- 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)
- 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)
- The Business Operations Associate will support the Private Client Investment Associate organization in both the day to day support of the organization and its ... targets for the business. This includes managing projects that impact Private Client Investment Associates and their management + Effectively strategize and develop… more
- Thrivent Financial (New York, NY)
- …and enabling practices who provide advice and solutions to Thrivent clients. The Area Vice President will partner closely with our COEs focused on Advisor ... will be instrumental in building brand awareness, expanding the client base, and establishing the organization as a trusted...Thrivent purpose, promise and values. Job Description The Area Vice President supports Group Vice … more
- Morgan Stanley (Purchase, NY)
- …Stanley sponsored benefit programs. **Job:** **Business Analysis* **Title:** * Vice President , E*TRADE by Morgan Stanley, Digital Client Onboarding Product ... a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including… 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
- Morgan Stanley (Purchase, NY)
- …and delivering the best client experience. *_ _* *_Position Summary:_* Assistant Vice President role to joinour Analytics & Data organization in the NNA ... organization is a key growth area within Morgan Stanley's Wealth Management Division, playing a critical role in the...ad-hoc support and building data capabilities as needed. -Assistant Vice President : 3-5 years of financial services… 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
- S&P Global (New York, NY)
- …internal use):** 14 Position Summary: Reporting to the Chief Revenue Officer, the National Vice President , Dealer Relations plays an integral role in driving the ... success, retention, and growth of Mastermind's dealer partners. The Vice President is responsible for our entire...success. The role sets our vision and strategy for client success and drives profitable customer growth by building… more
- Morgan Stanley (New York, NY)
- …incentive packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management* **Title:** * Vice President , Financial Planning ... closely with other solutions specialists to incorporate sophisticated solutions into the client 's financial picture * Drive goals based wealth management… 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
- Morgan Stanley (Jersey City, NJ)
- …and other Morgan Stanley sponsored benefit programs. **Job:** **Business Analysis* **Title:** * Vice President , E*TRADE by Morgan Stanley Mobile Product Manager* ... Management and E*TRADE mobile applications within the Morgan Stanley Wealth Management - Digital Client Experience & Platforms department. You will be a vital… more
- JPMorgan Chase (Jersey City, NJ)
- …customer control and convenience, and privacy. **Job Description** As an Experience Design Vice President within our digital products team, you will utilize your ... our initiatives and directly accountable for decisions shaping our client and advisor experiences. This role involves hands-on design...are actively seeking an energetic and innovative Experience Design Vice President to join our group. JP… more
- Morgan Stanley (New York, NY)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Vice President Program ... firm providing a wide range of investment banking, securities, investment management, and wealth management services. As a market leader, the talent and passion of… 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
- Morgan Stanley (New York, NY)
- …other Morgan Stanley sponsored benefit programs. **Job:** **Business Analysis* **Title:** * Vice President , Product Owner - Digital Platform Authentication and ... talented and motivated business analyst to join the Morgan Stanley Wealth Management Digital Client Experience & Platforms team. The Digital Client … more
- Morgan Stanley (Purchase, NY)
- …*Business Control Units Centralized Team - Know Your Customer Assistant Vice President * **Location:** *New York-Purchase* **Requisition ID:** *3262583* **Other ... and needs is an important part of our culture. Within the Wealth Management Client Segment division, the CSR BCU Centralized Team is a shared resource… more
- Morgan Stanley (Purchase, NY)
- …packages, and other Morgan Stanley sponsored benefit programs. * #LI-AJ1 **Job:** ** Wealth Management* **Title:** *Assistant Vice President , Heightened Risk ... conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides… more