- Blue Owl (New York, NY)
- …discipline to create the exceptional. To learn more, visit www.blueowl.com. The Role The Relationship Management Associate ( RMA ) role is an essential part of ... is redefining alternatives(R). With $273 billion in assets under management as of March 31, 2025, we invest across...our Private Wealth team and tasked with accelerating the adoption of… more
- BNY Mellon (New York, NY)
- …work for the world. This is what #LifeAtBNY is all about. As a leading wealth manager, BNY Wealth Management is focused on helping successful individuals ... for assigned client portfolio. Work closely with business development teams to ensure relationship management strategy is executed by account management and… more
- Citigroup, Inc. (New York, NY)
- …Help clients achieve broad financial/investment goals related to the creation and management of wealth . Develop tailored solutions that address clients' ... skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment… more
- Careers at KKR (New York, NY)
- …OVERVIEW KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate ... insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR's investments may… more
- Gartner, Inc. (New York, NY)
- …Board The Gartner Research Board (GRB) is Gartner's dedicated service for the senior -most technology and digital leaders and their functional direct reports from the ... global peer research service that supports the critical priorities of these senior leaders through a combination of shared member community insight (members learning… more
- S&P Global, Inc. (New York, NY)
- …10 - Officials or Managers (EEO-2 Job Categories-United States of America), RATNGS102 - Senior Management (EEO Job Group), SWP Priority - Ratings - (Strategic ... as cross-practice projects. What's in it for you: Opportunity to partner with senior analytical leaders across the company on complex analytical topics Chance to… more
- Scotiabank (New York, NY)
- …suite, including high yield bonds and leveraged loans. Role will also include relationship management and cross collaboration such as: Coordinating with other ... range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and… more
- Scotiabank (New York, NY)
- …arise in a timely manner with updates to partners and escalations to management as required Relationship Management , Collaboration and Communication Managing ... range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and… more
- Citigroup, Inc. (Rego Park, NY)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- Infosys Limited Digital (Bridgewater, NJ)
- …hired at a Senior Consultant Level. Here are some engagements our Wealth Management consultants are working on : Conducting strategic assessments to define ... USA Requisition ID 136194BR Job description Business Analyst - Wealth Management & Trust, Infosys Consulting The...and facilitation skills with ability to build relationships at senior management and CXO levels Experience of… more
- State Street Corporation (Clifton, NJ)
- …a challenge you are up for. What you will be responsible for As a Senior Associate you will be responsible for the preparation, analysis and reporting of investment ... preparing of capital calls, distributions and bank reconciliations Preparing management , annual and incentive fee calculations Preparing various client… more
- Citigroup (New York, NY)
- …Citi Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for ... (CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors....experience working with 3rd party investment managers + Strong relationship management and organizational skills. + Broad… more
- HSBC (New York, NY)
- …speak at external conferences and events + Proactive. The Senior Wealth Planner will develop strong relationships with Relationship Managers, Investment ... communities and the planet we all share. As a Senior Wealth Planner, you will work closely...private law practice, public accounting firm, and/or at a wealth management firm advising high and ultra-high… more
- Citigroup (New York, NY)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such… more
- Truist (New York, NY)
- …+ years of fiduciary experience, with a focus on business development and relationship management + Effective communication skills both verbal and written, being ... clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new...fiduciary experience with a focus on business development and relationship management **Truist stands for better** Our… more
- JPMorgan Chase (New York, NY)
- …you will be responsible for managing initiatives aimed at growing and deepening Wealth Management 's relationship with affluent clients. You will oversee ... highly visible and required to partner with and influence key internal stakeholders and senior leadership across the Wealth Management channels (CWM and… more
- CIBC (New York, NY)
- …As a ** Senior Client Service Associate** , you will support Private Wealth relationship management efforts by delivering exceptional service to clients. ... We're building a relationship -oriented bank for the modern world. We need...Assist in the training of less experienced staff, at management request. + **Problem-solve and follow through:** Proactively anticipate… more
- City National Bank (Jersey City, NJ)
- *SR AUDIT MANAGER- WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director ... of Wealth Management , is a leadership role as...and effectively communicate audit results to the Audit Director, senior management and applicable Board/Committees in the… more
- NTT DATA North America (Newark, NJ)
- …Newark, New Jersey (US-NJ), United States (US). The ** Wealth & Asset** ** Management ** **Segment Leader** serves as the primary relationship owner for a ... apply now. We are currently seeking a IT Services Wealth & Asset Management Portfolio Lead (Tri-State...and lead a scalable, high-performing segment team focused on relationship management , revenue expansion, and service excellence.… more
- JPMorgan Chase (New York, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management , you will offer comprehensive ... will possess strong analytical skills, a deep understanding of wealth management , and the ability to collaborate...and relationship -building skills. Through a focus on relationship management , you should be able to… more
