- JPMorgan Chase (Jersey City, NJ)
- …that create tangible value for clients and advisors in the $6B+ revenue Wealth Management (WM) business. Our transformation programs are sponsored by C-suite ... internal communication or training. + Leverage understanding of client and advisor wealth management processes to create and deliver compelling presentations for… more
- City National Bank (Jersey City, NJ)
- …with the overall business goals of our banking and wealth management divisions. Ensure that technology initiatives support growth , operational efficiency, ... **HEAD OF BANKING AND WEALTH MANAGEMENT SOLUTIONS DELIVERY** **WHAT IS...utilization of resources to achieve project goals. + **Performance Monitoring and Reporting:** Develop and monitor key performance indicators… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and...consistency in global program design and execution across our wealth management activities. This individual acts as… more
- 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 ... navigate your financial goals. You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private… more
- Citigroup (Jersey City, NJ)
- …years of experience in operations, strategic planning, or related roles, preferably in wealth management or financial services. + Proven experience in leading ... The Head of Wealth Operations Strategic Execution Lead is a key...overall business objectives. + Lead the design, implementation, and monitoring of key programs and initiatives that drive strategic… more
- Amalgamated Bank (New York, NY)
- Amalgamated Bank seeks a highly motivated Institutional Wealth Management Service & Operations Manager that will report directly to the Director of Trust ... employees and customers. Essential Job Functions: + Lead the Wealth Management Service and Operations team while...and inclusive work environment of creativity, innovation, and professional growth . + Manage the team and ensure execution of… more
- CIBC (New York, NY)
- …independent second line oversight to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these lines of ... strong, innovative and relationship-oriented bank for a modern world. CIBC Private Wealth Management ("PWM") conducts an investment advisory business, which… more
- S&P Global (New York, NY)
- …across the business globally. This role is at the forefront of adapting risk management and controls to Generative AI use and specifically in the use in credit ... risk and enhance internal controls. **Responsibilities:** The role of the Generative AI Monitoring Analyst is to monitor the performance and use of Generative AI… more
- EPAM Systems (New York, NY)
- …problems. Years of expertise in a combination of information technology, retail banking, wealth management , asset management , and capital markets. If this ... one or more of the following areas: retail banking, wealth management , asset management , or...Analytics, etc + Develop and Execute Account Plans for growth , delivery excellence, client satisfaction, and employee satisfaction +… more
- Neuberger Berman (New York, NY)
- …the firm's global investment capabilities to deliver customized solutions for NB Private Wealth 's clients. In support of growth and innovation, the Private ... and private products and strategies utilized within NB Private Wealth + Evaluation and ongoing monitoring of...first or second "Best Place to Work in Money Management " for last eight consecutive years (firms with 1,000+… more
- Wells Fargo (New York, NY)
- …of the Control Management organization. This position will report to the Wealth and Investment Management (WIM) Operations Senior Manager within COO EBCE and ... + Experience creating test questions or test scripts + Exposure to Wealth and Investment Management + Experience developing partnerships and collaborating… more
- Wells Fargo (New York, NY)
- …role:** Wells Fargo is seeking a Lead Business Growth Strategy Consultant in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... and act as key participant in large scale planning initiatives and growth opportunities in assigned markets + Review, analyze, and research complex, multi-faceted… more
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... and Product Risk - Office of the Chief Operating Officer (COO)* The Morgan Stanley Wealth Management (MSWM) Operational and Product Risk COO Team operates as a… more
- S&P Global (New York, NY)
- …experts, the Product Management team sets strategic priorities to drive revenue growth . This team is integral to the Core Equities product group at S&P DJI, ... Level (for internal use):** 12 **Title: Associate Director, US Equity Indices Product Management ** **The Impact** : S&P DJI indices serve as the foundation for… more
- Morgan Stanley (New York, NY)
- …firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management . Morgan ... and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** *KYC Office - WM and US Banks… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Director, Financial Institutions - Securitizations, Global Risk Management **Requisition ID:** 202980 **Salary Range:** 174,700.00 - 286,000.00 _Please note that the… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Senior Manager, Financial Institutions - Securitizations, Global Risk Management **Requisition ID:** 202378 **Salary Range:** 110,700.00 - 211,800.00 _Please note… more
- S&P Global (New York, NY)
- …maintain Salesforce data to monitor pipeline and opportunity status for revenue management ; + Understand customer problems and identify ways to help clients address ... and market positioning; + Provide the pulse of the market to senior management ; + Collaborate with internal stakeholders to deliver an optimized customer experience;… more
- Alight (New York, NY)
- …platforms. . Managing departmental budget and planed effectively for responsible growth . . Executing performance management cycles. Establishing performance ... clinical and non-clinical staff. They will oversee a disability and leave management program dedicated to one client. They define, develop, implement, and lead… more
- S&P Global (New York, NY)
- …11 **The** **Role:** Associate Director, Private Markets, Business Development/Relationship Management , S&P Ratings' **Grade:** 11 **Team:** The S&P Global ... the market through high-quality independent opinions on creditworthiness, we enable growth across a wide variety of organizations, including businesses, governments,… more