- Neuberger Berman (New York, NY)
- …concerns regarding any documents governing client accounts and address them with senior trust company officers if necessary. + Implement asset allocation decisions. ... plus years of hands-on trust and estate administration experience preferably at a bank or trust company. + Strong technical skills in fiduciary administration and… more
- Wells Fargo (New York, NY)
- …client financials, approving bespoke trades, monitoring margin calls, and escalating concerns to senior risk managers and business leaders. + Serve as primary ... of counterparty credit exposure with certain institutional client types - mostly non- bank financial institutions such as asset managers and regulated funds, hedge… more
- Citigroup (New York, NY)
- …client and advisor-facing platforms across the full wealth continuum (Citigold, CPC, Citi Private Bank , and Wealth at Work). + Define and operationalize a ... to ensure brand consistency, regulatory compliance, and strategic alignment across business units and markets. + Oversee the implementation and optimization of… more
- Paychex (Rochester, NY)
- …accounting, or FP&A. + 2 years of experience in M&A with either an investment bank , private equity or corporate development group. Compensation In the spirit of ... growth activities, including leading and organizing due diligence efforts, developing business cases and financial models, engage and interact with external advisors… more
- JPMorgan Chase (New York, NY)
- …on attention to detail and quality. As an Executive Assistant in Asset & Wealth Management- Private Bank , you will need to work well in a team environment, be ... good judgment in confidential situations, and proven experience interacting with senior management + Strong interpersonal, written, and oral communication skills +… more