- JPMorgan Chase (New York, NY)
- …in a fast-paced environment where collaboration & strategic thinking are the norm? As a Wealth Management Functional Finance - Vice President in the ... Strategic Initiatives, Marketing & Functional Finance team, you will be instrumental...improve profitability, and optimize expenses + Partner across the Wealth Management finance teams and… more
- JPMorgan Chase (New York, NY)
- …the business on new business case projections and success targets + Partner across the Wealth Management finance team and business stakeholders to execute on ... collaboration & strategic thinking are the norm? As a Wealth Management Strategic Initiatives Finance ...- Vice President within the Strategic Initiatives, Marketing & Functional Finance team, you will play a… more
- Citigroup (New York, NY)
- …at achieving the strategic and financial objectives across the US Consumer Wealth Management business. Developed execution, communication and diplomacy skills ... The NAM Citigold/Citigold Private Client team of Citi Wealth , has ambitious growth targets to deliver against... areas with direct and indirect reports (eg risk, finance , decision management , marketing, operations) + Working… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, ... full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more… more
- BlackRock (New York, NY)
- …Aladdin Wealth Tech is BlackRock's technology business serving the global wealth management industry. We bring the best of Aladdin's sophisticated portfolio ... responsible for designing and executing the go to market strategy for Aladdin's wealth management solutions. You will work closely with product managers,… more
- Citizens (New York, NY)
- Description Citizens Wealth Management is seeking a highly skilled and experienced Wealth Strategy and Distribution Manager, who will drive and communicate ... as partner across the Consumer Bank to infuse Citizens Wealth Management products and services into the...for various levels of the organization + Collaborate with Finance on Strategic Planning and Budgeting processes + Support… more
- Citigroup (Jersey City, NJ)
- …years of experience in operations, strategic planning, or related roles, preferably in wealth management or financial services. + Proven experience in leading ... of programs and initiatives that align with the strategic goals of Wealth Operations, ensuring end-to-end solutions and cross- functional collaboration. The… more
- CIBC (New York, NY)
- …more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Audit Senior - Wealth Management is responsible for: 1) the timely execution ... at times leading internal audit team members. The position will focus on the Wealth Management line of business audit portfolio, which includes fiduciary account… more
- S&P Global (New York, NY)
- …the Role:** **Grade Level (for internal use):** 13 **Business Owner, Structured Finance Value Stream** **About the Role:** **The Team:** The practices business owner ... Responsible for the business outcomes and governing value realization for the Structured Finance value stream. + Provide regular updates on Value Stream status and… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Senior Manager, US Finance Audit **Requisition ID:** 201571 **Salary Range:** 110,700.00...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
- Morgan Stanley (New York, NY)
- …undergraduate degree in Business, Finance , or other related fields. . Deep functional knowledge of the Wealth industries and applicable AML KYC rules, ... firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management . Morgan… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Regulatory Capital. + At least 8-10 years of verifiable progressive experience in finance . Capital planning, reporting or management and experience with capital… more
- Deloitte (New York, NY)
- …Deloitte's Wealth Management Advisory Practice: Our Wealth Management Advisory Practice combines a cross- functional group of practitioners to provide ... by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique… more
- BlackRock (New York, NY)
- …robo-advisors, bank led digital platforms, fintechs, and other emerging consumer digital wealth firms across the US and Canada. The Direct business is driving ... and is focused on delivering creative outcomes. It is a cross- functional role and requires extensive collaboration across Marketing, Product Solutions, Aladdin… more
- Morgan Stanley (New York, NY)
- Morgan Stanley Wealth Management 's Digital Lending Platform team is looking for a talented product manager with a passion for building innovative technology. We ... and unify our lending platform with the rest of Wealth Management platform. This is a highly...product managers and partner with designers, engineers, operations, credit, finance , and business stakeholders to transform the experience for… more
- JPMorgan Chase (New York, NY)
- …risk impacts for 3 lines of business (Consumer and Community Bank, Asset & Wealth Management and Commercial & Investment Bank) for Banking products (eg loans, ... As part of Risk Management and Compliance, you are at the center...banking industry across treasury, liquidity risk, market risk and/or finance function in Banking + An undergraduate degree is… more
- Citigroup (New York, NY)
- …major Business Units - Branded Cards and Lending, Retail Bank and Mortgage, Wealth and Citi Retail Services. The Existing Customer Marketing (ECM) team within this ... and products that can strengthen our relationship. The Head of ECM Customer Management is responsible for developing customer strategies for each Line of Business… more
- AON (New York, NY)
- …team, research prospect and clients using analyst reports, SEC data, Yahoo! Finance and other sources to identify prospect- and client-specific risk profile ... Grow into the role of authority on Aon's client management tool to provide orientation as well as in-depth...revenue and pipeline composition analytics in conjunction with US Finance for office sales meetings and monthly national forecast… more
- JPMorgan Chase (New York, NY)
- …As a Client Acquisition Strategy- Online Investing, Senior Associate, in JP Morgan Wealth Management , you will be responsible for effectively investing marketing ... **Job Responsibilities** + Develop and maintain a deep understanding of the Wealth Management business, customer behaviors and competitive product landscape, to… more
- Citigroup (New York, NY)
- …or key regional management and/or primary advisor to senior business stakeholders, functional partners (eg, IRM, ICRM, Finance ), the Legal Management ... to senior management and/or primary advisor to senior business stakeholders, functional partners (eg, Risk, ICRM, Finance , CAO/CCO), the Legal Management… more