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...
| Company | Neuberger Berman |
|---|---|
| Address | New York, NY |
| Category | Information Technology |
| Salary | $60,000 - $80,000 a year |
| Job type | Full-time |
| Date Posted | just now See detail |
Client Services Assistant, Wealth Management New
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...
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Director, Business Development Officer- (Schwab Private Wealth Services) New
Charles Schwab
New York, NY
$185,000 - $224,400 a year
As a key member of the SPWS team, the Business Development Officer (BDO) is responsible for outbound prospecting, networking, qualifying, and closing new SPWS accounts to Schwab. Serve as a resource and subject matter expert on SP...
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Wealth Management Investments Team Operations Analyst New
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...
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Business Systems Analyst (Wealth Management. Retirement Planning, 401k)
Iconma
Jersey City, NJ
Business Systems Analyst for Institutional and Personal Retirement Technology.. Hands on analyst to work in an Agile environment, helping to document business requirements and partner / design technical flows/solutions.. 6-10+ yea...
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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...
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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...
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Registered Private Wealth Client Associate
York State Department Of Labor
New York, NY
Work with highly affluent clients. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materia...
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Content Relationship Manager - Private Markets
Bloomberg
New York, NY
Build strong relationships with new and existing Private Markets content providers to strike mutually beneficial partnerships. Champion cross-department requirements and collaboration with Bloomberg Sales, Product, Technology, COO...
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Data Strategy & Engineering - Private Equity Sector - Manager - Consulting - Location OPEN
Ernst & Young Llp
New York, NY
Competitive
Be knowledgeable on the latest technologies, products and approaches related to modern data management (data fabric, data mesh, data products, etc), data engineering practices and Analytics and AI execution Lead project workstr...
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Manager, Private Equity Fund Accounting (Hybrid)
Sei Investments
New York, NY
As the main contact for clients, you will demonstrate your expertise in the area of offshore and domestic Fund Accounting and administration for alternative funds. You will lead the delegation of funds, coordinate/onboard new fund...
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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...
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Tax Services Manager - FSO - Private Client Services, Partnership
Ernst & Young Llp
New York, NY
Competitive
Solid tax technical knowledge - you will have to review partnership book/tax allocations including aspect such as incentive fee re-allocation, side pocket, transfer partnership interest, fill up/down etc.. Experience in economics...
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Assurance Services Experienced Staff - Wealth & Asset Management - Multiple Locations 1
York State Department Of Labor
New York, NY
Performing complex and specific audit procedures, while developing effective, client-focused audit strategies. Proactively building relationships that support our ability to provide tailored services that meet a wide range of assu...
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Asset & Wealth Management Tax Senior Associate
Pix11
New York, NY
Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...
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Asset & Wealth Management Tax Senior Manager
Pix11
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...
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Asset & Wealth Management Tax Manager
Pix11
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...
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Asset & Wealth Management - Tax Senior Associate
Pix11
New York, NY
Use feedback and reflection to develop self awareness, personal strengths and address development areas. Delegate to others to provide stretch opportunities, coaching them to deliver results. Demonstrate critical thinking and the...
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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...
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Asset & Wealth Management Tax Senior Manager
Pix11
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...
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Private Wealth Associate
Alliancebernstein
New York, NY
Collaborate and network with senior professionals throughout the firm to fuel career success. Partner with Financial Advisors to build their business and provide service and support functions such as portfolio analysis, account cr...
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Senior Tech Business Development Manager - Private Brands, Creators
York State Department Of Labor
New York, NY
5+ years of developing, negotiating and executing business agreements experience. 5+ years of professional or military experience. Bachelor's degree. Experience developing strategies that influence leadership decisions at the orga...
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Tax Managing Director, Private Client Services
Bdo Consulting
New York, NY
Leads tax and consulting engagements and teaches their team the skills needed to identify and address client needs, tax planning, and consulting opportunities. Provides Executive presence and acts as the primary client contact for...
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Tax Manager, Private Client Services
Bdo Consulting
New York, NY
Manages tax and consulting engagements and enhance skills allowing you to identify and address client needs, tax planning, and consulting opportunities. Works directly with clients and their advisors to gather information needed t...
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Senior Product Manager - Wealth & Investment Management (CRM)
Wells Fargo
New York, NY
Lead or participate in product management initiatives and deliverables for product lines or services. Contribute to product analysis across applicable markets, conduct market research and market results-oriented analysis. Review a...
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Senior Director - Wealth and Asset Management
York State Department Of Labor
New York, NY
Lead business development and client development activities collaborating with Managing Directors and the broader firm, including the development of proposals, conducting presentations and being a partner to our clients. Lead comp...
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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...
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Senior Lead Control Management Officer - Wealth and Investment Management
Wells Fargo
New York, NY
Act as an advisor to more experienced leaders in developing risk mitigation strategies for complex and highly integrated business specific risk across different business lines. Monitor, measure, evaluate, and report impact of deci...
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Director - Wealth and Asset Management
York State Department Of Labor
New York, NY
Lead the day-to-day execution of consulting projects and ensuring successful delivery of client requirements within the scope of the engagement, including:. Own the project planning and process management and communicating progres...
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Tax Manager - Private Client Services - Partnerships
Ernst & Young Llp
New York, NY
Competitive
Researching tax issues to develop effective tax planning strategies. Open to all types of tax work from entity to individual. Translating complex data from a range of sources into client-ready insights and deliverables. Buildi...
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Senior Accountant - NYC Private Equity - Investment Management Firm
J Harlan Group, Llc
New York, NY
Maintain the books and records of various entities. Prepare monthly, quarterly and annual financial statements and supporting schedules. Record monthly journal entries and prepare bank reconciliations. Facilitate and complete mont...
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