- JPMorgan Chase (New York, NY)
- …a fast-paced environment where collaboration & strategic thinking are the norm? As a Wealth Management Strategic Initiatives Finance Team lead - Vice ... President within the Strategic Initiatives , Marketing & Functional Finance team,...managing and promoting strategies that support high-growth businesses and initiatives across JP Morgan Wealth Management… more
- JPMorgan Chase (New York, NY)
- …Banking, Consumer Banking, and the Private Bank. **Job summary:** As the ** Strategic Initiatives Lead** on the **Field Performance and Incentives Team** ... , you will own the end-to-end delivery of strategic initiatives working across a large group...execution within the financial services industry, preferably in a wealth management or investments organizations + Able… more
- Morgan Stanley (New York, NY)
- …business units and Wealth Management functions to support alignment of Wealth Management Strategic Initiatives . Bachelor's Degree in ... financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees… more
- Citigroup (Jersey City, NJ)
- …experience in operations, strategic planning, or related roles, preferably in wealth management or financial services. + Proven experience in leading ... programs and initiatives that align with the strategic goals of Wealth Operations, ensuring end-to-end...including senior management , to ensure alignment on strategic priorities and operational initiatives . + Communicate… more
- Morgan Stanley (New York, NY)
- …and be a high impact team member. Responsibilities include: * Strategic Initiatives : Assist with the project management and execution of UHNW strategic ... Morgan Stanley Wealth Management provides a range of...development, analysis, and execution of a broad range of strategic and tactical business initiatives , including: overall… more
- Citigroup (New York, NY)
- …for Citi for AML matters relevant to Wealth .** **Set, develop, and implement strategic AML compliance risk management direction for the Wealth group ... credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending… more
- Citigroup (New York, NY)
- …Security Office (ISO). This role is charged to create, lead, and execute portfolio management and service delivery functions for Wealth and Legacy Franchise to ... role will partner with cross-functional stakeholders to influence and drive implementation of strategic change initiatives from the CISO and in support of the… more
- JPMorgan Chase (New York, NY)
- …funds (ETFs), and separately managed accounts (SMAs) to the US Private Bank, Chase Wealth Management , and JP Morgan Advisors investment platforms. You will lead ... managed accounts (SMAs) to the US Private Bank, Chase Wealth Management , and JP Morgan Advisors investment...that meet the needs of our clients. We drive strategic initiatives to ensure our platforms and… more
- Citizens (New York, NY)
- …and consultation to Wealth leadership and their teams + Execute strategic initiatives as appropriate + Develop high-quality presentations for various levels ... Description Citizens Wealth Management is seeking a highly...will work closely with senior leaders and stakeholders on strategic initiatives , distribution processes and routines, executive… more
- JPMorgan Chase (New York, NY)
- …fast-paced environment where collaboration & strategic thinking are the norm? As a Wealth Management Functional Finance - Vice President in the Strategic ... managing and propelling strategies that support high-growth businesses and initiatives across JP Morgan Wealth Management...alignment and compliance with firm policies + Collaborate with Strategic Initiatives team on business cases for… more
- JPMorgan Chase (New York, NY)
- The US Wealth Management **Business Transformation Office (BTO)** is seeking an experienced Vice President to join their team in New York or Columbus. This role ... for the end-to-end strategy definition and execution for the firm's top strategic initiatives . BTO partners across functions, business lines and leadership… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking 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
- Citigroup (New York, NY)
- …outcomes. **Key Responsibilities:** **Project manage the Book of Work within Risk Wealth Management segment, in partnership with other Program Management ... Head of Project Management Group is looking for a strong **Risk Program Management Leader** for the Wealth Risk segment to manage and execute on a… more
- Wells Fargo (New York, NY)
- …Jira + 2+ years of experience in financial services including but not limited to wealth management , asset management and community banking + Self starter, ... The **Client Relationship Group (CRG)** Product Management organization within Wealth and Investment...market dynamics, trends, and regulatory impact + Oversee risk management to meet deliverables and drive new initiatives… more
- Neuberger Berman (New York, NY)
- …economics preferred + Experience with investments and basic investing concepts, experience in wealth management a plus + Strong knowledge of marketing concepts ... **Summary** The Marketing Manager operates within the NB Private Wealth ("NBPW") Marketing team, which provides strategic and tactical marketing solutions to the… more
- TD Bank (New York, NY)
- …or high risk functional area(s), and implement policies / processes and/or initiatives to meet business management , strategy and governance objectives. ... degree + 7+ years relevant experience **Customer Accountabilities:** + Contributes to the strategic direction of the business management function and play a key… 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
- Citigroup (New York, NY)
- …Analysis Senior Manager is a senior professional position responsible for providing management with an analysis and insight of Citi's financial results in ... Financial Planning and Analysis team in support of the Wealth business which is comprised of the Private Bank,...clearly summarize financial trends and provide insight to senior management + Advise on directional strategy and provide guidance… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services and wealth management . Our core activities are safeguarding assets, lending ... roadmaps, ensuring our solutions continue to meet the market demands. + Lead strategic initiatives with the communications, marketing and client coverage teams… more
- Bank of America (Jersey City, NJ)
- …assets across 800k+ households, which generates ~$10B in annual revenue for Merrill Wealth Management . This team and our Fiduciary program offering are critical ... still managing risk. + Supporting and assisting other FPP LOB with other strategic initiatives from idea creation through execution & implementation + Managing… more