- Citigroup (New York, NY)
- …+ Master's degree preferred \#NAMInternalAudit **This specific role will focus on Wealth technology which is a fast moving area with ambitious business aligned ... projects globally so experience in areas of technology and wealth (investment, private bank, high net worth banking) preferred.** **Job Family Group:** Internal… more
- Robert Half Finance & Accounting (Latham, NY)
- Description An independent wealth management firm with $500+ AUM is seeking a Tax Director/Manager to join their growing firm. In this role you will work in ... conjunction with the wealth management team to provide comprehensive tax and financial planning to the firm's clients. Requirements Experience completing high net… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... reimbursement towards fertility, egg freezing, adoption and surrogacy expenses. + **Building Wealth - 401(k) Savings Plan** : Employees are immediately eligible for… more
- Bank of America (New York, NY)
- …of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy and global markets and delivering strategic and ... and maintaining robust frameworks, services and tools to deliver goals-based wealth management (eg, asset allocation and portfolio construction; all asset classes),… more
- Tradeweb (New York, NY)
- …- including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clients -- in more than 65 countries across the ... reimbursement towards fertility, egg freezing, adoption and surrogacy expenses. + **Building Wealth - 401(k) Savings Plan** : Employees are immediately eligible for… more
- Bank of America (New York, NY)
- …investment strategies, platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the Private Bank). ... offerings for Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends and new product development, and… more
- Broadridge Financial Solutions (New York, NY)
- …cross-industry horizontals. Industry verticals are Asset Management, Capital Markets, Wealth Management; and cross-industry horizontals are Data and Emerging ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more
- Neuberger Berman (New York, NY)
- …Officer to join our team. The Trust Companies support the Private Wealth Management, Institutional, and Intermediary businesses of the firm, managing a diverse ... Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth . The Trust Investment Oversight Officer will serve as the primary liaison… more
- JPMorgan Chase (New York, NY)
- …innovation meets excellence in the Consumer and Community Banking - Banking and Wealth Management sector. As a Lead Software Engineer at JPMorgan Chase within the ... Consumer and Community Banking -Banking and Wealth Management, you are an integral part of an agile team that works to enhance, build, and deliver trusted… more
- City of New York (New York, NY)
- …initiatives that support New Yorkers and communities with low incomes in building wealth and improving their financial health. OFE is the first local government ... commitment to supporting New Yorkers and communities with low incomes in building wealth and improving their financial health and a passion for financial education.… more