- Neuberger Berman (New York, NY)
- **Summary** Neuberger Berman Trust Company NA and Neuberger Berman Trust Company of Delaware NA (collectively referred to as the " Trust Companies") ... Investment Oversight Officer to join our team. The Trust Companies support the Private Wealth Management,...ensuring adherence to Investment Policy Statements (IPSs) for all Trust Company accounts + Acting as the… more
- HSBC (New York, NY)
- … and wealth planning experience in a law firm, a financial institution or family office or trust company + Knowledge and experience in the area of trust and ... experience of a broad spectrum of financial planning instruments, trustee offering, private trust companies + A proven track record of meeting financial targets… more
- United States Steel (Pittsburgh, PA)
- …and processes. + Track and communicate all fees paid from the trusts. 5. Private Market Reporting: + Coordinate quarterly reporting of private market investments ... with 3rd party software providers. + Complete subscription documents for new private market investments. + Monitor and report on regulatory compliance specific to… more
- Access Dubuque (Dubuque, IA)
- …new CEO will work closely with an engaged Board, committed staff, private sector businesses, government entities, and economic development agencies throughout the ... organization. GDDC's $2.6MM annual budget is primarily generated through public and private sector support and grants. This executive will oversee all aspects of… more
- Neuberger Berman (New York, NY)
- … Private Wealth + Education of Investment Strategy Team, Wealth Advisory and NB Trust Company on all products and strategies + Support key stakeholders by ... Summary NB Private Wealth is implementing a strategic plan that...are allocable to a particular employee remains in the Company 's sole discretion unless and until paid and may… more
- Citigroup (Los Angeles, CA)
- …the risk involved with various investment strategies. + Establish credibility and trust with all Citi Private Bank colleagues, maintaining the highest ... unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through… more
- Neuberger Berman (New York, NY)
- **Position Overview:** As a member of a Private Asset Management (PAM) team within NB Private Wealth, the Relationship Manager is responsible for leading the ... of wealth and investment strategy recommendations, utilizing knowledge of Trust and Estate Planning, expanding client connectivity, and growing assets.… more
- PNC (Pittsburgh, PA)
- …financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG draws individuals ... solutions and strategies, including lending, investment management, estate/retirement planning and trust administration. PNC Private Bank takes a team approach… more
- Advatix, Inc. (Dallas, TX)
- …build pipelines in the target market. + Establish trust and rapport with private equity firms to position the company as a go-to partner for portfolio ... building strong relationships with mid-market companies (privately owned and private equity-backed), and engaging with high-growth startups and early-stage… more
- Neuberger Berman (New York, NY)
- **Summary:** Neuberger Berman Trust Company NA seeks a highly qualified and motivated individual to handle all aspects of fiduciary account administration. The ... committees. + Provide training and guidance to administrative staff. + Participate in Trust Company marketing efforts to both internal and external sources. +… more