- Capco, a Wipro Company (New York, NY)
- …our clients confront some of their most pressing challenges. Our unparalleled experience generating digital strategies, defining client user journeys, creating ... complex programs, and designing next-generation platforms that elevate both client and advisor experiences. As a Senior Consultant on...**What You'll Bring with You:** + 5+ years of experience in management consulting or within the wealth… more
- Capco, a Wipro Company (New York, NY)
- …our clients confront some of their most pressing challenges. Our unparalleled experience generating digital strategies, defining client user journeys, creating ... & Asset Management Team at Capco you will work in a fast-paced team setting, alongside industry experts,...**What you'll bring with You:** + 2+ years of experience in the wealth or asset management… more
- Neuberger Berman (New York, NY)
- … role will play a pivotal part in enhancing the digital client experience for Neuberger Berman's Private Wealth clients. This role focuses on identifying and ... online access portal and app to drive meaningful improvements in the overall client experience + Partner with internal technology teams and third-party fintech… more
- Neuberger Berman (New York, NY)
- …users at NB Private Wealth . **Responsibilities:** + Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset ... with internal partners to deliver a clear and comprehensive analysis of our client 's financial situation. The senior wealth planner will also be responsible… more
- Neuberger Berman (New York, NY)
- …will leverage technology to scale and organize advisory content. Strengthening client relationships, supporting wealth and investment strategy implementation, ... As a key member of one of NB Private Wealth 's largest Private Asset Management teams, the Senior Estate... client retention, net asset flows, diversification, and client engagement ** Experience & Qualifications:** + 7+… more
- Tradeweb (New York, NY)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of...they arise **Qualifications** + 4-10 years of total accounting experience , with a minimum of 3 years in public… more
- Tradeweb (Jersey City, NJ)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of...and fast recovery strategies. + Recognize critical production and client -facing issues and prioritize remediation. + Lead code reviews… more
- Tradeweb (Jersey City, NJ)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of...Continuously seek opportunities to enhance performance, security, and user experience across platforms. + Quickly research, learn, and evaluate… more
- Tradeweb (New York, NY)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of...and problem-solving abilities, with a keen eye for detail. Experience : + 10+ years preferred experience in… more
- Neuberger Berman (New York, NY)
- …and Multi-Asset Class strategies. This role is integral to the Private Wealth Investment Risk team, focusing on risk measurement, attribution, and analysis for ... outstanding analytical and communication skills. This is an excellent opportunity to work in a fast-paced, collaborative environment and gain hands-on experience … more
- Tradeweb (Jersey City, NJ)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of...enhance the reliability of our trading systems and core client -facing applications, with a focus on observability, troubleshooting, optimization,… more
- Tradeweb (New York, NY)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of...required + Internal Audit and / or public accounting experience (minimum 5 years) + Analytical, critical thinking and… more
- Tradeweb (New York, NY)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of...Math or related field + Minimum 10+ years of experience in financial analysis, consulting or other similar finance… more
- Tradeweb (New York, NY)
- …are reflected in platform enhancements. **Qualifications** + Bachelor's Degree completed or relative work experience required + 10+ years' experience in the ... largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client ...of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of… more
- Tradeweb (Jersey City, NJ)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of...data structures, patterns, templates, multithreaded programming + 5+ years' experience in C++ programming. + Experience in… more
- Tradeweb (Jersey City, NJ)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of...mission crucial production services. **Qualifications** + 3+ years of experience in a Data Platform Engineering role + Strong… more
- Neuberger Berman (New York, NY)
- …strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving ... strong interest in sustainable and impact investing. The successful candidate will work directly with the Stewardship & Sustainable Investing Group, with a primary… more
- Citigroup (New York, NY)
- **Executive Summary** The Client Experience Group Manager is a leadership role and specializes in onboarding, focusing on delivering an exceptional client ... and platforms. A strong emphasis is placed on providing an exceptional client experience , which necessitates detailed knowledge of products, platforms, and… more
- JPMorgan Chase (New York, NY)
- The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically ... and ultra-high net worth clients. This individual has extensive experience in wealth management and effectively introduces...the objectives of each client . As a Client Specialist within JP Morgan Wealth Management,… more
- TIAA (New York, NY)
- …an unwavering work ethic. **Key Responsibilities and Duties** + The Wealth Client Relationship Manager partners with Wealth Management Advisors ... ** Wealth Client Relationship Manager** Wealth...from start date. **Educational Requirements** + University (Degree) Preferred ** Work Experience ** + 2+ Years Required; 3+… more
