• Head of Architecture - Advice…

    Vanguard (Malvern, PA)
    …visionary Head of Architecture to lead technology design for our Advice & Wealth Management (AWM) Technology division. This new role will shape the long-term ... speed and resilience without compromising architectural integrity. . Bring broad wealth management industry into Vanguard's architecture strategy, ensuring our… more
    Vanguard (11/14/25)
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  • Head of Wealth Technology Platform

    Citigroup (New York, NY)
    …corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... shape the future of financial services. **Job Description:** The Head of Wealth Technology Platform is a...Platform, aligned with the overall business objectives of Citi Wealth Management . + **Transformation Leadership:** Lead the… more
    Citigroup (11/05/25)
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  • Wealth Management , Head

    JPMorgan Chase (New York, NY)
    …to guide them in their home lending financing needs. **US Mortgage Product** The Head of US Mortgage Product is responsible for comprehensive product management , ... including strategic planning, creation, design, launch, and lifecycle management of all US mortgage and HELOC products and...that enable the mortgage offering. Reporting to the Global Head of Mortgage Solutions, the Head of… more
    JPMorgan Chase (11/12/25)
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  • Finance Director Wealth Investment

    Wells Fargo (Charlotte, NC)
    …and services and working to prioritize and execute areas of improvement throughout the company. ** Wealth Investment Management ** Wells Fargo Wealth & ... Head of WIM Digital, Independent Solutions and WIM Investment Solutions and partner with senior leaders to drive...important bank (GSIB) + Prior finance experience supporting a Wealth Investment Management business (primarily… more
    Wells Fargo (12/13/25)
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  • Wealth Management , Global…

    JPMorgan Chase (New York, NY)
    …presentations, publications or product-oriented marketing programs. + Work closely with Wealth Management 's senior leadership, Investment Specialists, ... positioning within managed portfolios. Led by the firm's Global Head of Investment Strategy, the team helps...situations in relation to JP Morgan Wealth Management 's view, proactively and reactively. + Provide Investment more
    JPMorgan Chase (11/19/25)
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  • Head of Investment Products, Miami,…

    Santander US (Boston, MA)
    Head of Investment Products, Miami, FL... investment vision, philosophy, and strategy for the wealth management business. This role oversees asset ... to Talk to You!** **The Difference You Make:** The Head of Investment Products is a senior... management of the firm's wealth management product platform. This includes investment products… more
    Santander US (10/18/25)
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  • Head of Strategic Initiatives & Change…

    Neuberger Berman (New York, NY)
    **Position Overview** The Head of Private Wealth Strategic Initiatives & Change Management will lead a high-impact team responsible for designing, governing, ... Bachelor's degree required. + 12+ years of experience in Wealth Management , Asset Management , or...in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the… more
    Neuberger Berman (12/10/25)
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  • Head of Financial Analysis - Asset…

    JPMorgan Chase (Jersey City, NJ)
    …Asset Management business. This role offers the chance to report directly to the Head of Asset & Wealth Management Planning and Analysis, with a dotted ... the Head of Financial Analysis - Asset Management within JP Morgan Asset & Wealth ...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
    JPMorgan Chase (12/11/25)
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  • Associate Director, Head of Latin America…

    Scotiabank (New York, NY)
    …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Associate Director, Head of Latin America Liability Management ...Debt Capital Market, Equity Capital Markets, Derivatives, Sustainable Finance, Investment Banking and Syndicate teams, as well as the… more
    Scotiabank (10/10/25)
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  • Associate General Counsel Wealth

    Citizens (Boston, MA)
    … and the business generally supporting the entirety of the Citizens Wealth Management business in partnership with the Head of Wealth Legal. Citizens ... and problem-solving attorney to serve as Associate General Counsel supporting the Wealth Management Division of the Citizens Consumer Bank. The Associate… more
    Citizens (11/06/25)
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  • Wealth - Investments Business Execution…

    Citigroup (New York, NY)
    …report directly into the Head of Business Execution supporting the Global Investment Solutions business at Citi Wealth . Investment Solutions is comprised ... **About Citi Wealth ** Citi Wealth is focused on...products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance… more
    Citigroup (10/08/25)
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  • Private Wealth Client Relationship Manager

    Bank of America (San Francisco, CA)
    …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...being responsible for resource allocation for the Market, managing head count report, etc. Serve as point of contact… more
    Bank of America (12/05/25)
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  • Portfolio Management Specialist…

    Robert Half Finance & Accounting (New York, NY)
    …team in New York, New York. This role involves collaborating closely with the Head of Investments and Wealth Advisors to oversee and manage client portfolios, ... 2 days work from home. Responsibilities: * Collaborate with Wealth Advisors and the investment team to...reporting and updates to clients and stakeholders regarding portfolio management activities. Requirements * Minimum of 3 years of… more
    Robert Half Finance & Accounting (11/15/25)
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  • Asset Management - Head

    JPMorgan Chase (New York, NY)
    …across business lines, including Asset Management , Chase Bank, and Chase Wealth Management . + Foster a positive work environment and drive employee ... As the Head of Retirement Solutions within JP Morgan Asset Management , you will play a crucial role in advancing our record-keeping strategy, spearheading… more
    JPMorgan Chase (09/29/25)
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  • Head of Product/ Head of Service

    Vanguard (Malvern, PA)
    … solutions tailored to the evolving needs of Advice and Wealth Management clients. This role blends strategic thinking, investment acumen, and execution ... Join the founding team of Advice and Wealth Management Portfolio Solutions, where we...an investment product dashboard for Advice and Wealth Management . 4. Program Management more
    Vanguard (10/25/25)
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  • Director, Head of US Resolution Planning

    Scotiabank (Dallas, TX)
    …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Director, Head of US Resolution Planning **Requisition ID:** 239562...Global Banking & Markets provides a full range of investment banking, credit and risk management products… more
    Scotiabank (12/10/25)
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  • Search Manager (Paid & Organic) - Global…

    JPMorgan Chase (New York, NY)
    …storytelling. As a Search Manager on the Global Integrated Media Team within Asset & Wealth Management , you will be part of a nimble global center of excellence ... shaping, driving, and delivering strategic media campaigns globally, reporting to our Head of Americas Integrated Media. You are skilled in executing complex search… more
    JPMorgan Chase (10/31/25)
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  • Head of Private Markets Relationship…

    S&P Global (New York, NY)
    …and cutting-edge technologies to provide unparalleled client engagement and solutions. The Head of Private Markets Relationship Management , S&P Global Ratings is ... their complex business challenges. The team is focused on relationship management , business development, and are intellectually curious. We uniquely leverage our… more
    S&P Global (12/08/25)
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  • Global Head of Trading Analytics…

    Citigroup (New York, NY)
    …of experience in markets, preferably in private banking or a wealth management setting. + Strong understanding of investment products across asset classes. + ... experience in markets, preferably within private banking or a wealth management setting. The successful candidate will...specialist teams to focus on product alignment and identify investment opportunities for Citi Wealth clients including… more
    Citigroup (11/22/25)
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  • Vice President, Wealth and Investments

    First National Bank of Omaha (Overland Park, KS)
    …with **$5MM+ in investable** **assets** . You will champion an integrated wealth model spanning investment management , fiduciary solutions, advanced ... **&** **Collaboration** + Develop and execute strategic partnership initiatives across Wealth Management ,Retail Banking, Commercial Banking, and other critical… more
    First National Bank of Omaha (12/03/25)
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