- Wellington (New York, NY)
- …well as managing day to day activities related to product development, marketing , operations, and governance of Wellington's private investment strategies. This ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more
- Citigroup (New York, NY)
- Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary and advisory basis for high and ultra-high net ... under management and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM is currently seeking… more
- Wellington (New York, NY)
- …alignment with regulatory standards. + **Collaboration:** Work cross-functionally with marketing (strategists, product, social, events) and investment teams ... **About Us** **Wellington Management** offers comprehensive investment management capabilities that span nearly all segments...nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk… more
- Bank of America (New York, NY)
- … notes to Financial Advisors and Clients * engage with third-party investment managers including portfolio managers, equity analysts, relationship/ marketing team ... part of its CIO Due Diligence team that selects third-party investment managers for client investment . Reporting into the Head of Equities Due Diligence, the… 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
- US Bank (New York, NY)
- …and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products lead on the Wealth Management ... to collect financial information, conduct the needed discovery, assess investment needs, and evaluate each client's unique needs +...with the personal feel of a smaller company + Marketing warm leads and qualified referrals from across the… more
- Neuberger Berman (New York, NY)
- …Berman:** Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $481 ... long-term in focus, the firm has built a diverse team-including 750-plus investment professionals and more than 2,800 employees in total-united in their commitment… more
- Neuberger Berman (New York, NY)
- …oversight responsibility for fiduciary relationships for trusts, estates and investment management clients. + Day-to-day interaction with clients (internal and ... external) on all account matters, including legal, tax, investment , and general administration of their accounts. + Active participant in investment and… more
- JPMorgan Chase (New York, NY)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in… 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...actionable insights to sales teams. + Collaborate closely with marketing to enhance the advisor experience and engagement strategies.… more