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We are currently seeking a Senior Portfolio Manager that collaborates with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional and cohesive client experience.
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Liaise with various personnel from the specialist investment managers of BNY Mellon (e.g., portfolio management, operations, trading, client services, corporate actions) The ideal candidate will have a background in SMA/UMA, trading, brokerage, trade support, middle office operations or portfolio implementation, as well as, have an ability to connect various complex functions across the organization and with external partners.
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As Client Account Partner (CAP) / Strategic Inside Sales Manager supporting our South Florida portfolio, you will have the opportunity to partner with a Client Account Manager (CAM), client service teams (CST), and client service leaders (CSL) to develop and drive sales strategy through market and industry research, thoughtfulness, communication, organization, and planning on both an account and opportunity level.
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When owners and managers of institutional assets need research, trading, securities lending and innovative portfolio strategies, they turn to SSGM. As our investment research and trading arm, SSGM's number one goal is to enhance and preserve our clients' portfolio values by applying technology, optimizing trading, and linking asset classes and markets across the world.
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Develops and recommends a client centric investment portfolio leveraging all of Wealth Management’s investment solutions to achieve client’s investment objectives. Partners with Wealth Management client team in client presentations, review of portfolio structure and investment performance reporting.
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The Assistant HOA Manager will provide assistance in fulfilling the terms of the company's management contracts with its clients, including assisting HOA portfolio managers in all aspects of community management, performing regular inspections of the company's client communities, and helping community homeowners with their questions.
$20 - $25 an hourFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Wealth delivers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. Lead quantitative and qualitative assessments of significance and likelihood of risks in key client/ banker processes including onboarding, KYC and client servicing ensuring compliance applicable global/ local regulations.
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You will be a point of contact for escalated issues and work closely with various internal departments, including but not limited to Portfolio Management Group, Traders, Middle Office, Trade Support, Client Guidelines, Client Reporting, Private Client, Insurance Operations, Pricing & Valuation, and Corporate Actions.
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The Trust Advisor performs a wide range of complex trust administration functions requiring an extensive knowledge of trusts, estate planning, investments, and tax laws while maintaining a high level of client contact.
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Work in conjunction with operational partners (Regional Training Director/Portfolio Vice President) to develop practical training programs at the client and branch level, in order to ensure compliance with contractual and regulatory mandated training.
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Caxton Associates' primary business is to manage client and proprietary capital through multiple liquid global hedge fund disciplines, including discretionary macro, systematic macro, emerging markets macro, systematic trading, equity long-short, and event-driven strategies.
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FCB NY works across a portfolio of iconic brands, including Anheuser-Busch InBev, Burger King, FDA's The Real Cost, GSK, LG, Morningstar Farms, New York Mets, Unibet and Verizon. QUALIFICATIONS, SKILLS, and COMPETENCIES Bachelor's degree in Finance or Accounting with 3-5 years of experience in a client finance role having regular exposure to financial concepts such as revenue recognition, invoicing, accounts payable/receivable.
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Execute strategy, value props, and solutions for client engagement & growth in your portfolio, while proactively identifying new opportunities to increase the footprint of our platform in their organizations.
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EBG powers a robust portfolio of technology solutions and operates a network of employer and membership-based platforms reaching a captive audience, providing leading brands with incremental distribution opportunities.
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The KYC team is crucial in the onboarding of new customers and plays a key role in managing the non-financial risk of the current client portfolio. The team is crucial in the onboarding of new customers by managing the collection of KYC requirements and plays a key role in managing the AML related risk of the current client portfolio by being the primary point of contact for the customer during time driven and event driven reviews.
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