- 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
- 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 (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
- 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 (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
- 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
- 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
- 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
- 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
- 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
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