- Neuberger Berman (New York, NY)
- …of the Private Wealth Platforms & Experience organization, the role of ** Client Onboarding Journey Owner** will be responsible for the ownership and execution of ... several strategic programs and analyses related to Private Wealth 's client onboarding and account opening journey. Our choice candidate will be a detail oriented… 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
- 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)
- …Private Wealth Management (PWM) **Reports to:** Head of Private Wealth Client Administration & Infrastructure **Position Overview** We are seeking ... the Business Control & Governance function within our Private Wealth business who will be responsible for overseeing the...requirements and business objectives, while maintaining a focus on client service excellence. As a member of the … more
- 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
- HSBC (New York, NY)
- Wealth and Premier Banking - Senior Equity Portfolio Manager Brand: HSBC Area of Interest: Investment Banking, Markets, and Research Location: New York, NY, US, ... the planet we all share. The Senior Equity Portfolio Manager is responsible for the ongoing management of the...for investment strategies + Participate in internal and external client events + Present investment strategies, performance, and market… 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
- Bank of America (New York, NY)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including… 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
- JPMorgan Chase (Jersey City, NJ)
- We are seeking a highly skilled Product Lead with deep expertise in Wealth Management Advisor Compensation within a large financial institution. This individual will ... line-of-business incentives, Advisor retirement, and career progression programs. As a Product Manager on the Product & Experience Manager for Advisor… 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
- Citigroup (New York, NY)
- …collaborative and detail-oriented Brand Strategy Lead to support the execution of Citi Wealth 's global brand strategy. This role will play a vital part in ... Media & Creative Strategy, this individual will help bring the Citi Wealth brand to life-ensuring consistent design, clear messaging, and strategic alignment across… 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
- 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
- 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
