- Canandaigua National Bank & Trust (Pittsford, NY)
- … experience is being delivered exceptionally to each client . As the Wealth Operations Manager you will be responsible for implementing strategies ... Wealth Operations Manager Canandaigua National Bank & Trust Location: 1150 Basin Park, Pittsford, NY 14534 What does a Wealth Operations Manager … more
- NTT America, Inc. (New York, NY)
- …inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Wealth and Asset Management Consulting Senior Manager to join our ... Services clients: https://us.nttdata.com/en/services/consulting-services/banking-and-financial-services-consulting **How You'll Help Us:** As a Wealth and Asset Management Consulting Senior Manager ,… 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 ... team member has a chance to make a tangible impact - both in day-to-day operations and in the design of a future-focused compliance program. This not just about… more
- Charles Schwab (New York, NY)
- …The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth ... **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations ...risk mitigation, and liquidity needs. As a **Senior Regional Manager ** you will coach and counsel a team of… more
- Neuberger Berman (New York, NY)
- … Wealth business; liaising with wealth advisors, portfolio managers and operations on all aspects of the client relationship; and assisting with legal ... The Associate General Counsel - Private Wealth will play an integral role within Neuberger...initiatives. + Review and approve marketing materials and other client communications to ensure that they comply with regulatory… more
- Neuberger Berman (New York, NY)
- …billion in client assets as of December 31, 2023. NP Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. ... Managing $70b+ in client assets across 40+ seasoned wealth and investment teams, with access to a deep breadth of customized investment solutions, the platform… more
- Citizens (NY)
- …record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over ... of services, expertise, and research, while intimately focusing on each client 's unique circumstances. Citizens Wealth Management offers innovative solutions… more
- Bank of America (New York, NY)
- …The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's ... Merrill Market Client Relationship Manager New York, New...the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff. **Responsibilities:**… more
- BlackRock (New York, NY)
- …to endowments and foundations. **About the role** We are looking for a Client Relationship Manager to help establish and deepen long-term relationships, ... primarily with wealth advisors from Broker Dealer and Private Bank platforms....a number of departments, such as Portfolio Management, Research, Operations , and Marketing. The position requires strong verbal and… 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