- Broadridge Financial Solutions (New York, NY)
- …highly skilled Technology Leader to drive the modernization of our platform within the Wealth Management portfolio. This role is a unique opportunity to shape ... business acumen, leading a talented team and shaping the future of Wealth Management technology at scale. Key Responsibilities: Architectural Leadership: Lead… more
- Equitable (New York, NY)
- …and execution of M&A activities across Equitable Holdings, with a focus on retirement, wealth management , and asset management through AllianceBernstein. ... and Corporate Development ( 2500007V ) **Primary Location** : UNITED STATES -NY-New York **Organization** : Equitable **Schedule**...levels of the organization. + Knowledge of the retirement, wealth , and asset management industry.… more
- TIAA (New York, NY)
- ** Wealth Management Strategy Associate** The Wealth Management Strategy team (WM Strategy) partners with senior Wealth leadership as a trusted ... Strategy team from other areas of the firm. The Wealth Management Strategy Associate helps to drive...today weʼre a market-leading retirement company fueled by world-class asset management . But weʼre not just another… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary… more
- JPMorgan Chase (New York, NY)
- …new client acquisition + Advise clients on their overall balance sheet, including asset allocation, investment management , wealth planning, credit and ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- TIAA (Ithaca, NY)
- ** Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients...today weʼre a market-leading retirement company fueled by world-class asset management . But weʼre not just another… more
- City National Bank (New York, NY)
- * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). Through ... materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst will participate in special projects, as assigned by the … more
- Broadridge Financial Solutions (New York, NY)
- …aligned with our industry verticals and our cross-industry horizontals. Industry verticals are Asset Management , Capital Markets, Wealth Management ; and ... as a top-of-mind Ops and Tech consulting firm for Asset Management clients Deliver with Quality +...technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies.… more
- BlackRock (New York, NY)
- **About this role** BlackRock's US Wealth Advisory business ("USWA") manages the firm's relationships with US retail financial services firms and their ... management . Key Responsibilities + Work with leadership in Wealth (and at times, broader Americas) client businesses to...firm, private equity firm, or complex multinational corporation + Asset management industry knowledge is preferred +… more
- Citigroup (New York, NY)
- …job requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This ... how to align products and other investment solutions with asset allocation targets, risk management and client...Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary… more