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For the Wealth Management Solutions team, the ideal Associate candidate is an alternative investment industry professional with a proven track record of providing effective support for sourcing and cultivating alternative investment advisor partnerships within their geography.
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This Associate will play a key role within the Consumer and Wealth Management division, overseeing media governance for Marcus by Goldman Sachs, Ayco, Goldman Sachs Personal Financial Management and Goldman Sachs Private Wealth Management.
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Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.
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Responsible for developing and maintaining relationships and driving private pay admissions with external referral sources such as health systems, physician organizations and ACOs, post-acute care networks, concierge and high volume physician groups, area agencies for the elderly, faith-based organizations, property management companies, elder law attorneys and financial/wealth advisors.
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The Morgan Stanley Wealth Management Digital Marketing team is responsible for driving the strategy, development and execution of:- Inbound and outbound marketing campaigns across digital channels and platforms- Marketing operat.
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Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
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Tradeweb is seeking an Operational and Technology Risk Manager to join the Enterprise Risk Management ("ERM") team. The successful candidate will support and operationalize the Risk Management Framework program elements (e.g., risk identification and assessment, risk measurement, control testing, risk event management, issue management, scenario analysis, and risk reporting etc.
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As a community development finance institution (CDFI), we work with nonprofits, partners, and systems to build racial equity and community wealth and well - being. Our team consists of a diverse group of passionate professionals who care deeply about racial equity and community wealth and well-being.
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This highly visible Director role is a senior management position that will work closely with peers within USPB Risk CAO organization and Wealth CRO, 1st & 2nd lines of defense (LOD) senior risk managers, Wealth Business Development and Product Heads and specialized subject matter experts (SMEs) in Enterprise Risk Management (ERM), Counterparty Credit Risk (CCR), Wholesale Credit Risk (WCR), and Retail Credit Risk Management (RCR) and related Technology partners throughout Citi.
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The Senior Audit Manager for the U.S. Financial Crimes and Regulatory Compliance Audit Team will provide independent and objective evaluation of the adequacy and effectiveness of financial crimes anti-money laundering (AML), OFAC/sanctions, and Compliance practices for all of the business lines within the US (i.e., US Capital Markets, US Wealth Management, Global Asset Management, WFC branch and the NY Credit Branch.
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Grow revenue in our core wealth management accounts and negotiate advantageous contract renewal terms. The successful candidate will serve as the key advocate for our core wealth management accounts by being proactive and understanding client needs.
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Emphasis on exposure to wealth management-focused alternative investment products and base of securities-related exposure including working knowledge of broker-dealer and '40 Act issues. Coordinate with Compliance and Regulatory teams in connection with advice relating to sales literature and marketing developed for products and distribution efforts in the wealth management channel.
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Harrison Gray Search has partnered with a growing technology-driven wealth management firm searching for a Principal Wealth Manager. Our client is backed by top-tier VC firms based in Silicon Valley and New York City and a panel of list executives from the wealth management industry.
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Certification, Graduate or MBA program enrollment in finance, wealth management, sustainability, or related field preferred but not required. About Veris:"Founded in 2007, Veris is a leading values-aligned investment advisory and wealth management firm.
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The Principal Wealth Manager role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens). Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with their clients.
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wealth management jobs in New York, NY
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