169 matching jobs for “Private Wealth Client Associate”

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Prudential Financial

PGIM Product | Associate, Product Data & Analytics

London, England, United Kingdom

The Associate serves as a subject matter resource for product data and reporting processes, helping ensure the accuracy, …

Added Oct 27, 2026

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State Street

Bank Loans - Senior Associate

Quincy, Massachusetts, United States

Full time

Pay posted by employer$52,000–$94,120

… recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, GD tools help our clients make better investment choices and act on growth …

Added Oct 27, 2026

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State Street

Financial Reporting, Senior Associate

Toronto, Ontario

Full time

Pay posted by employer$51,000–$84,000

… recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGD’ tools help our clients make better investment choices and act on growth …

Added Oct 27, 2026

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BlackRock

Sales / Business Development (German speaking), Associate

BU3-Budapest-GTC White House, Vaci ut 47, District XIII, Budapest

Full time
Regular

Business Unit Overview EMEA Wealth Advisory is a key client business within BlackRock, responsible for the distribution of BlackRock's …

Added Oct 27, 2026

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Prudential Financial

PGIM - Associate, North American Distribution

Newark, New Jersey, United States

Pay posted by employer$95,000–$130,000

As an Associate on the North American Distribution team, you’ll serve as a key partner to senior sales professionals, …

Added Oct 30, 2026

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Bank of America

Commercial Associate - Commercial Real Estate Team

Dallas

… our Global Commercial Banking Team! Bank of America's Commercial Real Estate Team is seeking a Commercial Associate to join our team. Bank of America is one of the largest providers of construction, development, and …

Added Oct 27, 2026

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Bank of America

Commercial Associate - Global Commercial Bank - Middle Market

Miami, Florida, United States

… needs. Global Commercial Banking is the Middle Market segment of Bank of America – serving public and private companies with annual revenues of $50 million to $2 billion. Commercial Associates are talented junior …

Added Oct 27, 2026

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State Street

Alternative Ops Transfer Agency, Senior Associate

Toronto, Ontario

Full time

Pay posted by employer$51,000–$84,000

… of the team and all associated HR Policies, performance and career developments. Building and maintaining client relationships through regular meetings, forums, ensuring effective communication and client satisfaction …

Added Oct 27, 2026

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State Street

Investment Performance Analysis, Associate 1

Hangzhou, China

Full time

will include: Interpret and codify client-specific IMAs (Investment Management Agreements) and prospectus restrictions. Conduct post-trade investment …

Added Oct 27, 2026

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Morgan Stanley

Investment Banking Division - Industrials - Associate

London, England, United Kingdom

… defences against unsolicited takeover attempts, strategy advisory mandates and executions of public and private equity and debt capital markets transactions. Associates work on assignments which include various types of …

Added Nov 3, 2026

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S&P Global

Associate, Product Consultant, Channels CX

London, England, United Kingdom

Full time

Grade Level (for internal use): 07 S&P Global Market Intelligence The Role: Associate, Product Consultant, Channels CX (2026 Start) The Location: London, UK The Role: A position as a 1st line …

Added Oct 30, 2026

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Morgan Stanley

Investment Banking Division - FIG Benelux - Associate -

London, England, United Kingdom

Morgan Stanley's Investment Banking Division is looking for an Associate to join our EMEA Financial Institutions Group in London, covering the Benelux Region. Morgan Stanley is a …

Added Nov 3, 2026

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State Street

Alternative Ops Fund Accounting, Senior Associate

Hangzhou, China

Full time

… of contact for internal teams and external clients and auditors. The candidate will gain exposure to many client relationship management aspects with an excellent opportunity to gain experience in a fast moving financial …

Added Oct 27, 2026

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Morgan Stanley

Investment Banking Division - Associate, South Africa (Johannesburg)

Johannesburg, Gauteng, South Africa

… financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and …

Added Nov 3, 2026

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S&P Global

Senior Sales Associate Director- Lending Solutions

New York City, New York, United States

Full time

Pay posted by employer$136,800–$157,000

… that provides software, data, workflow automation, and managed services for the global loan and private credit markets. Its goal is to help lenders, asset managers, agent banks, CLO managers, and borrowers …

Added Oct 27, 2026

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Morgan Stanley

Junior Sales (Sales Support), Analyst/Associate, Investment Management

Seoul, Seoul, South Korea

… Stanley (NYSE: MS) is a leading global financial services firm providing investment banking, securities, wealth management and investment management services. With offices in more than 42 countries, the Firm's employees …

Added Nov 3, 2026

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S&P Global

Syndicated Loans Agency Operations - Associate

Kuala Lumpur, Kuala Lumpur, Malaysia

Full time

… The Team: The Agent Services team operates as a dedicated Syndicated Loans Agency operations team for our client base, meticulously performing all operational tasks to support both borrowers and lenders . This is a …

Added Oct 27, 2026

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State Street

Financial Reporting Analyst, Associate 1

Kraków, Poland

Full time

… to financial statements in compliance with appropriate accounting and regulatory standards Work to tight client deadlines in order to meet reporting timelines Maintain and develop relationships with our internal clients …

Added Oct 29, 2026

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Morgan Stanley

Investment Management - Employee Investing Program Associate, Hong Kong

Hong Kong, Hong Kong

The MSIM Asia COO Office is searching for an Associate to join their team in Hong Kong. Reporting to the MSIM Employee Investing team in New York and also the …

