- Neuberger Berman (New York, NY)
- …and executing a comprehensive digital transformation roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. + Own ... client insights. + Overhaul and fully digitize the client account opening and onboarding experience to...within the financial services sector. + Deep understanding of Private Wealth business models, digital client… more
- Neuberger Berman (New York, NY)
- …thrives in a dynamic environment, managing projects, and partners closely with Onboarding , Client Service, and Investment teams to ensure our investment ... through the Software Development Lifecycle, ensuring alignment with the needs of Onboarding , Client Service, and Investment teams, and the readiness of… more
- Neuberger Berman (New York, NY)
- Summary 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 Private Wealth … more
- Neuberger Berman (New York, NY)
- …for the ownership and execution of several strategic programs and analyses related to Private Wealth 's client onboarding and account opening journey. ... Wealth Platforms & Experience organization, the role of ** Client Onboarding Journey Owner** will be responsible...and enhance all aspects of the Client Onboarding and Account Opening journey across the Private… more
- Citigroup (Jersey City, NJ)
- …Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business (net worth of ~$200k - $1mm). The Wealth Operations organization ... The Citi Wealth Business provides services for clients in ...as Deposits, Lending, Investments and understand importance of KYC, Client Onboarding and Client Reporting.… more
- Citigroup (New York, NY)
- …+ Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Onboarding **Time Type:** ... are directly affected by the performance of the individual. **Responsibilities:** + Lead client onboarding and account opening efforts as a part of our core … more
- Robert Half Finance & Accounting (New York, NY)
- …client is seeking a Client Service Associate to support a dynamic Private Wealth Advisory team. This is an excellent opportunity for a motivated, ... detail-oriented professional looking to grow within the private wealth management space. You'll be working...Responsibilities of this position will include: . Manage new client onboarding and account setup . Handle… more
- JPMorgan Chase (New York, NY)
- …activities that touch prospective or existing clients. **Job responsibilities:** + Own the client onboarding and account maintenance for new and existing clients ... Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide… more
- BlackRock (New York, NY)
- …robo-advisors, bank led digital platforms, fintechs, and other emerging consumer digital wealth firms across the US and Canada. The Direct business is driving ... cross-functional role and requires extensive collaboration across Marketing, Product Solutions, Aladdin Wealth , US Wealth Advisory, Markets & Trading, and many… more
- BlackRock (New York, NY)
- …Solutions teams, positioning BlackRock as the partner of choice across various client segments (eg, wealth intermediaries, individual investors, pension funds, ... highlight our "whole portfolio" capabilities, elevating BlackRock's platform across public and private markets, technology and data and as a key partner to deliver… more
- JPMorgan Chase (New York, NY)
- With over $200 billion of client capital invested across hedge funds, private equity, private credit, real estate and direct investments/co-investments, the ... class" sourcing and offerings of non-traditional investment strategies to Institutional, Private Banking and Wealth Management clients. A disciplined selection… more
- BlackRock (New York, NY)
- …global relationships with large asset owners such as insurers and sovereign wealth funds by supporting their evolving investment, portfolio, and business needs. The ... Asset Owners (ie central banks, multilateral development banks and sovereign wealth funds), Financial Markets Advisory (FMA), and the Global Financial Institutions… more
- Scotiabank (New York, NY)
- …to identify trends and cross-selling opportunities within sector + Lead and facilitate client onboarding for various products + Assist with various ad-hoc tasks ... range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and… more
- BlackRock (New York, NY)
- …Yards, New York, NY 10001 Job Duties: Responsible for business development and client servicing for Americas retirement and retail investors (including USA and Latin ... the products internally and externally, particularly targeted to the Americas Wealth Channels. Develop strategic growth initiatives and product innovation. Develop… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... expense reports for approval and payment, ensuring timely completion and proper client coding. Prepares and submits invoices to Accounts Payable for processing.… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... growing. The Information Technology department is building an improved tech support and onboarding team to manage growth. If you are a Windows desktop support… more
- BlackRock (New York, NY)
- …funds, separate accounts, model portfolios, and outsourcing solutions in the wealth and institutional channels. Currently, MASS manages over $1 trillion in ... valued and drive better decisions. Consistent with our diverse client base, we recognize the benefit that diversity of...of a range of instruments and markets such as private and/or public funds, derivatives, FX, cash instruments, equities… more
- BlackRock (New York, NY)
- …to our clients to unify the investment management process across public and private markets. It integrates risk, investment, and client management processes ... and business transformation. At BlackRock, the Aladdin team comprises the Aladdin Client Business, Aladdin Wealth Tech, Aladdin Product, Aladdin Data, and… more
- Scotiabank (New York, NY)
- …sales, structuring, pricing, execution, funding, risk management, legal, compliance, client management/ onboarding and all operational pieces. Analyze US ... range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and… more
