- Citigroup (New York, NY)
- …planning, or related sectors. + Extensive experience working with 3rd party investment managers + Strong relationship management and organizational skills. + ... to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards...and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing… more
- JPMorgan Chase (New York, NY)
- …with our team of Internal Client Advisors (ICAs) that focus their efforts on Registered Investment Advisors (RIAs) and Bank & Trust clients. We are looking for a ... meaningful client conversations + Act as a liaison to national sales management , Global Strategic Relationships, Marketing, Product Strategy and Business… more
- Bloomberg (New York, NY)
- …Kong, Singapore, Tokyo and Sydney, and work collaboratively with our Account Management teams, Product Development and Engineering teams. **What's the role?** ... Client Service Ref # 10041814 **Description & Requirements** Quantitative investment funds have grown exponentially over the last decade...programming packages, and to be part of shaping a product with great revenue potential for our clients? You… more
- JPMorgan Chase (New York, NY)
- …Marketing Director to lead the charge in promoting our cutting-edge alternative investment products to financial advisors. As a Private Wealth Alternatives Marketing ... Director on the Asset & Wealth Management Marketing team, you will lead innovative marketing strategies...will lead innovative marketing strategies to promote our alternative investment products to US financial advisors. You will collaborate… more
- Wells Fargo (New York, NY)
- Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range of ... center of excellence that unlocks access to Wealth & Investment Management (WIM) products and services based...develop new programs **Required Qualifications:** + 8+ years of Product Management or leadership experience, or equivalent… more
- Bloomberg (New York, NY)
- …you will need to apply working knowledge of investment workflows to define product design and detailed specifications. **We will trust you to:** + Define, ... goal is to offer the most scalable asset & investment management technology in the market -one...workflows with the golden source of truth of daily investment data. As part of the Buyside Product… more
- US Bank (New York, NY)
- …+ Facilitate the delivery of strategies and capabilities including portfolio management , trust administration, investment advisory, and insurance ... research, and due diligence + Portfolio construction resulting in tailored investment management and insurance services based upon a client's… more
- Citigroup (New York, NY)
- … investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending money, making ... **SVP Cash Management Sales Officer - Global Solution Sales (Consumer,...to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards… more
- Bloomberg (New York, NY)
- …of financial technology implementation experience, ideally in buy-side research or order management systems + Strong expertise in investment research workflows, ... rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the financial community. And, to… more
- Bank of America (New York, NY)
- …portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all sales and ... their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...the teams specialized roles of Business Development, Wealth Planning, Investment Management , or Business Management … more