Our client, a boutique wealth manager in Westchester, is looking to add a Client Services/Operations Associate to their growing team. The role will be a mix of new client onboarding, client correspondence and inquiries, wire transfers, audits, and...
Collaborate with stakeholders to gather and document business requirements for wealth management technology projectsAnalyze and assess current business processes and systems to identify areas for improvement and...
Advantage xPO is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services...
Russell Tobin & Associates is looking for a Financial Analyst to work for one of our clients, a leading global investment firm out of New York City! Apply now! This member will play a crucial part in providing...
Sia Partners is a next-generation management consulting firm. We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients. Counting 3,000 consultants in 19 countries, we expect...
Purpose of Position This role is in the Private Wealth Operations team, which is led by the Head of Private Wealth Operations. The team has been established to facilitate the operational requirements of...
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients,...
Advantage xPO is currently looking for a bright, energetic and friendly Client Analyst to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial...
Job Title: Administrative Assistant - Private Equity Location: New York, NY Type: Hybrid Flex (Combination of remote and in-office work) Salary Range:...
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients,...