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Subject matter expertise in a financial services sub-area like Retail Banking, Commercial Banking, Transaction Banking, Wholesale Banking, Cards & Payments, Wealth Management, Investment Management, Real Estate, Private Equity, Capital Markets.
$207,763 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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About Rockefeller Capital Management Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.
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Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. The US Product Strategy Associate role bridges the strategic and creative aspects of product management with the practical aspects of effecting product enhancements through a focus on data analytics and investment capabilities.
$100,000 a yearFull-timeExpandApply NowActive JobUpdated 20 days ago - UpvoteDownvoteShare Job
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Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated 24 days ago - UpvoteDownvoteShare Job
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With a national footprint, Lenox is continually looking for ambitious, experienced Financial Advisors, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc.
$100,000 a yearFull-timeExpandApply NowActive JobUpdated 5 months ago - UpvoteDownvoteShare Job
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5 to 7 years of mutual fund experience at an asset management preparing Board materials or law firm as a mutual fund paralegal or similar preparing Board documents. A writing test may be administeredStrong leadership and organizational skills, project management skills, and communication skills (written and verbal) The ability to work across and with varied units of a large asset management firm, often on short deadlinesAble to think critically and shift priorities to meet moving and demanding deadlinesTeam player.
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Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs. As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth.
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Our team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions.
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Morgan Stanley is a global financial services firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management.
$135,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction.
$210,800 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
$210,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Working knowledge of RIA and independent firm ecosystems from a sales, custodial, product, and research perspective; Intermediate knowledge of alternative investment products and asset classes. iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award.
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ICapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron's Solutions Provider award (See link below.
Part-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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They provide consumers, corporations, governments and institutions with financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
ExpandApply NowActive JobUpdated 20 days ago - UpvoteDownvoteShare Job
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Serve as an international tax advisor to financial services clients with a focus on asset managers, hedge funds, private equity funds, sovereign wealth funds and investors, and fund sponsors.
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wealth management asset jobs in Stamford, CT
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