- Brokers International (Urbandale, IA)
- Job Title: Wealth Project Manager Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original ... on a new journey of accelerated growth and success. Job Summary As the Wealth Project Manager , this individual will play a pivotal role in spearheading the… more
- NTT DATA North America (Oaks, PA)
- …an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Wealth Platform Project Manager to join our team in ... institutions including top 10 US banks, to global payment providers, and top wealth management firms. You will regularly interact with and learn from our industry… more
- JPMorgan Chase (Columbus, OH)
- …solutions to meet their generational wealth management needs. As a Vice President Program/ Project Manager in Wealth Management, you will lead and advise ... JP Morgan Wealth Management provides individuals, advisors and institutions with...Partner with Technology to communicate business needs and track project progress + Define project objectives, success… more
- JPMorgan Chase (Columbus, OH)
- …responsible for the supervision of investment sales activities in Chase Wealth Management, JPMorgan Securities and JPMorgan Private Bank. Supervisory Management is ... will include ensuring the highest standard of quality for our Technology and Project initiatives by understanding the business and becoming a subject matter expert… more
- Neuberger Berman (New York, NY)
- …are looking for a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a ... on Advisor and Client solutions. This role requires exceptional communication, project management, problem-solving, and leadership skills. It requires the ability to… more
- JPMorgan Chase (Columbus, OH)
- …that thrives on partnership, performance, and continuous improvement. As a Supervisory Manager in the Discretionary Accounts Control Team, you drive solutions and ... partner with stakeholders to deliver impactful business initiatives. Your day-to-day efforts will include partnering with key stakeholders spanning onboarding, proposal, trade, billing, performance, risk, and compliance. You are highly organized,… more
- Huntington National Bank (Cleveland, OH)
- Description The Wealth Sales Enablement Program Manager is responsible for the development, coordination and execution of various enablement and training ... programs within the Wealth Segment. As a partner to the business segment...communication skills + Strong MS PowerPoint presentation skills + Project Management and/or Change Management experience Exempt Status: (Yes… more
- JPMorgan Chase (Chicago, IL)
- …meet their generational wealth management needs. As a Vice President Supervisory Manager in JP Morgan Wealth Management, you will be responsible for managing ... JP Morgan Wealth Management provides individuals, advisors and institutions with...and Audit Examination inquiries timely and effectively. + Undertake project work and additional tasks as assigned by Central… more
- Citigroup (Charlotte, NC)
- The Audit Manager is an intermediate level role responsible for performing moderately complex audits and assessments of Citi's risk and control environments in ... coordination with the Wealth and Fiduciary Audit team. The overall objective is...+ Effective verbal, written and negotiation skills. + Effective project management skills. + Effective influencing and relationship management… more
- JPMorgan Chase (New York, NY)
- …in fast-paced, dynamic environments and are passionate about shaping the future of wealth management, this is the role for you. **Key Responsibilities:** + Establish ... of experience in financial services, with deep expertise in wealth management or investment management + 6+ years of...(SDLC), systems integration, and data management + Proficiency in project management tools (eg, JIRA, MS Project )… more
- Citigroup (Washington, DC)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or… more
- Citigroup (Oakbrook Terrace, IL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or… more
- M&T Bank (Wilmington, DE)
- …with senior management, peer networking, and working in teams on two group project assignments. OJT responsibilities vary by department and are assigned by the ... department manager . The position may be responsible for additional projects...our clients need financial services outside of their core wealth management solutions, we have the resources to help.… more
- Citigroup (Queens, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or… more
- JPMorgan Chase (New York, NY)
- The Business Development Consultant Manager - Team Lead leads a team of 14 Business Development Implementation Specialists responsible for the successful rollout and ... adoption of new products, services, and processes across the Chase Wealth Management organization. This role is accountable for team leadership, strategic planning,… more
- M&T Bank (Buffalo, NY)
- …with senior management, peer networking, and working in teams on two group project assignments. OJT responsibilities vary by department and are assigned by the ... department manager . The position may be responsible for additional projects...-MDP. **Department Description:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team… more
- JPMorgan Chase (Wilmington, DE)
- …the breadth of JP Morgan Chase's expertise and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager . JP Morgan ... participate in establishing a new business for JP Morgan Chase. As the Wealth Management Partnership Program lead within JP Morgan Private Client, you will… more
- KeyBank (Portland, ME)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build ... role is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary… more
- Neuberger Berman (New York, NY)
- Neuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in ... and support business growth. The ideal candidate will bring relevant private wealth experience, strong analytical skills, and a demonstrated ability to lead change… more
- Neuberger Berman (New York, NY)
- **Position Overview:** The Private Wealth Business Enablement Officer will play a key role in the Private Wealth business' technology budget, prioritization, ... roadmap, associated business cases, and project lifecycle management. This leader acts as the connective...This leader acts as the connective tissue across Private Wealth , Technology, Operations, Compliance, Finance, and client-facing teams to… more