- BlackRock (New York, NY)
- … Wealth team leverages the same risk analytics used by Institutional investors to equip wealth management clients with business & risk management , and ... **BlackRock: Director, Senior Sales Lead - Aladdin Wealth Tech** ** Business Unit Overview:** Aladdin ...Wealth Tech** ** Business Unit Overview:** Aladdin Wealth is an investment management platform that… more
- Citigroup (New York, NY)
- …will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations, Technology, ... response to regulatory supervisory letters. + Establish and lead formal communication processes with the regulatory agencies to...business experience in audit, control, compliance or regulatory management in the banking or wealth … more
- JPMorgan Chase (New York, NY)
- …The platform is leveraged to build discretionary portfolios and advisory solutions for Wealth Management clients across the International Private Bank, the US ... Private Bank and US Wealth Management businesses. The high caliber team...diligence analyst with the global equity research team to lead the coverage of a selection of active equity… more
- Citigroup (New York, NY)
- …investments, portfolio management , lending, and banking. Job Background/Context: The Wealth Lending business offers a diverse product range including ... clients of the different business segments of Wealth . The Wealth Credit Management ...including managing dual reporting lines + Proven ability to lead / integrate global organization + A strong mentor… more
- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... managers and key strategic investment partners for the Citi Wealth business . Citi Wealth has...(CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.… more
- Capco, a Wipro Company (New York, NY)
- …oversight for the delivery of complex, large-scale initiatives + Drive commercial growth of business across wealth and asset management segments + Develop ... helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry... go-to market differentiated solution offerings. You will help lead local office business development, as well… more
- JPMorgan Chase (New York, NY)
- Within JP Morgan Wealth Management , the Strategy and Business Development role is an exciting opportunity for a talented, results-driven professional to join ... and Clients. As a Vice President of Strategy and Business Development on the Wealth Management...will manage multiple workstreams and may serve as product lead for one or more products. **Job Responsibilities:** +… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, ... asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations...firm initiatives and ad hoc reports/projects as needed + Lead , mentor, and manage a team of client service… more
- Citigroup (New York, NY)
- …issues. **The successful candidate will have both "internal audit" and " wealth management " experience.** Responsibilities: + Consistently develop, execute and ... Audit and Regulatory standards + Review and approve the Business Monitoring Quarterly summary and serve as lead...to the end-to-end customer experience. + **Strong knowledge of wealth management front office and operations preferred.**… more
- Broadridge Financial Solutions (New York, NY)
- …on financial services or wealth management . + Deep understanding of wealth management business processes and regulatory environment. + Expertise in ... the business strategies and objectives of the wealth management division. This role involves working...and ensure that architecture adheres to compliance requirements. Project Management : + Lead technology projects from an… more
- JPMorgan Chase (New York, NY)
- JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and ... full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more… more
- TD Bank (New York, NY)
- …serves two primary functions, they coordinate communication with multiple areas of the wealth management business (including, but not limited to, ... Serve as subject matter experts for the primary services provided by the wealth management division: managed investment accounts on TDPCW platform, brokerage… more
- BlackRock (New York, NY)
- … Wealth team leverages the same risk analytics used by Institutional investors to equip wealth management clients with business & risk management , and ... **About this role** ** Business Unit Overview:** Aladdin Wealth is an investment management platform that...demo site content and feedback (with sales input) + Co- lead Discovery session and deep dive demos with Sales… more
- Guardian Life (New York, NY)
- …Responsibilities** + Assist in 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...to create compelling marketing collateral, programs and campaigns. + Lead all aspects of the creation of core marketing… more
- Deloitte (New York, NY)
- …the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners. ... trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do… more
- JPMorgan Chase (New York, NY)
- The JPMorgan Wealth Management (JPMWM) business is dedicated to helping investors achieve their long-term financial goals. It encompasses Chase Wealth ... seeking a Private Client investment Associate Program Manager to lead our team of Private Client Investment Managers. As...a Private Client Investment Associate Program Manager within JPMorgan Wealth Management , you will be responsible for… more
- Citigroup (New York, NY)
- …the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Consumer Bank and Citi Private Bank. **Job ... The role sits within the Wealth Credit Management team of Citi...Background/Context** The Wealth Lending business provides financing against liquid… more
- Citigroup (New York, NY)
- …job requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This ... be entrepreneurial and capable of bringing in new clients/investment management mandates to the bank. They will have an...relationship in partnership with the Banker. + Arrange and lead regular (quarterly) investment and business reviews… more
- TD Bank (New York, NY)
- …who can provide you more specific details for this role. **Line of Business :** Risk Management **Job Description:** The Group Risk Officer within Operational ... ("ORM") provides a comprehensive and diverse range of risk management expertise to business leaders. Leads and..., Epoch, IDA businesses. Reporting to the Segment Risk Lead for US Wealth , Epoch and Insured… more
- Truist (New York, NY)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... and client retention goals by acquiring new clients through business development and expanding services and marketing new products...+ 8 or more years of sales and client management experience in Wealth Management … more