- Neuberger Berman (New York, NY)
- …Berman, founded in 1939, is a private, independent, employee-owned investment manager . The firm manages a range of strategies-including equity, fixed income, ... client assets as of December 31, 2023. NP Private Wealth is Neuberger Berman's direct-to-client wealth and...recommendations in conjunction with the firm's Asset Allocation Committee, manager research and selection across a broad range of… more
- Neuberger Berman (New York, NY)
- …Salesforce Administrator to overall drive adoption and maintain support for the Private Wealth channel, reporting to the Head of Sales Enablement. The role ... Sales Enablement team, responsible for improving the sales & marketing processes across our Private Wealth...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- BMO Financial Group (New York, NY)
- Provides support and product expertise for the financial planning business development, sales and service delivered by private wealth advisors and relationship ... plan for all assigned clients under the direction of wealth advisor / relationship manager to maximize...appropriate data according to established. + Makes updates to sales tracking, forecast and pipeline, relationship plans, and other… more
- M&T Bank (Hauppauge, NY)
- …As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the relationship team ... and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary… more
- City National Bank (New York, NY)
- *PRIVATE WEALTH ANALYST* WHAT IS THE OPPORTUNITY? Supports PB client teams in delivering investment analysis and financial planning materials for high-net-worth and ... management prospects and clients. WHAT WILL YOU DO? * Provide in-depth sales materials for Private Bankers by creating sophisticated portfolio and market analyses… more
- BlackRock (New York, NY)
- **About this role** BlackRock's US Wealth Advisory business ("USWA") manages the firm's relationships with US retail financial services firms and their advisors, who ... next steps to senior management. Key Responsibilities + Work with leadership in Wealth (and at times, broader Americas) client businesses to set strategy and… more
- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... is a producing- manager role that will involve covering select clients directly...suitability, identifying product specific opportunities, portfolio advice and after sales execution. + Implement a strategic advisory approach to… more
- Bank of America (White Plains, NY)
- …Market Supervision Manager White Plains, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world… more
- Broadridge Financial Solutions (New York, NY)
- …individual looking to grow into a sales leadership role through a player-coach sales position. This Sales Manager role requires carrying both an ... individual and team sales quota while managing a team of junior ...by policies, procedures and business plan; receives guidance from manager -Provides guidance to employees, colleagues and/or customers-Responsible for attaining… more
- Live Nation (New York, NY)
- …this sounds like you then please read on! THE ROLE As an Account Manager , you will be responsible for the coordination, management, and execution of merchandising ... sales across multiple clients. This predominantly includes facilitation and...off including paid holidays, sick time, and personal days WEALTH : 401(k) program with company match, stock reimbursement program… more