- 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
- 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
- Citigroup (New York, NY)
- …This role will oversee the relationship with US Personal Banking in partnership with our Wealth Operations team. This role reports into a newly created role the ... Lending provides competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our team provides lending… more
- City National Bank (Jersey City, NJ)
- *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of ... performed, and effectively communicate audit results to the Senior Audit Manager /Director and senior management in meetings, presentations, and/or written reports… more
- TIAA (New York, NY)
- The Wealth CIO team is seeking an experienced Sr. Director of Operations , Execution, and Risk. This person would ensure that investment and business processes ... 9IC **Required Qualifications:** + 5+ years of risk management experience in wealth management, trust and/or brokerage as well as product development and management.… 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
- M&T Bank (New York, NY)
- …OJT responsibilities vary by department and are assigned by the department manager . The position may be responsible for additional projects as assigned by ... the department manager or Leadership Development Manager -MDP. **DEPARTMENT DESCRIPTION:**...our clients need financial services outside of their core wealth management solutions, we have the resources to help.… 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)
- …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
- Citigroup (New York, NY)
- …in the Global Asset Manager Industry, an expansion market in the Global Wealth business. This individual will be a subject matter expert within the field and ... The Wealth Lending Advisor for Asset Management Group (AMG)...develop new lending opportunities in concert with the AMG Client Coverage Banking team. + Originate and structure financing… more
- Bank of America (New York, NY)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Merrill-Market- Client -Relationship- Manager \_25020057) **Job Description:** ... Merrill Market Client Relationship Manager New York, New...member of the market leadership team and manages the Wealth Management Client Associates, Operations … more
- Neuberger Berman (New York, NY)
- …+ **Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations , and clients. + ** Client Support** : Offer daily support for the ... NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business....1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… 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
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth… 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
- S&P Global (New York, NY)
- …Role:** **Grade Level (for internal use):** 10 **The** **Role:** Tax Solutions Client Success/ Client Engagement Sr. Specialist **The Team:** S&P's Market ... Serve as the primary and secondary relationship and support manager for assigned Tier 1/high value clients and handle...and provide guidance on additional products. + Analyze complex client inquiries through application of product knowledge and … more
- S&P Global (New York, NY)
- …a dynamic and innovative leader, with an Investment Bank / Capital Markets Operations , Client Onboarding background, to drive engagement and business success ... informed decisions that enhance our effectiveness. Collaboration and a client -centric approach are fundamental to our culture, enabling us...across our Counterparty Manager product suite, which includes solutions such as CLM… more
- City National Bank (New York, NY)
- …the ongoing business and operational needs. As the operational expert for the client , the Account Officer/ Manager is positioned to proactively execute on the ... *ACCOUNT MANAGER SENIOR ENT* WHAT IS THE OPPORTUNITY? This...Degree or equivalent * Minimum 6 years experience in client service, banking operations or relationship management… more
- Neuberger Berman (New York, NY)
- We are seeking a proactive, hands-on Project Manager /Technical Business Analyst to lead and coordinate technology-driven projects, analyze complex business ... in a dynamic environment, managing projects, and partners closely with Onboarding, Client Service, and Investment teams to ensure our investment platform is fully… more
- Experian (New York, NY)
- …Audigent, the leader in sell-side data and curation The Customer Success Manager , Financial Services Vertical will meaningfully contribute to EMS's commercial team ... managing client relationships such as banks, credit unions, and other...satisfaction + Work with your counterparts across solutions engineering, operations , billing, and finance to ensure continuity across the… more