- US Bank (New York, NY)
- …a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth Management Team. ... affluent clients to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client's unique needs + Determine which… more
- HUB International (New York, NY)
- …of the company's financial performance and strategic vision. **KEY RESPONSIBILITIES:** ** Investment Relations Strategy and Leadership** + Lead the strategic ... of HUB's IR programs, creating a proactive plan to communicate HUB's investment narrative aligned with the company's long-term strategy and performance goals. +… more
- Wellington (New York, NY)
- …fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Paramount (New York, NY)
- …work on paid social media campaigns both big and small. **Responsibilities** + Lead large investment advertising programs across various social and digital ... in social buying **Preferred Qualifications** + Strong Excel skills and an ability to lead and analyze large sets of data. + Has directly led large-scale self-serve… more
- Robert Half Technology (New York, NY)
- Description We are looking for an experienced Functional Data Domain Lead - Investments to oversee the design, integration, and governance of investment data for ... role, you will act as the key bridge between Investment , Technology, and Data Engineering teams, ensuring seamless data...position based in New York, New York. Responsibilities: * Lead the design and implementation of systems for managing… more
- Wellington (New York, NY)
- …fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Kestra Financial (Wappingers Falls, NY)
- …paperwork, account reviews, report generation, and meeting documentation/notes + Consult with lead advisor on investment strategies based on individual financial ... The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact...+ Strong understanding of financial services industry and diverse investment products + Basic computer skills (Outlook, Word, Excel,… more
- City National Bank (New York, NY)
- …all new investment management opportunities. * Relationship Management * Take a lead role in managing investment services by planning, delivery, and regular ... sell to existing clients. * Profile with specific emphasis on discovering investment related needs and solutions in collaboration with PBB colleagues. * Establish… more
- Wellington (New York, NY)
- …fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our … more
- Neuberger Berman (New York, NY)
- Neuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets ... wealth experience, strong analytical skills, and a demonstrated ability to lead change and influence cross-functional teams. This role requires close collaboration… more