- Neuberger Berman (New York, NY)
- …with strong Private Wealth Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project management, ... wealth monthly/quarterly client-facing reporting. + Represent Neuberger Berman Technology alongside advisor training teams during the rollout of new processes and… more
- Bank of America (New York, NY)
- …activities. Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… 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
- 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
- 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 ... Maintains a high level of collaboration with relationship team to ensure that investment advice is integrated with all aspects of clients' planning and personal… more
- JPMorgan Chase (New York, NY)
- …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... to goals-based planning and advice + Demonstrated understanding of investment products and services + Understanding of market... investment products and services + Understanding of market performance and market trends + Proven… more
- Bank of America (New York, NY)
- …service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments ... Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth… more
- 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
- Wellington (New York, NY)
- **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... investment solutions, tailored to the unique return and risk...sales enablement function, initially focusing on the US Wealth market , with plans to expand support to Global Wealth… more
- BlackRock (New York, NY)
- …VP/Director position will play a key role towards executing the strategic sourcing of market data to support the firm's investment and risk management products ... world's preeminent asset management firms and a provider of global investment management, risk management and advisory services to institutional, intermediary and… more