- Citigroup (New York, NY)
- …wide range of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and ... spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer...Management Director will be part of the Citi Wealth team within Investment Solutions. This role… more
- Neuberger Berman (New York, NY)
- …income, and alternative investment strategies, as well as reviews of private wealth management , trust company, sales distribution and supervision, client ... Neuberger Berman delivers comprehensive investment management products and services to... Wealth is strongly preferred + Knowledge of investment management processes, operational risks, best practice… more
- Neuberger Berman (New York, NY)
- …Officer to join our team. The Trust Companies support the Private Wealth Management , Institutional, and Intermediary businesses of the firm, managing a ... and Shannon Saccocia, Chief Investment Officer - Wealth . The Trust Investment Oversight...coordinate rebalancing requests, and communicate relevant changes to asset management strategies + Ensuring timely valuation updates and thorough… more
- JPMorgan Chase (New York, NY)
- …experience in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, ... **Primary Function** As an Investment Specialist you are responsible for helping the...+ Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on… more
- JPMorgan Chase (New York, NY)
- …experience in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, ... take your career to the next level. As an Investment Specialist in the US Private Bank, you are...+ Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on… more
- JPMorgan Chase (New York, NY)
- …Training Program, you'll gain exposure to every facet of wealth management , including investments, lending, banking, and trust and estate planning. Our ... and making meaningful contributions to our business with customized wealth management solutions. You'll work with a... solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists.… more
- CIBC (New York, NY)
- …Financial Modeling, Financial Research, High Net Worth Individuals, Investment Banking, Investment Valuation, Private Equity, Wealth Management At CIBC, ... CIBC.com (https://www.cibc.com/en/about-cibc.html) **About Our Group:** The Industrials Group provides investment banking services to leading corporate and private equity… more
- M&T Bank (New York, NY)
- **Overview:** Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary ... all trust matters and responsible for overall trust administration management for complex trust...to account administrative activities. Serve as key partner to wealth clients and developing and implementing trust … more
- Wells Fargo (Purchase, NY)
- …Wells Fargo is seeking a Senior Special Needs Trust Officer as part of Wealth and Investment Management . Working at Wells Fargo | Jobs and Careers ... on a variety of banking and fiduciary topics including investment management , general trust administration,...provide personalized advice and wealth and asset management services, including: * Personal trust services.… more
- Deloitte (New York, NY)
- …or corporate banking, investment banking or capital markets, investment management , wealth management , trust company, insurance provider, or ... liaise with client counterparts, and actively participate in discussions on project management and work delivery needs + Manage project teams in providing… more