team, you will play a ... critical role in business development and client engagement across the Investment Management and Alternative Asset Management segments. Your product suite… more
- TD Bank (New York, NY)
- …This role assigns Customer to the proper TD Relationship Manager (RMLM, SB Specialist , Store Manager) based on the results of the customer assessment. **Depth & ... needs of Small Businesses, including: RMLM, Merchant, Commercial, Treasury Management , Credit Card, Retail (B@W, Money Out, Money In),..., Credit Card, Retail (B@W, Money Out, Money In), Wealth + Assigns SB Customers to proper TD Relationship… more
- S&P Global (New York, NY)
- …the Role:** **Grade Level (for internal use):** 12 **About the Role:** **Sales Specialist - Data, Valuations and Risk (Investor Services)** **The Team:** This is an ... candidate will have experience in financial markets, direct selling, account management and/or the ability to manage complex relationships. **Responsibilities and… more
- S&P Global (New York, NY)
- …+ Responsiblefor supporting both commercial and product initiatives within the Data Management Solutions product portfolio + Execute outbound sales strategies ... and Integrity. **Responsibilities and Impact:** The expectations for aD&R Quantitative Research Specialist are high, but we believe deeply that through autonomy and… more
- S&P Global (New York, NY)
- …the Role:** **Grade Level (for internal use):** 11 **About the Role:** Sales Specialist - Credit Services **Company Overview** : S&P Global is a leading provider ... that help finance and procurement teams make smarter decisions. + Own a portfolio of corporate accounts, with responsibility for new business and expansion across… more
- S&P Global (New York, NY)
- …that help finance and procurement teams make smarter decisions. + Own a portfolio of corporate accounts, with responsibility for new business and expansion across ... to tailor solutions to client needs. + Maintain accurate pipeline management , forecasting, and territory planning. + Identify cross-sell opportunities across the… more
- TD Bank (New York, NY)
- … Banking.** **In this position, the Compliance Specialist will be supporting the Wealth Banking, TD Wealth Management Services, Inc and Investment & ... challenge;** **U.S. Wealth is a fully integrated wealth management business that provides products and...portfolio in terms of financial, regulatory and risk management requirements + Interacts with control functions within the… more
- TD Bank (Newark, NJ)
- …contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. ... the customer first and referring them to the right Specialist to ensure we are meeting their needs and...with partners, including Small Business, Commercial, Consumer Lending and Wealth to grow the Store Portfolio +… more
- Bank of America (Jersey City, NJ)
- …introducing broker and institutional Brokerage Services, and or alternative investments/large portfolio management + Knowledge related to retail and/or ... of responsibility, specifically focused on Special Investigations, Global Markets, or Global Wealth and Investment Management . In the investigative role, the… more
- S&P Global (New York, NY)
- …and globally distributed team collaboration. + Experience with Index/Benchmarks, Asset Management , or Portfolio Investment **About S&P Global** **Dow Jones ... Role:** **Grade Level (for internal use):** 09 **Site Reliability Engineer - Datadog Specialist ** **The Team:** The IT Operations team at S&P Dow Jones Indices (S&P… more
- S&P Global (New York, NY)
- …team to execute campaigns and events that support an exciting and evolving portfolio of products within a high-growth part of our business. + Execute multi-channel ... channels and collateral + Collaborate and guide the contributions of functional specialist teams (content, design, events, email, digital, social media, etc.) within… more