• Senior Technical Product Manager - Private Wealth…

    Neuberger Berman (New York, NY)
    …(Performance Calculations, Fund Structures, etc.). + A solid understanding of financial planning principles, investment strategies, and prospect/client lifecycle ... with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management,… more
    Neuberger Berman (08/22/25)
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  • Head of Private Wealth Platforms & Experience

    Neuberger Berman (New York, NY)
    …and client-centric strategy that will define the future of both client and advisor experiences. This leader will oversee all aspects of the end-to-end journey for ... roadmap to position NB's Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client and advisor journey,… more
    Neuberger Berman (08/14/25)
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  • Merrill Market Supervision Manager

    Bank of America (New York, NY)
    …planning for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management ... supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial… more
    Bank of America (08/01/25)
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  • Relationship Manager (EGP)

    Bank of America (New York, NY)
    …planning for retirement , education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management ... focused and effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client… more
    Bank of America (08/28/25)
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  • Sales Support Associate

    Foresters Financial Services (Westbury, NY)
    …financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as ... leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans… more
    Foresters Financial Services (07/16/25)
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  • JP Morgan Wealth Management- Vice President,…

    JPMorgan Chase (New York, NY)
    …growth within the JPMA Advisory business. + Advise, identify, and select appropriate investment solutions based on needs shared by advisor and their clients. ... team is to deepen relationships with Field Leadership and Financial Advisors, enhancing and maintaining our products, while providing...the goal of servicing JP Morgan Advisors and their investment teams. You need to have a broad understanding… more
    JPMorgan Chase (07/27/25)
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  • JP Morgan Advisors - Relationship Manager, Vice…

    JPMorgan Chase (New York, NY)
    The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial ... The ideal candidate has a strong understanding of the Financial Advisor role and the ability to...from existing client base. + Market and implement complex investment solutions in accordance with High-Net-Worth client's investment… more
    JPMorgan Chase (08/08/25)
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  • Key Private Bank Senior Portfolio Strategist

    KeyBank (Tarrytown, NY)
    …and investment policy, and initiates portfolio construction changes consistent with investment strategy. + Maintains deep expertise in financial markets and ... - Tarrytown, New York 10591 **JOB BRIEF** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or… more
    KeyBank (08/26/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    NB 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...a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances the client experience… more
    Neuberger Berman (07/18/25)
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  • Director, Senior Sales Lead - Aladdin Wealth Tech

    BlackRock (New York, NY)
    …- Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management platform that enables wealth managers to accelerate growth across ... client segments, drive advisor efficiency & scale through connected digital systems, and...to address the industry's risk management, portfolio construction and financial technology demands. The Aladdin Wealth team leverages the… more
    BlackRock (07/20/25)
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