- HSBC (New York, NY)
- Wealth and Premier Banking - Senior Equity Portfolio Manager Brand: HSBC Area of Interest: Investment Banking, Markets, and Research Location: New York, NY, US, ... the planet we all share. The Senior Equity Portfolio Manager is responsible for the ongoing management ...managing risk. This also includes managing the team of Project Managers and analysts that support the various strategies… more
- Neuberger Berman (New York, NY)
- **Business Overview:** The Private Wealth Product Management team is newly established to serve as the backbone for operational excellence across Private ... Wealth products and service offerings. The team oversees all...an excellent opportunity to learn the fundamentals of product management and gain exposure to multiple business functions within… more
- Neuberger Berman (New York, NY)
- …Wealth business' technology budget, prioritization, roadmap, associated business cases, and project lifecycle management . This leader acts as the connective ... Qualifications:** + Bachelor's degree required + 8+ years of experience in Wealth /Asset Management or related financial services, with emphasis on technology… more
- Neuberger Berman (New York, NY)
- …Minimum 3+ years' experience in financial services, with a strong preference for wealth management or private banking + Exceptional written and verbal ... The Senior Associate - Private Wealth Platforms & Experience role will play a...to ensure accuracy, timely completion of tasks, and effective project tracking + Demonstrated initiative in driving projects forward… more
- Tradeweb (Jersey City, NJ)
- …platforms within the institutional business. The ideal candidate combines strong product management skills with hands-on project delivery experience in capital ... We are seeking an experienced Senior Product Manager to join our Technology organization, supporting the...timely completion of all milestones. + **Risk & Issue Management ** : Maintain visibility into project risks… more
- Tradeweb (New York, NY)
- …computational and analytical abilities and sharp attention to detail + Excellent project management , presentation and interpersonal skills are essential + ... the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel… more
- Tradeweb (New York, NY)
- …audit concepts and industry standards such as COBIT + Strong organizational and project management skills + Good understanding of the Sarbanes-Oxley Act, Section ... the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel… more
- Levi, Ray & Shoup, Inc. (Minneapolis, MN)
- …Coach is a change leader who partners with decision-makers, teams, and stakeholders across Wealth Management to optimize value delivery and foster a culture of ... industries + Background in software/product delivery and roles such as Scrum Master, Project /Program Manager , or RTE + Experience with agile tools (eg, Jira)… more
- JPMorgan Chase (Columbus, OH)
- …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...and understanding of the technology development lifecycle + Proven project management experience, including leading teams through… more
- JPMorgan Chase (New York, NY)
- …success. As a Technical Project Manager III in Asset & Wealth Management Technology Team, you will help lead complex technology projects and programs ... shape the future of the firm. The Asset & Wealth Management (AWM) Technology Strategy team partners...tasks and activities + Proven experience leading through the project lifecycle management , including influencing decision makers… more
- Brokers International (Urbandale, IA)
- Job Title: Wealth Project Manager Business...and execution of a major digital initiative within our Wealth Management portfolio. + Define project ... of accelerated growth and success. Job Summary As the Wealth Project Manager , this individual... software and digital tools. + 10+ years of project management experience in the wealth… 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 ... 10 US banks, to global payment providers, and top wealth management firms. You will regularly interact...years of experience of Financial Services Industry in a project management function for technology projects 3+… 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 ... focus on Advisor and Client solutions. This role requires exceptional communication, project management , problem-solving, and leadership skills. It requires the… 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 ... proactive risk and control culture while supporting product development and change management . Together, we create value for our clients and our organization. **Job… more
- JPMorgan Chase (Chicago, IL)
- …and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Vice President Supervisory Manager in JP Morgan ... JP Morgan Wealth Management provides individuals, advisors and...and Audit Examination inquiries timely and effectively. + Undertake project work and additional tasks as assigned by Central… 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:** + ... of experience in financial services, with deep expertise in wealth management or investment management ...software development life cycle (SDLC), systems integration, and data management + Proficiency in project management… more
- JPMorgan Chase (New York, NY)
- Join the Wealth Management Solutions team as a Product Manager focused on the firm's Donor Advised Fund (DAF) product offering. This role is responsible for ... financial services or strategy consulting, with a focus on wealth management , capital markets, or investment support....quickly in a dynamic environment. + Experience in large-scale project planning and product management . + Passionate… more
- M&T Bank (North Palm Beach, FL)
- …-MDP. **Department Description:** When our clients need financial services outside of their core wealth management solutions, we have the resources to help. Our ... Wealth Management team will coordinate the delivery...for recent college graduates where participants learn sales, accounting, project management and leadership skills depending upon… more
- M&T Bank (Buffalo, NY)
- …Development Manager -MDP. **Department Description:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates ... within a professional team environment supporting the delivery of an integrated wealth management offering consistent with individual financial goals of clients.… more
- JPMorgan Chase (New York, NY)
- …rollout and adoption of new products, services, and processes across the Chase Wealth Management organization. This role is accountable for team leadership, ... The Business Development Consultant Manager - Team Lead leads a team of...+ 10+ years of experience in business development, sales management , project management , or implementation… more
