- NTT America, Inc. (New York, NY)
- …Serve as the primary point of contact for a portfolio of Wealth Management, Asset Management, Investment Banking, and Market Infrastructure clients, ensuring ... ahead of industry trends: Stay up-to-date with the latest developments in wealth management, asset management, and investment banking trends. Provide thought… more
- HSBC (Buffalo, NY)
- …as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship Manager you will: + Provide ... financial solutions and opportunities to your portfolio of clients + Increase wallet share of existing...+ Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment … more
- BlackRock (New York, NY)
- …the global wealth management industry. Our mission is to transform wealth management through technology, leading to better investment outcomes for more ... Our users are financial advisors, bankers, CIOs, risk managers, portfolio managers, and business leaders of leading wealth...This mission would not be possible without our smartest investment - the one we make in our employees.… more
- TD Bank (New York, NY)
- …team of enthusiastic colleagues dedicated to setting new industry standards. **U.S. Wealth Compliance acts as an independent regulatory compliance and conduct risk ... within risk appetite, through expert objective guidance and independent challenge.** **U.S. Wealth is a fully integrated wealth management business that provides… more
- Citigroup (Bronxville, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- JPMorgan Chase (Thornwood, NY)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As a...financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and… more
- BlackRock (New York, NY)
- **About this role** BlackRock's US Wealth Advisory business ("USWA") manages the firm's relationships with US retail financial services firms and their advisors, who ... - from iShares ETFs and mutual funds to SMAs, model portfolios, alternatives, portfolio solutions, and sub-advisory programs - USWA's mandate is to deliver "One… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide… more
- City National Bank (New York, NY)
- …risk analysis, reporting, and working closely with various tools to ensure oversight of the investment portfolio . What you will do * Support the Head of ... * Master's degree designation preferred. * Solid understanding of financial markets, portfolio management, investment products, and investment risk… more
- Neuberger Berman (New York, NY)
- …Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth . The Trust Investment Oversight Officer ... This pivotal role ensures compliance with legal and regulatory standards, monitors investment performance, and evaluates portfolio construction on behalf of… more