- Neuberger Berman (New York, NY)
- The Senior Associate - Private Wealth...the digital client experience for Neuberger Berman's Private Wealth clients. This role focuses on ... Additional responsibilities include providing support to private wealth teams, driving the evolution of client ...improvements to enhance efficiency and effectiveness + Engage with private wealth teams to assess client… more
- Neuberger Berman (New York, NY)
- …relationships with internal partners to deliver a clear and comprehensive analysis of our client 's financial situation. The senior wealth planner will also ... essential as eMoney is the primary tool utilized in client presentations. The senior wealth ...of all eMoney users at NB Private Wealth . **Responsibilities:** + Constructing and formulating client … 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 ... This role will develop, maintain, and operationalize standardized readiness playbooks that bring Private Wealth products and programs to life. You will own … more
- HSBC (New York, NY)
- …investment cases + Experience with portfolio management tools + Familiarity with private client portfolio management principles, high conviction with a focus ... Wealth and Premier Banking - Senior ...for investment strategies + Participate in internal and external client events + Present investment strategies, performance, and market… more
- HSBC (New York, NY)
- …Premier Banking (IWPB) US Chief Executive Officer (CEO) and leadership team, Global PB senior leadership, and GPB and Wealth & Premier Solutions (WPS) COO ... + Ensure continuous connectivity with key clients and stakeholders through various client events and senior leadership engagement You'll likely have the… more
- Neuberger Berman (New York, NY)
- …Alternatives, and Multi-Asset Class strategies. This role is integral to the Private Wealth Investment Risk team, focusing on risk measurement, attribution, ... The Associate/ Senior Associate role will join Neuberger Berman's Investment...or risk-focused role within financial services, asset management or wealth management + Expertise in risk and attribution modeling… more
- Citigroup (New York, NY)
- …markets, lending, and capital solutions. Our comprehensive reach spans the US Retail Bank, Citigold/Citi Private Client , Wealth at Work, and the Private ... platforms through effective Business Execution in support of our client -facing and product businesses, budget and expense management, Risk...& controls. + Works closely with the Head of Wealth and senior leadership team to execute… more
- Citigroup (New York, NY)
- …comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth ...wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth… more
- Neuberger Berman (New York, NY)
- …control functions to identify and analyze current and future needs for private wealth monthly/quarterly client -facing reporting. + Represent Neuberger ... a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor… more
- Raymond James Financial, Inc. (New York, NY)
- …Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, ... current risk management strategies to the Board of Directors, senior management and various risk committees. . Collaborates with...of risks and regulations in all aspects of the Private Client and Asset Management . Risk… more
