- M&T Bank (New York, NY)
- …and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service ... all necessary information and materials. + Build, manage and maintain strong client relationships through daily interactions with clients, Wealth Management… 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 ... efficient digital interactions. Additional responsibilities include providing support to private wealth teams, driving the evolution of client reporting… more
- Neuberger Berman (New York, NY)
- Neuberger Berman's Private Wealth business is seeking a highly motivated and results-driven individual to lead initiatives focused on process improvement and ... enhancing the efficiency, scalability, and effectiveness of the Private Wealth business by evaluating current processes, identifying opportunities for improvement,… more
- Neuberger Berman (New York, NY)
- **Business Overview:** The Private Wealth Product Management team is newly established to serve as the backbone for operational excellence across Private Wealth ... will develop, maintain, and operationalize standardized readiness playbooks that bring Private Wealth products and programs to life. You will own client -facing… more
- JPMorgan Chase (New York, NY)
- Be part of a dynamic team at JP Morgan Wealth Management, where your expertise helps protect our Online Investing business and supports investors in achieving their ... long -term financial goals. As a trusted advisor, you'll drive...a relentless focus on risk and controls. As an Associate in Exposure Management & Market Surveillance, you'll play… more
- Neuberger Berman (New York, NY)
- …planning. The position involves working closely with various groups, including Payroll, Client Billing, Fund Admin, HCM Business Partners, Client Coverage ... analysis for payout variances and deliver clear, data-driven explanations to Client Coverage Management teams + **Deliver Insights:** Prepare compensation trend… more
- S&P Global (New York, NY)
- …the Role:** **Grade Level (for internal use):** 12 **The Team:** We are seeking an Associate Director, Client Solutions Group to join our Commercial team at S&P ... You will drive revenue growth through strategic engagement with asset management, wealth management and institutional clients across your region and provide support… more
- H&R Block (New York, NY)
- …as needed, and creating partnerships between the tax advisors in the program and the wealth managers to further the client experience. This role is the first ... continuously improve our business and have committed to a long -term strategy and transformation plan known as Block Next....as Block Next. This multi-year roadmap focuses on innovation, client experience, and sustainable growth. It is designed to… more
- JPMorgan Chase (New York, NY)
- …are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and ... all aspects of their balance sheet and generate new client acquisition. You will be part of a local...their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with… more
- Neuberger Berman (New York, NY)
- The Associate /Senior Associate role will join Neuberger Berman's Investment Risk group in our New York office, supporting independent risk oversight for the ... Class strategies. This role is integral to the Private Wealth Investment Risk team, focusing on risk measurement, attribution,...39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range… more
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