Current jobs related to Institutional Wealth Management Service Manager - New York, New York - Amalgamated Bank of NY
-
New York, New York, United States Noyack Wealth Club Full timeJob OverviewNoyack Wealth Club is seeking a skilled freelance writer to create engaging content focused on personal wealth management, alternative investments, and financial education for Millennials, Gen Z, and High Earners Not Rich Yet (HENRYs).The ideal candidate will have a strong background in personal finance or wealth management, with experience...
-
New York, New York, United States Noyack Wealth Club Full timeJob OpportunityWe are seeking a skilled freelance writer to create engaging content focused on personal wealth management, alternative investments, and financial education for our audience.Noyack Wealth Club is a nonprofit organization dedicated to providing financial education and access to alternative investments for Millennials, Gen Z, and High Earners...
-
Wealth Strategist
3 weeks ago
New York, New York, United States Corient Private Wealth LLC Full timeUnlock Your Potential as a Wealth StrategistAt Corient Private Wealth LLC, we're seeking a highly skilled and motivated Wealth Strategist to join our team. As a key member of our wealth management platform, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.Responsibilities:Develop and implement...
-
Wealth Strategist
3 weeks ago
New York, New York, United States Corient Private Wealth LLC Full timeUnlock Your Potential as a Wealth StrategistAt Corient Private Wealth LLC, we're seeking a highly skilled and motivated Wealth Strategist to join our team. As a key member of our wealth management platform, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.Responsibilities:Develop and implement...
-
Wealth Management Professional
1 month ago
New York, New York, United States Northwestern Mutual Full time{"h1": "Unlock Your Potential as a Wealth Management Advisor at Northwestern Mutual", "p": "At Northwestern Mutual, we're seeking ambitious and driven sales professionals to help clients achieve their financial goals. As a Wealth Management Advisor, you'll have the opportunity to build a rewarding practice and client relationships while enjoying the support...
-
Wealth Management Advisor
1 week ago
New York, New York, United States Bank of Montreal Full timeJob Title: Wealth Management AdvisorAt Bank of Montreal, we are seeking a highly skilled Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will be responsible for providing exceptional client service and developing long-term relationships with high net worth individuals and families.Key Responsibilities:Develop and implement...
-
Wealth Management Professional
2 weeks ago
New York, New York, United States Chilton Trust Full timeJob SummaryChilton Trust is seeking a highly skilled and experienced Wealth Management Professional to join our team. As a key member of our private wealth management firm, you will be responsible for delivering exceptional client service and providing tailored investment solutions to our ultra-high net worth clients.Key ResponsibilitiesDevelop and implement...
-
Senior Relationship Manager, Asset
1 week ago
New York, New York, United States Goldman Sachs Full timeAbout the RoleWe are seeking a highly skilled Senior Relationship Manager to join our Client Solutions Group in Asset & Wealth Management. As a key member of our team, you will be responsible for building and maintaining long-term relationships with our clients, providing them with tailored investment solutions and exceptional service.Key...
-
Wealth Management Specialist
2 weeks ago
New York, New York, United States Chilton Trust Full timeSenior Wealth Advisor RoleChilton Trust is a private wealth management firm dedicated to delivering exceptional services to our clients. As a Senior Wealth Advisor, you will play a crucial role in helping our Ultra High Net Worth clients achieve their financial goals.Key Responsibilities:Deliver tailored advice and solutions to clients to preserve and grow...
-
Wealth Management Client Services Specialist
2 months ago
New York, New York, United States KDS Strategic Search Group Full timeExciting Opportunity in Wealth ManagementWe are seeking a dedicated Client Services Associate to enhance our Wealth Management division, focusing on Ultra-High-Net-Worth clientele and collaborating closely with our sales professionals.This role offers the chance to work within a prestigious global financial services organization, directly supporting...
-
Wealth Management Professional
3 weeks ago
New York, New York, United States Chilton Trust Full timeSenior Wealth Advisor OpportunityChilton Trust is seeking a seasoned Senior Wealth Advisor to join our team of experienced professionals. As a key member of our firm, you will be responsible for delivering exceptional client service, building strong relationships, and driving business growth.Key Responsibilities:Provide personalized wealth management advice...
-
Wealth Management Advisor
1 week ago
New York, New York, United States Bank of Montreal Full timeJob SummaryWe are seeking a highly skilled Wealth Management Advisor to join our team at the Bank of Montreal. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesDevelop and implement comprehensive...
-
Wealth Management Advisor
4 weeks ago
New York, New York, United States Bank of Montreal Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at Bank of Montreal. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesDevelop and implement...
-
Wealth Management Advisor
4 weeks ago
New York, New York, United States Truist Financial Full timeJob Title: Wealth Management AdvisorAt Truist Financial, we're seeking a highly skilled Wealth Management Advisor to join our team. As a key member of our wealth management team, you will be responsible for developing and deepening relationships with high net worth and ultra-high net worth clients.Key Responsibilities:Meet revenue growth, profitability, and...
