• Portfolio Management Specialist…

    Robert Half Finance & Accounting (New York, NY)
    …available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are ... Description We are looking for a skilled Portfolio Management Specialist to join our team in New...involves collaborating closely with the Head of Investments and Wealth Advisors to oversee and manage client portfolios, utilizing… more
    Robert Half Finance & Accounting (11/15/25)
    - Related Jobs
  • Senior Associate - Private Wealth Platforms…

    Neuberger Berman (New York, NY)
    …Minimum 3+ years' experience in financial services, with a strong preference for wealth management or private banking + Exceptional written and verbal ... The Senior Associate - Private Wealth Platforms & Experience role will play a...comprehensive package of benefits including paid time off, medical/dental/vision insurance , 401(k), life insurance and… more
    Neuberger Berman (10/16/25)
    - Related Jobs
  • Private Wealth - Business Associate

    Neuberger Berman (New York, NY)
    …or related roles + Experience within the financial services industry, private wealth management highly preferred + Strong knowledge of process mapping, ... Neuberger Berman's Private Wealth business is seeking a highly motivated and...comprehensive package of benefits including paid time off, medical/dental/vision insurance , 401(k), life insurance and… more
    Neuberger Berman (10/18/25)
    - Related Jobs
  • Wealth CIO - Digital Assets Specialist…

    Citigroup (New York, NY)
    …that cater to the increasing demand for digital assets within a holistic wealth management framework. Through expert guidance and proactive engagement, the team ... build internal strategic capability. **Qualifications** + 8+ years of experience in wealth management , capital markets, strategy, fintech, or a related domain.… more
    Citigroup (10/28/25)
    - Related Jobs
  • Head of Digital Strategy & Execution,…

    Citigroup (New York, NY)
    …offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi ... minded leader to serve as Global Head of Digital Strategy & Execution for Citi Wealth . This individual will define and lead the future of how Citi Wealth more
    Citigroup (11/14/25)
    - Related Jobs
  • JP Morgan Wealth Management

    JPMorgan Chase (New York, NY)
    …rollout and adoption of new products, services, and processes across the Chase Wealth Management organization. This role is accountable for team leadership, ... + 10+ years of experience in business development, sales management , project management , or implementation leadership within...+ A valid and active Series 66 (63/65), and Life and Health Insurance license must be… more
    JPMorgan Chase (11/08/25)
    - Related Jobs
  • Wealth Managment Advisor

    US Bank (New York, NY)
    …position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In This Role You Will: + Meet with affluent ... stable, and committed to our clients and employees. At Wealth Management from US Bank and US...(medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability… more
    US Bank (11/22/25)
    - Related Jobs
  • Private Market Research Analyst (Evergreen) Citi…

    Citigroup (New York, NY)
    …offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi ... private equity and real estate opportunities for distribution to Citi Wealth 's client base. The position will involve the analysis, diligence, structuring,… more
    Citigroup (10/25/25)
    - Related Jobs
  • Senior Estate Planner - Wealth Advisory…

    Neuberger Berman (New York, NY)
    …+ JD required; LL.M. in Taxation a plus. Background in law and/or wealth management preferred + Proven ability to manage complex, high-net-worth relationships ... As a key member of one of NB Private Wealth 's largest Private Asset Management teams, the...comprehensive package of benefits including paid time off, medical/dental/vision insurance , 401(k), life insurance and… more
    Neuberger Berman (09/13/25)
    - Related Jobs
  • Investments Marketing Lead Analyst, Wealth

    Citigroup (New York, NY)
    …offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness programs. Citi ... Citi Wealth is redefining how the world's most influential...insights, investment strategies, and global market intelligence come to life through compelling storytelling and client-ready content. You will… more
    Citigroup (10/28/25)
    - Related Jobs