6 retail client manager jobs found in Newark

Job Classification: Investment Management - Investment Operations What You Will Do We are seeking an Associate to support the day‑to‑day operational functions of the separately managed account (SMA) platform. This role is responsible for providing end‑to‑end operational oversight for the SMA platform, ensuring accurate, timely, and well‑controlled execution across daily, periodic, and annual processes. The position supports critical functions including billing and revenue reporting, client agreements and RIA documentation, new account onboarding, custodian coordination, operational reporting, and exception management. The role partners closely with Finance, Legal, Sales, Trading, and Technology teams to resolve issues, maintain data integrity, and support platform growth, while continuously enhancing operational controls, documentation, and process efficiency. PGIM Custom Harvest, a division of the PGIM Global Wealth group, is a pioneer in the development of...

Job Classification: Corporate - People Team We are seeking a highly organized and experienced Meeting Planner to oversee the entire life cycle of meetings, conferences, and special events.  This role involves managing event logistics, facilitating communication among stakeholders, and ensuring successful planning and execution from start to finish. Job requirements, skills set, and years of experience: Minimum five to seven years prior corporate meeting and conference planning experience. Possess extensive understanding of hospitality industry, how it operates, how it is organized and how to manage through the system efficiently and effectively. Understanding of the Insurance and Financial Services and IRS regulations as they relate to meetings and conferences a plus. The successful candidate must have a proven track record in the following areas: Management and development of all logistical components associated with meetings and conferences....

Manage a diverse caseload, accelerate Treasury Services projects from concept to client delivery, become the team’s treasury products SME, and balance speed with disciplined risk‑and‑controls execution As a Treasury Services Product Associate within J.P. Morgan’s Private Bank you will manage a case load of research, regulatory and product requests.  You will also assist with various Treasury Services projects, to deliver existing banking products and/or features to our clients.  The projects led by the team vary in size and content, and an open mind, flexibility, organizational skills and the ability to multitask are keys for success. The Treasury Services product function is responsible for the strategic planning, adaptation, launch and lifecycle management of all cash management products in the Private Bank.  Our team aims to enable deposit growth by innovating, bringing strategic insights and efficiencies. It also assists in adapting to a dynamic regulatory framework.  To...

Join a team where data rigor meets real‑world impact in global Securities Services. As a US Tax Withholding Associate, you’ll turn complex IRS rules into precise, audit‑ready outcomes—driving accurate withholding, airtight controls, and year‑end reporting at scale. Partner across Tax, Technology, and Client Service to automate data quality, resolve cross‑border scenarios, and reduce risk for clients across asset classes. The US Tax Withholding Associate supports end-to-end withholding and information reporting for US source income across Securities Services client accounts, with a heavy focus on manipulating and validating large, complex data sets to ensure accuracy and strong control outcomes. The associate will apply IRS Chapters 3 and 4 rules, review tax documentation (W‑8/W‑9), execute withholding and deposits, and support year-end reporting (1042‑S/1099). Success in this role requires exceptional attention to detail, rigorous adherence to control procedures, and comfort...

Join a team where data rigor meets real‑world impact in global Securities Services. As a US Tax Withholding Associate, you’ll turn complex IRS rules into precise, audit‑ready outcomes—driving accurate withholding, airtight controls, and year‑end reporting at scale. Partner across Tax, Technology, and Client Service to automate data quality, resolve cross‑border scenarios, and reduce risk for clients across asset classes. The US Tax Withholding Associate supports end-to-end withholding and information reporting for US source income across Securities Services client accounts, with a heavy focus on manipulating and validating large, complex data sets to ensure accuracy and strong control outcomes. The associate will apply IRS Chapters 3 and 4 rules, review tax documentation (W‑8/W‑9), execute withholding and deposits, and support year-end reporting (1042‑S/1099). Success in this role requires exceptional attention to detail, rigorous adherence to control procedures, and comfort...

Job Classification: Sales - Sales What you will do The primary role of the Internal Wholesaler is to drive sales and build relationships with Financial Professionals selling PGIM Global Wealth Mutual Funds and Managed Accounts. The Internal Wholesaler must achieve and maintain an expert knowledge of the PGIM Global Wealth product line and the Mutual Fund Industry. What you can expect: Developing relationships with Financial Professionals through outbound calls Communicating with Financial Professionals through letters and email Handling special projects as assigned within Desk Attending various sales meetings and training sessions Maintenance of PC based contact management system Responding to inbound Product and Sales calls What you will bring FINRA series 7 license is required for this position. Candidates with a FINRA series 6 will be considered but must obtain the series 7 within 90 days of hire FINRA series 63 or 66 is required for...