- City National Bank (New York, NY)
- * MANAGER OPERATIONS * WHAT IS THE OPPORTUNITY? The Operations Department Manager directly supports our clients, portfolio management team, and partners ... Microsoft Office applications *Additional Qualifications* * Experience working in an operations or Client Services department for investment management firm.… more
- JPMorgan Chase (New York, NY)
- … wealth planning, philanthropy, credit and banking. As a Marketing Supervisory Manager within Asset & Wealth Management, you will provide informed, meaningful ... Relations and other stakeholders as needed + Attend local Wealth Management Supervisor Manager and global Supervisory...with areas across the Supervisory Organization. + Attend live client calls and filmed webcasts to help ensure compliance… more
- S&P Global (New York, NY)
- …of high-profile indices encompassing equities, fixed income, commodities derivatives, and digital wealth . **Impact:** As an Index Manager , you will be ... with key stakeholders (Product Management, R&D, Technology, Governance and Operations ) to ensure the day-to day accuracy of indices...indices. While this role will have a focus on Wealth Benchmarks, flexibility and more generalized work across the… more
- JPMorgan Chase (New York, NY)
- Join the Wealth Management Solutions team as a Product Manager focused on the firm's Donor Advised Fund (DAF) product offering. This role is responsible for ... on optimizing investment processes, trading execution, and enhancing the digital client experience. The ideal candidate is a highly organized, analytical, and… more
- Bank of America (Iselin, NJ)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... Wealth Management Specialist - NPD Iselin, New Jersey...management, or relationship management. Key responsibilities include providing quality client service, and operations support and executing… more
- Capco, a Wipro Company (New York, NY)
- … wealth or asset management products, platforms, technology, and operations . + Exceptional communication and presentation abilities, with the confidence to ... passionate about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an opportunity to… more
- Neuberger Berman (New York, NY)
- …with Private Wealth leadership team, Payroll, Fund Admin, Legal, Operations , Technology, among others. **Key Responsibilities:** ** Client Billing ... Neuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and...Engagement:** + Build and nurture strong partnerships with Private Wealth leadership, HCM, Technology, Legal, and Operations … more
- Capco, a Wipro Company (New York, NY)
- …passionate about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an opportunity to ... transform the way wealth and asset managers service their clients. As technology advances and generations evolve, wealth managers must embrace innovation to stay… more
- JPMorgan Chase (New York, NY)
- The Business Development Manager - Team Lead leads a team of 14 Business Development Implementation Specialists responsible for the successful rollout and adoption ... of new products, services, and processes across the Chase Wealth Management organization. This role is accountable for team leadership, strategic planning, execution… more
- Neuberger Berman (New York, NY)
- …Platforms & Experience role will play a pivotal part in enhancing the digital client experience for Neuberger Berman's Private Wealth clients. This role focuses ... efficient digital interactions. Additional responsibilities include providing support to private wealth teams, driving the evolution of client reporting… more
- Neuberger Berman (New York, NY)
- Neuberger Berman's Private Wealth business is seeking a highly motivated and results-driven individual to lead initiatives focused on process improvement and ... enhancing the efficiency, scalability, and effectiveness of the Private Wealth business by evaluating current processes, identifying opportunities for improvement,… more
- Robert Half Technology (New York, NY)
- …of 10 years of experience in investment operations , data management, or client reporting within financial services or wealth management. * Expertise in ... are looking for an experienced individual to lead our Data Management and Client Reporting initiatives. This role requires a strategic thinker with a deep… more
- Bank of America (New York, NY)
- …Client -Associate\_25045819) **Job Description:** **Advisor Development Program Client Associate** Merrill Wealth Management is ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision… more
- US Bank (New York, NY)
- …on commercial loan processing, foreign transaction processing, and global trade operations within the Wealth , Corporate, Commercial and Institutional Banking ... a focus on service, a reduced risk profile, innovative operational solutions, and client support. The CAS Senior Audit Project Manager is primarily responsible… more
- Bank of America (New York, NY)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Merrill-Market-Supervision- Manager \_25032095) **Job Description:** Merrill ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- TD Bank (New York, NY)
- …investment advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management Services Inc) with ... to make a tangible impact - both in day-to-day operations and in the design of a future-focused compliance...Wealth Banking.** **As a member of the US Wealth Compliance Department, the Compliance Business Oversight Manager… more
- ServiceNow, Inc. (New York, NY)
- …this role:** + Provide strategic leadership to clients + Be the relationship manager between customers and ServiceNow + Work with the greater ServiceNow solution ... potential impact on the function or industry. + 7+ years of experience in client management, and aligning account strategies to revenue opportunities + 2+ years of… more
- Insight Global (New York, NY)
- …training needs to support continuous improvement. * Coordinate with internal teams ( operations , technology, and quality assurance) to resolve client issues and ... the asset and wealth management industry. * Experience with regulatory reporting MANAGER LEVEL * Bachelors degree in accounting or finance * 7+ years of… more
- Capgemini (New York, NY)
- …to deliver cutting-edge solutions. Join us to drive transformation tailored to our client 's challenges of today and tomorrow. Informed and validated by science and ... by technology created with purpose. **YOUR ROLE** As a ** Manager ** or **Senior Manager ** in our **Insurance**...expertise to guide insurers in updating their business models, operations , and technology. The role requires knowledge of the… more
- TD Bank (Bridgewater, NJ)
- …of Business:** Personal & Commercial Banking **Job Description:** The Retail Market Manager (RMM) contributes to AMCB TD Bank's overall strategic goals by leading ... the financial performance, client experience and operational efficiency of bank locations within...policies to ensure optimal regional performance related to retail operations , loss, risk exposure, and controllable expenses + Supports… more