- Citigroup, Inc. (New York, NY)
- …Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in... Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows… more
- Goldman Sachs, Inc. (New York, NY)
- … private ABS) Evaluate relative attractiveness of corporates, structured products and private credit across return, yield, and risk Work closely with MAS ... Multi-Asset Solutions, "MAS" is an investing group within the Asset and Wealth Management Division at Goldman Sachs. MAS is responsible for managing customized… more
- Scotiabank (New York, NY)
- …and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At ... world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- Scotiabank (New York, NY)
- …and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At ... world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- Truist (Paramus, NJ)
- …deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are ... driven by clients' individual goals, risk tolerances and best interests. Advises clients and prospective...may change from time to time. 1. Deliver personalized investment solutions to help clients work toward their long-term… more
- Antares Capital LP (New York, NY)
- …of data warehouses and analytics platforms to support regulatory and business risk management. Private Credit & Credit Process: Oversee the development ... mechanisms. Ensure compliance with industry standards and regulatory requirements in private credit processes. Collaborate with risk management and finance… more
- Brown Brothers Harriman & Co. (New York, NY)
- …management teams within BBH by coordinating internal resources and communication Risk Management & Administration Exercise sound, professional investment ... to day contact point with clients, elevate high level risk issues to senior RM and/or TL. Ensure total...to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is… more
- Goldman Sachs, Inc. (New York, NY)
- …is responsible for global audits related to financial investments and processes in private asset management and private wealth management. Platform Solutions ... related to Sales and Trading, Equities, Fixed Income Currencies and Commodities, Investment Banking including prime services Asset & Wealth Management team… more
- Neuberger Berman (New York, NY)
- …Equity, Fixed Income, Alternatives, and Multi-Asset Class strategies. This role is integral to the Private Wealth Investment Risk team, focusing on ... The Quantitative Analyst will join Neuberger Berman's Investment Risk group in our New York office, supporting independent risk oversight for the firm's… more
- JPMorgan Chase (New York, NY)
- … solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job… more
- Neuberger Berman (New York, NY)
- The Associate General Counsel - Private Wealth will play an integral role within Neuberger Berman's Legal & Compliance Department, specifically with respect to ... the Private Wealth business. The ideal candidate will...wealth management and asset management business, including the Investment Advisers Act, FINRA rules, Investment Company… more
- Bank of America (New York, NY)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Credit-Product-Specialist--Global- Wealth Investment -Management\_25030120) ... Credit Product Specialist, Global Wealth & Investment Management New York,...in each of the following: o Marketing and selling Private Wealth credit solutions with a goal… more
- Bank of America (New York, NY)
- Private Wealth Management Specialist-NR New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Private - Wealth -Management-Specialist-NR\_25028381) **Job Description:** Merrill Wealth … more
- Citigroup (New York, NY)
- …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy, ... lending solutions across all three client segments including Citi Private Bank, Wealth at Work, Citi ...US and Internationally. + Partner with our retail credit risk lead to progress growth agenda across product lines… more
- Wells Fargo (New York, NY)
- …transactions; the development of new lending products and initiatives; and banking for private wealth clients + Advise on bank and broker dealer regulatory ... Director in the Legal Department as part of the Wealth and Investment Management (WIM) division, with...+ Manage and develop teams with moderate complexity and risk + Participate in the most complex legal projects… more
- Citigroup (New York, NY)
- …management of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...involved to expedite resolution. + Understand and communicate the risk involved with various investment strategies. +… more
- Citigroup (New York, NY)
- The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... serve as the Relationship Officer for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Lead client onboarding and account opening efforts… more
- Citigroup (New York, NY)
- …This role will report to the Head of Business Risk for Investment Solutions within Citi Wealth . **Responsibilities:** + Senior business leader who will ... risks, and designing effective mitigation plans specifically for Citi's Investment Advisory programs. The Business Risk -...and Advisory Solutions Director will be part of the Investment Solutions team within Citi Wealth . The… more
- BlackRock (New York, NY)
- …digital distribution technology that enable BlackRock's investment sales in the wealth channel. Our clients include wirehouses, private banks, independent ... by leveraging risk analytics - powered by Aladdin(R) - to equip wealth management clients with model construction capabilities, risk monitoring tools, and… more
- Citigroup (New York, NY)
- …Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in... Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows… more
