- Neuberger Berman (New York, NY)
- **Position Overview:** The Private Wealth Business Enablement Officer will play a key role in the Private Wealth business' technology budget, prioritization, ... roadmap, associated business cases, and project lifecycle management. This leader acts as the connective...This leader acts as the connective tissue across Private Wealth , Technology, Operations, Compliance, Finance, and client-facing teams to… more
- Neuberger Berman (New York, NY)
- The Senior Associate - Private Wealth Platforms & Experience role will play a pivotal part in enhancing the digital client experience for Neuberger Berman's Private ... Wealth clients. This role focuses on identifying and implementing...to ensure accuracy, timely completion of tasks, and effective project tracking + Demonstrated initiative in driving projects forward… 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 ... develop, maintain, and operationalize standardized readiness playbooks that bring Private Wealth products and programs to life. You will own client-facing agreements… more
- Tradeweb (Jersey City, NJ)
- We are seeking an experienced Senior Product Manager to join our Technology organization, supporting the design, delivery, and continuous evolution of electronic ... The ideal candidate combines strong product management skills with hands-on project delivery experience in capital markets technology. This individual will manage… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... and analytical abilities and sharp attention to detail + Excellent project management, presentation and interpersonal skills are essential + Excellent communication… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... members and monitor their performance against internal audit methodology requirements + Perform manager reviews of audit work performed by team members and follow up… more
- Reed Smith LLP (New York, NY)
- …markets. The primary responsibilities will encompass partnering with the Senior Manager of Business Development through the development of pitch decks, drafting ... to the broader support team. Collaboration with the Senior Manager of Business Development will be a key aspect...the position, the Business Development Coordinator must bring a wealth of relevant experience. Experience in private equity is… more
- Brokers International (Urbandale, IA)
- Job Title: Wealth Project Manager Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original ... on a new journey of accelerated growth and success. Job Summary As the Wealth Project Manager , this individual will play a pivotal role in spearheading the… 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 ... institutions including top 10 US banks, to global payment providers, and top wealth management firms. You will regularly interact with and learn from our industry… more
- Citizens (Johnston, RI)
- Description As the Senior Project Manager - Wealth Management, the individual is responsible for overseeing and managing complex projects within the ... Wealth Management organization and cross functional teams across Wealth . Their role involves leading project teams,...teams across Wealth . Their role involves leading project teams, defining project goals, developing … more
- Citizens (Johnston, RI)
- Description The Project Manager within Citizens Wealth Management will lead strategic change initiatives for the Wealth Change Management office. This ... governance, ensuring alignment with organizational priorities and regulatory requirements. The Project Manager will partner with senior leadership and… 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 a ... on Advisor and Client solutions. This role requires exceptional communication, project management, problem-solving, and leadership skills. It requires the ability to… 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 ... partner with stakeholders to deliver impactful business initiatives. Your day-to-day efforts will include partnering with key stakeholders spanning onboarding, proposal, trade, billing, performance, risk, and compliance. You are highly organized,… 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:** + Establish ... of experience in financial services, with deep expertise in wealth management or investment management + 6+ years of...(SDLC), systems integration, and data management + Proficiency in project management tools (eg, JIRA, MS Project )… more
- Deloitte (Dayton, OH)
- …with various internal and external stakeholder groups, and report to the Senior Manager , Wealth Accumulation Leader. Recruiting for this role ends on December ... leading plan operations and compliance activities associated with Deloitte's US Wealth Accumulation Program, the Deloitte branded retirement program consisting of… 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 ... of experience in financial services or strategy consulting, with a focus on wealth management, capital markets, or investment support. + 3-5 years of direct… more
- JPMorgan Chase (Plano, TX)
- …shapes the future of financial services and client experiences. As a Central Supervisory Manager , you will play a key role in ensuring the integrity and suitability ... our team, and your career. As a Central Supervisory Manager in the Central Supervision team, you ensure the...stakeholders and align them to final resolutions + Complete project work and additional tasks as assigned + Articulate… more
- Citigroup (Washington, DC)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or… more
- Citigroup (Oakbrook Terrace, IL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or… more
- Citigroup (Hewlett, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or… more
