- DXC Technology (Austin, TX)
- …of business, technical, and financial models and cost structures specific to Life and Wealth insurance companies. + Exhibit strong influence, negotiation, ... client confidence as a trusted advisor. **Qualifications:** + Comprehensive understanding of Life and Wealth insurance, BPS, and DXC IP. Particular knowledge… more
- Citigroup (New York, NY)
- …best-in-class research, and advice for all Citi clients. The role reports into the Lead Finance Officer of Wealth Products, and works closely with the FP&A ... Citi Wealth is a unified wealth platform...as a trusted and strategic advisor to the lending product leadership. The Financial Planning and Analysis Lead… more
- HUB International (New York, NY)
- …deep understanding of data management as it relates to custodial platforms. As the Product Lead , you will be responsible for driving the business process, ... the insurance community. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with...all. We are looking for a dynamic and experienced wealth management industry product manager to join… more
- Alight (Chicago, IL)
- …based on business value, customer feedback, and market trends. + Partner with a product owner and other wealth product managers to successfully deliver ... Product Analytics & Insights team to reimagine the Wealth related analytical products to drive improved decision-making and...with the company's business objectives and market opportunities. + Lead the product lifecycle from ideation to… more
- Citigroup (New York, NY)
- …through the wealth continuum. Our Private Bankers, Financial Advisors, and Product Specialists act as trusted advisors to many of the world's most successful ... local insight and help deliver the complete financial management strategies that today's wealth requires. **The Role:** The Data Analytics Lead for Wealth… more
- Citigroup (Fort Lauderdale, FL)
- …and country teams and regional control functions in overseeing assigned business/ product ( Wealth ) activities, demonstrating particular consideration for the ... join our team as **Vice President, New Activity Risk Lead Analyst** based in Ft. Lauderdale, Florida to support... Analyst** based in Ft. Lauderdale, Florida to support Wealth New Activity Risk Management. The Wealth … more
- Citigroup (New York, NY)
- …experience for the full Citi relationship, particularly in the US The Digital Wealth Product Senior Group Manager will drive strategy and implementation for ... Consumer's digital wealth product offering. The Role will work... product plans, strategies, and tactics while coordinating product lines through product life -cycles… more
- Edward Jones (Tempe, AZ)
- …play a pivotal role in their ongoing personal and professional development. + Lead their product teams through direct leadership of their functional associates ... **Innovate here. And see your ideas come to life .** It's an exciting time to work in...degree and/or equivalent experience + 7+ years within digital, product management, account solutions and/ or wealth … more
- JPMorgan Chase (Plano, TX)
- …solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management, you will support the market and ... education requirements and the appropriate state Group - 1 Life and Variable Annuity License + Ability to act...to detail and excellent follow-through + High degree of Wealth Management and investment product and technology… more
- Alight (Lincolnshire, IL)
- …- Role Description-Northeast (Virtual Role)** The Wealth Sales Executive - ( Wealth Services and Product - Defined Benefit, Defined Contribution, Financial ... the world the ability to power confident decisions, for life . With a comprehensive total rewards package, continuing education...multi- product Alight solutions selling within a designated product portfolio. The Wealth Sales Executive is… more
- Citigroup (Fort Lauderdale, FL)
- …Compliance Risk Management (ICRM) coverage of the US Citigold/CPC business segment within Wealth , as well as insurance and brokerage product offerings. This role ... order to partner to develop and apply ICRM program solutions that meet the business/ product and customer needs in a manner consistent with the Citi program framework… more
- Citigroup (New York, NY)
- …stack and infrastructure. Reporting to the Wealth COO, the Global Head of Wealth Platform and Experience will lead the wealth digital products and ... edge capabilities, trends and priority applications of Digital in context of Citi Wealth . + Defining and delivering the product roadmap for Global Digital… more
- JPMorgan Chase (Jersey City, NJ)
- …could be the next best step in your technical career. Join us. As a ** Lead Architect** at **JPMorgan Chase** within the **Asset and Wealth Management** , you ... needs + Defines the technical target state of their product and drives achievement of the strategy + Participates...+ Proficient in all aspects of the Software Development Life Cycle + Advanced understanding of agile methodologies such… more
- Citigroup (New York, NY)
- …**Serve as AML Representative to Senior Governance meetings for including the Wealth Product Approval Committee. Represent Citi as appropriate to external ... corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money,… more
- Morgan Stanley (Denver, CO)
- *POSITION SUMMARY:* The Wealth Management Analyst's responsibilities include producing strategy reports, synthesizing client/prospect data to develop customized ... and creating and executing marketing strategies to attract new clients. The Wealth Management Analyst focuses on servicing clients by understanding their investment… more
- Bank of America (Virginia Beach, VA)
- …Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to ... Private Wealth Client Associate Virginia Beach, Virginia **Job Description:**...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial… more
- Truist (Palm Beach, FL)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new...the corporation. * Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients… more
- Bank of America (Atlanta, GA)
- Wealth Management Specialist - NPD Atlanta, Georgia **Job Description:** **Business Overview:** Merrill Lynch Wealth Management is a leading provider of ... and investment products and services for individuals, companies, and institutions. Merrill Lynch Wealth Management is one of the largest businesses of its kind in… more
- Neuberger Berman (New York, NY)
- …leadership calendar for NB Private Wealth business + Collaborate with Private Wealth Investment Group on product prioritization and product goals + ... **Summary** The Marketing Manager operates within the NB Private Wealth ("NBPW") Marketing team, which provides strategic and tactical... business at Neuberger Berman. This individual will be lead a variety of marketing initiatives and will work… more
- Truist (Atlanta, GA)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new...of the corporation Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients… more