- Neuberger Berman (New York, NY)
- …support to portfolio managers and team members, including entering Equity, Fixed Income, and Options trades in US and global markets, and liaising with ... plus + Flexible and able to collaborate effectively with Client Associates, Portfolio Managers, and Client...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- Neuberger Berman (TX)
- **Summary** The RIA Client Advisor is responsible for furthering the growth of NB's platform through strategic relationship building and business development ... Dallas, Austin, Houston, Denver, St. Louis, and Kansas City. The RIA Client Advisor must possess excellent interpersonal, organizational, and communication skills, a… more
- Neuberger Berman (New York, NY)
- …and meet clear deadlines + Flexible and able to collaborate effectively with Client Associates, Portfolio Managers, and Client Relationship Managers ... point of contact for high-net-worth clients, addressing operational support and client service needs including inquiries related to new accounts, LOAs, account… more
- Neuberger Berman (New York, NY)
- …federal regulations. + **Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients. + ** Client Support** : Offer daily ... tech shorts, performance, transfers, allocations, fees, etc., using various in-house portfolio systems. + ** Client Reporting** : Provide customized reporting… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... Wealth Management business. The candidate will support the production of client performance reports including scheduled and ad-hoc requests. Additionally, candidate… more
- BlackRock (Atlanta, GA)
- **About this role** Technical Relationship Manager , Aladdin - Vice President Aladdin(R) is an operating system for investment managers that seeks to connect the ... real time. The Aladdin platform combines risk analytics with portfolio management, trading, compliance, and operations tools on a...and education. We are seeking an Aladdin Technical Relationship Manager to work closely with Aladdin clients to be… more
- Black & Veatch (San Jose, CA)
- …with appropriate client management Manages varied complex risk which includes fixed price or new technology or non domestic markets or new clients. Black ... ** Client Director - Water Business** Date: Sep 11,...after the first 90 days of employment based upon manager discretion, job performance and work assignments.** **The Team**… more
- HSBC (Irvine, CA)
- …wealth planning will be key as the WRM acquires, develops, advises, and retains a portfolio of clients. As the Wealth Relationship Manager , you will: * Provide ... and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer...financial solutions and opportunities to your portfolio of clients * Increase wallet share of existing… more
- First Horizon Bank (Birmingham, AL)
- …management (Group Manager , Market President, Senior Credit Officer) to deteriorating portfolio conditions + Ensures client adherence to covenants with review ... assigned market region of a complex nature. **Key Responsibilities Include** + Maintains a client portfolio for the bank + Expand existing client … more
- HSBC (Houston, TX)
- …track record of dealing with complex global corporates + Experience of managing a client portfolio and/or responsibility for a driving a client cross-sell ... be based in New York or Houston USA. The portfolio consists of multinational clients headquartered in and operating...GPS (Global Payments Solutions). As our Director, Senior Sales Manager you will: + Work in close partnership with… more