- Deloitte (New York, NY)
- Senior Manager , Industry Solutions, Investment Management What we do Join our AI & Engineering team in transforming technology platforms, driving innovation, ... recommendations + 10+ years of experience collaborating with financial services industry senior executives, and comfort delivering presentations to management . +… more
- TD Bank (New York, NY)
- …the ongoing audit communications and/or the reporting process with the stakeholders, senior management and external auditors for specific and/or overall Audit ... this role. **Line of Business:** Audit **Job Description:** The Senior Audit Manager leads a team of...trends, identifying issues and opportunities and recommending action to senior management + Facilitates key discussions and… more
- Citigroup (New York, NY)
- …understanding of the financial services industry, including retail banking, institutional clients, wealth management , or enterprise functions. + Solid grasp of ... **Role Overview** Citi is seeking an experienced and visionary SVP, AI Product Manager to lead the development and strategic direction of our artificial intelligence… more
- Neuberger Berman (New York, NY)
- …in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong relationships with ... and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible...wealth simulation analysis, income tax, estate and risk management strategies utilizing eMoney software + Leading wealth… more
- Citigroup (New York, NY)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Neuberger Berman (New York, NY)
- **Business Overview:** The Private Wealth Product Management team is newly established to serve as the backbone for operational excellence across Private ... Wealth products and service offerings. The team oversees all...an excellent opportunity to learn the fundamentals of product management and gain exposure to multiple business functions within… more
- Neuberger Berman (New York, NY)
- …Minimum 3+ years' experience in financial services, with a strong preference for wealth management or private banking + Exceptional written and verbal ... The Senior Associate - Private Wealth Platforms...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- Bank of America (New York, NY)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Private- Wealth -Relationship- Manager \_25035783-2) **Job Description:** Merrill ... Private Wealth Relationship Manager New York, New...and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management… more
- JPMorgan Chase (New York, NY)
- …highly specialized global team of seasoned investment professionals within JP Morgan Wealth Management Solutions, managing over $50 billion in customized ... these solutions by leveraging the full breadth of JP Morgan Asset & Wealth Management 's investment capabilities-drawing on both in-house expertise and leading… more
- JPMorgan Chase (New York, NY)
- JP Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth ... JP Morgan Investments Direct, and JP Morgan Personal Advisors. JP Morgan (our Remote Wealth Management offering). As a Vice President on the CWM Business Project… more