- Neuberger Berman (New York, NY)
- …readiness activities across Product Development, Operations, Legal/Compliance, Technology, and Client Service + Assist in preparing enablement materials: ... newly established to serve as the backbone for operational excellence across Private Wealth products and service offerings. The team oversees all operational… more
- HSBC (New York, NY)
- Analyst, Coverage, Institutional Client Group Brand: HSBC Area of Interest: Commercial Banking Location: New York, NY, US, 10001 Work style: Office Worker Date: 29 ... and the planet we all share. Our Analyst, Institutional Client Group, Coverage will be a key member of...product partners, and colleagues in other divisions (Commercial Banking, Wealth and Personal Banking, Asset Management) to ensure delivery… more
- Neuberger Berman (New York, NY)
- …Responsibilities:** **Investments** **:** Partner with PAM portfolio managers in delivering client service related to existing investments. Advise clients and ... As a member of a Private Asset Management (PAM) team within NB Private Wealth , the Senior Relationship Manager (SRM) is responsible for leading the overall… more
- Tradeweb (Jersey City, NJ)
- …of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped ... integrate with DAML ledgers, existing TW internal services and external service APIs; design message formats and serialization (protobuf/flatbuffers or equivalent).… more
- M&T Bank (Paramus, NJ)
- … client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within ... policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves...in process workflow to ensure timely processing and exceptional client service and experience for HNW and… more
- Citigroup (New York, NY)
- …will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the...wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth… more
- Columbia Bank (Eugene, OR)
- …business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and ... to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial...with their individual financial goals and objectives. + Achieve client satisfaction and loyalty through excellent service .… more
- Coldstream Wealth Management (Mercer Island, WA)
- …This position has the opportunity for career advancement within client service /team operations and/or towards becoming a Wealth Manager (advisor). We have ... Job Descriptions: If you want to utilize your client service and financial planning experience...perfect next step for you. We're adding an experienced Senior Wealth Management Associate to our growing… more
- KeyBank (Portland, ME)
- …Trust Director and applicable Family Wealth team members on pricing, client service , compliance, and litigation issues, as needed and appropriate **REQUIRED ... client loyalty and new business opportunities. + Assess client revenue opportunity based on complexity and service...Responsible for contributing to the development of the annual client wealth plan and actively participates in… more
- Coldstream Wealth Management (Portland, OR)
- …manage a busy workload + Demonstrated ability to thrive in a fast-paced, client -focused setting. Keyword: Senior Wealth Management Associate From: Coldstream ... Job Descriptions: If you want to utilize your client service and financial planning experience...perfect next step for you. We're adding an experienced Senior Wealth Management Associate to our growing… more
