- System One (Tulsa, OK)
- …and reconciliations. This position works closely with account officers within Wealth Management and Operations & Technology , Risk, Compliance and Audit ... contact with employees and management within the Wealth Management and Operations and Technology divisions; daily contact with support personnel to… more
- CIBC (Chicago, IL)
- …experience as a Business, Operations or Project Manager in Wealth Management , Finance, Operations or Technology related role; + Deep understanding of ... Management levels. + Partner with cross-functional groups (ie, Operations , Technology , Finance, Human Resources, Compliance, Legal,...the Wealth Management Business, its offering, its operations , and… 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. (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
- M&T Bank (Wilmington, DE)
- …guidance of a manager or more senior analyst. **Institutional Services Wealth Management (ISWM) Overview:** Shared Services delivers operational excellence, ... **Overview:** The Banking Services Operations Development Program enables participants to gain in-depth...strategic support to the businesses in the Institutional Services Wealth Management (ISWM). Those businesses include … 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
- Dow Jones (New York, NY)
- …the achievements of the most successful and influential financial advisors in the wealth management industry. The summits are an excellent opportunity for elite ... and today has one of the world's largest news-gathering operations globally. It is home to leading publications and...Will:** + Assist with research projects related to the wealth management industry + Support compiling invitation… more
- M&T Bank (New York, NY)
- …is responsible for setting the strategy and supporting the execution across the Wealth Management division. The group consists of several teams (Transformation, ... Process Improvement, Technology , Product & Pricing, and Reporting & Analytics). Together,...with peers and gaining exposure to stakeholders within the Wealth Management division, this includes collaboration with… 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)
- … wealth spectrum. Citi Wealth covers all of Citi's go-to-market approaches in Wealth Management - Citi Private Bank, Citi Wealth at Work, and ... infrastructure and technology requirements + Work with Technology and Operations to define integration plans...financial services + Ability to lead large projects within Wealth Management + Demonstrated record of team… more
- Citigroup (Tampa, FL)
- …Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations , Technology , Independent Risk, Internal ... business (eg, Citi Private Bank, Citigold, Citigold Private Client, Wealth at Work), ICRM, Legal, Operations , Independent...or regulatory management in the banking or wealth management industry. + Previous experience of… 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
- 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
- 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
- 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
- JPMorgan Chase (Columbus, OH)
- …and strategize resource allocation As a Product Delivery Associate on JPMorgan Wealth Management 's Product Delivery Team you will leverage your skills ... in the product, design, and tech departments to create features for JPMorgan Wealth Management Advisors, Client Service teams, and our external clients. You… 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 ... You could access a range of responsive banking, investing, wealth management & planning services and access...complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work… 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
- 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
- Ally (Sacramento, CA)
- …discovery process to validate the prospective client is qualified for the wealth management services. During this discussion basic information including client ... so shouldn't your opportunities be, too? **The Opportunity** The Wealth Advisor works as a fiduciary, working directly with...complex financial needs. * Work closely with service and operations teams to resolve client issues. * Coordinate with… more