- JP Morgan Chase & Co. (New York, NY)
- …investment solutions to meet their financial needs.As a Vice President on the Chase Wealth Management Business Project Management Team, you will support the ... and thought leadership platform along with cutting edge digital technology , you will be front and center representing our...Chase Wealth Management Business in both the day-to-day support of the… more
- Amalgamated Bank (New York, NY)
- Amalgamated Bank seeks a highly motivated Institutional Wealth Management Service & Operations Manager that will report directly to the Director of Trust ... by embracing the values of our employees and customers.Essential Job Functions:Lead the Wealth Management Service and Operations team while ensuring… more
- The Goldman Sachs Group, Inc (New York, NY)
- …and lead change across the operational infrastructure. Goldman Sachs Asset Management Operations is part of the Asset & Wealth Management Division ... capabilities to clients around the world. In addition, Operations provides essential risk management and control...Potential You will effectively contribute towards the Asset & Wealth Management division product expansion initiatives by… more
- The Goldman Sachs Group, Inc (New York, NY)
- …a relentless focus on our people, our clients and customers, and leading-edge technology , data and design.Private Wealth Management (PWM)Goldman Sachs ... Analyst, you will be responsible for helping re-invent how wealth management services are distributed and consumed....technology development Partner with colleagues in engineering, design, operations and program management to allow for… more
- Citigroup, Inc (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... consistency in global program design and execution across our wealth management activities.This individual acts as an...a must, while knowledge of AML and financial services operations across all business lines is a plus. As… more
- The Goldman Sachs Group, Inc (New York, NY)
- …a relentless focus on our people, our clients and customers, and leading-edge technology , data and design.Private Wealth Management (PWM)Goldman Sachs ... Job DescriptionWealth ManagementAcross Wealth Management , Goldman Sachs helps empower...liaison for client accounts to internal PWM stakeholders, including Operations and Compliance Lead or participate in cross-functional group… more
- Citizens Financial Group, Inc (New York, NY)
- …of federal (FINRA) and state (Insurance) requirements, preferred Wealth Management sales support or middle office operations , preferred Demonstrated and ... Job DescriptionAs a Transition Operations Specialist at Citizens Private Wealth ,...for newly acquired clients (Account Opening) Works to organize technology , systems, and tools prior to day one onboarding… more
- JP Morgan Chase & Co. (New York, NY)
- Job DescriptionWe are seeking a seasoned Vice President for our US Wealth Management Business Transformation Office (BTO) based in New York or Columbus. This ... be a proactive problem solver with strong analytical skills and experience in Wealth Management , Financial Services, Investments, or Management Consulting.As… more
- The Goldman Sachs Group, Inc (New York, NY)
- …the AWM division including Central Trading, Fund Accounting, Operations , Technology , Legal, and Compliance. Within Platform Management , specific teams focus ... Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help...and prior experience with hedge fund execution and order management systems, middle-office technology and risk systems… more
- The Goldman Sachs Group, Inc (New York, NY)
- Job DescriptionAsset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize ... success. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated… more
- The Goldman Sachs Group, Inc (New York, NY)
- …the AWM division including Central Trading, Fund Accounting, Operations , Technology , Legal, and Compliance. Within Platform Management , specific teams focus ... Job DescriptionAsset & Wealth Management A career with Goldman...Manager Onboarding function which is responsible for XIG business operations that involve and impact external investment managers. This… more
- TD Bank (New York, NY)
- …with Wealth Partners (Product, Platform, CIO, Retirement, Client Experience, Operations , Data, Supervision across the Mass, Mass Affluent (MA) and High Net ... of clients and prospects to US WealthCollaborates with all facets of US Wealth (Product, CIO, Operations , Supervision, etc) to build, maintain and enhance… more
- Citizens Financial Group, Inc (New York, NY)
- DescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... preferredKnowledge of federal (FINRA) and state (Insurance) requirements, preferredWealth Management sales support or middle office operations , preferred… more
- Citigroup, Inc (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work… more
- Alvarez & Marsal Europe (New York, NY)
- …are: A seasoned consultant with experience supporting clients within the Wealth Management industry ecosystem (Investment Products and Solutions, Client ... including preparation of proposal documents, and attending pitch presentations.Engage with Wealth Management macro industry trends, competitive dynamics and… more
- Alvarez & Marsal Europe (New York, NY)
- …A seasoned consultant with extensive experience supporting clients within the Wealth Management industry ecosystem (Investment Products and Solutions, Client ... and Advisor Experience, Platforms and Technology , Front/Middle/Back Operations , Risk and Regulatory). You...tools, techniques and developing new ideas and approaches.Engage with Wealth Management macro industry trends, competitive dynamics… more
- Alvarez & Marsal Europe (New York, NY)
- …are: A dedicated consultant with experience supporting clients within the Wealth Management industry ecosystem (Investment Products and Solutions, Client ... and Advisor Experience, Platforms and Technology , Front/Middle/Back Operations , Risk and Regulatory). You...architect and position proposals and statements of work.Engage with Wealth Management macro industry trends, competitive dynamics… more
- JP Morgan Chase & Co. (New York, NY)
- Job DescriptionThe JP Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the ... Chase wealth management business, JP Morgan Advisors, Personal...unique needs of our advisors Establish strong controls and operations to identify risks and efficiencies Stay current on… more
- The Goldman Sachs Group, Inc (New York, NY)
- …clients address complex challenges and meet their financial goals.The Asset & Wealth Management Strategic Transformation Office is a recently established entity ... with the leadership across the Investment teams, Sales & Distribution, Operations and Technology organizations to enable tax-aware customized equity… more
- Bank of America Corporation (New York, NY)
- …difference. Join us!The Business Oversight Specialist role is part of the Merrill Lynch Wealth Management COO team and will focus on assisting in the resolution ... supervisory experience within a brokerage branch office or financial space.Strong Wealth Management Product knowledge including Life Insurance and Alternative… more
