- Goldman Sachs Bank AG (New York, NY)
- Asset & Wealth Management, Wealth Investment Solutions, Exchange Funds Team, Associate - New York location_on New York, New York, United States Asset & ... meet our client 's evolving needs. Job Summary & Responsibilities: The Wealth Investment Solutions Exchange Funds team is seeking a highly motivated individual to… more
- PowerToFly (New York, NY)
- …and tracking follow-ups Providing backup coverage for traditional registered or unregistered Client Service Associate responsibilities at the request of the ... POSITION SUMMARY Wealth Management Analysts provide exceptional service to our...tools, financial planning, reporting and analysis DUTIES and RESPONSIBILITIES Client Support As a key member of the service… more
- PowerToFly (New York, NY)
- We are looking for a strong Analyst/ Associate to join our New York or West Conshohocken based Investment Support team. The role is a Middle Office role sitting ... firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of… more
- William Blair (New York, NY)
- …passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work ... our clients expect. Equally, we are proud of our long ‑term partnerships with the communities in which we live...are not limited to: Build and maintain relationships with client senior executives. Consistently exceed client expectations.… more
- M&T Bank (New York, NY)
- …and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service ... all necessary information and materials. + Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management… more
- Neuberger Berman (New York, NY)
- The Senior Associate - Private Wealth Platforms & Experience role will play a pivotal part in enhancing the digital client experience for Neuberger Berman's ... efficient digital interactions. Additional responsibilities include providing support to private wealth teams, driving the evolution of client reporting… more
- TIAA (New York, NY)
- ** Wealth Client Relationship Manager** Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management ... while maintaining an unwavering work ethic. **Key Responsibilities and Duties** + The Wealth Client Relationship Manager partners with Wealth Management… more
- JPMorgan Chase (New York, NY)
- …Morgan Investments Direct, and JP Morgan Personal Advisors. JP Morgan (our Remote Wealth Management offering). As the Senior Associate , Strategy and Business ... JP Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long -term financial goals and is comprised of the Chase Wealth Management… 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
- Neuberger Berman (New York, NY)
- **Business Overview:** The Private Wealth Product Management team is newly established to serve as the backbone for operational excellence across Private Wealth ... will develop, maintain, and operationalize standardized readiness playbooks that bring Private Wealth products and programs to life. You will own client -facing… more
- JPMorgan Chase (New York, NY)
- Be part of a dynamic team at JP Morgan Wealth Management, where your expertise helps protect our Online Investing business and supports investors in achieving their ... long -term financial goals. As a trusted advisor, you'll drive...a relentless focus on risk and controls. As an Associate in Exposure Management & Market Surveillance, you'll play… more
- Neuberger Berman (New York, NY)
- …planning. The position involves working closely with various groups, including Payroll, Client Billing, Fund Admin, HCM Business Partners, Client Coverage ... analysis for payout variances and deliver clear, data-driven explanations to Client Coverage Management teams + **Deliver Insights:** Prepare compensation trend… more
- Nuveen Investments (Princeton, NJ)
- ** Wealth Management Coach** The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide ... **Key Responsibilities and Duties** + Build and maintain close relationships with client facing Wealth Management associates. Coach and motivate client… more
- Nuveen Investments (New Brunswick, NJ)
- ** Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... * Deeply curious with a demonstrated ability to uncover the needs of the client . * Giving and receiving constructive feedback are hallmarks of your character. *… more
- S&P Global (New York, NY)
- …the Role:** **Grade Level (for internal use):** 12 **The Team:** We are seeking an Associate Director, Client Solutions Group to join our Commercial team at S&P ... You will drive revenue growth through strategic engagement with asset management, wealth management and institutional clients across your region and provide support… more
- H&R Block (New York, NY)
- …as needed, and creating partnerships between the tax advisors in the program and the wealth managers to further the client experience. This role is the first ... continuously improve our business and have committed to a long -term strategy and transformation plan known as Block Next....as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to… more
- Neuberger Berman (New York, NY)
- The Associate /Senior Associate role will join Neuberger Berman's Investment Risk group in our New York office, supporting independent risk oversight for the ... Class strategies. This role is integral to the Private Wealth Investment Risk team, focusing on risk measurement, attribution,...39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range… more
- S&P Global (New York, NY)
- …making informed decisions that enhance our effectiveness. Collaboration and a client -centric approach are fundamental to our culture, enabling us to work ... efficiently with stakeholders to deliver exceptional service and foster long -term partnerships. **Responsibilities and Impact:** We are seeking a dynamic and… more
- S&P Global (New York, NY)
- …. If you thrive on hunting for new business, consultative selling, building long -term client partnerships, and closing complex SaaS deals, this is an ... S&P Global Enterprise Solutions is seeking to add a high-performing **Sales Associate Director** to drive growth across our Private Markets SaaS solutions. Based… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 12 **322323 Associate Director, APF Municipal & Cooperative Power** **About the Role/The Team:** S&P Global ... and customer service in a supportive, diverse, and collegial environment. As an Associate Director on the Municipal and Cooperative Power team, you will primarily be… more
