- 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 ... Private Wealth business as an innovator in client and advisor experience. + Own and optimize the entire client...in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the… more
- City National Bank (New York, NY)
- …data and documentation, this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews ... allocation overviews; Cash flow and scenario analyses; Comparisons of current investment providers vs. appropriate benchmarks and CNR composites; Illustrations of… more
- JPMorgan Chase (Rochester, NY)
- …across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking. The JP Morgan ... and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking… more
- KeyBank (Tarrytown, NY)
- …- Tarrytown, New York 10591 **JOB BRIEF** Advises clients on appropriate investment strategies and constructs and customizes portfolios according to client needs or ... level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients'...aspirations and further position Key as the client's trusted advisor . + Interfaces with other Key Private Bank advisors… more
- JPMorgan Chase (New York, NY)
- …with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail ... investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income,… more
- Deloitte (New York, NY)
- …you a leader, passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax compliance.? ... accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will conduct day-to-day management of accounts by… more
- Bank of America (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- JPMorgan Chase (New York, NY)
- …business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking. Through collaboration, ... and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking… more
- Deloitte (Jericho, NY)
- Mutual funds-Are you passionate about financial products and understand regulated investment companies, Subchapter M, section 4982 excise calculations, and tax ... in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. You will identify complex tax issues and provide tax… more
- 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. ... managed solutions with the goal of servicing JP Morgan Advisors and their investment teams. You need to have a broad understanding of portfolio construction,… more