- 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)
- …**Qualifications** Specific qualifications include: + 10+ of investment marketing or product management experience within the US intermediary and wealth channel, ... markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management , our… 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 ... in a client -side role (MNC or Corporate client ) dealing with and/or managing liquidity management solutions for the entity + Thorough knowledge of liquidity… more
- Bank of America (New York, NY)
- …fund offerings for Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends and new product ... strategies, platforms, solutions, and support for clients across all wealth management lines of business (including Merrill...+ Risk Management + Business Development + Client Management + Client Solutions… more
- World Insurance Associates, LLC. (Farmingville, 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
- 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
- Neuberger Berman (New York, NY)
- …on providing FP&A support for, but not limited to, the Fixed Income and Private Wealth businesses. Responsibilities include, but are not limited to, budgeting, ... Lead the annual budget and period outlook updates for the fixed income and private wealth businesses including flows and revenue projections and detailed expense… 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
- Scotiabank (New York, NY)
- …broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment ... and issues. Presents audit results and findings for presentation to management . + Champion a client focused culture to deepen client relationships and… more
- Bank of America (New York, NY)
- …plan. Captures and analyses client data to drive innovative of new wealth management solutions. Ensures that operations are consistent in supporting the ... is positioned within the broader Investment Solution Group (ISG) organization supporting Wealth Management . The team is responsible for sourcing and managing… more