- BlackRock (New York, NY)
- **About this role** **BlackRock: Director, Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management ... risk management, portfolio construction and financial technology demands. The Aladdin Wealth team leverages the same risk analytics used by Institutional investors… more
- Citigroup (New York, NY)
- …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy , ... Citi Wealth is a leading provider of financial solutions...help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals… more
- Citigroup (New York, NY)
- …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy , ... **Citi Wealth Lending - Global Head of Securities Based...Leadership team. **Responsibilities:** + Drive the global SBL product strategy in partnership with Head of Flow Lending. +… more
- S&P Global (New York, NY)
- …Role:** **Grade Level (for internal use):** 13 **About the Role:** Director, Wealth Benchmarks Product Management **The Team:** The Product Management team oversees ... providing client solutions, insights, thought leadership, and driving product strategy and financial health. **Responsibilities and Impact:** We are seeking… more
- Citizens (New York, NY)
- …driven and strategic communications leader to join our Private Banking & Wealth Communications team. The successful candidate will develop and execute strategic, ... integrated communications plans and messaging strategies for Citizens' Wealth Management. This role is ideal for a highly strategic and creative individual with… more
- Charles Schwab (Albany, NY)
- …helping us "challenge the status quo" and transform the finance industry together. The Wealth & Asset Management Solutions (WAMS) team is part of Wealth & ... are looking to add a Business Development Officer, Schwab Wealth Advisory role to our talented client facing team....accounts, ETFs, mutual funds, fixed income assets) and investment strategy . + Excellent oral and written communication skills. +… more
- City National Bank (New York, NY)
- * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). Through ... materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst will participate in special projects, as assigned by the … more
- Citigroup (New York, NY)
- …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy , ... Citi Wealth is a leading provider of financial solutions...help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals… more
- Citigroup (New York, NY)
- The Wealth at Work Business Execution Manager should have in-depth understanding of how own sub-function contributes to achieving the objectives of the function. ... external communication/negotiation may be necessary. Responsible for executing functional strategy in area managed. Determines approach to implementing functional … more
- Citigroup (New York, NY)
- …to lead our NAM Regulatory Reporting and Client Tax Operations team within the Wealth division. The Head of NAM Regulatory Reporting and Client Tax Operations will ... knowledge of global regulatory frameworks, tax regulations, and the intricacies of wealth management products and client structures. The ideal candidate will have a… more