• Multi Asset Class Solutions Team Lead

    Citigroup (New York, NY)
    …(CPB) that manages assets on a discretionary and advisory basis for high and ultra- high net worth clients. With approximately $70 billion in assets under ... with responsibilities related to both investment management and client service functions. **Responsibilities:** + Daily portfolio management of model/custom accounts… more
    Citigroup (09/30/25)
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  • Trust Advisor

    City National Bank (New York, NY)
    …National's Private Banking group, you will help deliver tailored financial solutions to high - and ultra- high - net - worth families, select professional ... services firms and select nonprofits. Exceptional, customized service and integrated solutions and strategies, investment management, trust and wealth planning set… more
    City National Bank (09/26/25)
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  • J. P. Morgan Advisor - Investment Associate

    JPMorgan Chase (New York, NY)
    …Financial Advisor + Market and implement complex investment solutions in accordance with High - Net - Worth clients' investment objectives + Identify and develop ... on behalf of the Financial Advisor(s) + Ad Hoc service requests as needed on behalf of the team/clients...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
    JPMorgan Chase (09/12/25)
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  • Senior Compliance Business Oversight Analyst

    TD Bank (New York, NY)
    …fully integrated wealth management business that provides products and services (designed for High - Net - Worth , Institutional and Mass Affluent clients of TD ... and promotes the prompt and thorough resolution of escalated non-standard, high risk issues **Employee/Team Accountabilities:** + Participates fully as a member… more
    TD Bank (09/05/25)
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  • NB Alternatives Operational Due Diligence Analyst

    Neuberger Berman (New York, NY)
    …globally. **Position Overview:** NB Alternatives manages approximately $168 billion for institutional and high net worth clients across a range of commingled ... investment decisions. In addition, this role will provide a high level of direct interaction with senior personnel on...in ODD analysis and monitoring process + Conduct ongoing service provider due diligence + Stay abreast of industry… more
    Neuberger Berman (08/14/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    …+ Serve as a primary point of contact for high - net - worth clients, addressing operational support and client service needs including inquiries related ... ability to obtain registrations within firm guidelines + 2-4 years of client service or support in the financial services industry preferred + Proficiency in… more
    Neuberger Berman (09/17/25)
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  • Sales Executive - Commercial Lines

    World Insurance Associates, LLC. (Kingston, NY)
    …resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World… more
    World Insurance Associates, LLC. (09/17/25)
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  • Analyst, Asset Management

    SitusAMC (New York, NY)
    …tests regarding debt service coverage ratio, debt yield, loan-to-value, and guarantor net worth hurdles. + Support asset management team in their daily ... remittance reconciliations, and quarterly asset reports as required to ensure Situs high standards are achieved in terms of quality, accuracyand completeness +… more
    SitusAMC (09/13/25)
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  • Client Reporting Associate

    Neuberger Berman (New York, NY)
    …will provide comprehensive and client service support to the wealth advisor's high net worth clients. **Responsibilities** Client Reporting + Assist ... generating customized quarterly reports and analysis, in accordance with established industry and firm standards and requirements + Collaborate with Reporting and Technology teams to resolve reporting issues as they are identified + Aggregate Private Equity… more
    Neuberger Berman (09/09/25)
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  • Account Executive -- Personal Lines

    HUB International (Melville, NY)
    …License required **Required Skills:** + Strong computer skills; Excel & Word a must + High Net Worth carrier experience Preferred + Applied Epic Experience ... benefits, and commissions for some positions. Department Account Management & Service Required Experience: 2-5 years of relevant experience Required Travel:… more
    HUB International (08/13/25)
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