- Capco, a Wipro Company (New York, NY)
- … & Asset Management Practice engages in a variety of initiatives providing solutions from strategy through execution. As a Senior Consultant, you'll help ... that elevate both client and advisor experiences. As a Senior Consultant on the Wealth & Asset...Wealth & Asset Management practice by developing new solutions , frameworks, and reusable assets that can be applied… more
- Neuberger Berman (New York, NY)
- The Senior Associate - Private Wealth Platforms & Experience role will play a pivotal part in enhancing the digital client experience for Neuberger Berman's ... to private wealth teams, driving the evolution of client reporting solutions , and managing the distribution of client communications. Success in this role… 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 trade ... to implement changes + Strong problem-solving skills and sound judgment in executing solutions + Detail-oriented and highly motivated to succeed + Proficient in MS… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... and never stop. Collaborate with clients to create and build solutions that drive efficiency, connectivity, and transparency in electronic trading.… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... and never stop. Collaborate with clients to create and build solutions that drive efficiency, connectivity, and transparency in electronic trading.… more
- Charles Schwab (Jersey City, NJ)
- **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. ... Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams....work on site in the specified locations.** As a ** Senior Regional Manager ** you will coach and… more
- Neuberger Berman (New York, NY)
- …are looking for a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a ... strategic program focused on delivering technology products and a platform supporting Wealth Advisors and their clients. Product solutions will include both… more
- TD Bank (New York, NY)
- …risk and quality management of TD's transactional platform(s) and solutions . The Senior Product Manager , US Wealth oversees the end-to-end management of ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** Primary areas of focus include support...Fixed Income, Structured Products, ETF, Equity, and Options. The Senior Product Manager will oversee and be… more
- Citigroup (New York, NY)
- …Private Client segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows us to deliver traditional and ... wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth...alternative investments, managed account solutions , best-in-class research and advice for all … more
- Vanguard (Charlotte, NC)
- …planning solutions using our time-tested research and investment methodology. Senior Wealth Advisors work in a collaborative team environment, partnering ... with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and...goals. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5-15M… more
