- 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
- Bank of America (Atlanta, GA)
- Private Wealth Client Relationship Manager Atlanta, Georgia **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... There is an immediate opening for a Merrill Private Wealth Client Relationship Manager . The...of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations … 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
- JPMorgan Chase (Newark, DE)
- …a driving force behind data excellence in Wealth Management, the Product Manager for Client and Account Data shapes strategy, innovation, and high-impact ... As a Client and Account Data Product Manager in JP Morgan's Wealth Management, you...needs, driving data strategy, quality, and risk mitigation across Wealth Management. Collaborating closely with operations , advisors,… more
- JPMorgan Chase (Newark, DE)
- Driving the future of Wealth Management, the Client and Account Data Product Manager leads innovation and excellence in data strategy and solutions. As a ... Client and Account Data Product Manager in JP Morgan's Wealth Management, you...data quality, and integrating analytics to address business and client needs. You will work closely with operations… more
- TD Bank (Greenville, SC)
- …who can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Wealth Client Support Supervisor serves two ... + May Lead a team who serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client 's relationships with TD… more
- JPMorgan Chase (Westerville, OH)
- …in assets and ~4,000 advisors nationwide. As the Vice President, Affluent Operations Manager within J. P. Morgan Wealth Management, you will oversee a team ... J. P. Morgan Wealth Management empowers investors to achieve long-term financial...of investment Client Service Professionals dedicated to providing exceptional service to… more
- Robert Half Finance & Accounting (San Mateo, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for an Operations Manager at a boutique Wealth Management firm. This is a ... + Prepare proposals, reports, and follow-ups + Maintain accurate client records in CRM systems + Support operations...info and immediate consideration. Requirements + 8+ years in wealth management, ideally in a small RIA - NO… 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
- Robert Half Finance & Accounting (San Mateo, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for an Operations Manager at a boutique Wealth Management firm. This is a ... can step into a leadership role where work-life balance, strong team culture, and client care are top priorities. You'll be part of a collaborative, tight-knit team… more