- HSBC (New York, NY)
- Director of Wealth , Private Banking and Insurance Regulatory Compliance Brand: HSBC Area of Interest: Risk and Compliance Location: New York, NY, US, 10001 Work ... of non-financial risks in accordance with HSBC Group's risk framework. The Director of Wealth , Private Banking and Insurance Regulatory Compliance for US is the… more
- Neuberger Berman (New York, NY)
- Neuberger Berman's Private Wealth business is seeking a highly motivated and results-driven individual to lead initiatives focused on process improvement and ... role in enhancing the efficiency, scalability, and effectiveness of the Private Wealth business by evaluating current processes, identifying opportunities… more
- Neuberger Berman (New York, NY)
- …proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client ... at all levels of the organization, both within Technology and the Private Wealth business. This individual would support Neuberger Berman's multi-year… more
- Neuberger Berman (New York, NY)
- …of contact with eMoney representatives on behalf of all eMoney users at NB Private Wealth . **Responsibilities:** + Constructing and formulating client wealth ... **Summary:** The Neuberger Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... Private Wealth Management business. The candidate will...will provide comprehensive and client service support to the wealth advisor 's high net worth clients. **Responsibilities**… more
- JPMorgan Chase (Fresh Meadows, NY)
- …clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- NBT Bank (Williamsville, NY)
- …Series 7, Series 63 and life insurance license or a Registered Investment Advisor (RIA) Tasks Performed: + 40% Conducts regular client review meetings to uncover ... additional investment and insurance needs and to develop deeper relationships through financial planning with a focus on retention and replication of their best clients. + 20% Develops and executes individual business plan to meet sales goals and maintain… more
- JPMorgan Chase (New York, NY)
- …provide you with the opportunity to take your career to the next level. As a Wealth Advisor in the US Private Bank, you will help ensure that our clients' ... a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and...identified and met through a comprehensive understanding of their wealth and objectives. **Job Responsibilities** + Serve as an… more
- Neuberger Berman (New York, NY)
- … wealth management needs. + Lead the design and implementation of the NB Private Wealth Advisor Workstation and associated tools, ensuring advisors have ... **Position Overview** The Head of Private Wealth Platforms & Experience will...services sector. + Deep understanding of Private Wealth business models, digital client engagement, and advisor… more
- HUB International (New York, NY)
- …company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA ... of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5… more
