- Bank of America (Paramus, NJ)
- Wealth Management Client Associate Paramus, New Jersey **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ... life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they… more
- JPMorgan Chase (Morris Plains, NJ)
- …investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client ... service, operational marketing and administrative support to Private Client Advisors within Wealth Management . **Job responsibilities** + Support Advisors… more
- Equitable (Saddle Brook, NJ)
- Wealth Management Associate - NJ, Saddle Brook (5007) ( 2300002T ) **Primary Location** : UNITED STATES-NJ-Saddle Brook **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...you with the skills and tools needed for success: client relationship management , product knowledge, market development,… more
- JPMorgan Chase (Morristown, NJ)
- JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service of a ... dedicated wealth management business and the global resources...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you… more
- Broadridge Financial Solutions (Newark, NJ)
- …delivery. This period allows individuals to develop the necessary skills in client management , problem-solving, and communication. + Bachelors Degree in business ... of key performance indicators. and service level agreement. Qualifications: + 3-5 Years in Client Services or Account Management : Experience in a similar role is… more
- Bank of America (Short Hills, NJ)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Merrill Market Supervision Manager Short Hills, New Jersey **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth … more
- Broadridge Financial Solutions (Newark, NJ)
- …steer the strategic roadmap, providing clear, impactful updates to upper management . Collaborate with leadership to refine our operating model, coordinating ... verbal updates and summarizes weekly project reports for upper management + Prompt escalation to management on...cadence + Manage Contingent worker pool + Track monthly associate allocations + Semi-annual key artifact governance and monitoring… more
- Broadridge Financial Solutions (Newark, NJ)
- …+ Scrum Master experience with a Software Development team + Project management experience in the financial services or technology industry + Experience managing ... solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to… more
- Broadridge Financial Solutions (Newark, NJ)
- …enjoyed revenue growth across products and geographies with a renewed focus on our Wealth Management Solution and we are looking to accelerate this growth and ... and global team in Corporate Actions and Income Processing + Financial Services Wealth Management background preferably + Proven ability to develop and deliver… more
- Broadridge Financial Solutions (Newark, NJ)
- …along the way, come join the Broadridge team. Broadridge is hiring!The Change Management Lead will play a key role in helping with enterprise software ... implementations (change initiatives) and Source-To-Pay related change management activities. This person will focus on the people side of change - including changes… more
- Broadridge Financial Solutions (Newark, NJ)
- …way, come join the Broadridge team. The Senior Director, Program and Change Management will be responsible for the management of critical transformational ... programs and execution of an effective change management program across Finance and other Corp functions. As...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- Broadridge Financial Solutions (Newark, NJ)
- …Excel. + Asset Servicing platforms (either in-house or vendor solutions) in a Wealth Management , Investment Banking, or other financial environment. + Subject ... We'd love to hear from you! Responsibilities User Testing Management & Reporting working with clients to triage issues...APIs and product functionality to enable you to run client training sessions which includes the preparation of material,… more
- WTW (Short Hills, NJ)
- …goals. + Assist NA leadership with refining the Industry focused model, prioritizing client & associate retention while quickly scaling extraordinary growth + ... management and deployment of staff to effectively produce client deliverables. + Responsible for the development and execution...expertise in the HC&LS Industry Vertical and uses our wealth of data to create and differentiate WTW through… more
- Broadridge Financial Solutions (Newark, NJ)
- …as one of the main points of contact for all Broadridge Investment Management Solutions (BIMS) clients, including hedge funds, wealth managers and traditional ... member, you will have a significant impact on the client 's organization and their ability to do business in...role + Understanding of financial markets, trading, and risk management + Knowledge of XML/L/Java/VB including the ability to… more
- Broadridge Financial Solutions (Newark, NJ)
- …Infrastructure SMEs and project teams to ensure all aspects of the Wealth Management architecture are defined in conjunction with Broadridge standards, ... teams with your expert insights. We're looking for someone with a wealth of design and architecture experience, adept in next-generation technologies, and with… more
- Broadridge Financial Solutions (Newark, NJ)
- … management expertise, and exceptional operational acumen to support client escalations, product strategy, and organizational efficiency. As a key leadership ... and Content teams to improve workflows and ensure alignment on strategic objectives. Client Engagement and Escalation Management : + Serve as a point of… more
- Broadridge Financial Solutions (Newark, NJ)
- …model that supports our global reach. We're looking for someone with a wealth of experience in Loan Processing within funds administration, who also brings ... transition plan, including detailed timelines, resource allocation, and risk management strategies. + Ensure seamless knowledge transfer and integration of… more
- Broadridge Financial Solutions (Newark, NJ)
- …Report time slippage and inefficiencies and suggest methods of improvement to management . + Responsible for designing, development and maintenance of software as ... managing crisis situations by providing speedy response to the Service Delivery/ Client with recommended solutions or workarounds which resolve the clients reported… more
- Broadridge Financial Solutions (Newark, NJ)
- …a Senior Professional Scrum Master with extensive experience in program management , advanced Jira analytics, and reporting to lead multiple workstreams across ... approach to managing multiple workstreams and complex deliverables. + Program Management & Leadership: + Lead multiple cross-functional teams (Scrum teams,… more
- Broadridge Financial Solutions (Newark, NJ)
- …with multiple groups and subject matter experts across Business and Product Management teams + You'll work closely and seamlessly with multiple departments including ... Infrastructure, Software Engineering, Business, Quality Assurance, and Senior Management . You will have outstanding communication, leadership, and management … more