• Business Product Management Executive

    Bank of America (New York, NY)
    …considerations imperative to servicing UHNW clients (ie tax implications of various investment strategies critical for wealth structuring, and credit terms for ... Business Product Management Executive New York, New York **Job Description:**...ideas; interact with Financial Advisors to provide advice on portfolio hedging and positioning based on client's objectives and… more
    Bank of America (03/12/25)
    - Related Jobs

  • Business Affairs Manager

    City National Bank (New York, NY)
    …of Business Affairs to support various activities across the wealth management business, including client service and operations, portfolio management , ... * 7-10 years in a role requiring complex problem solving * Investment Management experience preferred * Experience with mutual funds, closed end funds and… more
    City National Bank (04/18/25)
    - Related Jobs

  • Director, FinTech and Payment Service Providers,…

    Scotiabank (New York, NY)
    …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... partners. + Collaborating with key partners including Group Treasury, Global Risk Management , Capital Markets, Corporate & Investment Banking, Global Operations,… more
    Scotiabank (05/14/25)
    - Related Jobs

  • Store Manager II (South Glens Falls)

    TD Bank (South Glens Falls, NY)
    …contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. ... advice to customers. **Depth & Scope:** + Provides people management leadership by hiring the best talent, setting goals,...with partners, including Small Business, Commercial, Consumer Lending and Wealth to grow the Store Portfolio +… more
    TD Bank (05/21/25)
    - Related Jobs

  • Manager, Reconciliation

    Neuberger Berman (New York, NY)
    …for this role is expected to have prior experience with portfolio accounting reconciliation and direct people management experience. **Responsibilities:** ... **Summary:** The Private Wealth (PW) Operations Reconciliation Team is responsible for...experience in operations and/or middle office roles at an investment bank, asset manager or broker deal required (portion… more
    Neuberger Berman (04/09/25)
    - Related Jobs

  • Vice President, HNW Marketing and Customer…

    JPMorgan Chase (New York, NY)
    …in close partnership with cross-functional stakeholders, including Brand, Travel, and Wealth Management teams. **Job Responsibilities** + Develop cross-channel ... by customer research, competitive insights, and analytics in partnership with Brand, Wealth Management , Travel, and Marketing stakeholders + Collaborate with… more
    JPMorgan Chase (04/20/25)
    - Related Jobs

  • KPB Sr Trust Officer

    KeyBank (Rochester, NY)
    … Team to identify and prioritize opportunities to deepen relationships + Identifies Investment Management and Trust Opportunities as well as any other banking, ... and comprehensive approach + Maintains deep expertise in fiduciary, investment , tax, and other related wealth issues...distribution analysis and documentation of decision making + Interprets investment decisions made by portfolio manager +… more
    KeyBank (04/23/25)
    - Related Jobs

  • Settlement and Termination Officer

    City National Bank (New York, NY)
    …and Equal Employment Opportunity. * Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all regulatory requirements ... guidance to Real Property Managers, CPAs and Trust Counsel, Portfolio Managers, Bankers, Investment Advisors, and other...state tax laws, income taxation with respect to trust investment management principles * Demonstrated strategic team… more
    City National Bank (05/17/25)
    - Related Jobs

  • Product Manager - Core Terminal Index & Market…

    Bloomberg (New York, NY)
    …to rise as clients deepen their market insights and implement more tailored investment strategies. From asset managers and hedge funds to Delta One desks and ... wealth platforms, workflows around index analysis, custom baskets, and...support of asset allocation decisions, tie their outlook to investment selection, and leverage indices, custom baskets, and benchmarks… more
    Bloomberg (04/25/25)
    - Related Jobs

  • Client Implementation Specialist (Hybrid)

    Broadridge Financial Solutions (New York, NY)
    … investment management or financial services industry. + Familiarity with investment management concepts, including portfolio management , trading, ... projects and deadlines in a fast Preferred Qualifications + Experience working with investment management software (eg, Charles River, Eze, or other similar… more
    Broadridge Financial Solutions (05/13/25)
    - Related Jobs