- Guardian Life (New York, NY)
- As the lead of Wealth Management Technology & Digital Platforms for the Individual Markets (IM) Profit Center, your main responsibility is to drive innovation in ... to recruit & retain seasoned advisors. The candidate needs to have deep wealth management experience with multi custodian clearing firms (ie, Pershing, National… more
- City National Bank (Jersey City, NJ)
- ** HEAD OF WEALTH MANAGEMENT , DATA ENGINEERING AND ANALYTICS** **WHAT IS THE OPPORTUNITY?** The ideal candidate for the Head of Wealth Management ... insights and innovation. **What you will do** As the Head of Wealth Management Data...in computer science, Data Science, Statistics, or a related field . An advanced degree (Masters/Ph.D.) is preferred. + Deep… more
- JPMorgan Chase (New York, NY)
- …Lead will report to the Head of Investments & Advice for Chase Wealth Management , Personal Advisors, and Self-Directed. They will partner with senior members ... The Strategy Lead - Wealth Management and Business Banking Partnership...Financial Advisors (in-branch and out of branch) + Lead field engagement and activation (eg, form and run structured… 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
- HSBC (New York, NY)
- …and deliver recommendations in furtherance of a client's stated financial goals + Assist Head of Wealth Planning and the WPB Sales Distribution team with ... our communities and the planet we all share. The Wealth Planner is a contributing member of HSBC's ...Planning & Advisory partners with internal stakeholders, including Sales management and Relationship Managers as assigned. Within the team,… more
- Citigroup (New York, NY)
- …platforms and views both externally and within Citi. This role reports to the Head of Citi Wealth Communications Responsibilities: + Work with the CIO and ... Citi Investment Management to create a comprehensive narrative around Citi Wealth 's investment platforms and insights for both internal and external audiences +… more
- HSBC (New York, NY)
- …confident and impact conscious communicator, as there will be interactions with HSBC Senior Management and Regulators. As our Head of Surveillance, US & Americas ... our communities and the planet we all share. The Head of Surveillance, US & Americas will be responsible...business lines (Markets and Securities Services; Wholesale Banking; and Wealth & Private Banking). The program consists of Trade,… more
- S&P Global (New York, NY)
- …the Role:** **Grade Level (for internal use):** 14 **The Role:** Commercial Head , Research Manager **The Team:** Research Manager is a rapidly expanding online ... multiple locations and interacts with various areas, including product management , development, sales, client services, and operations. Join us...part of the S&P business. **The Impact:** As the head of the commercial team for the Research Manager… more
- ServiceNow, Inc. (New York, NY)
- …teams across Capital Markets (ie, sell-side/Global Markets, Investment Banking; buy-side and Wealth Management background a plus), to seed and develop strategic ... big makes for great candidates. **Job Description** The Global Head of Capital Markets Go to Market (GTM) is...+ Industry & Field Marketing + Local Field Sales & Account Management Leaders +… more
- S&P Global (New York, NY)
- …applications, and services from potential threats. **Responsibilities and Impact:** The Head of Security Architecture and Engineering will build and manage our ... improvement and innovation in security processes. + Communication and stakeholder management : The candidate should have excellent communication and stakeholder … 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 (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
- S&P Global (New York, NY)
- …Level (for internal use):** 12 **Title: Associate Director, US Equity Indices Product Management ** **The Impact** : S&P DJI indices serve as the foundation for ... 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 + Conduct market research… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... Firm's books and records, and by contributing to firm wide risk management and risk reduction. This division maintains relationships with Morgan Stanley's various… more
- BlackRock (New York, NY)
- …audit and/or technology risk management function, preferably within the wealth management /asset management /banking industry. + Relevant professional ... independent assurance to the Board of Directors and Executive Management regarding the management of BlackRock's businesses....other audit teams by reporting directly to the Global Head of Audit and does not participate in traditional… more
- HSBC (New York, NY)
- …identity or expression or any other trait protected by applicable law. **Job Field :** Asset and Wealth Management **Primary Location:** North America-United ... travel. This role will directly report to the Global Head of Fund Manager Research. They will be responsible...working relationships with senior members of the alternative asset management business, asset management business and the… more