Added Nov 3, 2026

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State Street

Alpha Data Operations Specialist, Associate 2

Kraków, Poland

Full time

… is seeking versatile Data Operations Specialist with data analysis skills to help us build and sustain our client’s data capabilities and competitive advantage using the Alpha services and product offerings. The …

Added Oct 27, 2026

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Prudential Financial

PGIM Product | Associate, Product Data & Analytics

London, England, United Kingdom

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About this opportunity

Original employer description

Associate, Product Data & Analytics
(PGIM Product, London)

A GLOBAL LEADING ASSET MANAGER WITH A DIVERSE & INCLUSIVE CULTURE

As the Global Asset Management business of Prudential Financial, Inc. (PFI), we’re always looking for ways to improve financial services. We’re passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world.

We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you’ll unlock a motivating and impactful career – all while growing your skills and advancing your profession at one of the world’s leading global asset managers!

If you’re not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that’s investing in your future by shaping tomorrow today.

At PGIM, You Can!

What you will do

The Associate serves as a subject matter resource for product data and reporting processes, helping ensure the accuracy, consistency, and integrity of information used across internal and external platforms.

The role collaborates with multiple business partners; including but not limited to Sales, Consultant Relations, and the RFP team, to gather information, resolve data issues, and deliver timely and accurate reporting solutions.

What you can expect

Collect and provide data to support the Institutional Sales Team, Consultant Relations Team and Client Managers with business development efforts
Effectively partner with our Request for Proposal (RFP) Team to complete data sections in RFPs; at times quick turn-around times are required
Understand where data is stored and warehoused, efficiently retrieve the data and manage it in client friendly and legally compliant format to service a broad range of ad-hoc data and reporting requests such as assets, staffing, performance and characteristics
Ensure data owners and sales team are kept updated on progress, status and any issues surrounding the ad-hoc data project
Providing product advice and information to all areas of the company

Management of multiple, large scale cross departmental projects

Supporting consultant database management as well as improving current processes by focusing on automation; performance reporting, marketing materials, ad hoc data requests, competitive analysis, and product-related research

What you will bring

Significant experience in either product, business development, client management or operations within the asset or wealth management, consulting or investment banking industry.
Capacity to handle multiple projects simultaneously; strong execution and follow through skills in a fast-paced environment.
Strong analytical, problem-solving and organizational skills with attention to detail.
Ability to work independently and build partnerships across functions.

Proficient with Microsoft Office suite, especially in Excel

Bachelor’s degree (Finance, Communications, or related field preferred).

What will set you apart?

Experience working with colleagues across various locations and time zones.
Experience or familiarity with investment markets preferred, including public fixed income, private credit, equity, real estate.
Project management skills with a focus on deadlines, accuracy, and coordination across multiple stakeholders.
Experience working in Consultant Databases.
Ability to work under pressure in a deadline-driven environment while managing multiple priorities.
Ability to work both independently and collaboratively across multiple teams.

*PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.

What we offer you

Private Medical Insurance: PGIM offers private medical insurance and pays the full premium on behalf of all employees.
Annual Leave of 25 to 28 days, based on years of service, at full pay.
Retirement Savings Plan: Employees receive a company contribution of 10% basic annual salary and a maximum employer-matching contribution of 5% of basic annual salary.
Life Assurance & Income Protection: Life Assurance for 8 times your basic annual salary, up to a max benefit of £1.8million. 60% of your basic annual salary for a limited payment terms of 5 years, at the end of which a capital sum of 2x your basic annual salary is payable.

To find out more about our Total Reward package, visit https://youtu.be/acuhcv46Nz0

About PGIM

PGIM, a wholly owned subsidiary of PFI, is the firm’s global asset management business and a U.S. Securities and Exchange Commission‑registered investment adviser. With $1.49 trillion in assets under management as of June 30, 2026, PGIM is a leading global investment manager headquartered in Newark, New Jersey (US). With 1,400+ investment professionals across 41 offices in 20 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate and alternatives.

With a history dating back 150 years, and experience through more than 30 market cycles, PGIM takes a long-term view, not only in our investment philosophy, but also in how we develop our talent. We want to see our employees excel from their first day with the firm and throughout their tenure with PGIM. We will inspire you, support you, and help you reach your greatest personal and professional aspirations. If PGIM sounds like the place for you, join us. For more information about PGIM, visit PGIM.com.

Our Commitment to Diversity, Equity, and Inclusion

PGIM has a long-held commitment to advancing diversity, equity and inclusion, rooted in the belief that this is a prerequisite for PGIM's success and sustainability. We work to attract, retain, develop and promote talent at all levels and aim to have a workforce that reflects the communities where we work, live and invest. We are intentional about creating a workplace where everyone has a voice and is welcomed, valued, respected and understood. From the moment people join PGIM, we pledge to help them unlock their full potential. Together, we are shaping a future where talent knows no boundaries.

Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.

Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services, some of which may not be available in your area.

We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.

Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status , medical condition or any other characteristic protected by law.

We are a Disability Confident Level 1 Employer, committed to creating an inclusive and accessible workplace for disabled people.

If you require workplace adjustments to the hiring process, please discuss those with your recruiter directly.

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Product Management
Product Management

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