- Bank of America (New York, NY)
- Private Wealth Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- Bank of America (New York, NY)
- Registered Private Wealth Management Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… 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, ... operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of… 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...to the Private Wealth business. The ideal candidate will...portfolio managers and operations on all aspects of the client relationship; and assisting with legal issues around … more
- Neuberger Berman (New York, NY)
- …firm manages $463 billion in client assets as of December 31, 2023. NP Private Wealth is Neuberger Berman's direct-to- client wealth and investment ... $70b+ in client assets across 40+ seasoned wealth and investment teams, with access to a deep...and bolstering investment, operations, and technology capabilities. **Summary:** NB Private Wealth oversees approximately $65 billion in… more
- Neuberger Berman (New York, NY)
- …will provide the individual with a perspective on Neuberger Berman's Private Wealth Management business. **Responsibilities:** Marketing Responsibilities: + ... Coordinator will provide marketing and administrative support to three Wealth Advisor teams in the New York office. Candidate...etc. + Prepare travel & expense reports. + Assist client associate team with various account maintenance… more
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in ... Services or Relationship Management experience within investment advisory, wealth management or private banking. The role...verbal and written communication skills + Bachelor degree The Client Relationship Associate role requires 3 days… more
- JPMorgan Chase (New York, NY)
- …This role supports over 1 million client accounts within JP Morgan Private Bank and US Wealth Management. **Roles and Responsibilities:** + **Investment ... **Job Title: Portfolio Management Group (PMG) Associate ** **Position Description:** The Portfolio Management Group (PMG)...in the financial services industry, with a preference for Private Wealth Management experience. This position offers… more
- Robert Half Finance & Accounting (New York, NY)
- … requires 2+ years investment operations or client services experience within wealth management or private banking. Knowledge of Advent Axys, Moxy or APX ... Financial Services are currently recruiting for an Investment Operations Associate role, for a boutique wealth management...investment operations or client services experience within wealth management or private banking + Knowledge… more
- Citigroup (New York, NY)
- …days) **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... The Associate Banker SAFE Act LO is a seasoned...with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to… more
- BlackRock (New York, NY)
- …next steps to senior management. Key Responsibilities + Work with leadership in Wealth (and at times, broader Americas) client businesses to set strategy ... **About this role** BlackRock's US Wealth Advisory business ("USWA") manages the firm's relationships...initiatives to shape our direction as a business. The Associate role supports the team, and at time the… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client assets across 40+ ... operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client… more
- Citigroup (Uniondale, NY)
- …Suite **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Client Services Associate is a developing...Private Bankers, RO's, Investment Counselors, Securities Specialists and/or Wealth Team including Advisors, Relationship Managers, Investment Counselors +… more
- Citigroup (New York, NY)
- …acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Licensed Client Service Associate is a developing...team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the… more
- Neuberger Berman (New York, NY)
- …in enhancing the efficiency, scalability, and effectiveness of the Private Wealth business by bridging the gap between client -facing teams, technology, ... Neuberger Berman's Private Wealth Operating Platform seeks a...integrity and high ethical standards. + Familiarity with Aladdin Wealth , Charles River, client reporting, and portfolio… more
- Neuberger Berman (New York, NY)
- …ESG customizations for different investment channels, including Institutional, Intermediary/RIA, Private Wealth advisors, and end clients; Monitoring, reviewing, ... active share), optimization parameters, and portfolio attribution to Institutional, Intermediary/RIA, Private Wealth advisors, and end clients; and Reviewing and… more
- Citigroup (New York, NY)
- …days) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ... The Associate Banker SAFE Act LO is a strategic...with Banker on prospecting efforts prospecting - conduct new client /prospect research, generate leads and develop prospects, network to… more
- Scotiabank (New York, NY)
- …group + Experience in leading client discussions, initiating and maintaining client relationships, preferably in the private equity space + Strong ... Associate Director, Investment Banking, Financial Sponsors Group -...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate Director, Treasury Management Officer, Global Transaction Banking...in-country subsidiary coverage to provide a consistent and simplified client experience. By leveraging your expertise in global liquidity… more
- Neuberger Berman (New York, NY)
- **About Neuberger Berman:** Neuberger Berman, founded in 1939, is a private , independent, employee-owned investment manager with $508 billion in assets under ... range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds-on behalf of institutions,… more