- Nuveen Investments (New York, NY)
- …Product and Business Development, Retirement Solutions, Risk and Compliance, Technology, and Wealth Management . **Key Roles and Duties** + **Support high-impact ... below exciting business areas including but not limited to: ** Client Portfolio Management ** Client ...team offers hands-on experience supporting the origination, execution, and management of private debt and equity transactions.… more
- Scotiabank (New York, NY)
- …broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment ... Senior Manager, Credit Risk - Corporates - US Risk Management **Requisition ID:** 237849 **Salary Range:** 117,400.00 - 224,700.00 _Please note that the Salary Range… 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
- World Insurance Associates, LLC. (New York, NY)
- …and present customized risk management solutions. Compensation As a Personal Lines Private Client Advisor, your compensation is directly tied to your effort ... Insurance Sales Producer - Personal Lines Private Client Advisor Position Overview World Insurance Associates ("World") is a unique financial services… 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 ... to properly oversee the administration the account. Partner with Private Wealth colleagues to perform this pre-acceptance...to the trust account including but not limited to client 's counsel, NTC or DTC counsel and interested parties… more
- BlackRock (New York, NY)
- …with our clients. The ideal candidate will have a high level of aptitude for the wealth and asset management industry, and a keen interest in investments and the ... robo-advisors, bank led digital platforms, fintechs, and other emerging consumer digital wealth firms across the US and Canada. The Direct business is driving… more
- First Horizon Bank (New York, NY)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... location listed in job posting **Summary:** The Senior Treasury Management Sales Officer is responsible for Treasury Management...and joint calls on clients for cross sell and client retention and prospects as needed. + Build general… 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
- 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 ... services and/or technology industry experience. *Additional Qualifications* * Experience supporting the Private Banking & Wealth Management line of business… more