- Coinbase (New York, NY)
- …supported. The Client Strategist (CS) team is a key function within Coinbase Asset Management (CBAM). At CBAM a CS's job is to build the business. This includes ... selling of CBAM funds and strategies to institutional allocators across US Wealth , RIA, Family Office. * Research, propose, and execute Go-To_Market (GTM). *… 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+ seasoned ... prior CRM experience preferred, particularly with Salesforce. + Broad knowledge of Wealth Management , financial products, and services. + Exceptional written and… more
- 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 ... and a highly supportive and inclusive attitude towards other colleagues in the Citi Wealth and across Citi. The analyst will have the opportunity to conduct bespoke… 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: + 10+ of marketing or product management experience within the US intermediary and wealth channel,… more
- Wellington (New York, NY)
- …deadlines. Key qualifications for this role include: + 3-5 years of relevant experience; wealth management experience is a strong plus but not required. + ... and growth of a new and exciting strategic initiative providing solutions across public and private assets to the US wealth market. The product coverage team has… more
- S&P Global (New York, NY)
- …private markets and economics indices. This specific role will focus on the management and oversight of Private Markets and Equity indices, ensuring the ... with a team of experts in the field of Private Markets, Equities and Index Management . +...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Citizens (New York, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key ... a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets,… more
- Wellington (New York, NY)
- …markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management , our ... **About Us** **Wellington Management ** offers comprehensive investment management capabilities...that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a… more
- Wellington (New York, NY)
- …preferably in a similar role. + Proven track record developing and/or leading US Wealth sales enablement within an asset management firm. + Extensive background ... + Demonstrated success in improving sales performance. + Comprehensive understanding of asset management and deep knowledge of the US Wealth market. + Proficient… more