- Broadridge Financial Solutions (New York, NY)
- …experience in a business manager role, with a special focus on executive-level support and intergroup collaboration. As a Business Manager, you are expected to have ... interactive slideshows, embed and link media, data & videos, etc.). + Support the department management team with leading cross-org planning and special projects.… more
- KeyBank (Tarrytown, NY)
- …new clients to Wealth Direction (WD) and providing client and advisor support in leveraging WD in client activities. + Coordinate officer transitions when team ... + Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings. + Schedule internal and… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …play a key role in designing, developing, and building a cutting-edge, end-to-end wealth management platform. Location: New York City - Hybrid role (at least 3 ... the team members & suggest best coding/design practices * Provide guidance to support teams on debugging application issues * Build and Deployment of application on… more
- JPMorgan Chase (New York, NY)
- Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies ... of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional… more
- Wellington (New York, NY)
- …an Investment Director. This product team works closely with the investment team, US Wealth sales teams, and business colleagues across the firm to support our ... solutions across public and private assets to the US wealth market. The product coverage team has two main...our community and are essential to our culture. In support of this commitment, our employees work from our… more
- S&P Global (New York, NY)
- …(for internal use):** 11 **About the Role:** **The Team:** This role will support the Index Data Acquisition & Content Subscriptions (iDACS) team within the S&P ... capabilities. + Negotiate optimal commercial terms with data providers to support internal and commercial use cases; develop creative commercial structures and… more
- Equitable (New York, NY)
- …Holdings is a leader in financial services, focusing on retirement, wealth management, and investment management through AllianceBernstein. We are committed to ... of M&A activities across Equitable Holdings, with a focus on retirement, wealth management, and asset management through AllianceBernstein. This role is critical in… more
- NBT Bank (Williamsville, NY)
- …financial products and services. Develops strategic relationships with all NBT Wealth team members, Regional Presidents, Commercial Banking leaders, and other ... by completing annual relationship reviews for clients. Brings other wealth and line of business partners to the table...growth. + Employee Assistance Program (EAP) : Access to support and resources. + Financial and Banking Services :… more
- Broadridge Financial Solutions (New York, NY)
- …within Portfolio Master, you will need to become versed in our client base, support structure, product functionality and its differentiation. The goal is to have you ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more
- JPMorgan Chase (New York, NY)
- Join our amazing JP Morgan Asset & Wealth Management team, which is a global leader in investment and wealth management. Help our clients invest in their future. ... Head of Business Intelligence & Analytics within the JP Morgan Asset & Wealth Management team. The Global Business Intelligence and Analytics team has grown… more