- 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
- BlackRock (New York, NY)
- …Aladdin Wealth Tech is BlackRock's technology business serving the global wealth management industry. We bring the best of Aladdin's sophisticated portfolio ... responsible for designing and executing the go to market strategy for Aladdin's wealth management solutions. You will work closely with product managers,… more
- CIBC (New York, NY)
- …more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Audit Senior - Wealth Management is responsible for: 1) the timely execution ... at times leading internal audit team members. The position will focus on the Wealth Management line of business audit portfolio, which includes fiduciary account… more
- JPMorgan Chase (New York, NY)
- …**Preferred qualifications, capabilities, and skills:** + Financial Services experience specific to Wealth Management , investing or finance is highly ... world's most innovative financial organizations. As a Senior Product Associate on the Wealth Plan team working with the Planning Engine component of the advisor… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... and testing the business continuity planning process across all functional areas under Finance . * Assist in...and managing incidents in coordination with Firm stakeholders and Finance Management where necessary * Provide expertise… more
- S&P Global (New York, NY)
- …Responsible for the business outcomes and governing value realization for the Structured Finance value stream. + Provide regular updates on Value Stream status and ... a vision and roadmap so that there is a connection between functional and departmental strategy. Identification of high-impact opportunities for the value stream.… more
- BlackRock (New York, NY)
- … team leverages the same risk analytics used by Institutional investors to equip wealth management clients with business & risk management , and portfolio ... someone interested in Financial Technology who has experience working with Wealth Management clients across complex relationships. **Key Responsibilities:** +… 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 ... Regulatory Capital. + At least 8-10 years of verifiable progressive experience in finance . Capital planning, reporting or management and experience with capital… more
- Deloitte (New York, NY)
- …Deloitte's Wealth Management Advisory Practice: Our Wealth Management Advisory Practice combines a cross- functional group of practitioners to provide ... by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique… more
- BlackRock (New York, NY)
- …robo-advisors, bank led digital platforms, fintechs, and other emerging consumer digital wealth firms across the US and Canada. The Direct business is driving ... and is focused on delivering creative outcomes. It is a cross- functional role and requires extensive collaboration across Marketing, Product Solutions, Aladdin… more
- Morgan Stanley (New York, NY)
- Morgan Stanley Wealth Management 's Digital Lending Platform team is looking for a talented product manager with a passion for building innovative technology. We ... and unify our lending platform with the rest of Wealth Management platform. This is a highly...product managers and partner with designers, engineers, operations, credit, finance , and business stakeholders to transform the experience for… more
- Morgan Stanley (New York, NY)
- …top tier consulting firm with a focus on banking or wealth management is a plus *Demonstrated success leading cross- functional , strategic initiatives *BA/BS ... at Morgan Stanley. The Product Management team collaborates with cross functional partners in Treasury, Finance , Legal, Risk, Compliance, Sales, Marketing,… more
- Morgan Stanley (New York, NY)
- …undergraduate degree in Business, Finance , or other related fields. * Deep functional knowledge of the Wealth industries and applicable AML KYC rules, ... firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management . Morgan… more
- Citigroup (New York, NY)
- …major Business Units - Branded Cards and Lending, Retail Bank and Mortgage, Wealth and Citi Retail Services. The Existing Customer Marketing (ECM) team within this ... and products that can strengthen our relationship. The Head of ECM Customer Management is responsible for developing customer strategies for each Line of Business… more
- KPMG (New York, NY)
- **Business Title:** Manager, Workforce Management UKG - HCA **Requisition Number:** 115394 - 68 **Function:** Advisory **Area of Interest:** **State:** NY **City:** ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...that span all aspects of operations within a Workforce Management system specifically with UKG; work as part of… more
- Morgan Stanley (New York, NY)
- …and balance sheet analyses; numerous ad-hoc pro-formas * Stakeholder and relationship management across Finance and other functional teams *Qualifications ... providing a wide range of investment banking, securities, investment management and wealth management services....an important part of our culture. *Department Profile* The Finance Division reports to the Chief Financial Officer and… more
- Alight (New York, NY)
- …a true partner's commitment to our benefits and administration solutions around health, wealth , HR, finance and consumer experience. Are you interested in ... 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
- Morgan Stanley (New York, NY)
- The Wealth Management Analytics & Data (A&D) team within Morgan Stanley Client Segments Group owns all the executive reporting, insights, and predictive modeling ... in support of Wealth Management , Banking, and Firmwide Marketing. The*Associate,**Client...ability to collaborate with multiple partners across Marketing, Product, Finance , Technology, and Analytics teams will be key for… more
- Citigroup (New York, NY)
- …or key regional management and/or primary advisor to senior business stakeholders, functional partners (eg, IRM, ICRM, Finance ), the Legal Management ... to senior management and/or primary advisor to senior business stakeholders, functional partners (eg, Risk, ICRM, Finance , CAO/CCO), the Legal Management… more
- Citigroup (New York, NY)
- …will partner closely with leaders across Network, Marketing, Analytics, Risk, and Finance . **Key responsibilities** + Marketing Expense Management - broad set of ... and maintain strong relationships with the businesses, analytics, regional and corporate finance and other functional teams. + Drive process improvement and… more