• Manager , Wealth Operations…

    City National Bank (New York, NY)
    * MANAGER OPERATIONS * WHAT IS THE OPPORTUNITY? The Operations Department Manager directly supports our clients, portfolio management team, and partners ... Microsoft Office applications *Additional Qualifications* * Experience working in an operations or Client Services department for investment management firm.… more
    City National Bank (10/01/25)
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  • Private Wealth - Client Onboarding…

    Neuberger Berman (New York, NY)
    …of the Private Wealth Platforms & Experience organization, the role of ** Client Onboarding Journey Owner** will be responsible for the ownership and execution of ... several strategic programs and analyses related to Private Wealth 's client onboarding and account opening journey. Our choice candidate will be a detail oriented… more
    Neuberger Berman (10/18/25)
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  • Manager , RRWB Wealth Accumulation…

    Deloitte (Williamsville, NY)
    …Recognition and Well-being (RRWB) in the management of Deloitte's US Wealth Accumulation program, consisting of 401(k) savings and profit-sharing defined ... balance defined benefit plans, with a focus on plan operations and compliance. Coordination with various internal and external...and work in a virtual team environment with a client service focus. The teamThe Rewards, Recognition and Well-being… more
    Deloitte (10/31/25)
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  • Asset & Wealth Management - Vice President…

    JPMorgan Chase (New York, NY)
    … wealth planning, philanthropy, credit and banking. As a Marketing Supervisory Manager within Asset & Wealth Management, you will provide informed, meaningful ... Relations and other stakeholders as needed + Attend local Wealth Management Supervisor Manager and global Supervisory...with areas across the Supervisory Organization. + Attend live client calls and filmed webcasts to help ensure compliance… more
    JPMorgan Chase (11/01/25)
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  • Index Manager , Multi-Asset & Wealth…

    S&P Global (New York, NY)
    …of high-profile indices encompassing equities, fixed income, commodities derivatives, and digital wealth . **Impact:** As an Index Manager , you will be ... with key stakeholders (Product Management, R&D, Technology, Governance and Operations ) to ensure the day-to day accuracy of indices...indices. While this role will have a focus on Wealth Benchmarks, flexibility and more generalized work across the… more
    S&P Global (10/12/25)
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  • Wealth Management Solutions, Donor Advised…

    JPMorgan Chase (New York, NY)
    Join the Wealth Management Solutions team as a Product Manager focused on the firm's Donor Advised Fund (DAF) product offering. This role is responsible for ... on optimizing investment processes, trading execution, and enhancing the digital client experience. The ideal candidate is a highly organized, analytical, and… more
    JPMorgan Chase (10/30/25)
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  • Wealth and Premier Banking - Senior Equity…

    HSBC (New York, NY)
    Wealth and Premier Banking - Senior Equity Portfolio Manager Brand: HSBC Area of Interest: Investment Banking, Markets, and Research Location: New York, NY, US, ... the planet we all share. The Senior Equity Portfolio Manager is responsible for the ongoing management of the...for investment strategies + Participate in internal and external client events + Present investment strategies, performance, and market… more
    HSBC (11/09/25)
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  • Operations Development Program: Banking…

    M&T Bank (Buffalo, NY)
    **Overview:** The Banking Services Operations Development Program enables participants to gain in-depth professional and analytical experience with development of ... on projects, and provide analytical and operational support under guidance of a manager or more senior analyst. **Banking Services: Who are We?** Banking Services is… more
    M&T Bank (10/04/25)
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  • Vice President, Private Wealth Revenue…

    Neuberger Berman (New York, NY)
    …with Private Wealth leadership team, Payroll, Fund Admin, Legal, Operations , Technology, among others. **Key Responsibilities:** ** Client Billing ... Neuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and...Engagement:** + Build and nurture strong partnerships with Private Wealth leadership, HCM, Technology, Legal, and Operations … more
    Neuberger Berman (08/20/25)
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  • Wealth Management Banking Specialist…

    Bank of America (New York, NY)
    …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... client experience that is consistent with the expectations of a Wealth Management client by providing comprehensive financial solutions to clients, including… more
    Bank of America (11/04/25)
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