- Citigroup (New York, NY)
- …services product ownership, product manager, or related role + Strong background in wealth management with a deep understanding of the industry + Proven ... with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills.… more
- Citigroup (New York, NY)
- …with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills. ... the development and optimization of our Next Best Action (NBA) Targeting, Query Management , integrated AI Solutions and Publishing Platforms . In this role, you… more
- American Bankers Association (Washington, DC)
- …trends, and opportunities in the business , and to further ABA's wealth management business objectives. **Key Responsibilities:** + Develop analysis ... on new market opportunities within OME's Wealth Management training business and...etc.) preferred. + Proficiency with social media and networking platforms preferred. + Ability to travel (<20%). **Target Salary… more
- JPMorgan Chase (Jersey City, NJ)
- …of traditional investments across our US Private Bank, Chase Wealth Management , and JP Morgan Advisors investment platforms . You'll also cultivate ... to the US Private Bank, Chase Wealth Management , and JP Morgan Advisors investment platforms ....to define objectives, assist in developing the framework and business requirements, and maintain accountability for deliverables. + Conduct… more
- JPMorgan Chase (New York, NY)
- …of traditional investments across our US Private Bank, Chase Wealth Management , and JP Morgan Advisors investment platforms . You'll also cultivate ... giant, JPMorgan Chase & Co, in our Asset & Wealth Management division, a leader in providing...management firms, promoting strategic initiatives to ensure our platforms and product suites remain competitive and evolve with… more
- Citigroup (Jacksonville, FL)
- …designed and owned by Citi's Wealth Deposits and Lending departments. The Citi Wealth business delivers a comprehensive wealth solution to clients across ... managed account strategies, world-class research and investment guidance. The Wealth business serves ultra-high-net-worth individuals and family offices… more
- Capco, a Wipro Company (Dallas, TX)
- …You** 10 plus years of professional experience working in financial services, specifically in wealth management and/or asset management + Management ... **About the Job:** As a Senior Consultant in the Wealth & Asset Management practice, you will...and clarity + Strong analytical skill with respect to business management and problem solving + Ability… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth...You could access a range of responsive banking, investing, wealth management & planning services and access… more
- US Bank (Northridge, CA)
- …US Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely ... grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment,...and policies + Strong presentation abilities + Strong relationship management , sales, and new business development skills… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth...You could access a range of responsive banking, investing, wealth management & planning services and access… 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 ... Job Title: Wealth Project Manager Business Unit: Brokers...and execution of a major digital initiative within our Wealth Management portfolio. + Define project objectives,… more
- Robert Half Finance & Accounting (CA)
- …If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Wealth Advisor CFP, Wealth Management Location: Peninsula, Hybrid Schedule ... $150-170k + Bonus + Profit Sharing About the Company: Wealth Management firm specializing in serving clients...+ Operational knowledge working with large custodians and trading platforms . + A strong interest in business … more
- Fifth Third Bank, NA (Cincinnati, OH)
- …FUNCTION:As a Compliance Officer II (COII) you will conduct compliance testing for the Wealth and Asset Management (W&AM) business and be responsible for ... the report. - Develops and report's findings to Senior Management regarding their business lines. - Execute...Specialist (CFIRS) designation a plus. * Strong understanding of Wealth and Asset Management products and processes,… more
- JPMorgan Chase (Jersey City, NJ)
- …together. As a Senior Director of Software Engineering at JPMorgan Chase within the Asset Wealth Management , Wealth Management Investments Team, you lead ... our engineering team that is responsible for building the Wealth Management Investment Platform. You will be...to teams while frequently overseeing employee populations across multiple platforms , divisions, and lines of business +… more
- JPMorgan Chase (Plano, TX)
- The US Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase Wealth Management ... Morgan Securities and Self-Directed Investing - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000… more
- KeyBank (Brooklyn, OH)
- …are seeking an accomplished, collaborative, and mature UX design professional with wealth management expertise who excels at creating intuitive, strategic ... perspective to design colleagues, digital product and Line of Business partners, and executive leadership. They will be as...& mobile apps + Proven UX/UI experience in the wealth management space (Originations and Servicing) +… more
- Citigroup (Jacksonville, FL)
- …and reporting to all lines of business and regions within Citi's Global Wealth Management organization. The Analytics team drives value for our partners and ... Citi Wealth Management Operations Analytics provides critical...changes or new data metrics solutioning. Responsibilities + Supports Wealth Operations functions through data analysis, business … more
- Bank of America (Pennington, NJ)
- Wealth Management Fraud & Claims -...to learn and adapt to new information and technology platforms + Minimum of an intermediate level of proficiency ... solutions to clients while focusing on retention and re-establishing client confidence. Wealth Management Fraud & Claims associates will handle inbound calls… more
- Eastern Bank (Boston, MA)
- The Assistant Manager of Wealth Management Client Service plays a dual role in providing leadership and hands-on support within the client service team. This ... individual will manage and supervise a team of 5-10 Wealth Management Client Service Associates, ensuring operational...+ Proficiency in financial systems and tools, including CRM platforms and portfolio management software. + Excellent… more
- Citigroup (New York, NY)
- …the Risk and Control function for Generative AI (Gen AI) initiatives within our Global Wealth Management division. This role is pivotal in driving forward Gen AI ... comprehensive risk and control framework for Generative AI use cases across global wealth management . + Establish policies, procedures, and controls to ensure… more