- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... strategic and tactical engagement meetings with executives across the asset management landscape. + Design and implement...(CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.… more
- Broadridge Financial Solutions (New York, NY)
- …leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. ... to drive the modernization of our platform within the Wealth Management portfolio. This role is a...We believe that our associates are our most important asset . Encouraging professional development opportunities is a core part… more
- US Bank (New York, NY)
- … Planning and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting ... at $3MM+ net worth into Private Wealth Management , help with client discovery and...of financial and personal risks that a family of wealth will face including: estate liquidity, creditor ( asset… more
- JPMorgan Chase (New York, NY)
- …Highbridge Capital Management , LLC, founded in 1992, is a global alternative asset management firm. Over the years, it has developed a diversified investment ... consumer and small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total rewards package… more
- Robert Half Finance & Accounting (New York, NY)
- …laws and regulations. * Provide proactive advice and guidance to clients on tax-efficient wealth preservation and asset management strategies. * Oversee the ... an exciting opportunity for a Tax Manager in the public industry located in New York, New York. The...required. + Minimum of 7-12 years of experience in public accounting, with a focus on tax planning and… more
- TD Bank (Middle Village, NY)
- …+ Ability to commute within assigned territory + Strong understanding of wealth management business development techniques + Strong understanding and experience ... will be providing financial planning guidance & selling investment management solutions. A FA will need to leverage their...ensure strong performance, collaboration and enthusiasm + Represents TD Wealth to the general public in a… more
- TD Bank (Brooklyn, NY)
- …to obtain within Licensing & Registration Schedule + Advanced understanding of wealth management business development techniques, products, services and overall ... will be providing financial planning guidance & selling investment management solutions. A Transitional FA will need to leverage...ensure strong performance, collaboration and enthusiasm + Represents TD Wealth to the general public in a… more
- JPMorgan Chase (New York, NY)
- Description JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its ... investing or client portfolio management at an Asset Management firm, Wealth Manager,...Fund, Endowment) is ideal + Excellent communication, presentation and public speaking skills to clearly and passionately articulate our… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is implementing a strategic plan that includes elevating Private Wealth 's investment platform, leveraging the firm's global investment ... capabilities to deliver customized solutions for NB Private Wealth 's clients. In support of growth and innovation, the...include: + Evaluation and ongoing monitoring of Neuberger Berman public and private products and strategies utilized within NB… more
- BlackRock (New York, NY)
- …retirement solutions and wealth . + Demonstrated understanding of the asset management industry, capital markets, multi- asset investment products ... + Partner closely with senior executives, business leaders, marketing, public policy, and other members of the Corporate Communications...across retirement solutions and wealth management . + Proven ability to manage a team and… more