- Wellington (New York, NY)
- …including equity, fixed income, multi- asset , and alternative strategies. As a private partnership whose sole business is investment management , our long-term ... to lead and oversee external communications for our US Wealth Management business at a strategic level....for diverse audiences and geographies. + Strong knowledge of private markets, alternative investments, and multi- asset strategies,… more
- Neuberger Berman (New York, NY)
- …of contact with eMoney representatives on behalf of all eMoney users at NB Private Wealth . **Responsibilities:** + Constructing and formulating client wealth ... focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax, estate and risk ...wealth simulation analysis, income tax, estate and risk management strategies utilizing eMoney software + Leading wealth… more
- Neuberger Berman (New York, NY)
- …As a key member of one of NB Private Wealth 's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth clients ... LL.M. in Taxation a plus. Background in law and/or wealth management preferred + Proven ability to...a range of strategies-including equity, fixed income, quantitative and multi- asset class, private equity and hedge funds-on… more
- Citigroup (New York, NY)
- …that cater to the increasing demand for digital assets within a holistic wealth management framework. Through expert guidance and proactive engagement, the team ... matter experts, driving the strategic development and implementation of comprehensive digital asset initiatives for Citi Wealth clients. Our core mission is… more
- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: +...businesses such as Retail Bank, Commercial Bank, Small Business, Wealth at Work and Private Bank to… more
- US Bank (New York, NY)
- … Advisor to develop and bring new client relationships starting at $3MM+ net worth into Private Wealth Management , help with client discovery and work with ... wealth management specialists to deepen and broaden relationships with existing...of financial and personal risks that a family of wealth will face including: estate liquidity, creditor ( asset… more
- Coinbase (New York, NY)
- …and fully supported. The Client Strategist (CS) team is a key function within Coinbase Asset Management (CBAM). At CBAM a CS's job is to build the business. ... selling of CBAM funds and strategies to institutional allocators across US Wealth , RIA, Family Office. * Research, propose, and execute Go-To_Market (GTM). *… more
- Wellington (New York, NY)
- …including equity, fixed income, multi- asset , and alternative strategies. As a private partnership whose sole business is investment management , our long-term ... **Qualifications** Specific qualifications include: + 10+ of marketing or product management experience within the US intermediary and wealth channel,… more
- Citigroup (New York, NY)
- …in investment or wealth marketing, ideally within global financial institutions, asset managers, or private banks. + Proven ability to interpret and ... Citi Wealth is redefining how the world's most influential...simplify complex investment topics (macro outlooks, asset allocation, alternative investments, portfolio strategy) for sophisticated audiences.… more
- JPMorgan Chase (New York, NY)
- …consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package ... is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential mortgages needs secured… more