- Neuberger Berman (New York, NY)
- **Position Overview:** As a key member of one of NB Private Wealth 's largest Private Asset Management teams, the Senior Estate Planner will advise ... + JD required; LL.M. in Taxation a plus. Background in law and/or wealth management preferred + Proven ability to manage complex, high-net-worth relationships… more
- TD Bank (New York, NY)
- …years of experience with a proven track record in a high-level management role within wealth management or private banking + FINRA Series 7, 24, and 66 ... (or equivalent - Series 9, 10) + Must have extensive Wealth Management leadership experience + Extensive understanding of current compliance and regulatory… more
- JPMorgan Chase (New York, NY)
- …and implement our Client Skills Training Strategy and Programs built for Asset and Wealth Management Analysts and Private Bank Advisors, ensuring alignment ... capabilities and skills:** + coaching certification and/or experience in Wealth Management or Private Banking business is desired JPMorganChase,… more
- Neuberger Berman (New York, NY)
- …Team with over $4 billion in assets under management within Neuberger Private Wealth Management business. The candidate will support the production ... Portfolio Managers, Asset Management Business Control (AMBC), the Private Wealth Investment Group and internal and external operational groups + Monitor… more
- Deloitte (Rochester, NY)
- …institutions, including retail, wholesale and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years ... investigations, specifically pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management ...Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years experience with… more
- 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 ... Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth . The Trust Investment Oversight Officer will serve as the primary liaison… more
- City National Bank (New York, NY)
- …the management of major programs across the bank. This role will directly support the Private Banking & Wealth Management line of business. It is not a ... technology industry experience. *Additional Qualifications* * Experience supporting the Private Banking & Wealth Management line of business in a consulting,… more
- JPMorgan Chase (New York, NY)
- …of class" sourcing and offerings of non-traditional investment strategies to Institutional, Private Banking and Wealth Management clients. A disciplined ... With over $200 billion of client capital invested across hedge funds, private equity, private credit, real estate and direct investments/co-investments, the… more
- Santander US (New York, NY)
- …**> $100M** annual revenue. 12+ Years of experience in a lending; credit, Treasury Management , Private Wealth Management sales training or financial ... relationships. The Incumbent is responsible for new business development, portfolio management , credit quality and overall relationship management of an… more
- Deloitte (Williamsville, NY)
- …institutions, including retail, wholesale and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years ... investigations, specifically pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management ...Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 4+ Years Experience providing… more