- City National Bank (New York, NY)
- * MANAGER OPERATIONS * WHAT IS THE OPPORTUNITY? The Operations Department Manager directly supports our clients, portfolio management team, and partners ... Microsoft Office applications *Additional Qualifications* * Experience working in an operations or Client Services department for investment management firm.… more
- Neuberger Berman (New York, NY)
- …with Private Wealth leadership team, Payroll, Fund Admin, Legal, Operations , Technology, among others. **Key Responsibilities:** ** Client Billing ... Neuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and...Engagement:** + Build and nurture strong partnerships with Private Wealth leadership, HCM, Technology, Legal, and Operations … more
- Citigroup (New York, NY)
- …This role will oversee the relationship with US Personal Banking in partnership with our Wealth Operations team. This role reports into a newly created role the ... Lending provides competitive borrowing solutions that are strategically integrated into our client 's broader Wealth Management goals. Our team provides lending… more
- M&T Bank (New York, NY)
- …OJT responsibilities vary by department and are assigned by the department manager . The position may be responsible for additional projects as assigned by ... the department manager or Leadership Development Manager -MDP. **DEPARTMENT DESCRIPTION:**...our clients need financial services outside of their core wealth management solutions, we have the resources to help.… more
- Neuberger Berman (New York, NY)
- …Private Wealth Management (PWM) **Reports to:** Head of Private Wealth Client Administration & Infrastructure **Position Overview** We are seeking ... the Business Control & Governance function within our Private Wealth business who will be responsible for overseeing the...requirements and business objectives, while maintaining a focus on client service excellence. As a member of the … more
- TD Bank (New York, NY)
- …finance industry + Strong technology acumen, comfortable with IT systems that support wealth management operations + Prior engagement with regulators (eg, FINRA, ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Head of Wealth ...Regulators) + In-depth knowledge of OCC, RIA and B/D Operations , investment products, trust + Must be able to… more
- Citigroup (New York, NY)
- …in the Global Asset Manager Industry, an expansion market in the Global Wealth business. This individual will be a subject matter expert within the field and ... The Wealth Lending Advisor for Asset Management Group (AMG)...develop new lending opportunities in concert with the AMG Client Coverage Banking team. + Originate and structure financing… more
- Bank of America (New York, NY)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Merrill-Market- Client -Relationship- Manager \_25020057) **Job Description:** ... Merrill Market Client Relationship Manager New York, New...member of the market leadership team and manages the Wealth Management Client Associates, Operations … more
- Bank of America (New York, NY)
- …years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Merrill-Associate- Client -Relationship- Manager \_25036919) **Job ... Merrill Associate Client Relationship Manager New York, New...through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue… more
- Neuberger Berman (New York, NY)
- …+ **Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations , and clients. + ** Client Support** : Offer daily support for the ... NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business....1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
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