- Citigroup (New York, NY)
- …**Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... the Relationship Officer for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Lead client onboarding and...Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary… more
- CIBC (New York, NY)
- …years of relevant financial industry experience.** Experience in a client service role within Wealth Management is a plus. + **You put clients first:** You ... Associate /** **Senior Client Service Associate** , you will support Private Wealth relationship management efforts by delivering exceptional service to clients.… more
- HUB International (New York, NY)
- …business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion ... **ABOUT US ** At **HUB International** , we are a...This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose… more
- M&T Bank (New York, NY)
- …range and is available from your recruiter. **Location:** New York, New York, United States of America M&T Bank Corporation is an Equal Opportunity/Affirmative ... **Overview:** Serves as a member of the Management Development Program (MDP) and participates in ten...classroom training, observations of departmental presentations, interaction with senior management , peer networking, and working in teams on two… more
- JPMorgan Chase (New York, NY)
- …of US Mortgage Product is responsible for comprehensive product management , including strategic planning, creation, design, launch, and lifecycle management ... global clients for their residential mortgages needs secured by properties in the US , UK, and French markets. The Global Mortgage Solutions team includes a global… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... to all. The Business Unit Manager is a senior management -level position in the Enterprise Data Office (EDO) Business...Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary… more
- Citigroup (New York, NY)
- …adaptability, and creativity in addressing complex challenges. **Desirable:** Familiarity with Wealth Management business processes and front office users is ... Business Analysis **Time Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary Range:** $109,120.00 -… more
- JPMorgan Chase (New York, NY)
- **Job Posting: Grants Manager - Private Foundations Services Team** **About Us :** The Private Foundations Services Team (PFS) at JP Morgan Private Bank partners with ... administrative responsibilities. Our team, with decades of experience in nonprofit management and grantmaking, oversees over 10,000 grant requests annually. As part… more
- Citigroup (New York, NY)
- …with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills. ... compelling product vision for NBA targeting, AI solutions, query management and publishing platforms. + Build solutions to seamlessly...Type:** Full time **Primary Location:** New York New York United States **Primary Location Full Time Salary… more
- Neuberger Berman (New York, NY)
- …Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets under management ). This high-impact role ... billing, sales compensation, or financial analysis, preferably within private wealth or asset management + Demonstrated experience...rules, or regulations. If you would like to contact us regarding the accessibility of our website or need… more