- Vise (New York, NY)
- As a Strategic Consultant (Account / Relationship Manager ) at Vise, you'll be an indispensable resource for our clients. You will oversee and manage multiple client ... one 3-7 years of experience in an account management, client relationship or sales role in financial services Experience with and general understanding of the RIA… more
- Deloitte (New York, NY)
- Mutual funds-Are you a leader, passionate about financial...career for you! What you'll do As a Tax Manager , you will draw on experience in accounting and ... begin taking on lead client contact roles on engagements; be involved in sales and marketing activities; attend required training; and facilitate at least one… more
- Neuberger Berman (New York, NY)
- …will be providing legal advice and support on Neuberger Berman's US registered fund business, including mutual funds, exchange-traded funds and closed-end funds. ... a variety of internal business clients, including portfolio managers, marketing and sales personnel on a variety of legal and regulatory matters associated with… more
- City National Bank (New York, NY)
- *BUSINESS AFFAIRS MANAGER * *WHAT IS THE OPPORTUNITY?* This position is a multi-faceted role that will work directly with the City National Rochdale (CNR) Director of ... wealth management business, including client service and operations, portfolio management, sales and research. Collaborates with CNR's senior management team to… more
- Ace Hardware (New York, NY)
- …for a **Territory Manager ** who will be responsible for growing profitable sales with current and new Emery Jensen customers in the **Staten Island, Brooklyn, ... Lower Manhattan area.** The Territory Manager is focused on growing sales through...help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation + Ace invests in… more
- Neuberger Berman (New York, NY)
- …strategy guidelines and portfolio manager directives *Routing equity, ETF and mutual fund order flow *Generating orders for new accounts, flows, terminations ... Neuberger Berman Wealth Advisory clients. The Group administers Equity, Fixed Income and ETF/ Mutual Fund allocation products offered to numerous SMA and Unified… more
- JPMorgan Chase (New York, NY)
- …(GFG) advisors and clients across all Core, Advisory, Separately Managed Accounts (SMAs), mutual funds (JPM and 3rd party) as well as solutions with fixed ... income-like attributes Job Responsibilities: + Schedule Portfolio Manager and Team Huddle meetings and prepare necessary resources for successful presentations,… more
- Neuberger Berman (New York, NY)
- …and client data availability. + In-depth understanding of equities, fixed income, derivative, mutual fund , ETF, SMA, and Alternative asset classes and structure ... position Neuberger as an easy-to-work with investment partner ultimately resulting in sales deepening and revenue growth. + Demonstrated ability to achieve outcomes… more
- Neuberger Berman (New York, NY)
- …strategies, as well as reviews of private wealth management, trust company, sales distribution and supervision, client reporting, fund governance, compliance, ... separately managed institutional accounts, private wealth management services, 40 Act Mutual Funds, UCITS Funds, and Private Funds. Investment management strategies… more
- HSBC (Buffalo, NY)
- …not limited to; Advisory accounts and programs, and securities such as Equities, Mutual Funds, Fixed Income, and ETFs (exchange traded funds). As our Managed ... areas and business partners, not limited to: WRMs (Wealth relationship manager ), Regulatory and Financial Crimes Compliance, AML (Anti money Laundering), Legal,… more
