- Citigroup (Queens, NY)
- …financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth… more
- US Tech Solutions (New York, NY)
- …Finance (IM Finance) which is a department dedicated to providing support to Investment Management segment a leading global asset manager across the public ... in accounting, finance and process transformation. The successful candidate will join the Investment Accounting Team located in New York City. **About the Role** +… more
- Bank of America (New York, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Citigroup (Smithtown, NY)
- …with key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as Retail ... (Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory… more
- JPMorgan Chase (New York, NY)
- …a Field Incentive Sales Strategy Support Manager within the Private Client Relationship Manager team, you will oversee and execute our incentive plans from ... to diversity and inclusion. Using a best-in-class banking, lending, investment solutions and thought leadership, along with cutting edge...start to finish. Our Private Client Relationship Manager incentive program reinforces our business… more
- Bank of America (New York, NY)
- …Join us! **Job Description:** As part of the Merrill organization, the Investment Solutions Group strives to provide world-class investment strategies, ... and new product development, and utilize network of asset manager connections to find new offerings. + Responsible for...across multiple lines of business in alignment with one Investment Solutions Group goal. **Qualifications:** + 8+ years in… more
- The Estee Lauder Companies (New York, NY)
- …and Capex) and evaluate efficiency._ **Skill Summary** : Astute business manager with strong relationship building skills, significant people management ... relevant work experience including experience - buying experience a plus + Strong relationship builder + Strong business and people manager + Excellent… more
- Bank of America (Garden City, NY)
- …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
- Nuveen Investments (New York, NY)
- …RFP/DDQ responses. Nuveen Global Fixed Income ("Nuveen GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across ... of the fixed income markets. This fully integrated team of more than 200 investment professionals, including one of the largest research teams in the world, is… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... to collaborate effectively with Client Associates, Portfolio Managers, and Client Relationship Managers Compensation Details This position is paid based on… more