- HSBC (New York, NY)
- …communities and the planet we all share. The Engagement Advisor supports International, Wealth and Premier Banking and Private Banking shaping the experience of our ... enhance employee engagement, support our culture strategy, and promote an international, wealth and international mindset + You will uphold HSBC values and… 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
- S&P Global (New York, NY)
- …CFA) preferred. + Strong knowledge of financial markets, investment products, and wealth management strategies preferred. + Experience in AI and machine learning, ... Wealth , or DeFi preferred. + Proficiency in data analysis...Future: Secure your financial future through competitive pay, retirement planning , a continuing education program with a company-matched student… more
- Wellington (New York, NY)
- …Investment Director. This product team works closely with the investment team, US Wealth sales teams, and business colleagues across the firm to support our clients' ... initiative providing solutions across public and private assets to the US wealth market. The product coverage team has two main objectives: PRODUCT DEVELOPMENT… more
- Broadridge Financial Solutions (New York, NY)
- …teams with your expert insights. We're looking for someone with a wealth of design and architecture experience, adept in next-generation technologies, and with ... and project teams to ensure all aspects of the Wealth Management architecture are defined in conjunction with Broadridge...on architecture and design issues. + Participate in strategic planning to achieve technical and business goals with team,… more
- Broadridge Financial Solutions (New York, NY)
- …distinct service offering focused on a key competency and market segment within Wealth Management with direct revenue and profit targets. You will be responsible for ... client facing projects from initiation through completion. -Coordinate project planning , resourcing, staffing, supply and subcontract management, progress reporting,… more
- Citigroup (New York, NY)
- …and Middle East. + Lead short and long term budgeting, forecasting and planning processes through partnership with functional partners such as FP&A. Key Business ... leader in the planning and execution of CCAR, Recovery and Resolution ...results + Developing multi-year financial plans in partnership with Wealth Private Bank heads that are integrated with Citigroup's… more
- City National Bank (New York, NY)
- …CNR client teams in delivering investment analysis and financial planning materials for high-net-worth and ultra-high-net-worth individuals and families. Provide ... analytical and financial support and expertise through technological tools and software. * Wealth Management Division: City National Rochdale* As a member of City… more
- AON (New York, NY)
- …and a graphical representation of the program. + Insurance program structure planning and design of alternatives. + Provide benchmarking analysis related to limits ... diverse team of seasoned brokers, accounts executives, and risk analysts each bringing a wealth of knowledge and experience to the table. This position offers you an… more
- Neuberger Berman (New York, NY)
- …Officer to join our team. The Trust Companies support the Private Wealth Management, Institutional, and Intermediary businesses of the firm, managing a diverse ... revenue. This role will report dually to Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer - Wealth… more