- 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
- 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 ... **Position Overview:** NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+ in client … more
- Neuberger Berman (New York, NY)
- …of the Private Wealth Platforms & Experience organization, the role of ** Client Onboarding Journey Owner** will be responsible for the ownership and execution of ... several strategic programs and analyses related to Private Wealth 's client onboarding and account opening journey. Our choice candidate will be a detail oriented… 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
- S&P Global (New York, NY)
- …of high-profile indices encompassing equities, fixed income, commodities derivatives, and digital wealth . **Impact:** As an Index Manager , you will be ... with key stakeholders (Product Management, R&D, Technology, Governance and Operations ) to ensure the day-to day accuracy of indices...indices. While this role will have a focus on Wealth Benchmarks, flexibility and more generalized work across the… more
- M&T Bank (Buffalo, NY)
- **Overview:** The Banking Services Operations Development Program enables participants to gain in-depth professional and analytical experience with development of ... on projects, and provide analytical and operational support under guidance of a manager or more senior analyst. **Banking Services: Who are We?** Banking Services is… more
- M&T Bank (Buffalo, 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)
- …Platforms & Experience role will play a pivotal part in enhancing the digital client experience for Neuberger Berman's Private Wealth clients. This role focuses ... efficient digital interactions. Additional responsibilities include providing support to private wealth teams, driving the evolution of client reporting… 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