- City National Bank (Jersey City, NJ)
- ** TECHNOLOGY & WEALTH MANAGEMENT (WM) OPERATIONS LEADER** **WHAT IS THE OPPORTUNITY?** The ideal candidate for the Technology and WM Operations ... technology operations and the intricacies of wealth management . We are seeking dynamic leaders...the financial industry. + **Domain Expertise:** Comprehensive knowledge of wealth management operations , including account… more
- Morgan Stanley (Alpharetta, GA)
- …& Markets Technology , Client Reporting, Core Processing, Private and International Wealth Management Technology , Technology Integration Office, ... Chief Operating Office. The Policy and Governance team within Wealth Management Technology (WMT) is...and timely communications with WMTPG partners such as the Technology & Operations Risk, Enterprise Technology… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …or Denver, CO. **Job Summary:** The Senior Product Manager will operate within the Wealth Management Technology group, which is focused on delivering tools ... specific problems. + Identifies and documents business requirements for Wealth Management technology , centered on...requirements based on that strategy. + Knowledge of branch operations and advisor-facing technology is preferred. +… more
- Amalgamated Bank (New York, NY)
- Amalgamated Bank seeks a highly motivated Institutional Wealth Management Service & Operations Manager that will report directly to the Director of Trust ... the values of our employees and customers. Essential Job Functions: + Lead the Wealth Management Service and Operations team while ensuring performance… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of associates responsible for the product ownership of numerous advisor facing Wealth Management technology applications. Develops strong working ... Office location. **Job Summary:** As part of the IT Wealth Management division, the Manager of Product...needs. **Essential Duties and Responsibilities:** + Manages the daily operations of assigned team - plans, assigns, monitors, reviews,… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …+ Ensure compliance documentation and advertising approval. Requirements + 5+ years of experience in operations at a wealth management firm - no exceptions + ... via LinkedIn or Email for fastest consideration for this opportunity. Our Wealth Management client, leaders in delivering tailored financial solutions, seek… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …a key role in the journey of Raymond James to develop a leading Wealth Management Platform. This position will have extensive contact with multiple application ... * Financial Services experience required * Minimum of 3yrs in Wealth Management domain experience needed. **Licenses/Certifications** * None required.… more
- JPMorgan Chase (New York, NY)
- The Strategy Lead - Wealth Management and Business Banking Partnership ("Business & Wealth Strategy Lead") will be responsible for all aspects of the ... strategic relationship between Wealth Management and Business Banking businesses. The...functional stakeholders such as Marketing on campaigns, Product & Technology to advance the product roadmap, Operations … more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... consistency in global program design and execution across our wealth management activities. This individual acts as...a must, while knowledge of AML and financial services operations across all business lines is a plus. As… more
- City National Bank (Minneapolis, MN)
- **HEAD OF WEALTH MANAGEMENT , DATA ENGINEERING AND ANALYTICS** **WHAT IS THE OPPORTUNITY?** The ideal candidate for the Head of Wealth Management (WM), ... innovation. **What you will do** As the Head of Wealth Management Data Engineering and Analytics, your...work with business stakeholders and partners to embed data management best practices into the daily operations … more
- JPMorgan Chase (Los Angeles, CA)
- …organization with varying responsibilities, including management ,marketing, compliance, legal, operations , sales, and technology + Advanced skills with Excel ... The JP Morgan Wealth Management (USWM) business is focused...and enhance business reporting platforms, and support day-to-day business operations . This role offers the opportunity to work closely… more
- Citigroup (New York, NY)
- … requires. **The Roles:** The Head of Lending business reports to the Head of Wealth Management and leads a global team of professionals managing Wealth 's ... generation/inherited wealth , law firms and attorneys. From banking and cash management to lending, investment strategies, trust, wealth advisory services, we… more
- JPMorgan Chase (Jersey City, NJ)
- The JP Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth ... 3,500 branches and 20 offices. As a JP Morgan Wealth Management - Senior Associate, Product Portfolio Tools...product feature requirements through the agile framework * Assist operations teams and advisors with client inquiries * Aid… more
- Morgan Stanley (Purchase, NY)
- Morgan Stanley Wealth Management is seeking a dynamic and organized Vice President to join our Regulatory Change Management Program (RCMP) team. The goal of ... best practices. Qualifications: * Bachelor's degree in Business, Finance, Operations , Technology or a related field. *...role within the financial services industry. * Knowledge of wealth management and regulatory environments. * Proven… more
- JPMorgan Chase (Columbus, OH)
- …the opportunity to work extensively with Business, Wholesale Credit Risk/Policy and Technology stakeholders across Wealth Management and Wholesale Credit, ... management . We have assets of $2.5 trillion and operations worldwide. We operate in more than 100 markets...of products and collateral types. **Job summary** As a Wealth Management Credit Risk, Business Transformation VP… more
- Neuberger Berman (New York, NY)
- …opening and maintenance. + Provide advice regarding regulatory matters appropriate for a wealth management and asset management business, including the ... for the Private Wealth business; liaising with wealth advisors, portfolio managers and operations on...documents relating to private funds offered through the Private Wealth channel, and advising on and testing technology… more
- Bank OZK (Little Rock, AR)
- …and guidelines. Knowledge, Skills & Abilities + Knowledge of general banking and/or wealth management concepts. + Knowledge and awareness of data security within ... Job Purpose & Scope Provides direct Trust and Wealth client service as well as administrative support...in support of client service efforts. + Interacts with Operations , Middle Office, Compliance, IT, and other Trust and… more
- Brokers International (Urbandale, IA)
- …play a pivotal role in spearheading the standardizing of a comprehensive digital Wealth Management ecosystem for a portfolio that spans multiple locations and ... This role will require strong organizational skills, experience with technology project management , experience with project ...and execution of a major digital initiative within our Wealth Management portfolio. + Define project objectives,… more
- US Bank (Minneapolis, MN)
- …and procedures. **Primary Responsibilities:** 1. Monitor and engage in Operations transformation initiatives, including collaboration with other CAS teams/subject ... matter experts 2. Expand use of data analytics by the Operations audit team (not a primary responsibility) 3. Supervising audit staff in the completion of audit… more
- JPMorgan Chase (Columbus, OH)
- …Morgan Walth Management Business Readiness Team is part of the JPM Wealth Management Service and Administration organization. The team oversees and manages ... regulatory and other business changes. The team works cross-functionally with all groups across Wealth Management and other lines of business. The team is highly… more