• Director, Wealth Benchmarks Product…

    S&P Global (New York, NY)
    …+ Current or past experience working in wealth and/or investment management with a focus on portfolio construction + Self-driven with strong research and ... into the investment process, particularly within Asset Management and Wealth Management +...+ Familiarity with the Asset Management and Wealth Management landscape, model portfolios/ portfolio … more
    S&P Global (07/18/25)
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  • JP Morgan Wealth Management - Vice…

    JPMorgan Chase (New York, NY)
    The Investment Product and Platform team within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of ... with JP Morgan Wealth Management Solutions and Practice Management Leads to maintain industry-leading investment solutions + Understand industry trends… more
    JPMorgan Chase (07/17/25)
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  • Credit Product Specialist, Global Wealth…

    Bank of America (New York, NY)
    Credit Product Specialist, Global Wealth & Investment Management New York, New York **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Credit-Product-Specialist--Global- Wealth Investment - Management \_25030120) **Job Description:** At… more
    Bank of America (07/17/25)
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  • Director, US Wealth Advisory Senior…

    BlackRock (New York, NY)
    …role** The Senior Portfolio Consultant is a Director level role within BlackRock's Portfolio Design Team in the US Wealth Advisory (USWA) business. The ... Portfolio Design Team provides detailed portfolio construction guidance to the key investment ...is strongly preferred. + A minimum of 10 years investment or asset management experience; additional experience… more
    BlackRock (07/20/25)
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  • Director, Portfolio Solutions - Citi…

    Citigroup (New York, NY)
    … Studio. The ideal candidate will bring strong expertise in product development, wealth management platforms, and enterprise technology delivery. Success in this ... We are seeking a highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface between… more
    Citigroup (07/18/25)
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  • Private Wealth Management…

    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, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...Management products and services + Strong analytical and portfolio management skills with the ability to… more
    Bank of America (07/04/25)
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  • Senior Wealth Management…

    Citigroup (New York, NY)
    …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... (CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors....for HNW and UHNW clients. + Strong analytical and portfolio management skills, including risk management… more
    Citigroup (06/20/25)
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  • AWT - Business Development Lead, US Wealth…

    BlackRock (New York, NY)
    …balance sheet strategy. The Aladdin Wealth Tech (AWT) team partners with wealth management clients to help them oversee their enterprise risk, build better ... achieved by leveraging risk analytics - powered by Aladdin(R) - to equip wealth management clients with model construction capabilities, risk monitoring tools,… more
    BlackRock (07/20/25)
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  • Wealth Analyst I

    City National Bank (New York, NY)
    …to work with CNR Administrative group on the front-end on-boarding of new investment management and trust accounts. * Gather client account performance data ... generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst… more
    City National Bank (06/24/25)
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  • Director, Senior Sales Lead - Aladdin…

    BlackRock (New York, NY)
    …Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management platform that enables wealth ... Wealth team leverages the same risk analytics used by Institutional investors to equip wealth management clients with business & risk management , and … more
    BlackRock (07/20/25)
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