-
Senior Wealth Manager
2 weeks ago
New York, New York, United States International Search Consultants Full timeJob SummaryInternational Search Consultants is seeking a highly skilled Senior Wealth Manager to join their team. The ideal candidate will have a strong background in financial services and a proven track record of success in managing high net worth client relationships.Key ResponsibilitiesPartner with high-net worth clients to identify their financial goals...
-
Senior Wealth Strategist
1 week ago
New York, New York, United States Corient Private Wealth LLC Full timeAt Corient Private Wealth LLC, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.Key ResponsibilitiesUnderstanding and ability in all wealth and financial planning processesCollaborate and...
-
Wealth Management Advisor
2 weeks ago
New York, New York, United States Truist Inc Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at Truist Inc. As a key member of our wealth management team, you will be responsible for developing and deepening relationships with high net worth and ultra-high net worth clients, providing them with tailored financial solutions and advice to meet their...
-
Private Wealth Manager
2 weeks ago
New York, New York, United States Capital Group Full timeCapital Group Private Client ServicesWe are seeking a skilled Private Wealth Advisor to join our team of wealth management professionals. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.Key Responsibilities:Identify...
-
Regional Marketing Strategist, Wealth Management
2 weeks ago
New York, New York, United States Northern Trust Full timeAbout Northern Trust:Northern Trust is a leading financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.We are proud to offer a comprehensive benefits package, including retirement and pension plan...
-
Fintech Wealth Manager
3 weeks ago
New York, New York, United States Goodwin Recruiting Full timeUnlock Your Potential as a Fintech Wealth ManagerAre you a seasoned financial services professional with a passion for innovation and fintech? Do you have a strong track record of managing high net worth client portfolios and driving business growth?Goodwin Recruiting is seeking a talented Fintech Wealth Manager to join our team. As a key member of our team,...
Institutional Wealth Management Service Manager
2 months ago
Amalgamated Bank of NY seeks a highly motivated Institutional Wealth Management Service Manager to report directly to the Director of Trust Operations. The individual will play a key role in shaping changes that drive greater operational efficiencies, improved uses of technology, and adopt best practices for fulfilling Amalgamated Bank's responsibilities as trusted Custodian and Investment Manager.
Key Responsibilities- Lead the Wealth Management Service and Operations team while ensuring performance objectives are met within a collaborative and inclusive work environment of creativity, innovation, and professional growth.
- Manage the team and ensure execution of day-to-day operational activities including all aspects of trading (oversight, input, reconciliation, fail trade resolution), cash management and cash movement, fund accounting, common trust fund cash flows, and daily control execution around monitoring overdrafts, trade funding, transaction authentication, failed trades, uninvested cash, etc.
- Serve as an Officer in Charge (OIC) and deputy to the Director of Trust Operations in providing coverage across the Trust Operations department.
- Assist management with overall direction of the Trust Operations providing feedback and support around planning, strategy, and execution.
- Manage and streamline transactional processes.
- Maintain strong control environment with strategies to mitigate potential operational risks. This includes handling risk exercises such as the Business Impact Analysis (BIA), Disaster Recovery exercises, Compliance Details Self Assessments (CDSA) and other third-party risk management responsibilities as part of vendor oversight.
- Maintain updated policies and procedures with respect to the teams' responsibilities and functions.
- Participant across various governance and working group forums with key vendors and partners.
- Ensure compliance with relevant regulatory requirements, industry standards, and internal policy and procedure.
- Monitor and report on key performance indicators (KPI) and key risk indicators (KRI) and execute continuous monitoring of core activities.
- Coordinate and work closely with various internal stakeholders and external vendors to address any issues and ensure proper escalation, root cause identification and process improvements, as needed.
- Support projects and technological initiatives ensuring requirements are defined, testing and analysis conducted, where applicable, and necessary resourcing to meet deadlines.
- Lead team through internal and external reviews including audit and regulatory examinations.
- Perform ad-hoc request and other duties as assigned.
- Bachelor's degree or equivalent experience
- Minimum of 7+ years of related financial services experience with understanding of across asset classes
- Minimum of 5+ years of management experience
- Strong working knowledge of the security industry's practices and procedures.
- Superior attention to details and process skills.
- Strong analytical abilities to resolve issues and discrepancies.
- Must possess excellent leadership and team management capabilities with effective communication (verbal/written) and interpersonal skills.
- Experience using Excel, Word, and industry software preferred.
- Knowledge of Global Plus system is a plus.
- Ability to work under highly pressurized fast paced environment and manage multiple tasks simultaneously while acting with a sense of urgency.
The starting base salary for this role is between $115,500.00– $130,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future.
Equal Opportunity EmployerAmalgamated Bank of NY is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank of NY, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank of NY does not sponsor applicants for work visas.
