- Neuberger Berman (New York, NY)
- …readiness activities across Product Development, Operations, Legal/Compliance, Technology, and Client Service + Assist in preparing enablement materials: ... newly established to serve as the backbone for operational excellence across Private Wealth products and service offerings. The team oversees all operational… more
- Reed Smith LLP (New York, NY)
- …project management and problem-solving skills with a commitment to ongoing development. Client - service oriented; delivers exceptional service while working ... and capital markets. The primary responsibilities will encompass partnering with the Senior Manager of Business Development through the development of pitch decks,… more
- EisnerAmper (New York, NY)
- …designing and leading internal control testing with periodic status updates to client 's management Prepare scoping and risk assessments or Internal Audit using a ... Internal Controls Reviews, and Special Projects as necessary Maintain client relationship and tailor the engagement to meet the...and work product requires little to no updates from senior colleagues after submission Take full ownership of the… more
- Tradeweb (Jersey City, NJ)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... integrate with DAML ledgers, existing TW internal services and external service APIs; design message formats and serialization (protobuf/flatbuffers or equivalent).… more
- M&T Bank (Paramus, NJ)
- … client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within ... policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more
- Citigroup (New York, NY)
- …will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the...wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth… more
- Charles Schwab (Jersey City, NJ)
- …they support. We value integrity, open communication, strong market knowledge, and a passion for client service . If you want to work with a firm that is dynamic, ... **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations... & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing… more
- Wells Fargo (New York, NY)
- …channel-agnostic center of excellence designed to: + Shorten the distance between the client request and the product or service delivery + Provide access ... managed teams + Create a more consistent advisor and client experience + Deliver best-in-class product and service...segments **About this role:** Wells Fargo is seeking a ** Wealth Banking Senior Manager** to support the… more
- Deloitte (New York, NY)
- …do As a Deloitte Consulting Retirement & Wealth Provider Solutions Senior Consultant, you will help Retirement Service Providers gain competitive advantages ... Retirement and Wealth Provider Solutions Senior Consultant Our...in the areas of business strategy, sales and marketing, client service , product development, technology, and business… more
- Citigroup (New York, NY)
- …opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.) ... The Wealth Relationship Advisor SAFE Act is a seasoned...and recommend the best offering to clients based on client profiling and suitability assessments + Make securities recommendations… more
