- Neuberger Berman (New York, NY)
- …nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger Private Wealth Management business. The candidate will ... We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance , 401(k), life insurance and other benefits to eligible… more
- Wellington (New York, NY)
- …account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance , adoption assistance, back-up childcare, ... **About Us** **Wellington Management ** offers comprehensive investment management capabilities...will plan and execute all components of our US Wealth events program, including in-person events (proprietary events and… more
- Wellington (New York, NY)
- …preferably in a similar role. + Proven track record developing and/or leading US Wealth sales enablement within an asset management firm. + Extensive background ... + Demonstrated success in improving sales performance. + Comprehensive understanding of asset management and deep knowledge of the US Wealth market. + Proficient… more
- Charles Schwab (New York, NY)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will...in additional to furthering your own professional development in Wealth Management . **In addition to the salary… more
- Citizens (Brooklyn, NY)
- …identify prospective opportunities. Primary responsibilities include + Develop a high-quality wealth management practice that provides a personalized wealth ... engagement. + Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. + Grow existing relationships...(or 66) active and valid. + A valid, active Insurance Life /Health/Variable licenses is required or must… more
- Robert Half Technology (New York, NY)
- …, business process analysis, and technology-driven solution delivery within the wealth management domain. Key Responsibilities: Strategy & Planning Partner ... a plus. 5+ years of experience as a Business Analyst, preferably in wealth management or financial services. Proven track record of delivering technology-enabled… more
- CIBC (New York, NY)
- …to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance , Disability, and Other Insurance Plans, Paid Time ... at the time of your interview._ **How you'll succeed** Work with Private Wealth Relationship Managers and Business Development Officers to review potential new trust… more
- CIBC (New York, NY)
- …various infrastructure functions. Working experience working within capital markets and/or wealth management operations preferred. **What You'll Be Doing** + ... an inventory of laws, regulations, and guidance related to capital markets / wealth management operations regulatory requirements. As needed, the CFC Officer may… more
- NBT Bank (Williamsville, NY)
- …part of a team. + 10% - Maintains an in-depth knowledge of all wealth management products and services. Maintains all designations and corresponding CE ... : Both short-term and long-term, with an option to purchase additional long-term coverage. + Life Insurance : Employer-paid basic life insurance , with an… more
- Citigroup (Rockville Centre, NY)
- …assigned branches, which comprise of branch stakeholders and other Area partners (eg Wealth Management , Mortgage) + Partner with cross retail segment Area peers ... spanning Wealth Management , Consumer and Mortgage and initiate...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
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