- City National Bank (Jersey City, NJ)
- ** TECHNOLOGY & WEALTH MANAGEMENT (WM) OPERATIONS LEADER** **WHAT IS THE OPPORTUNITY?** The ideal candidate for the Technology and WM Operations ... technology operations and the intricacies of wealth management . We are seeking dynamic leaders...the financial industry. + **Domain Expertise:** Comprehensive knowledge of wealth management operations , including account… 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 ... the values of our employees and customers. Essential Job Functions: + Lead the Wealth Management Service and Operations team while ensuring performance… more
- Citigroup (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...a must, while knowledge of AML and financial services operations across all business lines is a plus. As… 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 (WM), ... innovation. **What you will do** As the Head of Wealth Management Data Engineering and Analytics, your...work with business stakeholders and partners to embed data management best practices into the daily operations … more
- Citigroup (New York, NY)
- … requires. **The Roles:** The Head of Lending business reports to the Head of Wealth Management and leads a global team of professionals managing Wealth 's ... generation/inherited wealth , law firms and attorneys. From banking and cash management to lending, investment strategies, trust, wealth advisory services, we… 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 ... Wealth + Collaborates with all facets of US Wealth (Product, CIO, Operations , Supervision, etc) to...in the US and Canada (Marketing, Professional Development, Digital, Technology ) to leverage corporate capabilities within US Wealth… more
- Citizens (New York, NY)
- …of federal (FINRA) and state (Insurance) requirements, preferred + Wealth Management sales support or middle office operations , preferred + Demonstrated and ... Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits,...operating with both speed and attention to detail. The operations specialist understands the overall process, as well as… more
- JPMorgan Chase (Jersey City, NJ)
- The JP Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth ... and ~5,000 advisors located across 3,500 branches and 20 offices. The JPMorgan Wealth Management Outsourced Family Office (OFO) product team defines and executes… more
- Citigroup (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
- Bank of America (New York, NY)
- Wealth Management Client Care Center of Excellence Business Oversight Specialist Charlotte, North Carolina;Jacksonville, Florida; Newport Beach, California; New ... Oversight Specialist role is part of the Merrill Lynch Wealth Management team and will focus on...may involve consultation and coordination with the Legal Department, Operations , Finance, the Line of Business Supervisors & Registered… more
- Morgan Stanley (New York, NY)
- …experience in product management or banking services * Banking or wealth management experience is a plus * Demonstrated success leading cross-functional, ... incentive packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** *Assistant Vice President, Payments Product… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with...to protect information assets. + Work with business and technology management to drive the information security… more
- Citigroup (New York, NY)
- …risk outside its limits. **Preferred Qualifications** + Knowledge of Private Banking / Wealth Management services and core expertise in Wholesale Deposits and/or ... The Wealth Deposits & Lending Data Owner Sr. Group...strategic asset. Through collaboration with Chief Data Office teams, Technology , and business stakeholders, provide data consumers across the… more
- Deloitte (New York, NY)
- …of their business models, risk management and compliance programs, and technology platforms. Our wealth management clients provide direct-to-consumer ... related to one or more of the following Financial Services industries: investment management , wealth management , trust company, insurance provider, or… more
- Deloitte (New York, NY)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... What we do Operations and Technology Transformation delivers market...over 90% of Fortune 500 banking, insurance, securities, investment management , and real estate companies. Work you'll do As… more
- Broadridge Financial Solutions (New York, NY)
- …You would be responsible for providing operational support for the Investment Management Technology organization within Global Engineering. As a business ... Skills: + Minimum of 4+ years experience in business management , finance, operations or project management...programming is a plus + Experience working in a technology organization is a plus #LI-NO1 Broadridge associates helped… more
- JPMorgan Chase (New York, NY)
- …Commerce, Home & Auto Lending, Wealth Management , Product & Technology , HR, and Operations . **Job responsibilities** + Develop the strategic priorities ... in managing fast-paced projects that are of high priority to our senior management and are at the forefront of the industry. Your responsibilities will encompass… more
- JPMorgan Chase (New York, NY)
- …Commerce, Home & Auto Lending, Wealth Management , Product & Technology , HR, and Operations . **Job responsibilities** + Develop and drive the strategic ... be involved in high-priority projects that are at the top of our senior management 's agenda and at the forefront of the industry. Your responsibilities will include… more
- City National Bank (Jersey City, NJ)
- …to the entertainment and private banking sectors, including digital banking platforms, wealth management systems, and client relationship management (CRM) ... of high-net-worth individuals and families in the private banking sector, including wealth management , estate planning, and philanthropy. + Familiarity with… more
- BlackRock (New York, NY)
- …for someone interested in Technology who is looking to learn about the Wealth Management industry and gain experience working with clients. Aladdin Wealth ... The Aladdin Wealth Tech team partners with wealth management clients to help them oversee...Aladdin is uniquely positioned to address the industry's risk management ; portfolio construction and financial technology demands.… more