- Forge Global (New York, NY)
- …FRGE ), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that ... is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible, and seamless for companies, their… more
- AllianceBernstein Holding LP (New York, NY)
- …and diversified investment services to institutional clients, retail investors, and private - wealth clients in major markets around the globe. With over 4,000 ... to best achieve client objectives. Additionally, the candidate will partner with investment professionals dedicated to both public and private asset classes… more
- Cerity Partners (New York, NY)
- …be an entrepreneur, but think your tax background won't translate, or you feel too risk adverse to venture away from the Big 4 or large regional accounting firms? If ... yes, we believe you would be an outstanding fit on our wealth management team. Primary Responsibilities: Preparation and review of individual income tax returns… more
- JPMorgan Chase & Co. (New York, NY)
- …Team JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides ... acquisition *Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs *Partner… more
- PricewaterhouseCoopers (New York, NY)
- …Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as ... Industry/Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Director...focus on analysing the tax efficiencies of income tax, investment , insurance and risk , and other lifestyle… more
- FS Investments (New York, NY)
- …roadmap to deliver transformative technology solutions to power the institutional investment management business. The holistic roadmap will include modernizing data ... and analytics to power investment management teams, transform investor experience, and automate operational workflows. The role seeks a dynamic and results-oriented… more
- AllianceBernstein Holding LP (New York, NY)
- …and diversified investment services to institutional clients, retail investors, and private - wealth clients in major markets around the globe. With over 4,000 ... investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals and private clients in… 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
- Soros Fund Management (New York, NY)
- …in accounting and CPA required 15+ years of industry experience (family office, private investment firm, public accounting), experience working in a family ... dedicated to advancing justice, human rights, and democracy. Distinct from other investment platforms, SFM thrives on agility, acting decisively when conviction is… 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
- Citigroup, Inc. (Rego Park, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.… more
- Citigroup, Inc. (Eastchester, NY)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques ... product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.… more
- BlackRock, Inc. (New York, NY)
- …our clients to unify the investment management process across public and private markets. It integrates risk , investment , and client management processes ... About this role BlackRock is one of the world's leading providers of investment , advisory, and risk management solutions, including Aladdin, our investment … 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
- AllianceBernstein Holding LP (New York, NY)
- …and diversified investment services to institutional clients, retail investors, and private - wealth clients in major markets around the globe. With over 4,000 ... investment management firm that offers high-quality research and diversified investment services to institutional clients, individuals and private clients in… 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 ... processes, simplify payments, improve working capital performance, and mitigate financial risk . At Scotiabank, we embrace your strengths, ideas, and ambitions. GTB… 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)
- 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
