- JPMorgan Chase (Newark, DE)
- **Our Business** JP Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, ... full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more… more
- Bank of America (New York, NY)
- Transaction Management Ops Analyst Jacksonville, Florida;New York, New York; Jacksonville, Florida; Charlotte, North Carolina; Dallas, Texas; Pennington, New ... Communications + Mentoring + Research + Result Orientation **Business Description:** This Wealth Management Operations role provides operational support to the… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... our platforms provide a first-class customer experience. We reimagine client and partner experiences to deliver excellence through secure,...Engineer_** , you will be a part of the ** Ops Tech AI & Automation team** . Your primary… more
- Citigroup (New York, NY)
- … wealth spectrum. Citi Wealth covers all of Citi's go-to-market approaches in Wealth Management - Citi Private Bank, Citi Wealth at Work, and ... responsible for defining an ambitious, growth-focused strategy across all wealth client segments and products, leading and...financial services + Ability to lead large projects within Wealth Management + Demonstrated record of team… more
- Citigroup (New York, NY)
- **Job Description:** The Wealth Business Management Lead is responsible for overseeing operational readiness and governance for the digital investments business, ... wealth initiatives. The role requires a deep understanding of Investment product management and its integration with digital and wealth initiatives to ensure… more
- City National Bank (Los Angeles, CA)
- …processing, domestic and international electronic payments and global trade, call centers, wealth management , treasury and capital markets, branch support and ... *MGR COMMERCIAL LOAN ADMIN/ OPS TRNSFRMTN* WHAT IS THE OPPORTUNITY? The Senior...case analysis, process and operating model redesign, organizational change management , and structured project management . What you… more
- Bank of America (Chandler, AZ)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Ops Analyst)_ is part of the Merrill Lynch Wealth Management team and will be assisting...data metric reporting to market leaders regarding FA and Client Attrition. + Act as a subject matter expert… more
- Citigroup (Tampa, FL)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... used for communications + Works with stakeholders to provide client and management reporting (eg Seamless, CitiSFT...Party Estate + Primary contact for engineering, architecture and ops when looking for vendor engagement, NDAs and establishing… more
- JPMorgan Chase (New York, NY)
- …clients the breadth of JPMorganChase's expertise an extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager. JP ... JP Morgan Private Client is more than a financial services provider,...legal, compliance and internal channel execution partners (email, ad ops ) **Required qualifications, capabilities and skills:** + Strong knowledge… more
- Broadridge Financial Solutions (Newark, NJ)
- …the Broadridge team. Broadridge is hiring! Were seeking a Vice President of Risk Management and Operations Controls. You will have the opportunity to work with a ... ensuring the company thrives in an ever-evolving landscape! Responsibilities: + Risk Management + Develop, implement, and maintain an integrated risk management … more
- DriveTime (Dallas, TX)
- …creating training materials as needed, communicating change and getting buy in from Ops leaders/ Client managers and their sign off. + Constantly train, assist ... order, we strive to provide a great customer and client experience. Process driven Quality Execution to strategy, legal,...sought by our Customers and Clients. We believe Process Management is the will enable us to be the… more
- JPMorgan Chase (Jersey City, NJ)
- …and innovation in a dynamic environment. As a Lead Technical Program Manager in Asset Wealth Management Tech and Ops team, you will drive the successful ... + Platform Capacity/Resiliency + Product Innovation and a Digital-first Client Experience + Focuses on mapping out the target-state...and Excel, working fluency required. + Industry knowledge in Wealth and/or Asset Management in the Managed… more
- Broadridge Financial Solutions (Albany, NY)
- …the end-to-end campaign management workflow, while working directly with our offshore Ops teams to ensure campaigns are developed and deployed on time. This role ... recommendations for campaign enhancement. + Offshore Leadership: Work with our offshore ops team to ensure campaign workflow processes are understood and followed,… more
- Capital One (Richmond, VA)
- …change + At least 6 years experience leading Process Improvements leveraging Process Management practices **More Benefits, More Health, More Wealth , and More ... address issues + Lead high impact transformation initiatives and change management contributing to the overall outcomes, definition, scoping, design, and delivery… more
- Broadridge Financial Solutions (New York, NY)
- …team. Basic Purpose: This role is responsible for building and running a Central Ops team within ICS that will be responsible for operations supporting US Proxy ... organization, specifically a workflow tool for all ICS, operational and management dashboard etc. + Oversee all centralized operations (excluding print-production)… more
- Citigroup (Irving, TX)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Additional information may be found at ... customer experience. Our operations teams manage risk, resources, and program management . We focus on enterprise resiliency and business continuity. We develop,… more