- Citigroup (New York, NY)
- …issues. **The successful candidate will have both "internal audit" and " wealth management " experience.** Responsibilities: + Consistently develop, execute and ... similar) preferred + Effective verbal, written and negotiation skills + Effective project management skills + Effective influencing and relationship … more
- Guardian Life (New York, NY)
- The Marketing Manager for Wealth Management will play a crucial role in supporting the development and execution of marketing initiatives for our Wealth ... The Marketing Manager will work closely with the Head of Marketing for Wealth Management and senior leadership, product development teams, and sales team to… more
- TD Bank (New York, NY)
- …guidance and independent challenge.** **U.S. Wealth is a fully integrated wealth management business that provides products and services (designed for ... multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management... Banking.** **Job Summary:** The Senior Compliance Business Oversight Manager provides advice, support and objective guidance to assigned… more
- HSBC (New York, NY)
- …complex, regulatory, global environment. Ensure the effective implementation of a wealth management planning-led strategy to drive and grow profitable ... and expansion of referral sources. Refer to the HNAH Code of Ethics policy and Wealth Management Staff. For this role, HSBC targets a pay range between… more
- Deloitte (New York, NY)
- Manager , Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market leading ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT… more
- Guardian Life (New York, NY)
- … role is focused on supporting the Individual Markets Insurance (including Wealth Management ) business, focused on life and disability insurance, annuities, ... industry (including life and disability insurance, annuities, etc.) and Wealth Management industry (investments, financialservices and retirement planning… more
- JPMorgan Chase (New York, NY)
- …ability to interface with Multi Asset Portfolio Managers + Asset and Wealth Management experience within Multi-Asset Portfolio Solutions with working knowledge ... As a Product Owner for Portfolio Manager Toolkit, you will be an integral part...investment products + Familiarity with Product ownership model including project planning, Jira story writing, resource management ,… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... Citi Global Wealth brings together the full power of Citi...training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice,… more
- Nuveen Investments (New York, NY)
- …balancing of team management alongside hands-on content creation and project management **Educational Requirements** + University (Degree) Preferred **Work ... Strategies, Digital Savviness, Market/Industry Dynamics, Prioritizes Effectively, Product Marketing, Project Management , Relationship Management , Story… more
- TD Bank (New York, NY)
- …ORM oversight and challenge over Risk and Control Self-Assessments, Quality Control, Issues Management and Key Indicators for the US Wealth , Epoch, IDA ... and the bank, both internally and/or externally **Preferred Qualifications:** * Wealth and/or asset management experience with a Financial Institution… more
- Deloitte (Stamford, CT)
- …clients that we serve more than HR organizations - from the CEO to CFO, Risk Manager to Business Unit leader-and that we deliver on our issues and help create value ... ends on 5/2/2025. Work you'll do As a Deloitte Consulting Retirement & Wealth Provider Solutions Senior Consultant, you will help Retirement Service Providers gain… more
- Broadridge Financial Solutions (Edgewood, NY)
- …join the Broadridge team. Broadridge is hiring! We are looking for a Technical Project Manager with a strong focus on infrastructure/cloud technologies to join ... management skills, in addition to having sophisticated Project Management skills. + You'll lead the...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- City of New York (New York, NY)
- …Adams Administration's Economic Recovery Blueprint. The Program Officer is an organized project manager who will assist in implementation, oversight, and ... initiatives that support New Yorkers and communities with low incomes in building wealth and improving their financial health. OFE is the first local government… more
- JPMorgan Chase (New York, NY)
- **Organization Description:** JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth ... trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management serves clients across the entire...10 years of experience in financial services serving in Project Management , Program Management , or… more
- Neuberger Berman (New York, NY)
- …(eg, Charles River), ensuring it meets the evolving needs of the Private Wealth Management division. The role requires a combination of technical acumen, ... of our clients. **The Role** The Trading Systems Product Manager for the Private Wealth Platform is...such as Excel, Python, or R. + Experience with project management methodologies (Agile, Waterfall) and tools… more
- Bank of America (New York, NY)
- …impact. Join us! Investment Solutions Group (ISG) provides access to a comprehensive wealth management platform that can help clients easily identify and ... ISG Business Strategy & Initiatives Manager New York, New York **Job Description:** At...client portfolios. It also coordinates the investment strategy for wealth management advisors and clients, harmonizing and… more
- Citigroup (New York, NY)
- …+ Strategically minded with track record of execution excellence + Strong project management discipline and execution skills + Hands-on orientation with ... **C14 - Business Manager - New York** The Business Manager...Project manage execution of key regulatory and change management projects for the Deposit products. + Support the… more
- Scotiabank (New York, NY)
- …Microsoft Office applications, particularly: Word, PowerPoint, and Excel + High organizational and project management skills, being able to handle a large number ... etc.), with a demonstrated ability to drive employee engagement + Expert time management , project management , planning and organization skills to oversee… more
- Scotiabank (New York, NY)
- …and Excel. With knowledge of business intelligence/automation tools. + Organization & Project Management : High ability to manage multiple high-priority tasks. + ... Manager , US Records and Information Management ,...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and… more
- House of Blues (New York, NY)
- …and exceed project objectives. Success in this role requires mastery of project management methodologies, strong stakeholder management , and the ability ... drive meaningful outcomes. THE JOB: As a Technical Program Manager embedded within the Data Analytics Products & Services...executive teams. + Contribute to the continuous improvement of project management and account management … more