- 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
- 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
- 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
- BlackRock (Princeton, NJ)
- …The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock is a ... solutions for clients to choose from. **Business Description** BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors… more
- BlackRock (New York, NY)
- …strategy for BlackRock's suite of mutual funds and iShares ETFs within the US Wealth Advisory (USWA) business. This role is pivotal in shaping how our products are ... and deliver data-driven campaigns that elevate BlackRock's presence in the wealth management space. **Key Responsibilities:** + Lead the cross-product marketing… 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
- S&P Global (New York, NY)
- …counterparties, trade repositories, and electronic swap markets. Within OSTTRA Client Services , the team provides day-to-day operational customer support for all ... derivative confirmation services within OSTTRA. The Operations team works closely with...closely with Product Management, Client Success, Business Development, and IT to ensure timely and accurate responses to customer… more
- BlackRock (New York, NY)
- …services , ideally with experience in model portfolios, retirement solutions and wealth . + Demonstrated understanding of the asset management industry, capital ... markets, multi- asset investment products across retirement solutions and wealth management. + Proven ability to manage a team and develop talent. + Experience… 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
- JPMorgan Chase (New York, NY)
- …client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment ... specialists, wealth advisors, and lending specialists. Throughout the program, you'll...investment ideas to meet clients' portfolio objectives across all asset classes. We have specialists responsible for developing our… more
- BlackRock (Princeton, NJ)
- …3+ years investment or asset management experience. + Sales experience within asset management, wealth management, or the financial industry more broadly is ... **About this role** BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management, risk management and… 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
- BlackRock (Princeton, NJ)
- …CIMA are a plus, but not required** **Minimum 3+ years sales experience within asset management, wealth management, or the financial industry more broadly is a ... **About this role** **Business Description** **BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial… 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)
- …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)
- …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
- BlackRock (Princeton, NJ)
- …direct indexing, fixed income, active equity, and multi- asset . We deliver world-class service to all of our clients, from wealth advisors to family offices ... technical solutions for retail portfolio investment management across and within asset classes will define the successful candidate. **Key Responsibilities:** .… more