- BlackRock (New York, NY)
- …as well as set and meet tight deadlines + Solid understanding of the Wealth Management / Private Banking industry, capital markets instruments, and market risk. ... solutions, regulatory advice, and balance sheet strategy. The Aladdin Wealth Tech team partners with wealth management...level exposure and play an active role in transforming client organizations; a typical implementation is at least as… more
- Citigroup (Staten Island, NY)
- …acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Licensed Client Service Associate is a developing professional role...team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the… more
- Citigroup (New York, NY)
- …acquire **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Client Services ... The Licensed Client Service Associate is a developing professional role...team and other closely related teams. **Responsibilities:** + Deliver wealth management services to clients with guidance from the… more
- Neuberger Berman (New York, NY)
- …in enhancing the efficiency, scalability, and effectiveness of the Private Wealth business by bridging the gap between client -facing teams, technology, ... Neuberger Berman's Private Wealth Operating Platform seeks a...integrity and high ethical standards. + Familiarity with Aladdin Wealth , Charles River, client reporting, and portfolio… more
- Citigroup (Queens, NY)
- Citi's Wealth business serves the needs of clients across the entire wealth spectrum. It has been created by combining the Wealth Management businesses ... across Citi Global Consumer Bank and Citi Private Bank. It serves over 500,000 clients through its...global footprint in Asia, EMEA, Mexico, and North America. Wealth delivers a wide range of products and services… more
- Citigroup (New York, NY)
- …of credit products, lendable values or Investment Finance **Job Family Group:** Private Client Product Services **Job Family:** Investment Analytics **Time ... key products, and communicate clearly to clients the Citi Private Bank views and how to apply them to...global and regional themes. * Identify opportunities for Citi Wealth and our client segments via analysis… more
- Neuberger Berman (New York, NY)
- …ensuring high-quality outcomes that align with evolving business needs. As part of the ** Private Wealth Front Office Technology** team, you will play a key role ... in supporting Neuberger Berman's Private Wealth business, focusing on enhancing the...39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 2025) across a… more
- Citigroup (New York, NY)
- Citi's Wealth business serves the needs of clients across the entire wealth spectrum. It has been created by combining the Wealth Management businesses ... across Citi Global Consumer Bank and Citi Private Bank. It serves over 500,000 clients through its...global footprint in Asia, EMEA, Mexico, and North America. Wealth delivers a wide range of products and services… more
- Neuberger Berman (New York, NY)
- …to large institutional investors. This includes separately managed institutional accounts, private wealth management services, 40 Act Mutual Funds, UCITS ... across the Firm's business lines and support functions spanning equity, fixed income, private wealth management and alternatives asset classes. You will work in… more
- Wellington (New York, NY)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... perspectives with those of our clients. **About the Role** The US Wealth Product Marketing Manager will combine strong investment knowledge, product marketing… more