- Citigroup (New York, NY)
- The Wealth Client Segments Control Testing Utility is responsible for the testing of controls designed and owned by the Citi's Wealth Segments businesses. ... This position reports to the Wealth Client Segments Control Testing Head within the Control Testing...for driving controls testing performance and improvement initiatives. The Wealth Client Segments Performance Initiatives Leader is… 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 Morgan ... individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160… more
- BlackRock (Princeton, NJ)
- **About this role** **About this role:** We are actively seeking client -facing sales professionals with a proven successful track record of managing an assigned ... territory to help identify, develop, and own client relationships. As the world's largest asset manager, BlackRock has product and solution offerings for almost any… more
- JPMorgan Chase (New York, NY)
- About Wealth Management: With more than 160 years of experience, JP Morgan Private Bank is a global wealth management leader that delivers the highest quality ... and solutions. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate… more
- JPMorgan Chase (New York, NY)
- …including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services. The Global ... Wealth Management business offers individuals and families personalized, comprehensive...world's best global private bank, with more than 1,800 client advisors in 120 offices in 11 countries. As… more
- JPMorgan Chase (New York, NY)
- …successful launch of products, gather crucial feedback, and ensure top-tier client experiences. With a strong commitment to scalability, resiliency, and stability, ... you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations. **Job responsibilities** + Develops a product strategy and product vision that delivers value to customers + Manages discovery efforts and… more
- Broadridge Financial Solutions (New York, NY)
- …others along the way, come join the Broadridge team. We are currently seeking a Vice President , Client Relationship Management Proxy Solutions to join our ... role, you will lead and develop a team of client -facing professionals who will project manage proxy campaigns and...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- JPMorgan Chase (Jersey City, NJ)
- …retirement. Job Summary: As an Annuity and Life Insurance - Marketing Manager - Vice President within the Wealth Management Insurance and Retirement ... JP Morgan Wealth Management serves clients across the entire ...and thought leadership are designed to help strengthen our client 's financial health and achieve peace of mind in… more
- JPMorgan Chase (New York, NY)
- …communication skills, including executive communication skills + Minimum of 8 years' experience in Wealth Management in a client facing role with a background in ... JP Morgan Asset & Wealth Management delivers industry-leading investment management and private...better define, focus and realize their goals. As a Client Service Manager within JP Morgan Asset Management you… more
- BlackRock (New York, NY)
- …** Wealth ** , differentiated capability for both Whole Portfolio and Wealth clients & products, respectively, ** Client Experience Operations** , core ... **About this role** **BlackRock Client Experience Delivery -** **About BlackRock** BlackRock's purpose...need when planning for their most important goals. **About Client Experience** Our mission within the Client … more
- BlackRock (Princeton, NJ)
- …** Wealth ** , differentiated capability for both Whole Portfolio and Wealth clients & products, respectively, ** Client Experience Operations** , core ... **About this role** **BlackRock Client Experience Delivery -** **About BlackRock** BlackRock's purpose...need when planning for their most important goals. **About Client Experience** Our mission within the Client … more
- BlackRock (New York, NY)
- …as Fidelity, Schwab and Robinhood, is one of the largest and fastest growing wealth channels today. Driven by the convergence of several factors including no trading ... + Monitor and distil key industry and competitor trends, producing client -facing materials to share our industry perspectives + Craft strategy presentations… more
- HUB International (New York, NY)
- …to grow our Private Equity and M&A Advisory Practice and is looking for a Vice President , Commercial Insurance Due Diligence - Private Equity and M&A Advisory to ... insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue… more
- HUB International (New York, NY)
- …to our industry leading success in the mergers and acquisitions. We are seeking a Vice President to join our Risk Management Commercial Lines Department in our ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 750… more
- Citigroup (New York, NY)
- …and progress together. **Cybersecurity Operations Senior Solutions Architect - Senior Vice President ** **Team** The Cybersecurity Operations (CSO) Strategy, ... banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi… 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 wealth...a multi-year transformation strategy with a sharp focus on client and advisor experience to achieve our business goals… more
- JPMorgan Chase (Summit, NJ)
- …are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and ... all aspects of their balance sheet and generate new client acquisition. You will be part of a local...their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with… more
- BlackRock (Princeton, NJ)
- …Princeton, Boston, Atlanta or San Francisco **Business Description:** BlackRock's US Wealth Advisory business manages the firm's relationships with US retail ... BlackRock Portfolio Design Specialist is an Associate/VP eligible role in US Wealth Advisory. The team is responsible for accelerating sales growth and deepening… more
- JPMorgan Chase (New York, NY)
- …by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, ... referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify...and services. Leverage service team to deliver an outstanding client experience + Protect the firm by following sound… more
- Citigroup (New York, NY)
- …partners to ensure best-in-class risk and controls, as well as client responsiveness. Key responsibilities include portfolio analysis, review, documentation, risk ... and credit monitoring standards for applicable portfolios with a particular focus on Wealth Management and Commercial Bank. + Assist as Subject Matter Expert in… more