- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include ... implementing new regulations and business changes that affect the Structured Product and OTC Derivative business, on-boarding...and to manage multiple tasks at once. JP Morgan Wealth Management Solutions comprises a workforce of… more
- JPMorgan Chase (New York, NY)
- …and closed-end registered investment companies (RICs) for clients of JP Morgan Wealth Management and Investment Solutions (WMIS). Currently, JPMPI provides ... and/or relevant industry experience is preferred. + CPA is preferred JP Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals… more
- S&P Global (New York, NY)
- …Role:** **Grade Level (for internal use):** 12 **Title: Associate Director, US Equity Indices Product Management ** **The Impact** : S&P DJI indices serve as the ... the investment landscape. **The Team:** The US Equity Index Product Management team oversees a diverse set...global clients such as asset managers and asset owners, structured product desks, other financial technology and… more
- Morgan Stanley (New York, NY)
- …professional experience in sales, operations, or client experience *Banking and / or wealth management experience is a plus *Research, synthesis, and development ... equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *AVP Deposits & Cash … more
- Citigroup (Queens, NY)
- …across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank. ... and regulatory exams in investment and insurance related areas. + Significant Wealth Management Team interactions and Governance Committee presentations. +… 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 ... Director, Head of New York Product Control **Requisition ID:** 206530 **Salary Range:** 174,700.00...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- JPMorgan Chase (New York, NY)
- …best-in-class. As a Compliance Risk Management Lead supporting the JP Morgan Wealth Management 's Solutions Compliance Group, you will need to be an ... supporting the Global Private Bank's Solutions business. Compliance professionals with product , operational and regulatory knowledge with investment management … more
- Raymond James Financial, Inc. (New York, NY)
- …judgement and analysis * Competitive landscape (ie, alternative investment platforms of other wealth management firms) * Principles of banking and finance and ... Ensures a structured approach to launches of new offerings, including product positioning, marketing materials, and sales training by partnering with other areas… more
- Bank of America (New York, NY)
- …yrs experience Financial Services experience, preferably in equity research, equity portfolio management , wealth management or middle market institutional ... or platform + Own the capital markets relationship with the Private Wealth Field Leaders in assigned territory (Branch Management , Regional Executives, etc… more
- S&P Global (New York, NY)
- …to gain user acceptance and optimize revenue; + Deliver insights on both existing product functionality / use cases as well as explore new product opportunities; ... and respond accordingly; + Deliver insights on both existing product functionality / use cases as well as explore...data to monitor pipeline and opportunity status for revenue management ; + Understand customer problems and identify ways to… 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 ... Director, Financial Institutions - Securitizations, Global Risk Management **Requisition ID:** 202980 **Salary Range:** 174,700.00 - 286,000.00 _Please note that the… more
- S&P Global (New York, NY)
- …a pipeline for our anticipated roles.** **The Roles** : S&P Global Client Management /Sales Roles - NBMBAA Career Expo **The Locations:** United States **What We're ... ability to articulate ideas and complex information in a clear and structured manner. + Demonstrate sound ability to analyze client information quickly, respond… more
- Capco, a Wipro Company (New York, NY)
- …knowledge to fast-track digital initiatives for banking and payments, capital markets, wealth and asset management , insurance, and the energy sector. Capco's ... one single product backlog using a scrum structure as per agile project management techniques + Fixed Income Product Strategy: Work with the Capital Markets… more
- City National Bank (New York, NY)
- …practices, and advancements in quantitative analysis and financial research. + Represent the Wealth Management business first line of defense (1LOD) and aid with ... design and implementation of preventive and detective controls relating to Wealth Management Research activities (standing up Compliance-related controls) +… more
- S&P Global (New York, NY)
- …new release training (on-site or virtually) specific to a user job function, liaise with product management team to master new product enhancements and relay ... contract and coordinating the transition of new clients to the Relationship Management group. Account Management + Proactive outreach to assigned accounts… more
- Morgan Stanley (New York, NY)
- …the different nature of acquisitions. * 2- 4 years experience working at a Wealth Management Branch with Financial Advisors and assisted in servicing product ... packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** *Restricted Securities Generalist* **Location:** *New… more
- Capital One (New York, NY)
- …DCM/ECM, Institutional Sales & Trading, Equity Research, and Mergers & Acquisitions), Treasury Management , and Wealth & Asset Management . Our services and ... Management services for these customers. **Responsibilities:** + Deliver product and structuring expertise of customer hedging requirements, offering tailored… 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 ... a full range of investment banking, credit and risk management products and services relevant to the financing and...closely with a wide range of industry coverage and product partners to originate, structure, and execute structured… more
- JPMorgan Chase (New York, NY)
- …Digital Product & Experience, Finance, Home Lending. JP Morgan Wealth Management , Marketing & Communications, Control, Operations, Risk Management ... a role focused on one of our four program disciplines: Data & Analytics, Product , Project/Program Management , and Strategy & Strategic Initiatives. As a CLDP… more
- Bank of America (Jersey City, NJ)
- …+ Familiarity with one of the following areas - Trading, Consumer Banking, Wealth Management , Transaction Banking + Understanding or experience of programming in ... Office, Sales and Trading, Technology, Compliance, Operational Risk, and Enterprise Capital Management to ensure effective controls over data for GMRM. **Skills:** +… more