- Guardian Life (New York, NY)
- The Head of Wealth Management ...Bachelor's degree in Marketing, Business Administration, or a related field + Proven ability in marketing, with a focus ... planning, development, and execution of marketing initiatives for our Wealth Management division. This senior leadership role...Compliance, Legal, and Digital. This position reports to the Head of IM Marketing Strategy, who, in turn, reports… more
- Citizens (New York, NY)
- … Wealth business and build-out of Citizens Private Bank, which integrates wealth management and banking services to serve high-net-worth individuals and ... Description Citizens is seeking a Head of Wealth and Private Banking...and inform key stakeholders about Citizens' robust suite of Wealth Management and Private Banking capabilities, including… more
- JPMorgan Chase (New York, NY)
- The JP Morgan Wealth Management (USWM) business, with ~$600 billion in Assets Under Management and ~5,000 advisors, is dedicated to helping investors achieve ... their long-term financial goals. The Business & Wealth Strategy Lead will report to the ...business to ensure clarity around the priorities of the Wealth Management and Business Banking Partnership. The… more
- Guardian Life (New York, NY)
- …strategies and effective communication plans. The Marketing Manager will work closely with the Head of Marketing for Wealth Management and senior leadership, ... Legal, and Digital teams. This position reports to the Head of Marketing for Wealth Management...+ Bachelor's degree in Marketing, Business, or a related field ; Master's degree preferred. + Validated experience in marketing,… more
- HSBC (New York, NY)
- …qualifications to succeed in this role: + Minimum of 10 years proven Wealth Management supervisory or related investment supervisory experience required. + ... Wealth Supervisors are required to be in the field regularly as a hybrid role (time in ...regulations + Review customer complaints in conjunction with Sales Management and Compliance to ensure proper resolution + Lead… more
- JPMorgan Chase (New York, NY)
- …establishing a new business for JP Morgan Chase. As the Head of Field Advisory & Practice Management , Executive Director within JP Morgan Private Client, you ... JP Morgan Chase's expertise and extensive banking, lending, and wealth management capabilities through a dedicated Relationship...the affluent market at scale + Work closely with Field Leaders and Relationship Managers to design and deploy… more
- S&P Global (New York, NY)
- …best work. To further enable us in this mission we are recruiting for a Head of Business Management will lead strategic planning, engagement, and operational ... **Responsibilities and Impact:** This executive role is responsible for Technology Controls Management for the Corporate Platforms group at S&P Global and reports to… more
- Neuberger Berman (New York, NY)
- …proven track record in financial services, with a preference for experience in Wealth Management and/or Asset Management . Demonstrated expertise in ... our colleagues and clients experience globally. **Position Summary** The Head of Distribution Technology is a pivotal leadership role...and serving as a member of the Global Technology Management Team, this role is essential to driving the… 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 US IT Infrastructure **Requisition ID:** 211015...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... successful candidate will have experience at this level. Technical and crisis management experience strongly preferred. The ** Head of Cyber Threat Intelligence**… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 14 **The** **Role** **:** Head of Product, Regulatory & Compliance **The Team** : The Enterprise Solutions ... engagements. **Position** : We are seeking an experienced Executive Director of Product Management to lead the Regulatory & Compliance product team. To be successful… more
- Tradeweb (New York, NY)
- …motivated, and data-driven Data Sales Manager to join our team and lead the management of our data sales efforts. The ideal candidate will be responsible for driving ... sales and revenue growth through the strategic management of data products and services. They will oversee...+ Bachelor's degree in business, marketing, or a related field with a quantitative focus; MBA or equivalent experience… more
- Citigroup (New York, NY)
- …& Buying for our US Personal Bank (Credit Cards and Retail Bank), US Wealth and Enterprise Brand programs, and oversees key media channels such as video, paid ... creative, ad tech, product, analytics & insights, acquisitions, sponsorships, martech and program management , among others. The Media team at Citi is a critical area… more
- Citigroup (Jersey City, NJ)
- …high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi Global Wealth ... of work within the team/project. This role will ultimately report to the Head of Wealth Monitoring and Testing. **Responsibilities:** + Design and execute… more
- CIBC (New York, NY)
- …opportunities to the organization. You will partner with internal CIBC Private Wealth Management , Private Banking leadership and group practice leaders to ... pipeline. + Act as an ambassador for CIBC Private Wealth Management through active participation in local...analysis of new business trends and achievements to the Head of US Private Banking and Mortgage, Private Banking… more
- JPMorgan Chase (New York, NY)
- …platform supports the Managed Account offerings of the Global Private Bank and US Wealth Management , managing over $640 billion in AUM across 900k accounts. As ... Join the ConnectWealth Product team as the Head of Enrollments and spearhead the creation of...**Preferred Qualifications, Skills and Capabilities** + Experience preferably in wealth management or investments organizations + Preference… more
- S&P Global (New York, NY)
- …**Grade Level (for internal use):** 13 **Title: Director, US Equity Indices Product Management ** **The Impact** : S&P Dow Jones Indices (SPDJI) serves the financial ... investment landscape. **The Team:** The US Equity Index Product Management team oversees a diverse set of index products,...and execute product development strategy, working closely with the Head of US Equity Indices. + Support the sales… more
- JPMorgan Chase (New York, NY)
- …team at JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management , offers US based clients and their advisors the personalized service ... of a dedicated wealth management business and the global resources...business discipline + Minimum of 3 years financial services management experience + Experience in the training field… more
- Morgan Stanley (Jersey City, NJ)
- …financial services firm providing a wide range of investment banking, securities, investment management , and wealth management services. The Firm's employees ... more than 1,200 offices in 42 countries. Morgan Stanley Wealth Management (WM) is an industry leader...This role will report directly to the Executive Director, Head of WM A&D Digital Marketing & Acquisition Analytics.… more
- Tradeweb (New York, NY)
- …- including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clients -- in more than 70 countries across the ... Audit Department. The role will report directly to the Head of Internal Audit and play a vital role...and play a vital role in support of the management of the internal audit function. This role offers… more