- 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
- 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
- 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
- City National Bank (Jersey City, NJ)
- *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of ... performed, and effectively communicate audit results to the Senior Audit Manager /Director and senior management in meetings, presentations, and/or written reports… more
- TIAA (New York, NY)
- The Wealth CIO team is seeking an experienced Sr. Director of Operations , Execution, and Risk. This person would ensure that investment and business processes ... 9IC **Required Qualifications:** + 5+ years of risk management experience in wealth management, trust and/or brokerage as well as product development and management.… more
- M&T Bank (New York, NY)
- …OJT responsibilities vary by department and are assigned by the department manager . The position may be responsible for additional projects as assigned by ... the department manager or Leadership Development Manager -MDP. **DEPARTMENT DESCRIPTION:**...our clients need financial services outside of their core wealth management solutions, we have the resources to help.… more
- JPMorgan Chase (Jersey City, NJ)
- …We are seeking a highly skilled Product Lead with deep expertise in Wealth Management Advisor Compensation within a large financial institution. This individual will ... line-of-business incentives, Advisor retirement, and career progression programs. As a Product Manager on the Product & Experience Manager for Advisor… 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
- Citigroup (New York, NY)
- …in the Global Asset Manager Industry, an expansion market in the Global Wealth business. This individual will be a subject matter expert within the field and ... The Wealth Lending Advisor for Asset Management Group (AMG)...develop new lending opportunities in concert with the AMG Client Coverage Banking team. + Originate and structure financing… more
- Bank of America (New York, NY)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Merrill-Market- Client -Relationship- Manager \_25020057) **Job Description:** ... Merrill Market Client Relationship Manager New York, New...member of the market leadership team and manages the Wealth Management Client Associates, Operations … more
- Neuberger Berman (New York, NY)
- …+ **Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations , and clients. + ** Client Support** : Offer daily support for the ... NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business....1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- Bank of America (New York, NY)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Merrill-Market-Supervision- Manager \_25032095) **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
- 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
- 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 ... to make a tangible impact - both in day-to-day operations and in the design of a future-focused compliance...Wealth Banking.** **As a member of the US Wealth Compliance Department, the Compliance Business Oversight Manager… 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
- S&P Global (New York, NY)
- …a dynamic and innovative leader, with an Investment Bank / Capital Markets Operations , Client Onboarding background, to drive engagement and business success ... informed decisions that enhance our effectiveness. Collaboration and a client -centric approach are fundamental to our culture, enabling us...across our Counterparty Manager product suite, which includes solutions such as CLM… more
- City National Bank (New York, NY)
- …the ongoing business and operational needs. As the operational expert for the client , the Account Officer/ Manager is positioned to proactively execute on the ... *ACCOUNT MANAGER SENIOR ENT* WHAT IS THE OPPORTUNITY? This...Degree or equivalent * Minimum 6 years experience in client service, banking operations or relationship management… more
- Neuberger Berman (New York, NY)
- We are seeking a proactive, hands-on Project Manager /Technical Business Analyst to lead and coordinate technology-driven projects, analyze complex business ... in a dynamic environment, managing projects, and partners closely with Onboarding, Client Service, and Investment teams to ensure our investment platform is fully… more
- Experian (New York, NY)
- …Audigent, the leader in sell-side data and curation The Customer Success Manager , Financial Services Vertical will meaningfully contribute to EMS's commercial team ... managing client relationships such as banks, credit unions, and other...satisfaction + Work with your counterparts across solutions engineering, operations , billing, and finance to ensure continuity across the… more
- Deloitte (New York, NY)
- Manager - FSI Risk, Regulatory & Forensic Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving ... for this role ends on October 10, 2025 Work you'll do Excited by both client delivery and continuous learning, the ideal candidate will play a key role in supporting… more