- Citigroup (New York, NY)
- **Job Description:** The Wealth Business Management Lead is responsible for overseeing operational readiness and governance for the digital investments ... and guide stakeholders effectively. Understanding of investments and the wealth business is crucial to navigate projects... Strategy, Management & Administration **Job Family:** Business Management **Time Type:** Full time **Primary… more
- JPMorgan Chase (New York, NY)
- …in constantly changing environments. As an Executive Director, Strategy Lead Wealth Management and Business Banking Partnership within JP Morgan ... The JP Morgan Wealth Management (USWM) business ,...The JP Morgan Wealth Management (USWM) business , with ~$600 billion...to helping investors achieve their long-term financial goals. The Business & Wealth Strategy Lead … more
- Citigroup (New York, NY)
- … business units at Citi working closely with key stakeholder inside and outside Wealth . + Responsible for business management and planning for the ICE ... capture wealth where it is created. The ** Business Execution Lead ** is responsible for ensuring... Strategy, Management & Administration **Job Family:** Business Management **Time Type:** Full time **Primary… more
- Morgan Stanley (Purchase, NY)
- …and is responsible for overseeing the operational risk and control framework across the Wealth Management business . This team partners with key stakeholders ... role will provide broad exposure to Wealth Management (WM) Operational Risk and business lines...* Wealth Management Operational Risk Issue Management / Data and Program Integration Strategy Lead… more
- Citigroup (New York, NY)
- …working relationships with the Deposit Sales and Product teams, and other Wealth business leaders. As Pricing Strategy Lead you will need to combine an ... growth and profitability for the Wealth Deposit business . To do so, the Pricing Strategy Lead...strategy and/or management consulting with expertise in Wealth Management and/or Deposit Business .… more
- Citigroup (New York, NY)
- …and complex CRE underwritings, capital commitments, derivatives within a Wealth Management or a Corporate CRE and Business with strong understanding ... spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer...and Citi Private Bank brands. **Job Background/Context:** The Lending business of the Citi Global Wealth offers… more
- JPMorgan Chase (New York, NY)
- …helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business , JP Morgan Advisors, National Branch and ... The JP Morgan Wealth Management (JPMWM) business ...The JP Morgan Wealth Management (JPMWM) business is focused on...Exceptional verbal and written communication skills + Ability to lead and present to senior management +… more
- JPMorgan Chase (New York, NY)
- …the Global Private Bank (GPB) Chief Product Office team, reporting directly to the Wealth Management (WM) Solutions Head of Product. You will oversee the ... and/or re-prioritization. + Partner with the Product Office and Business Management to ensure consistency of OKRs,...(eg, US Private Bank , International Private Bank, JPM Wealth Management , Chase). + Influence decision-making across… more
- Neuberger Berman (New York, NY)
- …Vice President will provide onboarding and client service support to Neuberger Berman Wealth Advisor, Portfolio Management and Trust Company teams. The Vice ... President will partner with Supervision, Compliance, Business Control and Operations as a point of service contact to ensure a highly efficient and rewarding client… more
- Bank of America (Garden City, NY)
- …and evaluation is required. Job expectations include having knowledge of the Merrill Wealth Management business and supporting team members as needed. ... business , and within our employees and clients. Our Wealth Management team represents an array of...Possess and demonstrate strong communication skills + Ability to lead through collaboration and influence without direct authority +… more
- Capco, a Wipro Company (New York, NY)
- …oversight for the delivery of complex, large-scale initiatives + Drive commercial growth of business across wealth and asset management segments + Develop ... helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry... go-to market differentiated solution offerings. You will help lead local office business development, as well… more
- Bank of America (New York, NY)
- …in our thoughts, business , and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their ... Registered Wealth Management Client Associate NEW YORK,...limited to:** + Work with highly affluent clients + Lead end-to-end onboarding and maintenance activities for new and… more
- Citigroup (New York, NY)
- …their unique goals. **Overview of the Role** As a Design & UX executive supporting our Wealth business lines, you'll lead a team that designs industry and ... financial relationship with a higher level of service and wealth management . Citi Private Bank is dedicated...defined metrics and milestones + Strategize and collaborate with Wealth business leaders to establish the design… more
- Citizens (New York, NY)
- …national, regional, local and trade press to positively position the Wealth Management and Private Bank lines of business , their capabilities, and their ... Description Citizens is seeking a Head of Wealth and Private Banking Communications to lead...highly proactive communications strategy for the Wealth Management and Private Bank lines of business … more
- Citigroup (New York, NY)
- …growth-oriented management consulting, private banking, financial services + Ability to lead large projects within Wealth Management + Demonstrated ... Wealth covers all of Citi's go-to-market approaches in Wealth Management - Citi Private Bank, Citi...of key growth initiatives and strategic investments, and will lead an in-depth analysis of our business ,… more
- Guardian Life (New York, NY)
- …Assist in development and implementation of a comprehensive marketing strategy for the Wealth Management division, aligned with business objectives and ... The Marketing Manager for Wealth Management will play a crucial...This role drives brand awareness, client engagement, and overall business growth through innovative marketing strategies and effective communication… more
- Deloitte (Stamford, CT)
- …the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners. ... trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do… more
- BlackRock (New York, NY)
- … Wealth team leverages the same risk analytics used by Institutional investors to equip wealth management clients with business & risk management , and ... **About this role** ** Business Unit Overview:** Aladdin is uniquely positioned to...interested in Financial Technology who has experience working with Wealth Management clients across complex relationships. **Key… more
- Bank of America (New York, NY)
- …in our thoughts, business , and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their ... York, New York;New York, New York **Job Description:** Merrill Wealth Management is a leading provider of...requires a high focus on supervisory and regulatory requirements, business management and retention. Candidates should have… more
- HSBC (New York, NY)
- …any other trait protected by applicable law. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-New York-New York **Req ... our communities and the planet we all share. The Wealth Center Operations Manager oversees the operational, service and...plans. + Identify core servicing and process issues and lead initiatives with related business partners to… more