- JPMorgan Chase (White Plains, NY)
- Become an integral part of Chase Wealth Management team where you will have the opportunity to work in a fast-paced organization and each day will be unique! ... detail and quality. As an Executive Assistant in Chase Wealth Management you will need to work...in a team environment, be able to represent the manager /group with professional courtesy and acumen, and deliver flawless… more
- JPMorgan Chase (New York, NY)
- Strategy and Support for Chase Wealth Management reports to the National Head of Business Development. This person will serve as a Business Manager and will ... credentials; Bachelor's degree **Preferred qualifications, capabilities, and skills** + Previous wealth management experience preferred Chase is a leading… 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...a blend of strategic thinking, operational expertise, and change management capabilities. The role of Business Associate will be… 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...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- TIAA (New York, NY)
- …Sedentary Work **Career Level** 9IC **Required Qualifications:** + 5+ years of risk management experience in wealth management , trust and/or brokerage as ... well as product development and management . + Experience in wealth and broker/dealer...to evaluate appropriate fund selection for specific platforms and manager /fund selection process. + Ability to review, analyze, and… more
- Citigroup (New York, NY)
- …private equity and real estate opportunities for distribution to Citi Wealth 's client base. The position will involve the analysis, diligence, structuring, ... fund opportunities to address the needs of our global wealth client base. The position will focus on evergreen...+ Provide timely and frequent updates to global senior management . + Understand and provide investment solutions to rapidly… 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...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- M&T Bank (New York, NY)
- …Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary ... high net worth client segment Proven track record of implementing wealth management strategies **Education and Experience Preferred:** Securities licensing,… more
- US Bank (New York, NY)
- …US Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely ... we empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance… more
- JPMorgan Chase (New York, NY)
- …with frequent and timely communication throughout the recruitment process; share manager feedback and appropriately disposition candidates in real time + Act ... a subject matter expert, influencing decision making and effectively manage hiring manager and candidate expectations + Conduct pre-offer candidate calls and take… more