- Citigroup (New York, NY)
- The Citi Wealth Investment Lab is an integral part of the Citi Wealth organization, dedicated to delivering comprehensive, analytical and highly customized ... innovation as it is a cornerstone of the Citi Wealth Investment Lab. The team is responsible...capabilities that could be easily scaled * Collaborate with Private Bankers and Investment Counselors to develop… more
- Wellington (New York, NY)
- …and alternative strategies. As a private partnership whose sole business is investment management , our long-term views and interests are aligned with those ... that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a...for select investment approaches/funds for the US Wealth market, partnering with product management and… more
- Coinbase (New York, NY)
- …and Single Family offices). * Familiarity with, and ability to describe, investment concepts across Macro, Systematic, Private Credit, and Fundamental ... (CS) team is a key function within Coinbase Asset Management (CBAM). At CBAM a CS's job is to...Strategist is a hybrid between a salesperson and an investment strategist. A successful Client Strategist can secure the… more
- Citigroup (Queens, NY)
- …exams in investment and insurance related areas. + Significant Wealth Management Team interactions and Governance Committee presentations. + Foster ... across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private … more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ ... prior CRM experience preferred, particularly with Salesforce. + Broad knowledge of Wealth Management , financial products, and services. + Exceptional written and… more
- Wellington (New York, NY)
- …and alternative strategies. As a private partnership whose sole business is investment management , our long-term views and interests are aligned with those ... that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a...+ 10+ of investment marketing or product management experience within the US intermediary and wealth… more
- Wellington (New York, NY)
- …and alternative strategies. As a private partnership whose sole business is investment management , our long-term views and interests are aligned with those ... **About Us** **Wellington Management ** offers comprehensive investment management...that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a… more
- JPMorgan Chase (New York, NY)
- …management , an in-house attorney or audit in a large financial institution offering wealth management , private banking, asset management and ... will focus on providing Compliance support for the firm's JP Morgan Wealth Management (JPMWM) organization, specifically the JP Morgan Self-Directed Investing… more
- JPMorgan Chase (New York, NY)
- …Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include institutions, high-net-worth ... market and strategy views. You will represent the International Private Bank as a global fixed income expert servicing...or client portfolio management at an Asset Management firm, Wealth Manager, Investment … more
- Neuberger Berman (New York, NY)
- …or similar discipline + 7+ years' of hands on C# development experience, preferably in private wealth , wealth management , or financial services + Well ... and feature/test generation) for greater development efficiency-required. + Understanding of the Private Wealth asset management industry is a plus… more