- Goldman Sachs Bank AG (New York, NY)
- …assets within fund Work closely with the lead portfolio manager to manage client onboarding Responsible for regular fund maintenance (risk monitoring, credit ... our distribution partners. With a twenty-five-year plus history of alternative investment product structuring, client engagement and broad platform distribution,… more
- The Horizon Group (Cranford, NJ)
- …to oversee invoice processing, payment execution, and cash management across our client 's fund entities and management company. This individual will play a key ... and timely payment processing, maintaining strong internal controls, and supporting investment closings, capital calls, and distributions. The ideal candidate has a… more
- Traveltechessentialist (New York, NY)
- …in the UK, proactively identifying and closing gaps across training, onboarding , platform tools, partnerships, client -facing materials, and community engagement. ... no matter their starting point. A powerful suite of tools for booking, client management, and marketing, ensuring agents can focus on delivering exceptional travel… more
- Thrivent Financial (New York, NY)
- …financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit ... Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program.**Job Description**As a Thrivent Financial advisor, you'll:* Build a… more
- TD Bank (New York, NY)
- …Analyst Program - Global Markets, Municipals (New York)**As a leading corporate and investment bank, TD Securities offers a wide range of integrated capital markets ... develop and maintain relationships with market participants including lawyers, financial advisors and issuing clients.The internship will include a formal mentorship… more
- Mizuho Corporate Bank (New York, NY)
- …as determine when full KYC Onboarding is required versus streamlined KYC Onboarding is required + Ensure client packages adhere to internal audit ... Responsibilities: Support direct team manager for all onboarding processes: + Compose KYC packages and perform...and review Dodd Frank regulatory information provided by the client and determine if sufficient based on regulation +… more
- JPMorgan Chase (New York, NY)
- …activities that touch prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients ... customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors , you...and procedures + Interface directly with clients and Financial Advisors to make investment recommendations, propose firm… more
- Neuberger Berman (New York, NY)
- …**Primary Responsibilities:** + Partner with internal teams to identify onboarding requirements (Product Management, Marketing, Portfolio Management, Client ... **Position Overview** The Fund Onboarding Team is responsible for managing the implementation...2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is… more
- JPMorgan Chase (New York, NY)
- …types and investment wrappers. You will collaborate with portfolio managers, client advisors , and many internal teams, including RFP, Marketing, Product ... development, distribution management, and portfolio management. + Oversee the end-to-end client onboarding process, including negotiating investment … more
- BlackRock (New York, NY)
- …traded funds, retail mutual funds, business development companies, institutional collective investment funds and separately managed accounts. This in-house role is ... tax support and strategic advice across a range of investment products and fund structures, with a specific focus...letters, purchase agreements, credit agreements) with legal and tax advisors . Business Support + Provide technical tax support to… more
- Publicis Groupe (New York, NY)
- …just media metrics, that will have a measurable effect on our clients' business. Every investment we make has an ROI mindset-not just for our clients, but for our ... in the day to day execution of an account. The Director, Digital Investment will be responsible for activating digital strategic plan development and all aspects… more
- Neuberger Berman (New York, NY)
- …and improved client experiences. + Assess technology solutions to enhance client onboarding /offboarding experiences. + Serve as a partner to Product ... be responsible for overseeing operational and change-management aspects of our client lifecycle from onboarding , transition management, offboarding, and overall… more
- Neuberger Berman (New York, NY)
- …Analyze competitive landscape and portfolio characteristics across strategies using various investment research tools (eg Morningstar), for product onboarding , ... and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define… more
- Robert Half Technology (New York, NY)
- …Addepar and related systems. * Collaborate with cross-functional teams, including Investment Operations, Technology, Compliance, and Advisors , to support ... and a culture of continuous improvement. * Oversee the onboarding process for new clients and entities, ensuring seamless...* A minimum of 10 years of experience in investment operations, data management, or client reporting… more
- TD Bank (New York, NY)
- …regulatory regimes. The Financial Advisors , Relationship Managers, and Investment Advisors who are part of the client -facing Distribution teams are both ... of TD Bank, NA encompassing banking, custom credit, asset management, securities, investment advisory and insurance) through multiple legal entities (TD Bank NA, TD… more
- Thrivent Financial (Edison, NJ)
- …financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit ... contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding , you'll have control over the… more
- Thrivent Financial (Newark, NJ)
- …financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit ... contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding , you'll have control over the… more
- Citigroup (New York, NY)
- … investment offerings. + Conduct training sessions and follow ups for bankers, investment counselors, and financial advisors for newly launched investment ... preferred. + 8-10 years relevant experience in real estate, private equity, or investment management. + Prior experience with the onboarding and distribution of… more
- JPMorgan Chase (New York, NY)
- …a client onboarding & service model, delivering a set of investment solutions aligned to client goals, and appropriately utilizing tools and technology ... to deliver a full suite of solutions for every client . The Practice Management and Advisor Development team is...expertise on all practice management concepts that ultimately help advisors service their clients and continue to grow their… more
- KeyBank (New York, NY)
- …client and external advisors to resolve. + Collaborates with external client advisors (attorneys, accountants, etc.) to deliver advice. **Growth- Book of ... is primarily responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a… more
