- Coinbase (New York, NY)
- …selling of CBAM funds and strategies to institutional allocators across US Wealth , RIA, Family Office. * Research, propose, and execute Go-To_Market (GTM). * ... deep relationships with and understanding of Institutional Allocators (Pensions, Sovereign Wealth Fund, Endowments, Foundations, Wealth platforms, HNW and UHNW).… more
- EPAM Systems (New York, NY)
- …Years of expertise in a combination of information technology, retail banking, wealth management, asset management, and capital markets. If this sounds like you, ... achieve client business goals + Be a Consultative Account Manager or Client Partner for EPAM clients that are...for EPAM clients that are regional and multinational banks, wealth managers, asset managers, payment providers, and FinTechs +… more
- Wellington (New York, NY)
- …and experiences including developing investment education programs for the US Wealth channel, marketing investment products to financial advisors and home offices, ... the importance of advisor education in effectively positioning an asset manager as a partner of choice. **Responsibilities** Specific responsibilities include but… more
- Neuberger Berman (New York, NY)
- …large institutional investors. This includes separately managed institutional accounts, private wealth management services, 40 Act Mutual Funds, UCITS Funds, and ... Firm's business lines and support functions spanning equity, fixed income, private wealth management and alternatives asset classes. You will work in close… more
- Wellington (New York, NY)
- …hedged, and extended strategies. The team manages portfolios, conducts market and manager research, and partners with clients on investment solutions that pursue ... research and advice across various topics such as fundamental factors, manager research, asset allocation, quantitative investing, and risk management. The… more
- Citizens (Tarrytown, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth ... glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a… more
- Bank of America (New York, NY)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
- Bank of America (Melville, NY)
- …+ Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with ... prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + Encourages… more
- JPMorgan Chase (New York, NY)
- …the breadth of JPMorgan Chase's expertise and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager . JP Morgan ... Client, you will support the strategy and execution of a Relationship Manager center of excellence which includes talent acquisition strategy, client advisory and… more
- Bank of America (New York, NY)
- …investment strategies, platforms, solutions, and support for clients across all wealth management lines of business (including Merrill and the Private Bank). ... Merrill and Private Bank clients; must anticipate needs of wealth management client base, understand industry trends and new...and new product development, and utilize network of asset manager connections to find new offerings. + Responsible for… more