- S&P Global (New York, NY)
- …the division, the team leads acquisitions and divestitures, strategic partnerships, portfolio management , growth initiatives and competitive intelligence. The ... Finance, or related field preferred. + 5-7 years of experience within investment banking, management consulting, corporate development or corporate strategy. +… more
- Cognizant (Charlotte, NC)
- …in Trading, Portfolio Rebalancing and Householding . Prior experience in Wealth management and trading products/applications . Proven track record in ... be you? **About the Role** As a Product Owner, Portfolio Rebalancing you will make an impact by delivering.... At least 5+ years of experience in product management or technical product ownership, with emphasis on platform… more
- City National Bank (New York, NY)
- …ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary point of contact for assigned line of business ... and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. While an FA's day-to-day… more
- PNC (Pittsburgh, PA)
- …have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to trust ... Officers, Investment Advisors, Relationship Managers, Retirement Plan Advisors and Portfolio Management & Analytics teams. + ** Investment Office:**… more
- Bank of America (Vancouver, WA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...Business Development + Fraud Management + Pipeline Management + Portfolio Management +… more
- M&T Bank (Boston, MA)
- …program or similar work experience + High level of fluency of wealth management including, but not limited to, investment management , trusts, and ... interests, and General Partner lines. Partners with an integrated Wealth Management team to present Wilmington Trust...for UHNW and HNW clients. Utilize working knowledge of investment management solutions and planning concepts associated… more
- Neuberger Berman (New York, NY)
- …in implementation of overall investment strategy including asset allocation, portfolio management , and diversification, in accordance with the investment ... **Position Overview:** As a member of a Private Asset Management (PAM) team within NB Private Wealth , the Relationship Manager is responsible for leading the… more
- TD Bank (Providence, RI)
- …markets, financial goals, investment and insurance strategies and products, and wealth management . The successful candidate for the FAA role must also ... clients to attract and retain clients by addressing their wealth management advisory needs. The FAA will...by anticipating client needs and suggesting the most appropriate Wealth solutions + Identifies opportunities within the portfolio… more
- Citigroup (Queens, NY)
- …of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and banking. By ... spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer... investment and insurance related areas. + Significant Wealth Management Team interactions and Governance Committee… more
- JPMorgan Chase (New York, NY)
- **About Highbridge Capital Management ** Highbridge Capital Management , LLC, founded in 1992, is a global alternative asset management firm. Over the years, ... it has developed a diversified investment platform that includes hedge funds, co- investment vehicles, and committed, closed-end vehicles designed for longer-term… more