- JPMorgan Chase (New York, NY)
- …play a key role in enabling the advisors to convert those participants into wealth management clients. If you are a collaborative team member, solutions-oriented ... Join JP Morgan Workplace Solutions as an Advisor Engagement Manager to lead the practice management strategy for advisors working with workplace participants.… more
- Stanley Black and Decker (Farmingdale, NY)
- **District Sales Manager - Long Island, New York City and Northern New Jersey - Field Based** **Make Your Mark. Shape Your Future.** It takes great people to achieve ... STANLEY and BLACK+DECKER **The Job:** As a District Sales Manager , you'll be part of our Mac Tools team...+ Must have a minimum of 2 years of management experience directing multiple field/route sales professionals + Willingness… more
- Stanley Black and Decker (New York, NY)
- **National Trade Association Manager - In the field** 50% Travel Expected **Northeast** - **New York, NY, Boston, MA, & Northern NJ** **Come build something that ... and HUSTLER(R). **The Job:** As a National Trade Association Manager , you'll be part of our Commercial Construction team...partners through product and services solutions as well as management of impact rewards and other SBD user contracts… more
- Coinbase (New York, NY)
- …supported. The Client Strategist (CS) team is a key function within Coinbase Asset Management (CBAM). At CBAM a CS's job is to build the business. This includes ... selling of CBAM funds and strategies to institutional allocators across US Wealth , RIA, Family Office. * Research, propose, and execute Go-To_Market (GTM). *… more
- JPMorgan Chase (New York, NY)
- …rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services. + Provides support across a diverse suite ... The Relationship Manager is an essential member of the Financial...and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning,… more
- Broadridge Financial Solutions (New York, NY)
- …the way, come join the Broadridge team. We are seeking a Senior Product Manager to lead multiple projects within Broadridges Asset Servicing Product Team. In this ... a robust portfolio of tools and platforms/customers, including leading Investment Banks, Wealth Managers, Custodians and Asset Managers. Youll report to the ASTRID… more
- Neuberger Berman (New York, NY)
- …Oversight Officer to join our team. The Trust Companies support the Private Wealth Management , Institutional, and Intermediary businesses of the firm, managing a ... Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth . The Trust Investment Oversight Officer will serve as the primary liaison… more
- Capital One (New York, NY)
- …one or more areas of compliance, such as consumer, Anti-Money Laundering (AML), brokerage, wealth management , or trust. + 1+ years of experience with data ... Senior Audit Manager , Financial Crimes Compliance & AML (Hybrid) Capital...Establish and build working relationships with internal and external management ; + Communicate the results of audit projects to… more
- Neuberger Berman (New York, NY)
- …to large institutional investors. This includes separately managed institutional accounts, private wealth management services, 40 Act Mutual Funds, UCITS Funds, ... the Firm's business lines and support functions spanning equity, fixed income, private wealth management and alternatives asset classes. You will work in close… more
- Robert Half Finance & Accounting (Latham, NY)
- Description An independent wealth management firm with $500+ AUM is seeking a Tax Director/ Manager to join their growing firm. In this role you will work in ... conjunction with the wealth management team to provide comprehensive tax and financial planning to the firm's clients. Requirements Experience completing high… more