- Citigroup (New York, NY)
- …+ Consistently reads different situations accurately and takes appropriate action to gain senior client commitment. + FINRA licenses: 7,66 (or 63&65) **Job ... Management businesses across Citi Global Consumer Bank and Citi Private Bank. It serves over 500,000 clients through its...Head of Business Risk for Investment Solutions within Citi Wealth . **Responsibilities:** + Senior business leader who… more
- Neuberger Berman (New York, NY)
- …to large institutional investors. This includes separately managed institutional accounts, private wealth management services, 40 Act Mutual Funds, UCITS ... across the Firm's business lines and support functions spanning equity, fixed income, private wealth management and alternatives asset classes. You will work in… more
- Wellington (New York, NY)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... perspectives with those of our clients. **About the Role** The US Wealth Product Marketing Manager will combine strong investment knowledge, product marketing… more
- Deloitte (Rochester, NY)
- …including retail, wholesale and international banks, Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+ Years Experience ... AML Project Delivery Senior Analyst- Regulatory, Risk & Forensic Operate Are...investigations, specifically pertaining to Trade Finance, Fraud, Retail Banking, Private Banking, and Wealth Management + 2+… more
- JPMorgan Chase (New York, NY)
- Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients ... how JP Morgan manages investments + Serve as the senior leader for client events and meetings...client portfolio management at an Asset Management firm, Wealth Manager, Investment Bank, or Institutional Investor (eg, Sovereign… more
- Broadridge Financial Solutions (Edgewood, NY)
- …influential role, you will provide visionary leadership to the SRE team, advising senior management on project status and strategic issues. Youll be responsible for ... intricate design and hands-on coding of complex infrastructure, to evaluating client and process requirements, and developing project estimates, timetables, and… more
- Wellington (New York, NY)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... The Events Manager will plan and execute all components of our US Wealth events program, including in-person events (proprietary events and 3rd party sponsorships)… more
- Wellington (New York, NY)
- …collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view ... and experiences including developing investment education programs for the US Wealth channel, marketing investment products to financial advisors and home offices,… more
- Bank of America (New York, NY)
- …measures and metrics to ensure execution of business plan. Captures and analyses client data to drive innovative of new wealth management solutions. Ensures ... support and enhance the positioning of a line of business. Oversees Client and Business Management functions, Strategic Planning and Product Development. Serves as… more
- CIBC (New York, NY)
- …Modeling, Financial Research, High Net Worth Individuals, Investment Banking, Investment Valuation, Private Equity, Wealth Management At CIBC, we are in business ... Industrials Group provides investment banking services to leading corporate and private equity clients focused on the capital goods, engineered products,… more