- NYC KIDS RISE (Long Island City, NY)
- …asset building, child savings accounts, financial empowerment, education, community wealth building, urban poverty, neighborhood effects and social capital research, ... for their educational futures. Position Summary As a universal community driven wealth -building platform for New York City neighborhoods, the Save for College… more
- JPMorgan Chase (New York, NY)
- …Advisors (JPMA) Financial Advisors (FAs) and their discretionary strategies within the JP Morgan Wealth Management Portfolio Manager (PM) Program. The PM ... The role is part of the Investment & Research Team (IRT) within Wealth Management Investment Solutions. The Investment & Research team is responsible… more
- Neuberger Berman (New York, NY)
- …are looking for a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with ... and technologies used or targeted for internal advisors and portfolio management teams. + Manage multiple complex...A minimum of 10 years of experience in Private Wealth management or Investment Advisory function. +… more
- Bank of America (New York, NY)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private- Wealth -Relationship- Manager \_25035783-2) **Job Description:** Merrill ... Private Wealth Relationship Manager New York, New... portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to… more
- M&T Bank (New York, NY)
- …-MDP. **DEPARTMENT DESCRIPTION:** When our clients need financial services outside of their core wealth management solutions, we have the resources to help. Our ... Wealth Management team will coordinate the delivery...continuous training and support work towards building your own portfolio of business, eventually becoming a Wealth … more
- Bank of America (New York, NY)
- …(eg, LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ... ensuring wealth management clients are knowledgeable of the...to Detail * Business Development * Loan Structuring * Portfolio Management * Relationship Building * Active… more
- US Bank (Greenwich, CT)
- …investment strategy, manager /fund/security research, and due diligence + Portfolio construction resulting in tailored investment management and insurance ... stable, and committed to our clients and employees. At Wealth Management from US Bank and US...+ Facilitate the delivery of strategies and capabilities including portfolio management , trust administration, investment advisory, and… more
- Citigroup (Huntington, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... actions and terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional Director is… more
- JPMorgan Chase (New York, NY)
- …norm? If so, this is the role for you! As an Associate in JPMorgan's Wealth Management Product, Experience & Technology (PXT) Business Management team, you ... will gain an understanding of Wealth Management 's strategic priorities and technology investment process and execution, help manage and communicate with broader… more
- City National Bank (New York, NY)
- …The Operations Department Manager directly supports our clients, portfolio management team, and partners financial advisors. Responsibilities include ... Coordinate with Pershing on any outstanding issues. Work with Portfolio Management teams and Financial Advisors to...and foster the relationship between these associates and the portfolio manager teams. * Review and approve… more
- TIAA (New York, NY)
- ** Portfolio Manager , Private Asset Management ** The Portfolio Manager , Private Asset Management serves as a central point of contact for high net ... clients + CFA, CFP Certification **PLEASE NOTE:** TIAA's Portfolio Manager - Private Asset Management...Asset Management is an individual client-facing, investment manager opportunity ( wealth management ). Candidates… more
- Equitable (Melville, NY)
- Wealth Management Associate - NY, Melville (3921) ( 200005GC ) **Primary Location** : UNITED STATES-NY-Melville **Organization** : Equitable Advisors ... their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + **Client… more
- Equitable (Stamford, CT)
- Wealth Management Associate - CT, Stamford (5022) ( 23000077 ) **Primary Location** : UNITED STATES-CT-Stamford **Organization** : Equitable Advisors ... their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role Highlights** + **Client… more
- Neuberger Berman (New York, NY)
- …supporting business development through referrals and networking + Collaborate with the portfolio management team and others to ensure integrated, client-focused ... tax strategy, pre-liquidity planning, and philanthropy in partnership with portfolio managers and the wealth planning team...LL.M. in Taxation a plus. Background in law and/or wealth management preferred + Proven ability to… more
- Neuberger Berman (New York, NY)
- …and manages portfolios for insurance clients across asset classes. The Insurance Portfolio Manager will manage US fixed income portfolios for insurance ... the spectrum of buy-and-maintain portfolios to total return portfolios. The Insurance Portfolio Manager will also be responsible for representing the breadth… more
- S&P Global (New York, NY)
- …the division, the team leads acquisitions and divestitures, strategic partnerships, portfolio management , growth initiatives and competitive intelligence. The ... coupled with large-scale business transformation initiatives aimed at optimizing portfolio strategy and improving business profitability and productivity. **Responsibilities… more
- JPMorgan Chase (New York, NY)
- …trading services, specifically in order generation, trade execution and portfolio management . + Demonstrated advanced skills in using wealth management ... for career growth and development as a Trading Services Manager . Join us to leverage your skills in automation...person & virtual training. + Business-oriented with expertise in brokerage/ wealth management , portfolio management… more
- TD Bank (New York, NY)
- …setting new industry standards. **U.S. Wealth is a fully integrated wealth management business that provides products and services (designed for ... multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management...Wealth Banking.** **As a member of the US Wealth Compliance Department, the Compliance Business Oversight Manager… more
- TD Bank (New York, NY)
- …objective guidance and independent challenge.** **In this position, the Compliance Manager will manage the regulatory change management process, regulatory ... Compliance, we're on a mission to build a more resilient and scalable compliance risk management function. As part of our team, you'll play a key role in reshaping… more
