Full-Time Private Wealth Management jobs in Westchester, NY

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CLIENT SERVICES ASSISTANT, WEALTH MANAGEMENT

Assist with administrative tasks including answering phones, typing correspondence, copying, filing, binding presentations, and the preparation of travel & expense reports. Assist with marketing responsibilities including mass mai...

CompanyNeuberger Berman
AddressNew York, NY
CategoryInformation Technology
Salary$60,000 - $80,000 a year
Job typeFull-time
Date Posted 2 days ago See detail

Client Services Assistant, Wealth Management

Neuberger Berman

New York, NY

$60,000 - $80,000 a year

Assist with administrative tasks including answering phones, typing correspondence, copying, filing, binding presentations, and the preparation of travel & expense reports. Assist with marketing responsibilities including mass mai...

Wealth Management Investments Team Operations Analyst

Jefferies & Company, Inc.

New York, NY

$85,000 - $105,000 a year

Assist team with onboarding & continuous monitoring of accounts on our vendor platforms Work directly with vendors to resolve any issues related to account management, trading, reporting, billing, etc. Work independently and colla...

Private Partnership Solutions (PPS) - Tax Senior Manager - Now Hiring

Pwc

New York, NY

Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at al...

Knowledge Management Attorney - M&A & Private E...

A Global Law Firm

Short Hills, NJ

Formulates and regularly assesses, prioritizes and updates the practice's KM plan with its leadership and partners to support the practice's strategy, business and legal needs, with regular reports to the Knowledge Department and...

Product Manager, Amazon Fresh Grocery Private Brands

York State Department Of Labor

New York, NY

Owning execution of key P&L drivers (cost submissions, cost audits, pricing audits, distribution tracking, etc.). Owning complex strategic projects which require inputs from large group of stake holders. Providing vendor managemen...

J.P. Morgan Wealth Management - Market Director of Wealth - Queens, NY

Pix11

New York, NY

Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture. Identify opportunities to attract and recruit Advisors, improve perfo...

Tax Manager - Private Companies

Pwc

New York, NY

Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse com...

Private Client Manager

Bank Of America

New York, NY

$100,000 - $138,700 a year

Deepens existing client relationships by offering basic banking and credit products (i.e., personal credit lines, mortgages) Partners with team members to grow the existing books' balances and Year over Year revenue Encourages use...

Senior Tax Manager - Real Estate / Private Equity Funds

Cybercoders

New York, NY

New York, NY San Diego, CA Miami, FL Philadelphia, PA Dallas, TXHybrid Full-time $200,000.00 - $260,000.00Posted 04/19/2024Position Overview: The Senior Tax Manager is responsible for providing comprehensive tax planning a...

Data Manager - Wealth Distribution

Macquarie Group Limited

New York, NY

Previous experience in da a-driven weal h dis ribu ion. S rong unders anding of Marke ing in financial marke s or asse managemen. Deep experience in da a managemen or business analysis, wi h a focus on da a. Familiari y wi h Agile...