- Reed Smith LLP (New York, NY)
- …make us the go-to partner for complex disputes, transactions and regulatory matters. Our team of 3,000 people (including more than 1,600 lawyers) across more than 30 ... and business development activities for one of the firm's key revenue-producing partners in Private Equity. This partner, a...Development Coordinator will join a highly productive and collaborative team , working closest with the team to… more
- Charles Schwab (Lone Tree, CO)
- …Retail Experience and Specialized Relationships organization, the Business Accommodation Team is responsible for supporting complex client retention and acquisition ... Our mandate is to deliver an intuitive, innovative and differentiated wealth management experience that drives growth and builds meaningful relationships with… more
- KeyBank (Brooklyn, OH)
- …responsibilities as assigned. **Job Description** The Wealth Systems Administrator Team Lead role within Key Wealth Management is primarily ... This role will be expected to be working with Wealth leadership team delegates and partners across...assigned applications and systems + Ensure that Key Wealth Systems comply with… more
- KeyBank (Brooklyn, OH)
- …on system usage, best practices, and troubleshooting common issues. + Ensure that Key Wealth Systems comply with relevant regulations and standards. ... Tiedeman Road - Brooklyn, Ohio 44144-2302 **Job Summary** The Wealth Systems Administrator role within Key...can filter/adapt information to differing roles (required) + Strong team player with a positive can-do attitude and desire… more
- Citigroup (New York, NY)
- **About Citi Wealth ** Citi Wealth is focused on serving the needs of clients across the entire wealth spectrum. By building on the strengths and capabilities ... to transform the way we serve clients across the wealth spectrum, delivering the full range of high tech...of investments processes. This role will manage a small team and will also be responsible for identifying and… more
- First National Bank of Omaha (Omaha, NE)
- …and implementation of third-party financial technology solutions + Ensure integration of wealth management and capital markets systems with core banking ... infrastructure + Lead technology modernization initiatives to replace legacy systems with current solutions ** Team Leadership** + Manage a team of technology… more
- Bank of America (Portland, OR)
- …diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring ... Wealth Management Banking Specialist Portland, Oregon **To proceed...they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes… more
- Neuberger Berman (New York, NY)
- …influence cross-functional teams. This role requires close collaboration with Private Wealth leadership team , Payroll, Fund Admin, Legal, Operations, Technology, ... among others. ** Key Responsibilities:** **Client Billing Operations:** + Oversee all aspects...revenue and balance sheet accounts + Partner with Private Wealth leadership team to design and implement… more
- Citigroup (Los Angeles, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ...setting the technical direction of technical areas that are key to the business. Decisions made at this level… more
- Bank of America (Chandler, AZ)
- …diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring ... Wealth Management Client Services Credit Card - Client...they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes… more
- Bank of America (Chandler, AZ)
- …diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring ... Wealth Management Banking Services - Client Service Representative...they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes… more
- Truist (Tampa, FL)
- …of America) **Please review the following job description:** Lead, develop and coach a team of wealth support specialists and oversee the daily service, sales ... 1. Supervise, lead, train and coach a geographically disbursed team of wealth support specialists 2. Oversee...multiple priorities 5. Strong knowledge of banking, fiduciary and wealth management systems , solutions, and offerings Preferred… more
- JPMorgan Chase (New York, NY)
- …campaigns and impactful communications. As a Product Marketing Senior Associate on the JPMorgan Wealth Management team , you will be a marketing champion for a ... JP Morgan Wealth Management is a critical growth business for...that meet customer needs. You will work closely with key stakeholders across product, marketing, content, finance, and analytics,… more
- M&T Bank (Paramus, NJ)
- …Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure ... manage and maintain strong client relationships through daily interactions with clients, Wealth Management team , and internal business partners to contribute to… more
- Regions Bank (Hoover, AL)
- …of the system. **Job Description:** At Regions, the Head of Corporate Banking & Wealth Management Technology acts as the primary senior leader for key business ... enablement, directing multiple development teams supporting different capabilities, ensuring systems are secure, scalable, reliable and efficient and provides first… more
- KeyBank (Brooklyn, OH)
- …strategy, delivery, and optimization of technology solutions that enable our wealth management business. This role focuses on driving digital transformation, ... and ensuring robust, compliant platforms for investment and advisory services. ** Key Responsibilities:** + **Technology Strategy & Roadmap:** Define and execute a… more
- Charles Schwab (Austin, TX)
- …Solutions including Schwab Wealth Advisory. You will be working with a team of talented and highly motivated technologists that strive to make technology a ... environment. You will play a critical role in supporting key stakeholders across the WAS organization which is focused...data or other activities that require access to Production systems . + Wealth Management and/or Financial Services… more
- Charles Schwab (Austin, TX)
- … team responsible for setting the vision, strategy, and roadmap for the Schwab Wealth and Advice Solutions platform. The team works in close partnership with ... consensus across diverse teams + Excellent written documentation skills which help team members visualize application design and systems integration patterns +… more
- 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 roadmap ... into scalable technology that delivers exceptional client and advisor experiences. Key Responsibilities: . Develop a multi-year architecture strategy aligned with… more
- TIAA (Charlotte, NC)
- The Wealth CIO team is seeking an experienced Sr. Director of Operations, Execution, and Risk. This person would ensure that investment and business processes ... Business Risk Management; 2) Reporting and Oversight; 3) Practice Management. ** Key Responsibilities and Duties** **Investment and Business Risk Management** + Work… more
