• Wealth Management , Product

    JPMorgan Chase (New York, NY)
    …of 15 years of experience in Banking / Financial Services; includes hands-on product manager with demonstratable experience in agile product practices ... As a Product Owner for Portfolio Manager Toolkit,...interface with Multi Asset Portfolio Managers + Asset and Wealth Management experience within Multi-Asset Portfolio Solutions… more
    JPMorgan Chase (03/06/25)
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  • Product Manager - Life Insurance…

    DXC Technology (Columbia, SC)
    …business process management . Job Description: As the Insurance Product Management Leader for Life and Wealth Portfolio at DXC Technology's Insurance ... the strategic planning and execution of the Life and Wealth insurance product portfolio, ensuring alignment with... Management : . Manage a team of 4-8 product management professionals, providing guidance, mentorship, and… more
    DXC Technology (01/31/25)
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  • Senior Wealth Management

    Citigroup (New York, NY)
    …Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and ... (CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.... and organizational skills. + Broad understanding of key product structures (mutual funds, SMAs, alternatives, ETFs, etc) +… more
    Citigroup (03/12/25)
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  • Internal Audit Manager (VP) - Wealth

    Citigroup (New York, NY)
    …issues. **The successful candidate will have both "internal audit" and " wealth management " experience.** Responsibilities: + Consistently develop, execute and ... of new products to the end-to-end customer experience. + **Strong knowledge of wealth management front office and operations preferred.** + **Ideal candidate… more
    Citigroup (02/16/25)
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  • Marketing Manager - Wealth

    Guardian Life (Bethlehem, PA)
    The Marketing Manager for Wealth Management ...will work closely with the Head of Marketing for Wealth Management and senior leadership, product ... in supporting the development and execution of marketing initiatives for our Wealth Management division. This role drives client engagement through materials,… more
    Guardian Life (03/11/25)
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  • Private Wealth Relationship Manager

    Bank of America (San Francisco, CA)
    Wealth Relationship Manager San Francisco, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the… more
    Bank of America (02/19/25)
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  • Wealth Residential Real Estate Risk Policy…

    Citigroup (Tampa, FL)
    …WaW, Citigold and CPC. With over $90 billion in global exposure, RRE is a critical product offering within Wealth Lending. Wealth RRE Risk is a Second Line ... of Defense (2LOD) team within the Wealth Independent Risk Management organization. We provide...Residential Real Estate (RRE) Risk Policy and Underwriting Group Manager is a senior credit risk role, reporting to… more
    Citigroup (03/07/25)
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  • Wealth Relationship Manager

    HSBC (New York, NY)
    …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... our communities and the planet we all share. The Wealth Relationship Manager works closely with the...trait protected by applicable law. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-New… more
    HSBC (02/13/25)
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  • Wealth Relationship Manager

    HSBC (New York, NY)
    …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with...trait protected by applicable law. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-New… more
    HSBC (03/12/25)
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  • Relationship Manager - Wealth

    Vanguard (Charlotte, NC)
    As the dedicated point of contact to our Wealth Management clients who hold between $5-25M in Vanguard assets, you will directly influence the client experience ... by delivering the Wealth Management mission to: Be a trusted...long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To… more
    Vanguard (02/11/25)
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  • Manager , Operations & Technology…

    Deloitte (New York, NY)
    Manager , Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market leading ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT… more
    Deloitte (03/15/25)
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  • Senior Director, Wealth Management

    TIAA (St. Louis, MO)
    ** Wealth Management ** The Wealth Management Director job leads an integrated team of advisors for a specific territory and has overall responsibility to ... and management of an assigned group of Wealth Management Advisors. + Grows and maintains...client and participant relationships evidenced through increased wallet share, product appropriateness, and net promoter scores. + Ensures the… more
    TIAA (03/14/25)
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  • Global Wealth Securities Backed Lending…

    Citigroup (Tampa, FL)
    **Job Description:** Serves as a senior compliance and operational risk manager for Global Wealth Securities Backed Lending (SBL) Independent Compliance Risk ... Management (ICRM) and Global Wealth Deposits and Lending Operational Risk Management ... Deposits and Lending businesses. **Responsibilities:** + Provide compliance product coverage to Global Wealth SBL business.… more
    Citigroup (03/06/25)
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  • VP, Alternatives Marketing Manager - Global…

    Nuveen Investments (Chicago, IL)
    …Alternatives works alongside the Global Head of Alternatives Marketing, and the respective Wealth Client Marketing leaders, to set product marketing strategy and ... Marketing Strategies, Digital Savviness, Market/Industry Dynamics, Prioritizes Effectively, Product Marketing, Project Management , Relationship Management ,… more
    Nuveen Investments (03/15/25)
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  • JPMorgan Wealth Management - Vice…

    JPMorgan Chase (San Francisco, CA)
    …States, JP Morgan Advisors offers clients a broad suite of transactional, wealth management and investment advisory services. Our Investment Professionals-among ... helping high-net-worth individuals and families build and manage their wealth for more than 50 years. Led by an...institutions on behalf of our clients. As a Supervisory Manager in JP Morgan Advisors, you will exhibit leadership… more
    JPMorgan Chase (03/07/25)
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  • Wealth Management Investment…

    JPMorgan Chase (New York, NY)
    …Analyst will be a member of the Manager Solutions Team within the Wealth Management Investment Solutions business. The Manager Solutions Team oversees ... 60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking, Commercial Banking and Consumer… more
    JPMorgan Chase (03/15/25)
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  • Wealth Management Solutions…

    US Bank (Minneapolis, MN)
    …what you excel at-all from Day One. **Job Description** As part of the Wealth Management (WM) Administrative Office team you will have the opportunity to ... teams to deliver desired results **Preferred Skills and Experience** + Knowledge of Wealth Management + Strong leadership and project management skills… more
    US Bank (01/29/25)
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  • Client Manager , Institutional…

    First National Bank of Omaha (Overland Park, KS)
    …needs, provide advice, and identify business development opportunities for appropriate Wealth Management and Bank services. Apply subject matter expertise ... or related field or equivalent experience. 5+ years of experience in Wealth Management services industry. Working knowledge of all standard concepts… more
    First National Bank of Omaha (03/04/25)
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  • Citi Wealth - Wealth Relationship…

    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 ... Citi Global Wealth brings together the full power of Citi...based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking,… more
    Citigroup (03/04/25)
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  • Wealth - Integrated Client Engagement…

    Citigroup (New York, NY)
    The Client Development Manager is a strategic professional who will be primarily responsible for driving cross-division collaboration and business development with ... and client conversion from the Banking division to the Wealth division and from the Wealth division...This individual will be a "wall straddler" so effective management of information and knowledge of the information barriers… more
    Citigroup (01/28/25)
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