- Neuberger Berman (New York, NY)
- …advisors, serving as the business owner for all client-facing digital platforms and internal wealth management tools. This role is pivotal to the ongoing Private ... SMA/UMA structures, financial planning, proposals, analytics, and other core wealth management needs. + Lead the design...Lead the design and implementation of the NB Private Wealth Advisor Workstation and associated tools, ensuring… more
- City National Bank (New York, NY)
- …for accuracy. * Generate properly formatted portfolio reviews to be checked by a Wealth Advisor for accuracy. * Oversees the creation of new account paperwork ... prepares initial drafts of Investment Policy Statements for new clients; reviews with Wealth Advisor . *Must-Have** * Bachelor's Degree or equivalent * Minimum 1… more
- Pioneer Bank (Hudson, NY)
- … Wealth Operations Coordinator LOCATION: Hudson REPORTS TO: Vice President - Senior Wealth Advisor CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 40 ... general office operations as well as providing sales assistance for the Wealth Management team through a variety of responsibilities, including but not limited… more
- BlackRock (New York, NY)
- …experience as a wealth advisor a plus + Minimum 5 years in wealth management , law firm, public accounting, or similar roles + Expertise in the following ... and multi-asset. We deliver world-class service to all of our clients, from wealth advisors to family offices to endowments and foundations. **About this role** This… more
- Citigroup (New York, NY)
- … professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net Worth ... Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to… more
- US Bank (New York, NY)
- …Wealth Planning and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client ... relationships starting at $3MM+ net worth into Private Wealth Management , help with client discovery and work with wealth management specialists to… more
- Neuberger Berman (New York, NY)
- …Head of Sales Enablement, this role is focused on enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, ... Financial Services Cloud a plus + Experience within Asset Management and/or Private Wealth Industry highly preferred + Experience with building and delivering… more
- US Bank (New York, NY)
- …and problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively ... a service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and US Bank.… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- TD Bank (New York, NY)
- …+ Leads Administration team for Wealth , with responsibility for Advisor compensation management and execution, Colleague onboarding and offboarding processes ... 15+ years of experience with a proven track record in a high-level management role within wealth management or private banking + A deep understanding of… more