- BlackRock (New York, NY)
- …and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About this Role** Our ... well-coordinated, collaborative team whose exceptional people are focused on providing extraordinary client service. If you are looking for an opportunity to grow… more
- Broadridge Financial Solutions (Edgewood, NY)
- …Product Owner to participate in the development of our reimagined wealth management communications solution. This individual will collaborate closely with ... experiences. .Key Responsibilities + Impact the product roadmap as well as client request pipeline + Prioritize features and enhancements based on customer value,… more
- Broadridge Financial Solutions (New York, NY)
- …distinct service offering focused on a key competency and market segment within Wealth Management with direct revenue and profit targets. You will be responsible for ... the department) or performance against budget. -Plan, monitor and manage client facing projects from initiation through completion. -Coordinate project planning,… more
- Principal Financial Group (Albany, NY)
- …contributor) to design, develop, and maintain software solutions that support wealth management platforms and client -facing applications specifically for our ... + Design, develop, and maintain software solutions that support wealth management platforms and client -facing applications including Salesforce… more
- Citizens (New York, NY)
- …record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over ... Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth… more
- Broadridge Financial Solutions (New York, NY)
- …teams with your expert insights. We're looking for someone with a wealth of design and architecture experience, adept in next-generation technologies, and with ... Infrastructure SMEs and project teams to ensure all aspects of the Wealth Management architecture are defined in conjunction with Broadridge standards, policies,… 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 ... of and manage the entire life-cycle of a consulting sales process to a client . Develop leads (through working with existing consulting clients, through our sales and… more
- Broadridge Financial Solutions (New York, NY)
- …of the entire life cycle of a consulting sales process to a client . Work with practice leaders to develop pursuits (through working with existing consulting ... clients and through sales and account management teams), support client pitches, launch projects Deliver with Quality + Manage,...Financial Services or with a consulting firm in the Wealth Management area. Mix of financial services operations and… more
- Bank of America (New York, NY)
- …an impact. Join us! **Job Description:** The Alternative Investment Sales Desk associate will provide support to Alternative Investment Specialists as well as ... as a subject-matter expert, owning the end-to-end Advisor and client experience, educating a wide audience across the value...+ Knowledge of alternative investments + Understanding of the wealth management industry + Team player with the ability… more
- Broadridge Financial Solutions (New York, NY)
- …will play a pivotal role in deepening relationships with our existing client base while driving new revenue opportunities. This is a high-impact leadership ... role, responsible for shaping client strategy, delivering world-class service, and maximizing value for...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more