- Robert Half Finance & Accounting (New York, NY)
- …Financial Services are currently recruiting for an Investment Operations Associate role, for a boutique wealth management firm based in midtown Manhattan ... York. Our client requires 2+ years investment operations or client services experience within wealth ...DTCC, REX, Moxy is advantageous + Bachelor degree The Operations Associate role requires 3 days per… more
- Raymond James Financial, Inc. (New York, NY)
- …company complies with regulations and good financial practice. Analyze and forecast investment or market trends by designing and developing nonroutine investment ... May also manage specific assigned portfolios while helping to develop investment policy. Recommend changes to policies, processes, standards, and practices that… more
- Neuberger Berman (New York, NY)
- The Associate General Counsel - Private Wealth will play an integral role within Neuberger Berman's Legal & Compliance Department, specifically with respect to ... for the Private Wealth business; liaising with wealth advisors, portfolio managers and operations on...wealth management and asset management business, including the Investment Advisers Act, FINRA rules, Investment Company… more
- Robert Half Finance & Accounting (New York, NY)
- Description Robert Half Financial Services are currently recruiting for a Client Relationship Associate role, at a growing Registered Investment Advisor based in ... Our client requires 3+ years' Client Services or Relationship Management experience within investment advisory, wealth management or private banking. The role is… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned ... wealth and investment teams, with access to...as a trusted resource for clients and an experienced Wealth Advisor Team. The Client Associate enhances… more
- Neuberger Berman (New York, NY)
- …a plus. + 2-5 years of financial services experience, preferably in Private Wealth , investment advisory, or asset management settings. + Self-motivated and ... Neuberger Berman's Private Wealth Operating Platform seeks a highly motivated and... Operating Platform seeks a highly motivated and detail-oriented Associate to support initiatives focused on process improvement, operational… more
- JPMorgan Chase (New York, NY)
- …Senior Associate to join the team! JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. ... include close collaboration with senior executives. As a US Private Bank Strategy Senior Associate within Asset and Wealth Management, you will play a pivotal… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate Director, Corporate Banking - US Structuring &...Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the… more
- BlackRock (New York, NY)
- …seamless implementation. + Coordinate with internal teams (eg, portfolio management, investment operations ) and external partners to execute client onboarding ... when needed. + **Knowledge Base:** General understanding of financial markets and wealth investment landscapes. **Preferred Skills** + Familiarity with process… more
- JPMorgan Chase (New York, NY)
- Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with ... the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take… more