- Neuberger Berman (New York, NY)
- The Institutional Fiduciary Officer is an important member of the Institutional Trust team of NBTC. The team supports Institutional , Private Wealth ... delivery + As experience grows, engage in RFP and sales processes for CIT prospects + Coordinate client onboarding...a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package.… more
- ADP (NY)
- …for this posting will be accepted until 06/13/2025 **ADP is hiring an Institutional Investment Consultant III.** In this position you will act as investment ... ensure plan fees are reasonable. + Partner with client service and sales to identify revenue/risk opportunities and provide guidance/direction as to implementation… more
- Nuveen Investments (New York, NY)
- …and maintain strong relationships with key decision-makers at partner companies, fostering trust and collaboration to maximize joint sales opportunities. + ... Alliance Partner Sales (Managing Director) **Reports to:** Head of Nuveen Retirement Investing **Location:** New York, NY; Boston, MA; Chicago, IL; Charlotte, NC… more
- Neuberger Berman (New York, NY)
- …experienced Trust Investment Oversight Officer to join our team. The Trust Companies support the Private Wealth Management, Institutional , and Intermediary ... **Summary** Neuberger Berman Trust Company NA and Neuberger Berman Trust...seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective… more
- Neuberger Berman (New York, NY)
- …alternative investment strategies, as well as reviews of private wealth management, trust company, sales distribution and supervision, client reporting, fund ... base of clients, from individuals to mid-sized businesses to large institutional investors. This includes separately managed institutional accounts, private… more
- JPMorgan Chase (New York, NY)
- …acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you ... + Manage and maintain relationships with clients by earning trust , thoroughly understanding client needs, providing targeted advice, developing thoughtful… more
- JPMorgan Chase (New York, NY)
- …Derivatives. Our hallmarks of innovation, expertise and service have earned us the trust of institutional , High Net Worth and Retail clients, and made ... Support the Equity Derivative Structured Products Desks in North America, covering sales and trading for exotic business lines. + Facilitate trade bookings, validate… more
- JPMorgan Chase (New York, NY)
- …+ Closes sales of complex investment products + Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on ... of wealth management including, but not limited to: credit, deposits, trust and financial planning **Preferred Qualifications, Capabilities, and Skills** + MBA… more
- The Salvation Army (West Nyack, NY)
- …of contracts and other legal documents for the field, its oversight over estates, trust and other gifts that benefit the Territory and its maintenance of corporate ... bequests or government or private funding, real property purchases and sales , construction and development. Responsibilities The General Counsel will be responsible… more
- Bank of America (New York, NY)
- …Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants and higher net worth clients. + Deliver ... in the world specializing in goals-based wealth management, including planning for retirement , education, legacy, and other life goals through investment advice and… more