- Neuberger Berman (New York, NY)
- …to join the Fraenkel Group. **Primary Responsibilities:** + Constructing and formulating client wealth planning analyses focusing on retirement cash flow, asset ... allocation, wealth simulation analysis (Monte Carlo Simulation), income tax, estate...external reporting + Process account openings/closings, transfers, and other client requests + Create, monitor, and update financial data… more
- HSBC (New York, NY)
- …or related field (or equivalent work experience ) + Proven experience in insurance sales, wealth management, private banking, or financial services + ... Wealth and Personal Banking Insurance Specialist Brand: HSBC...investment specialists, credit, trust, operations) to deliver a seamless client experience + Educate business partners through… more
- Neuberger Berman (New York, NY)
- …lifecycle management. This leader acts as the connective tissue across Private Wealth , Technology, Operations, Compliance, Finance, and client -facing teams to ... Responsibilities:** + Own the development and execution of Private Wealth 's technology book of work + Lead...Qualifications:** + Bachelor's degree required + 8+ years of experience in Wealth /Asset Management or related financial… more
- Neuberger Berman (New York, NY)
- …planning. The position involves working closely with various groups, including Payroll, Client Billing, Fund Admin, HCM Business Partners, Client Coverage ... analysis for payout variances and deliver clear, data-driven explanations to Client Coverage Management teams + **Deliver Insights:** Prepare compensation trend… more
- Neuberger Berman (New York, NY)
- … client onboarding, or project coordination + Bachelor's degree required; relevant work experience in financial services a plus + Strong attention to ... **Business Overview:** The Private Wealth Product Management team is newly established to... products and programs to life. You will own client -facing agreements and product related documentation, coordinate cross-functional tasks,… more
- Neuberger Berman (New York, NY)
- …and other relevant services that can be provided to enhance the overall client experience and help clients achieve their financial goals. **Growth/Retention:** ... services, focusing on strengthening relationships, supporting the implementation of wealth and investment strategy recommendations, expanding client … more
- Paycom Online (Stamford, CT)
- …available benefits. The Strategic Account Manager (internally known as Client Relations Representative) is responsible for retaining existing company relationships ... to add to their portfolio + Maximizing employee and client usage of Paycom software + This position is...interested in every qualified candidate who is eligible to work in the United States **RESPONSIBILITIES** + Works closely… more
- Tradeweb (New York, NY)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of...they arise **Qualifications** + 4-10 years of total accounting experience , with a minimum of 3 years in public… more
- Neuberger Berman (New York, NY)
- …team that sits across commercial touch points. **Campaign Development & Coordination** + Work with the Global Head of Brand Experience to translate strategic ... presence across global markets. Reporting to the Global Head of Brand Experience , this role focuses on executing brand strategies, building compelling narratives… more
- HSBC (New York, NY)
- …Interest: Investment Banking, Markets, and Research Location: New York, NY, US, 10001 Work style: Office Worker Date: 13 Jan 2026 In compliance with applicable laws, ... committed to employing only those who are authorized to work in the US. Applicants must be legally authorized...career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a role that… more
- Tradeweb (New York, NY)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of...Math or related field + Minimum 12+ years of experience in financial analysis, consulting or other similar finance… more
- Neuberger Berman (New York, NY)
- …and Multi-Asset Class strategies. This role is integral to the Private Wealth Investment Risk team, focusing on risk measurement, attribution, and analysis for ... outstanding analytical and communication skills. This is an excellent opportunity to work in a fast-paced, collaborative environment and gain hands-on experience … more
- Tradeweb (New York, NY)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of...and problem-solving abilities, with a keen eye for detail. Experience : + 10+ years preferred experience in… more
- Tradeweb (New York, NY)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... you won't just be along for the ride. You'll work with our technologists and business experts to gain...our technologists and business experts to gain practical, hands-on experience that you can actually use. Our program combines… more
- Citigroup (New York, NY)
- **Executive Summary** The Client Experience Group Manager is a leadership role and specializes in onboarding, focusing on delivering an exceptional client ... and platforms. A strong emphasis is placed on providing an exceptional client experience , which necessitates detailed knowledge of products, platforms, and… more
- JPMorgan Chase (New York, NY)
- The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically ... and ultra-high net worth clients. This individual has extensive experience in wealth management and effectively introduces...the objectives of each client . As a Client Specialist within JP Morgan Wealth Management,… more
- Nuveen Investments (White Plains, NY)
- …an unwavering work ethic. **Key Responsibilities and Duties** + The Wealth Client Relationship Manager partners with Wealth Management Advisors ... ** Wealth Client Relationship Manager** Wealth...from start date. **Educational Requirements** + University (Degree) Preferred ** Work Experience ** + 2+ Years Required; 3+… more
- Citizens (Tarrytown, NY)
- …with a strong emphasis on client -focused approaches. + Background in private wealth management industry is advantageous Hours & Work Schedule Hours per Week: ... Description Private Wealth Client Service Associate As a...on various factors including but not limited to the work location, and relevant skills and experience .… more
- Bank of America (New York, NY)
- …knowledge and understanding of investment products **Desired Qualifications:** + Previous wealth management client associate experience strongly preferred ... Registered Wealth Management Client Associate New York,...oriented + Invested in personal development + Consistently pursues client experience excellence + Works quickly to… more
- Bank of America (New York, NY)
- Private Wealth Client Associate New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience + Is comfortable operating in a fast-paced environment… more
