- Neuberger Berman (New York, NY)
- …initiatives. **Qualifications** + Bachelor's degree required. + 12+ years of experience in Wealth Management , Asset Management , or a related financial ... implementations. + Strong knowledge of the regulatory environment impacting the Wealth Management industry. + Exceptional stakeholder management ,… more
- Coinbase (New York, NY)
- …supported. The Client Strategist (CS) team is a key function within Coinbase Asset Management (CBAM). At CBAM a CS's job is to build the business. This includes ... Strategist is a hybrid between a salesperson and an investment strategist. A successful Client Strategist can secure the...CBAM funds and strategies to institutional allocators across US Wealth , RIA, Family Office. * Research, propose, and execute… more
- Citigroup (Queens, NY)
- …exams in investment and insurance related areas. + Significant Wealth Management Team interactions and Governance Committee presentations. + Foster ... across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank.… more
- JPMorgan Chase (New York, NY)
- … Management :** Responsible for the distribution of JP Morgan's investment capabilities to broker-dealers, insurance companies, asset managers, banks and ... and practical knowledge in a rotational program that includes roles in Funds Management , Institutional Sales, and Marketing within our Asset Management Client… more
- City National Bank (New York, NY)
- …ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary point of contact for assigned line of business ... CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While...be the primary point of contact for all new investment management opportunities. * Relationship Management… more
- Citigroup (New York, NY)
- …CFA preferred. + 8-10 years relevant experience in real estate, private equity, or investment management . + Prior experience investing in private equity or real ... role will be responsible for helping to educate Citi Wealth 's global banker, investment counselor and financial...+ Provide timely and frequent updates to global senior management . + Understand and provide investment solutions… more
- Citigroup (New York, NY)
- The Citi Wealth Investment Lab is an integral part of the Citi Wealth organization, dedicated to delivering comprehensive, analytical and highly customized ... It requires a unique focus on innovation as it is a cornerstone of the Citi Wealth Investment Lab. The team is responsible for three key areas: * Client… more
- JPMorgan Chase (New York, NY)
- …will focus on providing Compliance support for the firm's JP Morgan Wealth Management (JPMWM) organization, specifically the JP Morgan Self-Directed Investing ... , an in-house attorney or audit in a large financial institution offering wealth management , private banking, asset management and institutional capital… more
- BlackRock (New York, NY)
- …skills. **Requirements:** + 1-3 years previous experience working within the investment industry or other relevant field; relationship management or ... **About this role** **Job Description:** BlackRock's US Wealth Advisory business services $2T+ in client assets...responsible for the distribution of active and index asset management products through intermediaries as well as sub advisory… more
- JPMorgan Chase (New York, NY)
- **About Highbridge Capital Management ** Highbridge Capital Management , LLC, founded in 1992, is a global alternative asset management firm. Over the years, ... it has developed a diversified investment platform that includes hedge funds, co- investment vehicles, and committed, closed-end vehicles designed for longer-term… more