- Neuberger Berman (New York, NY)
- …of the Private Wealth Platforms & Experience organization, the role of ** Client Onboarding Journey Owner** will be responsible for the ownership and execution of ... several strategic programs and analyses related to Private Wealth 's client onboarding and account opening journey. Our choice candidate will be a detail oriented… 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
- Neuberger Berman (New York, NY)
- …Platforms & Experience role will play a pivotal part in enhancing the digital client experience for Neuberger Berman's Private Wealth clients. This role focuses ... efficient digital interactions. Additional responsibilities include providing support to private wealth teams, driving the evolution of client reporting… 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
- 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
- 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
- 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
- S&P Global (New York, NY)
- …of high-profile indices encompassing equities, fixed income, commodities derivatives, and digital wealth . **Impact:** As an Index Manager , you will be ... with key stakeholders (Product Management, R&D, Technology, Governance and Operations ) to ensure the day-to day accuracy of indices...indices. While this role will have a focus on Wealth Benchmarks, flexibility and more generalized work across the… more
- JPMorgan Chase (New York, NY)
- Join the Wealth Management Solutions team as a Product Manager focused on the firm's Donor Advised Fund (DAF) product offering. This role is responsible for ... on optimizing investment processes, trading execution, and enhancing the digital client experience. The ideal candidate is a highly organized, analytical, and… more
- City National Bank (New York, NY)
- * OPERATIONS ANALYST* WHAT IS THE OPPORTUNITY? Provides operational support to the Portfolio Manager Team and Advisors on all asset movement activities. Review, ... well as act as the liaison between the Portfolio Manager Team and our clearing firm.Manage all outgoing transfers...in our bookkeeping system and upload them to our client account database. * Review all outgoing transfers, freeze… more
- Neuberger Berman (New York, NY)
- Neuberger Berman's Private Wealth business is seeking a highly motivated and results-driven individual to lead initiatives focused on process improvement and ... enhancing the efficiency, scalability, and effectiveness of the Private Wealth business by evaluating current processes, identifying opportunities for improvement,… more
- Citigroup (New York, NY)
- …collaborative and detail-oriented Brand Strategy Lead to support the execution of Citi Wealth 's global brand strategy. This role will play a vital part in ... Media & Creative Strategy, this individual will help bring the Citi Wealth brand to life-ensuring consistent design, clear messaging, and strategic alignment across… more
- Bank of America (New York, NY)
- …Client -Associate\_25042731) **Job Description:** **Advisor Development Program Client Associate** Merrill Wealth Management is ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help pursue the life they envision… more
- Bank of America (White Plains, NY)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/White-Plains/Merrill-Market-Supervision- Manager \_25018031) **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
- 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
- Capgemini (New York, NY)
- …to deliver cutting-edge solutions. Join us to drive transformation tailored to our client 's challenges of today and tomorrow. Informed and validated by science and ... by technology created with purpose. **YOUR ROLE** As a ** Manager ** or **Senior Manager ** in our **Insurance**...expertise to guide insurers in updating their business models, operations , and technology. The role requires knowledge of the… more
- Scotiabank (New York, NY)
- Senior Manager , US Liquidity Management Deposit Product Solutions, Global Transaction Banking **Requisition ID:** 238937 **Salary Range:** 117,400.00 - 224,700.00 ... committed to results, in an inclusive and high-performing culture. **Senior Manager , US Liquidity Management Deposit Product Solutions, Global Transaction Banking… more
- TD Bank (Paterson, NJ)
- …**Line of Business:** Personal & Commercial Banking **Job Description:** The Store Manager II develops, leads and contributes to the growth and profitability of ... managers + Requires deep expert knowledge of the business, banking and bank operations + Requires deep expert process management knowledge and deep expert knowledge… more
- Deloitte (New York, NY)
- … experience. You will collaborate with cross-functional teams-including technology, operations , sales, and client service-to evolve our offerings/products ... and advisory teams to enable seamless integration of product features into client engagements and ongoing operations . + Operational Excellence: Execute on… more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management strategy for advisors working with workplace participants. You'll ... in enabling the advisors to convert those participants into wealth management clients. If you are a collaborative team...is the place for you. As an Advisor Engagement Manager , you will lead the strategy and execution of… more
