- Goldman Sachs Bank AG (New York, NY)
- …meet our client 's evolving needs. Job Summary & Responsibilities: The Wealth Investment Solutions Exchange Funds team is seeking a highly motivated individual to ... are made available to some of the most important client relationships of both Goldman private wealth ...clients Basic Qualifications: 3-7 years of asset management or wealth management experience Strong analytical and problem-solving… more
- Promote Project (New York, NY)
- …internal resources available, from marketing, to business operations and client experience . Organizational Knowledge Entrepreneurial attitude and intellectual ... and inform product roadmap. Collaborate across all departments, from legal to product, client experience , compliance, etc. to effectively close deals and provide… more
- Citigroup Inc. (New York, NY)
- …and Citi policies and procedures. Education Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: ... The Wealth Relationship Advisor SAFE Act is a seasoned...and/or facilitating services to others in area of specialization. Work and performance of all teams in the area… more
- Financialnarrative (New York, NY)
- UI/UX Digital Client Experience Director New York, NY, USA Who we are looking for: We are seeking an experienced and visionary UI/UX Digital Client ... Bachelor's or Master's degree in Design, Digital Media, or related field. Experience with financial planning, asset/ wealth management, insurance, or B2B… more
- TD Bank (New York, NY)
- …most appropriate Wealth solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience * Identifies opportunities ... growth* Ensures all NEW clients receive the complete on-boarding experience , which includes: a thorough client discovery,...Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of… more
- FLOURISH (New York, NY)
- …Bachelor's degree or equivalent practical experience 8+ years of relevant work experience in Wealth Management, InsurTech, FinTech or similar. ... across the organization, you will ensure operational excellence and an extraordinary client experience . Lead and provide strategic vision for the Flourish… more
- JPMorgan Chase & Co. (New York, NY)
- …providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, ... Required Qualifications, Capabilities, and Skills Ten plus years of work experience in Private Banking or Financial... planning, credit and banking concepts Focuses on the client experience and works tirelessly on the… more
- Citigroup Inc. (New York, NY)
- …into clients. Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. Anticipate events in a client 's life and business ... team goals above personal achievement. Encourage team members to work together to deepen client relationships and...in Private Banking having covered the UHNW market Extensive experience in working with and/or leading client … more
- Citigroup Inc. (New York, NY)
- …into clients. Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. Anticipate events in a client 's life and business ... team goals above personal achievement. Encourage team members to work together to deepen client relationships and...Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client … more
- Bedford Stuyvesant Rest (New York, NY)
- …accredited college or university Have a minimum of two years of full‑time work experience in Finance, Financial Literacy, Human services or Business Bi‑Lingual ... is steeped in its mission to close the racial wealth gap. We provide direct services across an economic... base. Implement and assist with the design of client retention and capability strategies. Work from… more
- Ernst & Young Oman (New York, NY)
- …a CPA certification or membership in The Bar Minimum of 8 years of work experience in professional services or professional tax organization A thorough ... understanding of estate and wealth planning; as well as experience with...ability to adapt your work style to work with both internal and client team… more
- Wintrust Financial Corporation (New York, NY)
- …id: 251082Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank ... proud to rank consistently as a top place to work . Wintrust is a $66 billion financial institution based...In this role, you will anticipate and deliver on client needs through advanced product knowledge, technical expertise, and… more
- S&P Global (New York, NY)
- …technical initiative within our organization, directly impacting both internal operations and client -facing products. You will work with global staff of software ... in computer science, Engineering, or related field (or equivalent experience ). Right to Work Requirements: This role...energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Nasdaq, Inc. (New York, NY)
- …Collaborate with cross-functional internal teams to deliver a unified, client -centered approach to winning new listings.**Required Qualifications 10+ years of ... executive sales experience with a consistent track record of exceeding targets...rewards are intended to allow our employees to:* **Secure Wealth :** 401(k) program with 6% employer match, Employee Stock… more
- IBM Computing (New York, NY)
- …Practice, you'll work with the world's leading banks, insurers, and wealth managers to reimagine how marketing, content, and customer experiences are delivered. ... architecture of scalable, secure, and high‑performance solutions across Adobe Experience Manager (AEM), Adobe Experience Platform (AEP),...their primary duties from a combination of IBM location, client sites or work at home. The… more
- Franklin Templeton Investments (New York, NY)
- …their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress ... the lifecycle of US products, ensuring competitive, profitable, and client -focused solutions.US Product Management, Governance and Implementation serves as product… more
- Piper Sandler & Co (New York, NY)
- …some of the largest and most sophisticated financial sponsors, pension funds and sovereign wealth funds. We are a trusted advisor to our clients, assisting them in ... the following characteristics:* Bachelor's degree and 5+ years of investment banking experience ; MBA degree and 3+ years of investment banking experience *… more
- Prudential Annuities Distributors (PAD) (Newark, NJ)
- …previous rate filings to new contract forms* Determining when to update and completing experience studies for our largest client as well as developing ... Inc. has helped individual and institutional customers grow and protect their wealth . Today, we are one of the world's largest financial services institutions… more
- Citigroup (New York, NY)
- **Executive Summary** The Client Experience Group Manager is a leadership role and specializes in onboarding, focusing on delivering an exceptional client ... and platforms. A strong emphasis is placed on providing an exceptional client experience , which necessitates detailed knowledge of products, platforms, and… more
- JPMorgan Chase (New York, NY)
- The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically ... and ultra-high net worth clients. This individual has extensive experience in wealth management and effectively introduces...the objectives of each client . As a Client Specialist within JP Morgan Wealth Management,… more
