- Robert Half Finance & Accounting (New York, NY)
- …and client objectives across diverse asset classes, including equities, fixed income, and alternative investments . The role requires 3 days per week in the ... This role involves collaborating closely with the Head of Investments and Wealth Advisors to oversee and...2 days work from home. Responsibilities: * Collaborate with Wealth Advisors and the investment team to… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... solutions platform, which allows us to deliver traditional and alternative investments , managed account solutions, best-in-class research and advice… more
- Citizens (New York, NY)
- …and problem-solving attorney to serve as Associate General Counsel supporting the Wealth Management Division of the Citizens Consumer Bank. The Associate ... senior management and the business generally supporting the entirety of the Citizens Wealth Management business in partnership with the Head of Wealth … more
- M&T Bank (New York, NY)
- …Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... new clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as… more
- M&T Bank (Hauppauge, NY)
- …Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... new clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as… more
- JPMorgan Chase (Garden City, NY)
- …in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust ... take your career to the next level. As an Investment Specialist in the US Private Bank, you are...experience and/or knowledge of hedge funds, private equity and alternative investments + Ability to execute trades… more
- Deloitte (New York, NY)
- Manager, Industry Solutions, Investment Management , Real Estate What we do Join our AI & Engineering team in transforming technology platforms, driving ... technology, and the changing demands of their customers. Our clients include asset, wealth , and investment advisers and administrators from every sector of the… 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 ... developing and maintaining robust frameworks, services and tools to deliver goals-based wealth management (eg, asset allocation and portfolio construction; all… more
- Bank of America (New York, NY)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision… more
- Bank of America (New York, NY)
- … Management + Wealth Planning + Analytical Thinking + Client Investments Management + Client Solutions Advisory + Networking + Strategic Thinking + ... to custom asset allocation, multi asset portfolio construction and traditional and alternative investment manager selection. + Engage advisors to deliver our… more