- City National Bank (New York, NY)
- * PORTFOLIO DESIGN ANALYST* WHAT IS THE OPPORTUNITY? Supports CNR client teams in delivering investment analysis and financial planning materials for ... analytical and financial support and expertise through technological tools and software. * Wealth Management Division: City National Rochdale* As a member of City… more
- Neuberger Berman (New York, NY)
- …equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform ... and manages portfolios for insurance clients across asset classes. The Insurance Portfolio Manager will manage US fixed income portfolios for insurance clients… more
- Bank of America (New York, NY)
- …team supporting review of Global Markets, Financial Institutions and Global Wealth and Investment Management businesses **Responsibilities:** + Either ... Credit Review Senior Portfolio Specialist Charlotte, North Carolina;Stamford, Connecticut; Newark, Delaware; Dallas, Texas; Chicago, Illinois; Providence, Rhode… more
- CIBC (New York, NY)
- …provide a forward-looking financial plan. Use your knowledge of cash management, credit, investment , and wealth protection to help clients meet their goals. + ... actions (eg renewals, waivers, modifications, annual reviews) for assigned portfolio . + Function as a resource for GPM Team...GPM Team Lead and/or RGPM in preparation for any portfolio review related meetings and actively communicate knowledge of… more
- Citigroup (New York, NY)
- The Citi Wealth Investment Lab is an integral part of the Citi Wealth organization, dedicated to delivering comprehensive, analytical and highly customized ... innovation as it is a cornerstone of the Citi Wealth Investment Lab. The team is responsible...clients. * Interact with clients to present and discuss portfolio analysis and investment proposals. Discuss and… more
- City National Bank (New York, NY)
- …clients' investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics. * Solid product knowledge and ... SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line of business to develop… more
- Bank of America (Albany, NY)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- Citigroup (Queens, NY)
- …wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and ... for on internal audit, risk / compliance reviews and regulatory exams in investment and insurance related areas. + Significant Wealth Management Team… more
- Wellington (New York, NY)
- …marketing materials for select investment approaches/funds for the US Wealth market, partnering with product management and portfolio management for ... our perspectives with those of our clients. **About the Role** The US Wealth Product Marketing Manager will combine strong investment knowledge, product… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned ... wealth and investment teams, with access to...wealth and investment teams, with access to a deep breadth of...regulations. + **Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients.… more
Recent Jobs
-
Director of Sales & Marketing
- Methodist Senior Services (Meridian, MS)