- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... the optimization of both the liability and capital stack through liability management actions. Additionally, CTI CM provides regular updates to Senior Management… more
- S&P Global (New York, NY)
- …their complex business challenges. The team is focused on relationship management , business development, and are intellectually curious. We uniquely leverage our ... client engagement and solutions. The Head of Private Markets Relationship Management , S&P Global Ratings is a pivotal leadership position responsible for… more
- Bank of America (New York, NY)
- …Portfolio Construction and Analysis, Presentation Skills, Financial Markets expertise, Pipeline Management , Wealth Planning, Liability Management **Skills:** ... will anchor on deep investment expertise to deliver custom asset allocation and traditional and alternative manager selection. Advice...+ Market Analysis + Portfolio Management + Wealth Planning + Analytical Thinking + Client Investments … more
- S&P Global (New York, NY)
- **About the Role:** **Sales & Relationship Management , Investment Management Community** **Role Summary:** As a Sales and Relationship Management ... key role in driving the success of client relationships within the Investment Management Community. You will oversee the entire sales lifecycle, from identifying and… more
- JPMorgan Chase (New York, NY)
- …market research to identify trends, opportunities, and competitive threats related to wealth management solutions. + Develop strategies to differentiate our ... in product management , with a focus on wealth management platforms. + Bachelor's degree in...small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
- Raymond James Financial, Inc. (New York, NY)
- …including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management divisions, serving ... regulations in all aspects of the Private Client and Asset Management . Risk assessment methodologies ....financial services experience required . Experience in broker-dealer or wealth management firms preferred, especially with exposure… more
- Wellington (New York, NY)
- …great opportunity for someone who would like to build a legal career in asset management . Key responsibilities will include: + Advise on regulatory issues ... US jurisdiction. + 2-5 years of relevant legal experience, ideally with experience in asset management or financial services. Experience with legal support of … more
- JPMorgan Chase (New York, NY)
- Description We are looking to add a Senior Associate, Commercial Office to Wealth Management - Managed Investments. Managed Investments is responsible for the ... Capabilities** + 3+ years of experience or equivalent expertise in financial services, wealth management or investments organizations or consulting + 3+ years of… more
- Citigroup (New York, NY)
- …of 10 years of experience in markets, preferably within private banking or a wealth management setting. The successful candidate will have a deep understanding ... of investment products across various asset classes and will be responsible for leading a...experience in markets, preferably in private banking or a wealth management setting. + Strong understanding of… more
- Charles Schwab (New York, NY)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... practice holistically through client asset consolidation, networking, and earning client referrals. If you...in additional to furthering your own professional development in Wealth Management . + Bilingual in English/Mandarin preferred… more