- Neuberger Berman (New York, NY)
- …Equity, Fixed Income, Alternatives, and Multi-Asset Class strategies. This role is integral to the Private Wealth Investment Risk team, focusing on ... The Quantitative Analyst will join Neuberger Berman's Investment Risk group in our New York office, supporting independent risk oversight for the firm's… more
- JPMorgan Chase (New York, NY)
- … solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job… more
- Citigroup (New York, NY)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... ultra-high net worth clients in the US. **Responsibilities:** + Investment counselors joining Citi Wealth will be...in depth knowledge of traditional and alternative investments with wealth planning and private banking services to… more
- Neuberger Berman (New York, NY)
- The Associate General Counsel - Private Wealth will play an integral role within Neuberger Berman's Legal & Compliance Department, specifically with respect to ... the Private Wealth business. The ideal candidate will...wealth management and asset management business, including the Investment Advisers Act, FINRA rules, Investment Company… more
- Neuberger Berman (New York, NY)
- …approximately $65 billion in assets for individuals, families and charitable institutions. The NB Private Wealth Investment Group leads the investment ... Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+...range of asset classes and strategies, portfolio construction and risk management. The Investment Group Analyst will… more
- Bank of America (New York, NY)
- …borrowers with complex balance sheets and income streams *10+ years of private wealth management credit experience *Strong negotiation and communication skills ... Credit Manager/Sr Credit Manager Global Wealth & Investment Management Custom Lending...end to end credit process for a portfolio of Private Bank clients and works with the Central Administration… more
- Citigroup (New York, NY)
- …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy, ... lending solutions across all three client segments including Citi Private Bank, Wealth at Work, Citi ...US and Internationally. + Partner with our retail credit risk lead to progress growth agenda across product lines… more
- Citigroup (New York, NY)
- …management of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...involved to expedite resolution. + Understand and communicate the risk involved with various investment strategies. +… more
- Bank of America (New York, NY)
- Private Wealth Client Associate New York, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- Citigroup (New York, NY)
- **Position: PE RE Product Development Analyst** The Citi Wealth Private Equity & Real Estate Product Development Analyst is a member of the Citi Wealth ... of the Alternatives team sources, researches and launches 10-12 private equity and real estate funds per year. The...on structuring of offering; * Working with legal, tax, risk , compliance, operations and finance on legal documents, marketing… more
- Citigroup (New York, NY)
- The Investment Relationship Officer is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and ... serve as the Relationship Officer for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Lead client onboarding and account opening efforts… more
- Citigroup (New York, NY)
- …management of wealth . + Develop tailored solutions that address clients' investment , risk management, and financing/liquidity needs. + Set challenging goals, ... operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through… more
- Citigroup (New York, NY)
- …This role requires registration for securities both in the US and in Canada. Investment Counselors joining Citi Private Bank will be distinguished and highly ... in depth knowledge of traditional and alternative investments with wealth planning and private banking services to...or other advanced degree a plus. **Job Family Group:** Private Client Product Services **Job Family:** Investment … more
- BlackRock (New York, NY)
- …digital distribution technology that enable BlackRock's investment sales in the wealth channel. Our clients include wirehouses, private banks, independent ... by leveraging risk analytics - powered by Aladdin(R) - to equip wealth management clients with model construction capabilities, risk monitoring tools, and… more
- Citigroup (New York, NY)
- …Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in... Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows… 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 ... US Compliance, we're on a mission to build a more resilient and scalable compliance risk management function. As part of our team, you'll play a key role in… more
- JPMorgan Chase (New York, NY)
- …delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth ... JP Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion...and assets under management of $1.4 trillion. JP Morgan Private Bank has been helping the world's wealthiest individuals,… more
- Citigroup (New York, NY)
- …opportunities to improve outcomes through a range of potential solutions including wealth structuring, insurance, trust management, and various investment and ... Citi Wealth services a large number of UHNW relationships...and audiences + Ability to travel **Job Family Group:** Private Client Product Services **Job Family:** Investment … more
- JPMorgan Chase (New York, NY)
- …you ready to make a difference in Global Wealth Management? As part of our Investment Risk & Analytics team, you will play a pivotal role in ensuring that ... As a Risk Manager in the Client Risk team of WM Investment Risk...similar fields, CFA, FRM. + Experience in Asset Management, Wealth Management, or Private Bank. + Knowledge… more
- Citigroup (New York, NY)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth brings together the full power of Citi...intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic… more