- M&T Bank (Buffalo, NY)
- …aircraft, hedge fund interests, and General Partner lines. Partners with an integrated Wealth Management team to present Wilmington Trust (WT) credit solutions ... on their individual needs as part of the integrated Wealth Management team. Source, negotiate, structure and...and experience in one or all of single stock, Private Equity and Hedge fund lending, margin, and 144… more
- Citigroup (Queens, NY)
- …across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private ... and regulatory exams in investment and insurance related areas. + Significant Wealth Management Team interactions and Governance Committee presentations. +… more
- JPMorgan Chase (New York, NY)
- **Job Description** Within the JP Morgan Wealth Management , the Alternative Investments Group ("Alts") is a global team of experienced professionals based in New ... goal is to identify and bring to JP Morgan's Wealth Management clients a diverse array of...regular interaction with senior executives within the JP Morgan Private Bank as well as with fund management… more
- M&T Bank (Buffalo, NY)
- … management to Issuers. Wealth Management offers asset management , financial planning, trust, and private banking products and services to individuals ... Description :** Wilmington Trust is comprised of the Institutional Services and Wealth Management Divisions (ISWM). Institutional Services provides trustee and… more
- Citigroup (New York, NY)
- Citi Wealth is a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele. We are dedicated to ... yearly Advisor Scorecard performance planning and execution across the Private Bank, Wealth at Work and Citigold...and managing dashboards using visualization tools + Advanced process management skills. + Ability to work with large, complex… more
- Wellington (New York, NY)
- …and differentiated marketing materials for select investment approaches/funds for the US Wealth market, partnering with product management and portfolio ... capabilities Qualifications Specific qualifications include: + 7+ of marketing or product management experience within the US intermediary and wealth channel,… more
- CIBC (New York, NY)
- …discussed at the time of your interview._ **How you'll succeed** Work with Private Wealth Relationship Managers and Business Development Officers to review ... Relationship Managers to properly oversee the administration the account. Partner with Private Wealth colleagues to perform this pre-acceptance review and… more
- Rochester Institute of Technology (Rochester, NY)
- …Skills + Expertise required with donor research methodology and practice, including wealth indicators, moves management , prospect management and data ... **9860BR** **Position Title:** Prospect Research and Management Officer **Organization:** Development **Job Responsibilities:** Major Responsibilities: + Analyzes… more
- Neuberger Berman (New York, NY)
- …understanding of traditional asset classes and the nuances of institutional, High-Net-Worth, Wealth Management , or Retail industries. + Experience writing ad-hoc ... at least 5 years' business analyst experience within the asset management industry, preferably supporting the investment process. + Demonstrated experience managing… more
- JPMorgan Chase (New York, NY)
- …You will be instrumental in shaping our product roadmap, driving innovation within Private Wealth offerings, and conducting competitive landscaping to ensure our ... JP Morgan Asset Management 's Global Product Strategy and Development team is...products. + In-depth knowledge of alternative investment structures (eg, private placement funds, interval funds, tender offer funds, BDCs,… more