- Neuberger Berman (New York, NY)
- …Investment Oversight Officer to join our team. The Trust Companies support the Private Wealth Management, Institutional, and Intermediary businesses of the firm, ... Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth . The Trust Investment Oversight Officer will serve as the primary liaison… more
- Neuberger Berman (New York, NY)
- …on providing FP&A support for, but not limited to, the Fixed Income and Private Wealth businesses. Responsibilities include, but are not limited to, budgeting, ... Lead the annual budget and period outlook updates for the fixed income and private wealth businesses including flows and revenue projections and detailed expense… more
- Bank of America (New York, NY)
- …measures and metrics to ensure execution of business plan. Captures and analyses client data to drive innovative of new wealth management solutions. Ensures ... support and enhance the positioning of a line of business. Oversees Client and Business Management functions, Strategic Planning and Product Development. Serves as… more
- Citigroup (New York, NY)
- …+ Commitment to ethical conduct and sound business practices. **Job Family Group:** Private Client Product Services **Job Family:** Custody Escrow Sales Services ... ** Client Collaboration:** Partner with Escrow Business Development and Private Bankers to onboard clients, gather necessary documentation, and coordinate… more
- CIBC (New York, NY)
- …Modeling, Financial Research, High Net Worth Individuals, Investment Banking, Investment Valuation, Private Equity, Wealth Management At CIBC, we are in business ... Industrials Group provides investment banking services to leading corporate and private equity clients focused on the capital goods, engineered products,… more
- JPMorgan Chase (Brooklyn, NY)
- …banking relationships. + Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase ... relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring...knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify… more
- Broadridge Financial Solutions (New York, NY)
- …high energy, driven sales professional whose ability to understand and develop client and internal relationships will contribute directly to our growth objectives. ... Ours is a client -centric culture that develops long term partnerships with our...software sales to the alternatives/ hedge fund market including private credit. You will be part of a highly… more
- The New Jewish Home (Bronx, NY)
- …in Waters Place, Bronx NY. The Account Executive will be responsible for driving client and revenue growth for our Private Pay Geriatric Care Management, Home ... Duties and Responsibilities: . Drive admissions to the enhanced Solutions at Home ( Private Pay) service line for The New Jewish Home, to include clients interested… more
- Guardian Life (New York, NY)
- …Worth Specialist plays a critical role in driving growth within our wealth management business by supporting financial professionals in identifying, positioning, and ... platform. + Deliver subject matter expertise in areas such as private markets, structured investments, alternative investments, philanthropy, lending, and investment… more
- City National Bank (New York, NY)
- *OPERATIONAL RISK BUSINESS OVERSIGHT MANAGER I - Entertainment & Sports Banking, Private Banking and Wealth Management* WHAT IS THE OPPORTUNITY? Operational Risk ... those families, individuals, and businesses in the entertainment and sports industry. * Private Banking and Wealth Management help clients strategically plan and… more