- Capco, a Wipro Company (New York, NY)
- …experience in management consulting or within the wealth or asset management industry in roles such as project/program manager , product manager , ... such as for market entry into emerging areas within Wealth Management , such as digital innovation, artificial...financial services, ideally including wealth or asset management products, platforms, technology, and operations . +… more
- Capco, a Wipro Company (New York, NY)
- …Support strategic initiatives such as market entry assessments and emerging themes in wealth management , including digital innovation, AI, and digital assets. + ... are passionate about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an… more
- Neuberger Berman (Dallas, TX)
- …prior CRM experience preferred, particularly with Salesforce + Broad knowledge of Wealth Management , financial products, and services + Exceptional written and ... NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+...regulations + **Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations , and clients… more
- Neuberger Berman (New York, NY)
- …Minimum 3+ years' experience in financial services, with a strong preference for wealth management or private banking + Exceptional written and verbal ... The Senior Associate - Private Wealth Platforms & Experience role will play a...Collaborate with internal teams, including Marketing, Legal & Compliance, Operations , and Technology, to define, draft, and distribute external… more
- Somatus (Mclean, VA)
- …well-being + Community engagement opportunities + And more! The Sr. Manager , Operations Planning, Performance, & Workforce Management ("Sr. Manager , ... role will report to the Assistant Vice President of Operations . The Sr. Manager , Operations ...goals for staff productivity and balanced scorecard analysis, advising operations improvement and margin management initiatives. +… more
- Somatus (Kansas City, MO)
- …mental well-being + Community engagement opportunities + And more! The Field Operations Manager supervises an interdisciplinary team of clinical and non-clinical ... You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and...patients with kidney disease and congestive heart failure. The Operations Manager is responsible for overseeing daily… more
- HSBC (Aventura, FL)
- …experience in customer service and or operational experience within a retail banking, wealth management or equivalent + Proven decision making, customer service, ... you need to have any previous banking experience, including operations and customer service experience. As our Client Experience...Wealth Center channel and work with the Center Manager and the center team to support these efforts… more
- Neuberger Berman (Chicago, IL)
- …support to Equity and Fixed Income Trading Desks, Portfolio Managers, and Wealth Advisors, collaborating across Operations and Technology to ensure seamless ... address and resolve bank loan confirmation discrepancies. + Coordinate with Portfolio Management and Trading teams to correct trade errors and address electronic… more
- Somatus (Fairfax, VA)
- …and case management teams at key facilities identified by the Operations Manager to strengthen relationships, improve care coordination, and expand awareness ... You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and...a patient advocate and a strategic partner to case management teams and hospital staff. This role collaborates with… more
- JPMorgan Chase (Plano, TX)
- …the Vice President, Affluent Operations Manager within J. P. Morgan Wealth Management , you will oversee a team of investment Client Service Professionals ... J. P. Morgan Wealth Management empowers investors to achieve long-term financial goals through a blend of digital and personalized service. Our team collaborates… more
