- City National Bank (Jersey City, NJ)
- **TECHNOLOGY & WEALTH MANAGEMENT (WM) OPERATIONS LEADER** **WHAT IS THE OPPORTUNITY?** The ideal candidate for the Technology and WM Operations Leader role will ... professional with a deep understanding of both technology operations and the intricacies of wealth management . We are seeking dynamic leaders with a blend of… 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
- 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
- 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 ... with Senior Management , Legal, Risk, Compliance, Control Management , Supervision, Operations, Finance and Technology. +...or training. + Leverage understanding of client and advisor wealth management processes to create and deliver… 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 ... of programs and initiatives that align with the strategic goals of Wealth Operations, ensuring end-to-end solutions and cross- functional collaboration. The… 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
- 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
- Deloitte (Morristown, NJ)
- …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
- 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
- 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)
- …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
- JPMorgan Chase (New York, NY)
- …risk impacts for 3 lines of business (Consumer and Community Bank, Asset & Wealth Management and Commercial & Investment Bank) for Banking products (eg loans, ... As part of Risk Management and Compliance, you are at the center...banking industry across treasury, liquidity risk, market risk and/or finance function in Banking + An undergraduate degree is… 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
- Broadridge Financial Solutions (Newark, NJ)
- …maintain close partnerships across disciplines (IT, Information Security, Account Management , HR, Finance , Facilities, Communications, Safety, Security, etc.). ... support all Broadridge Business Units and Business Unit BCP Champions and Broadridge Management in the ongoing management of Business Continuity Life Cycle… more
- Broadridge Financial Solutions (Newark, NJ)
- …Strong Supplier Management and TPRM experience: + Detailed knowledge of finance , risk management , and supplier management concepts + Technology-savvy ... transformation effort in the areas of third-party supplier relationship and risk management , with a particular focus on enhanced governance and operating model… more
- S&P Global (New York, NY)
- …internal use):** 14 **The** **Role:** Global Head of Product Solutions, Investment Management **Grade:** 14 ( _relevant for internal applicants only_ ) **The ... are seeking a Senior Director/VP to lead our product line for Investment Management (Asset Owners, Asset Managers, Insurance), execute on the roadmap, and expand our… more
- AON (New York, NY)
- …team, research prospect and clients using analyst reports, SEC data, Yahoo! Finance and other sources to identify prospect- and client-specific risk profile ... Grow into the role of authority on Aon's client management tool to provide orientation as well as in-depth...revenue and pipeline composition analytics in conjunction with US Finance for office sales meetings and monthly national forecast… more