• Family Wealth Office Director

    KeyBank (New York, NY)
    …activities of the service team including the Investment Consultant, Portfolio Manager, Fiduciary Director, Wealth Consultant, Regional Planning Strategist, ... The role is responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry leading family office experience.… more
    KeyBank (04/15/25)
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  • Citi Wealth / Private Bank - UHNW…

    Citigroup (New York, NY)
    …respect to their specific characteristics and within the context of a client portfolio . + Implement advisory and discretionary investment mandates. + Articulate ... The Investment Counselor Team Lead manages a team of...requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This… more
    Citigroup (03/04/25)
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  • Investment Operations Associate…

    Robert Half Finance & Accounting (New York, NY)
    Description Robert Half Financial Services are currently recruiting for an Investment Operations Associate role, for a boutique wealth management firm based in ... midtown Manhattan New York. Our client requires 2+ years investment operations or client services experience within wealth management or private banking.… more
    Robert Half Finance & Accounting (05/15/25)
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  • Senior Portfolio Manager

    Tompkins Community Bank (Mount Kisco, NY)
    …reviews to ensure proper investment documentation. + Provide supervision to portfolio managers, wealth advisors and trust officers. + Assist Trust Department ... such as Bloomberg, Morningstar, and FactSet. + Manage the investment portfolio management process: + Participate in...a business development plan that focuses on partnering with Wealth Advisors and Trust Officers to prospect, seek referrals… more
    Tompkins Community Bank (04/25/25)
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  • Citi Wealth - Portfolio Consultant…

    Citigroup (New York, NY)
    The Investment Strategy Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... family. **Responsibilities:** + Responsible for identifying short- and long-term investment opportunities and Global Markets for Citi Private Bank investors… more
    Citigroup (04/10/25)
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  • Business Associate - CIO Office, Private…

    Neuberger Berman (New York, NY)
    …The NB Private Wealth Investment Group leads the investment process developing comprehensive portfolio solutions including the development of strategic ... NP Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+...across a broad range of asset classes and strategies, portfolio construction and risk management. The Investment … more
    Neuberger Berman (03/12/25)
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  • Wealth Analyst I

    City National Bank (New York, NY)
    …generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst ... check this data for accuracy. * Generate properly formatted portfolio reviews to be checked by a Wealth...Investment Policy Statements for new clients; reviews with Wealth Advisor. *Must-Have** * Bachelor's Degree or equivalent *… more
    City National Bank (03/26/25)
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  • Senior Wealth Advisor SAFE Act - Forest…

    Citigroup (New York, NY)
    …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows us to deliver… more
    Citigroup (04/25/25)
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  • Associate General Counsel - Private Wealth

    Neuberger Berman (New York, NY)
    …legal and regulatory framework for the Private Wealth business; liaising with wealth advisors, portfolio managers and operations on all aspects of the client ... for a wealth management and asset management business, including the Investment Advisers Act, FINRA rules, Investment Company Act, Securities Act, and… more
    Neuberger Berman (05/02/25)
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  • Sr. Wealth Advisor

    Truist (New York, NY)
    …experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients + Graduate of a leadership or management development ... relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based,… more
    Truist (03/27/25)
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