- 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
- 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
- JPMorgan Chase (New York, NY)
- …our clients to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you will ... of clients, from those just starting to save to those with significant wealth . You will provide an exceptional investor experience by offering advised solutions and… 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
- Citigroup (New York, NY)
- …120 days) **Education:** Bachelor's degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Private Banker Support ... will serve as the Associate Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Partner with Banker in the creation of sales and… 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
- 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
- JPMorgan Chase (New York, NY)
- …motivated to provide a first-class experience to clients within JP Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to ... take your career to the next level. As a Private Banker in the International Private Bank,...for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial… 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 (New York, 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
- Neuberger Berman (New York, NY)
- …manager skill. Develop economic forecasts and industry views. Help to evaluate both private wealth and institutional clients' private market portfolios, ... EMPLOYER: Neuberger Berman Group LLC TITLE: Associate , Quantitative Research Analyst LOCATION: New York, NY (A telecommuting/hybrid work schedule may be permitted… 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)
- …The individual will work closely with the respective Director/Managing Director to manage client relationships in the United States. The Associate Director will ... Associate Director, Chief of Staff US Corporate Banking...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and… 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