- Citigroup (Smithtown, NY)
- …the sales teams to take advantage of those opportunities by leveraging the Wealth Team model (Advisors, Portfolio Consultants, Financial Planners and Insurance ... The Wealth Regional Director is a senior leader within...hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. + Partner across businesses such as Retail… more
- Citigroup (New York, NY)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide… more
- Citigroup (Huntington, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic...to seminars, etc. + Master referral opportunities to grow portfolio . + Proactively source, acquire and expand high value… more
- Citigroup (Hewlett, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic...to seminars, etc. + Master referral opportunities to grow portfolio . + Proactively source, acquire and expand high value… more
- JPMorgan Chase (New York, NY)
- …across Marketing, Market & Alternatives Insights, Product Strategy & Development, Portfolio Managers, Investment Specialists, and Client Service. **Job ... The Private Wealth Alternatives market, with an estimated $2 Trillion...JP Morgan Asset Management. As a leading global asset manager , we oversee nearly $200 Billion in alternative assets… more
- Neuberger Berman (New York, NY)
- …._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm ... Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth . The Trust Investment Oversight Officer… more
- Neuberger Berman (New York, NY)
- …for NB Private Wealth 's clients. In support of growth and innovation, the Private Wealth Investment Group seeks to hire an Investment Platform & Due ... is implementing a strategic plan that includes elevating Private Wealth 's investment platform, leveraging the firm's global...in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities… more
- TIAA (New York, NY)
- … Manager - Private Asset Management is an individual client-facing, investment manager opportunity ( wealth management). Candidates should possess this ... ** Portfolio Manager , Private Asset Management** The...economic trends, and meeting with them to discuss their portfolio performance and investment objectives. + Maintains… more
- TD Bank (New York, NY)
- …can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Head of Investment Product is responsible for ... Provides strategic direction and ownership in developing, implementing, and managing US Wealth 's suite of investment products including investment … more
- Wellington (New York, NY)
- …hedged, and extended strategies. The team manages portfolios, conducts market and manager research, and partners with clients on investment solutions that ... and advice across various topics such as fundamental factors, manager research, asset allocation, quantitative investing, and risk management.... Director. This product team works closely with the investment team, US Wealth sales teams, and… more