- 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
- The New Jewish Home (Bronx, NY)
- …Account Executive will be responsible for driving client and revenue growth for our Private Pay Geriatric Care Management , Home Health Aide Services, and our ... Pay) service line for The New Jewish Home, to include clients interested in private pay geriatric care management services, home health aide, and CHHA services.… more
- Wellington (New York, NY)
- … Wealth Channel. The ideal candidate will possess a deep understanding of the wealth management industry and have a proven track record of creating and ... markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management , our… more
- Citigroup (New York, NY)
- Citi Global Wealth (CGW) is a partnership between the Global Consumer Bank (GCB) and the Institutional Clients Group (ICG) and offers a wide range of products and ... to trust and specialized services. CGW delivers solutions to help meet the wealth needs and aspirations of our affluent and HNW/UHNW clients around the world.… 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, ... through consistent and timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the region… more
- Citigroup (New York, NY)
- Drive success in a fast-paced Escrow environment, serving Citi Wealth clients nationwide. As an Escrow Specialist, you will manage transactions from inception to ... risk while delivering exceptional service. **Key Responsibilities:** + **Transaction Management :** Structure, negotiate, and execute complex escrow and paying agent… more
- JPMorgan Chase (New York, NY)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...equity trades, mutual fund orders, fixed income trades and private investments + Provide support across a diverse suite… more
- Neuberger Berman (New York, NY)
- **About Neuberger Berman:** Neuberger Berman, founded in 1939, is a private , independent, employee-owned investment manager with $508 billion in assets under ... management as of December 31, 2024. The firm manages...of strategies-including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds-on behalf of… more
- Broadridge Financial Solutions (New York, NY)
- …solve their most pressing business needs.We have a full suite of portfolio/order management technology and middle office services that enable our clients to focus on ... software sales to the alternatives/ hedge fund market including private credit. You will be part of a highly...with attention to detail and strong time and territory management skills Salary range $160,000.00- $ 180,000.00 Bonus Eligible.… more
- Citigroup (New York, NY)
- …business aligned projects globally so experience in areas of technology and wealth (investment, private bank, high net worth banking) preferred.** **Job ... The Audit Director is a senior level management position responsible for contributing to the strategic...degree preferred \#NAMInternalAudit **This specific role will focus on Wealth technology which is a fast moving area with… more