- Goldman Sachs, Inc. (New York, NY)
- Job Description A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you ... own. As part of one of the world's leading asset managers with over $3 trillion* in assets under...with your clients. Fixed Income and Liquidity Solutions, within Public Investing, manages more than $1.7 trillion* in assets… more
- Neuberger Berman Group LLC (New York, NY)
- …Oversight Officer to join our team. The Trust Companies support the Private Wealth Management , Institutional, and Intermediary businesses of the firm, managing a ... updated IPSs, coordinate rebalancing requests, and communicate relevant changes to asset management strategies Ensuring timely valuation updates and thorough… more
- JPMorgan Chase & Co. (New York, NY)
- …Highbridge Capital Management , LLC, founded in 1992, is a global alternative asset management firm. Over the years, it has developed a diversified investment ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- Raymond James Financial, Inc. (New York, NY)
- …merger and acquisition scenarios and preparing documents related to the public issuance of stock. **Job Description** Responsibilities: Develop and/or deliver a ... plan for significant aspects of the financial management and/or control process. Analyze, assess, and quantify the risks associated with products, individual… more
- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... strategic and tactical engagement meetings with executives across the asset management landscape. + Design and implement...(CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.… more
- Broadridge Financial Solutions (New York, NY)
- …leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. ... to drive the modernization of our platform within the Wealth Management portfolio. This role is a...We believe that our associates are our most important asset . Encouraging professional development opportunities is a core part… more
- Capco, a Wipro Company (New York, NY)
- …We are 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....strategic client engagements and pursuits and building out our Wealth Management practice with a focus on… more
- HSBC (New York, NY)
- …experience either in private law practice, public accounting firm, and/or at a wealth management firm advising high and ultra-high net worth clients on ... and the planet we all share. As a Senior Wealth Planner, you will work closely with high and...families to advise on sophisticated income and estate tax, asset protection, and generational planning needs. You will serve… more
- US Bank (New York, NY)
- … Planning and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting ... at $3MM+ net worth into Private Wealth Management , help with client discovery and...of financial and personal risks that a family of wealth will face including: estate liquidity, creditor ( asset… more
- JPMorgan Chase (New York, NY)
- …Highbridge Capital Management , LLC, founded in 1992, is a global alternative asset management firm. Over the years, it has developed a diversified investment ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- JPMorgan Chase (New York, NY)
- Highbridge Capital Management , LLC, founded in 1992, is a global alternative asset management firm. Over the years, it has developed a diversified investment ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- Robert Half Finance & Accounting (New York, NY)
- …laws and regulations. * Provide proactive advice and guidance to clients on tax-efficient wealth preservation and asset management strategies. * Oversee the ... an exciting opportunity for a Tax Manager in the public industry located in New York, New York. The...required. + Minimum of 7-12 years of experience in public accounting, with a focus on tax planning and… more
- TD Bank (Bernardsville, NJ)
- …+ Ability to commute within assigned territory + Strong understanding of wealth management business development techniques + Strong understanding and experience ... will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their...ensure strong performance, collaboration and enthusiasm + Represents TD Wealth to the general public in a… more
- TD Bank (Brooklyn, NY)
- …to obtain within Licensing & Registration Schedule + Advanced understanding of wealth management business development techniques, products, services and overall ... will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage...ensure strong performance, collaboration and enthusiasm + Represents TD Wealth to the general public in a… more
- Citigroup (New York, NY)
- …include strategies for, but not limited to, Asset Protection, Risk Management , Estate Tax Planning, Wealth Transference, Business Succession and Legacy ... over technical information and strategy. **Responsibilities:** The Citi Personal Wealth Management (CPWM) Advanced Financial Planning Strategist will… more
- JPMorgan Chase (New York, NY)
- Description JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its ... investing or client portfolio management at an Asset Management firm, Wealth Manager,...Fund, Endowment) is ideal + Excellent communication, presentation and public speaking skills to clearly and passionately articulate our… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is implementing a strategic plan that includes elevating Private Wealth 's investment platform, leveraging the firm's global investment ... capabilities to deliver customized solutions for NB Private Wealth 's clients. In support of growth and innovation, the...include: + Evaluation and ongoing monitoring of Neuberger Berman public and private products and strategies utilized within NB… more
- Broadridge Financial Solutions (Newark, NJ)
- …leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. ... a dotted reporting line to the President of Global Asset Servicing based in the US, you will be...products and geographies with a renewed focus on our Wealth Management Solution and we are looking… more
- Broadridge Financial Solutions (Newark, NJ)
- …centralized and decentralized exchanges, wallet providers, custodians, and traditional financial institutions ( wealth and asset management ). + Develop and ... leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies.… more
- Broadridge Financial Solutions (Newark, NJ)
- …leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. ... compliance, and renewal schedules. + Process Improvement & System Management : + Maintain accurate telecom inventory and asset... Management : + Maintain accurate telecom inventory and asset records within TEM systems. + Assist in the… more
