- JPMorgan Chase (New York, NY)
- …competitive and evolve with the industry and regulatory landscape. **Our Team** As a Wealth Management Solutions , Product Development, Associate within ... giant, JPMorgan Chase & Co, in our Asset & Wealth Management division, a leader in providing...as a subject matter expert for traditional managed investment solutions . + Educate and advise on product -specific… more
- JPMorgan Chase (Jersey City, NJ)
- Join the global financial giant, JPMorgan Chase & Co, in our Asset & Wealth Management division, a leader in providing comprehensive financial services to a ... of traditional investments across our US Private Bank, Chase Wealth Management , and JP Morgan Advisors investment...of mutual funds, ETFs, and SMAs, as well as product management / development experience is a… more
- Citigroup (New York, NY)
- …drive innovation. **Key Responsibilities:** **Technical Leadership:** + Own and manage the product lifecycle for GenAI RAG solutions , from concept to deployment. ... commitment to staying ahead of industry trends. **Execution Focus:** + Strong project management skills to deliver high-quality solutions on time and within… more
- Citigroup (New York, NY)
- …product ownership, product manager, or related role + Strong background in wealth management with a deep understanding of the industry + Proven track ... with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills.… more
- Capco, a Wipro Company (New York, NY)
- …are passionate about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an ... defining client user journeys, creating operational efficiencies, and driving product innovation have made us sought after thought leaders...**About the Job:** As a Managing Principal on the Wealth & Asset Management leadership team, you… more
- JPMorgan Chase (New York, NY)
- JP Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. JP ... families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for...JP Morgan is a global leader in asset and wealth management with assets under supervision of… more
- JPMorgan Chase (New York, NY)
- …Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions . Asset Management provides ... full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more… more
- JPMorgan Chase (New York, NY)
- …Head of Mortgage Product is responsible for the end to end product management including strategic planning, creation, design, launch and lifecycle ... of EMEA and US Mortgage Operations and the WM Solutions Product office and expected to represent...of experience or equivalent expertise in end to end product management with mortgage origination/industry experience including… more
- Citigroup (New York, NY)
- …+ Define and communicate a compelling product vision for NBA targeting, AI solutions , query management and publishing platforms. + Build solutions to ... with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills.… more
- Citigroup (New York, NY)
- …of new products to the end-to-end customer experience. + **Strong knowledge of wealth management front office and operations preferred.** + **Ideal candidate ... investment products and services, Banking/Deposit, Lending and Trust products. The IA Wealth team covers the end-to-end consumer product lifecycle from design… more
- JPMorgan Chase (New York, NY)
- …serve as the Treasurer/Principal Financial Officer for a fund complex within JP Morgan Wealth Management . The ideal candidate will have a strong background in ... Specific areas of responsibility include: + **Fund Operations:** + **New Product Development and Changes:** + **Financial Reporting and Disclosure Controls:** +… more
- BlackRock (New York, NY)
- **About this role** Aladdin Wealth Tech's mission is to transform wealth management industry through technology and differentiate BlackRock as a strategic ... for our clients. As technology fundamentally reshapes the global wealth management industry, we partner with ...to understand their business problems, then design and deliver solutions + Contribute to the build-out of product… more
- JPMorgan Chase (New York, NY)
- …capabilities, and skills** + 5+ years of experience or equivalent expertise in product management or a relevant domain area + Advanced knowledge of ... value to customers + Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap + Owns, maintains,… more
- Citigroup (New York, NY)
- …for any cross functional Wealth or Citi-wide programs (eg, expense management programs, resolution and recovery, annual budgeting, product programs, new ... solutions and advice to help our clients create Wealth . This will be achieved by 1) Systematic collaboration...product expertise and 2) Strategic alignment of Citi Wealth 's client-facing resources with global wealth creation… more
- JPMorgan Chase (White Plains, NY)
- …highly professional, attention to detail and excellent follow-through + High degree of Wealth Management and investment product and technology acumen + ... commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge...Private Client Investment Advisor Team Lead in JP Morgan Wealth Management , you will support the market… more
- JPMorgan Chase (New York, NY)
- JP Morgan Wealth Management & Investment Solutions (WMIS) is a global wealth management leader that delivers the highest quality advice, service, ... the firm. WMIS is involved with every facet of wealth management , including investments, wealth ...+ Collaborate with ITMs to proactively provide treasury cash management solutions with a consultative and client… more
- Citigroup (New York, NY)
- …source opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete ... Citi Wealth organization. We focus on providing wealth management for busy professionals and their...through internal processes to implementation - effectively partnering with product specialists, RO, IRO, bankers, ICs, etc to establish… more
- Truist (New York, NY)
- …and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions . Utilize objective and sound personal ... and through delivery of the full suite of Truist Wealth solutions . Accomplished and highly proven at...+ 8 or more years of sales and client management experience in Wealth Management … more
- Citigroup (New York, NY)
- …in audit, control, compliance or regulatory management in the banking or wealth management industry. + Previous experience of interacting and working with ... Audit, and other cross-functional partners. + Has experience in product areas such as Investments, Lending, or Banking. +...(writing and editing documentation). + Experience working in the wealth management preferred. + Minimal travel may… more
- Citigroup (New York, NY)
- …broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' investment, risk ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi...clearly expressed by the client. + Bring together the product experts to develop long-term solutions to… more