- 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
- Capco, a Wipro Company (New York, NY)
- …our clients confront some of their most pressing challenges. Our unparalleled experience generating digital strategies, defining client user journeys, creating ... complex programs, and designing next-generation platforms that elevate both client and advisor experiences. As a Senior Consultant on...**What You'll Bring with You:** + 5+ years of experience in management consulting or within the wealth… more
- Capco, a Wipro Company (New York, NY)
- …our clients confront some of their most pressing challenges. Our unparalleled experience generating digital strategies, defining client user journeys, creating ... & Asset Management Team at Capco you will work in a fast-paced team setting, alongside industry experts,...**What you'll bring with You:** + 2+ years of experience in the wealth or asset management… more
- Neuberger Berman (New York, NY)
- … role will play a pivotal part in enhancing the digital client experience for Neuberger Berman's Private Wealth clients. This role focuses on identifying and ... online access portal and app to drive meaningful improvements in the overall client experience + Partner with internal technology teams and third-party fintech… more
- Neuberger Berman (New York, NY)
- …will leverage technology to scale and organize advisory content. Strengthening client relationships, supporting wealth and investment strategy implementation, ... As a key member of one of NB Private Wealth 's largest Private Asset Management teams, the Senior Estate... client retention, net asset flows, diversification, and client engagement ** Experience & Qualifications:** + 7+… more
- Tradeweb (New York, NY)
- …+ Establishing strong relationships with clients at dealers and buyside firms + Work /broker client orders to ensure best execution + Working closely with ... world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clients -- in more than...and a vast network of clients, we continue to work together to improve the way financial markets trade.… 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
- 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
- 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...required + Internal Audit and / or public accounting experience (minimum 5 years) + Analytical, critical thinking and… 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 10+ years of experience in financial analysis, consulting or other similar finance… more
- Tradeweb (New York, NY)
- …are reflected in platform enhancements. **Qualifications** + Bachelor's Degree completed or relative work experience required + 10+ years' experience in the ... largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client ...of record revenues. Tradeweb is a great place to work , recognized in 2024 by Forbes as one of… more
- Neuberger Berman (New York, NY)
- …strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving ... strong interest in sustainable and impact investing. The successful candidate will work directly with the Stewardship & Sustainable Investing Group, with a primary… 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
- 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
- Neuberger Berman (New York, NY)
- …a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience by assisting with the service, ... Overview:** NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing... & Skills Qualifications:** + 2+ years of proven client service/support or related experience in the… more
- JPMorgan Chase (New York, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide ... client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support… more
- KeyBank (New York, NY)
- …coordination and delivery of all Family Wealth services and ensures the client receives an industry leading family office experience . While serving UHNW ... of client servicing and execution of the client experience . + Develops a strong understanding...Responsible for contributing to the development of the annual client wealth plan and actively participates in… more
