- 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)
- The Relationship Manager is an essential member of the Financial Advisor 's team. A Relationship Manager works in close partnership with the Financial Advisor (s) ... clients. The ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong relationships with clients helping… more
- City National Bank (New York, NY)
- …*Required Qualifications** * Bachelor's Degree or equivalent * 3 to 5 years of experience in investment sales and/ or internal sales support * 3 to 5 years of ... and help make a sales impact? City National Rochdale, a specialized high-net-worth investment manager, is looking for a persuasive communicator that has the drive… more
- Citigroup (New York, NY)
- …to design and implement a sophisticated portfolio construction framework that enhances advisor capabilities and client outcomes. The Director will be responsible for ... creating guided workflows that support flexible portfolio construction, enabling advisors to utilize institutional-quality models with the ability to customize… 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...on the US Wealth market, with plans to expand support to Global Wealth and the Global Institutional business… more
- Deloitte (Jericho, NY)
- …understanding of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an opportunity to ... to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real...the art technology, and be connected to a strong support system from firm leadership to ensure you are… more
- JPMorgan Chase (New York, NY)
- …contact and advisor to the executive management team, providing high-level support , managing projects and changes, and assisting in the overall management of the ... JP Morgan Global Alternative Investment Solutions is one of the largest, most...strategy innovation + Analyze internal and external data to support strategic decision-making and identify areas for growth and… more
- BlackRock (New York, NY)
- …Work closely with senior sales management team to generate prospect client leads, support the end-to-end sales of investment technology products to key ... - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management platform that enables wealth managers to accelerate growth across… more
- Guardian Life (New York, NY)
- …insurance products. Park Avenue Securities is Guardian's broker-dealer and corporate Registered Investment Advisor (RIA), which offers clients an expanded suite ... and families. Success is measured by GDC growth within targeted segments and advisor engagement across the HNW planning continuum. **You are** + Self-motivated and… more
- BlackRock (New York, NY)
- …play a key role towards executing the strategic sourcing of market data to support the firm's investment and risk management products and technology solutions. ... preeminent asset management firms and a provider of global investment management, risk management and advisory services to institutional,...market data providers for Aladdin + Serve as an advisor to Aladdin teams in the development of data… more