- Guardian Life (New York, NY)
- As the Wealth Management Business Project Manager, you will have accountability to support project management for the Park Avenue Securities ... + Create and manage presentations for executive leadership for project status, strategy, business programs, town halls,...and analytical skills. + Experience with project management tools and software. + Experience with wealth… more
- Morgan Stanley (New York, NY)
- …employer committed to diversifying its workforce (M/F/Disability/Vet) **Job:** ** Wealth Management * **Title:** * Project Manager - Business Transformation ... Change and Readiness, and Regulatory Compliance. The team partners with individual Wealth Management business lines, Legal/Risk/Compliance, and senior Firm… more
- Morgan Stanley (New York, NY)
- …and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** * Project Manager - Business Transformation Services ... Change and Readiness, and Regulatory Compliance. The team partners with individual Wealth Management business lines, Legal/Risk/Compliance, and senior Firm… more
- Citigroup (New York, NY)
- …team as well as other projects and programs falling under Citi's Program & Project Management Policy + Represent Wealth across critical cross-enterprise ... Wealth covers all of Citi's go-to-market approaches in Wealth Management - Citi Private Bank, Citi...professionals supporting Citi's standards and policies around program and project management . The successful individual will work… more
- Morgan Stanley (New York, NY)
- …President - Project Manager / Product Owner, Financial Advisor Platforms, Wealth Management Field Experience & Platforms* **Location:** *New York-New York* ... providing a wide range of investment banking, securities, investment management and wealth management services....and data. *Key Responsibilities:* | Act as liaison between business units, end users, and technology/ project teams… 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 ... a trusted advisor in clients' home markets and capture wealth where it is created. The ** Business ...global and complex settings with multiple stakeholders + Excellent project management skills + Proven ability to… more
- M&T Bank (New York, NY)
- …DEPARTMENT DESCRIPTION: When our clients need financial services outside of their core wealth management solutions, we have the resources to help. Our ... Wealth Management team will coordinate the delivery...for recent college graduates where participants learn sales, accounting, project management and leadership skills depending upon… more
- Citigroup (New York, NY)
- **Job Description:** The Wealth Business Management Lead is responsible for overseeing operational readiness and governance for the digital investments ... to influence and guide stakeholders effectively. Understanding of investments and the wealth business is crucial to navigate projects through necessary… more
- Guardian Life (New York, NY)
- As a Wealth Management Business Implementation Analyst at Park Avenue Securities, you will work with business , technology, and vendors to implement new ... experience. **You will** + Leverage subject matter knowledge of wealth management business to ensure...to ensure complete validation. + Develop, maintain and present project status updates to leadership. Maintain and prioritize backlog… 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... controls, operational risk or internal audit * Strong project management skills with the ability to… more
- Bank of America (Stamford, CT)
- …development. **Responsibilities:** Responsible for evaluating the design and execution of business processes/controls associated with Wealth Management ... activities (eg Private Bank and Merrill Wealth Management ). Project areas include testing processes and...high quality manner + Exercises sound knowledge of product, business , and technical expertise to effectively challenge management… more
- Citigroup (New York, NY)
- …risk identification/ management , product innovation and funding strategy. USPB & Wealth Business Treasury focuses on asset/liability management , balance ... point of contact into Treasury for the USPB & Wealth business and finance teams, ensuring that...within an unstructured and dynamic environment + Product and/or project management experience, including the ability to… 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...marketing strategies and campaigns. + Excellent communication, interpersonal, and project management skills. + In-depth knowledge of… more
- Morgan Stanley (Purchase, NY)
- Morgan Stanley Wealth Management is seeking a dynamic and organized Vice President to join our Regulatory Change Management Program (RCMP) team. The goal of ... field. * Minimum of 2-3 years of experience in project management , regulatory change management ,...role within the financial services industry. * Knowledge of wealth management and regulatory environments. * Proven… more
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... development of new Financial Advisor Associates for Morgan Stanley Wealth Management . The FAA Training Program encompasses...at all levels of the organization. * . Strong project management skills, able to effectively plan… more
- JPMorgan Chase (New York, NY)
- …least 6+ years of relevant experience in the wealth management or asset management industry, or in a consulting, project management , or business ... risks. Apply now! As an Vice President on the Business Management team within Multi-Asset & Portfolio...Create management presentations and reporting for senior management . + Project manage and deliver key… more
- Citigroup (New York, NY)
- … Marketing is a critical role responsible for all aspects of marketing for the Global Wealth business . This role will establish and lead a new Wealth ... and client marketing to accelerate the growth of the wealth business with all wealth ...including agencies, media, and industry organizations. Budgeting & Financial Management - develop and manage the Wealth … more
- Citigroup (New York, NY)
- …deliver our best ideas into clients' portfolios. The Analyst will report into the Wealth Investments Head of Business Performance, who reports into the Head of ... Citi Wealth Investments serves clients across the wealth...Investments including the analysis of financial performance and drivers, business metrics, expense management and sales productivity.… more
- Morgan Stanley (Purchase, NY)
- …teams - proven flexibility, adaptability and reliability. > Self-starter with exceptional project management skills and sound business judgment > ... providing a wide range of investment banking, securities, investment management and wealth management services....maintain partnerships across the Finance team, IT and other business /product areas to drive successful project execution… more
- Citigroup (New York, NY)
- …the Wealth Deposits business . Deposits is a key part of the Wealth business , helping clients meet their banking and treasury management services ... and drive outcomes as well as experience managing key business management processes and projects. **Responsibilities:** +...regular monitoring of progress against goals. + Manage overall project tracking for the Deposits business to… more