- JPMorgan Chase (Columbus, OH)
- …blend business needs and user insights. As a Vice President of Visual and Experience Design in Wealth Management , you will play a pivotal role in shaping ... diversity and inclusion + Collaborate with cross-functional teams to integrate user experience design into the product development processes and ensure seamless… more
- JPMorgan Chase (Columbus, OH)
- …of financial services. As an Experience Design Senior Associate in JPM Wealth Management , you will play a pivotal role in shaping the user experience ... Contribute to innovative experience design , blending user needs with business goals in the dynamic environment… more
- Citigroup (New York, NY)
- …and offers an elevated financial relationship with a higher level of service and wealth management . Citi Private Bank is dedicated to serving the world's ... their unique goals. **Overview of the Role** As a Design & UX executive supporting our Wealth ...affecting large culture change + Strategic organization and service design experience + Financial services knowledge or… more
- Citigroup (Miami, FL)
- …Services experience in the areas of in-business controls, controls design , controls testing, internal audit, operational risk management .** **Strong ... to support the goal of Wealth , which is to be the leading wealth management provider globally. As we embark on this journey, it is imperative to have a… more
- JPMorgan Chase (New York, NY)
- …this role, you will lead the product strategy within Digital Channels for our Asset Wealth Management & JP Morgan Wealth Management businesses, ensuring ... of our work. Lead the relationship with our Asset Wealth Management & JP Morgan Wealth...Raises the bar on the quality of our digital experience by infusing data and design best… more
- DA Davidson Companies (Seattle, WA)
- …track record in the Financial Services Industry- minimum of three years* Required experience in Wealth Management Marketing, working with top financial ... to contribute to the successful promotion of the DA Davidson & Co. Wealth Management business line. Responsible for developing marketing strategies, writing,… more
- Broadridge Financial Solutions (New York, NY)
- …and maintain the technology architecture roadmap in alignment with business goals for wealth management . + Design end-to-end solutions that encompass ... Solutions is seeking a highly skilled and experienced VP, Wealth Management Architect to join our team....trends, evaluating their potential impact on the organization. Data Management & Integration: + Design and oversee… more
- Citigroup (Jacksonville, FL)
- …high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi Global Wealth ... The Wealth Deposits and Lending Control Testing Team is...Supports team members on topics ranging from control testing design to performance management and control testing… more
- Citigroup (New York, NY)
- …products to the end-to-end customer experience . + **Strong knowledge of wealth management front office and operations preferred.** + **Ideal candidate would ... to a specific product or function area Qualifications: + 6-10 years of relevant experience . Related certifications (CPA, ACA, CFA, CIA, CISA or similar) preferred +… more
- Citigroup (Irving, TX)
- …products to the end-to-end customer experience . + **Strong knowledge of wealth management , broker dealer, investment adviser functions preferred** . + ... provide timely audit assurance and influence audit scope + Develop effective line management relationships to ensure strong understanding of the business + Has the… more
- Citigroup (New York, NY)
- The **Americas** ** Wealth Markets (WM) Head** will be responsible for formulating and executing a strategy that maintains and further expands a leading position ... across all capital markets products with our Wealth clients in North America and Latin America (NAM...proven success in business development and capital markets product management , knowledge of the Ultra High Net Worth, High… more
- Capco, a Wipro Company (Dallas, TX)
- …plus years of professional experience working in financial services, specifically in wealth management and/or asset management + Management ... financial advisors to the firm. **About the Job:** As a Senior Consultant in the Wealth & Asset Management practice, you will work in a fast-paced team setting… more
- Citigroup (New York, NY)
- …with transparency. **Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management needed + Ability to manage ... Citi Wealth organization. We focus on providing wealth management for busy professionals and their...design and expect the Associate Banker on the Wealth at Work Enterprise team to be a fast… more
- JPMorgan Chase (Columbus, OH)
- …to drive faster innovation through the strategic use of its data. As a Wealth Management Data Owner within the Consumer and Community Banking (CCB) product ... protection. Your responsibilities will encompass the data within a Wealth Management product that is generated, provisioned,...leadership team, you will collaborate with the Product Owner, design lead, and technology lead to ensure that the… more
- Citizens (Tarrytown, NY)
- …have an in-depth understanding of the regulatory environment, strong leadership skills, and experience working in Wealth Management . At Citizens, we're more ... policies. You will be a lead in the strategy, design , implementation, and enhancement of internal control to mitigate...and documented. Qualifications: + Minimum of 10 years of Wealth Management compliance experience with… more
- Capco, a Wipro Company (New York, NY)
- …of experience from a premier management consulting firm preferred or experience at top-tier industry firm in wealth manager, FINRA and SEC broker ... You'll Get to Do:** + Utilize expert knowledge in wealth management , including but not limited to...dealers, investment advisors or asset managers + Experience in strategic consulting, management consulting, program… more
- Deloitte (New York, NY)
- Manager, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market leading ... & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy...Bachelor's Degree + 8+ years relevant consulting and/or investment management experience + 8+ years of … more
- Charles Schwab (Tysons Corner, VA)
- …client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth ... **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and ...We are seeking an individual with extensive financial services experience to share with their team of CFP(R) or… more
- Vanguard (Charlotte, NC)
- …part of it! As a Senior Wealth Advisor within Vanguard's Personal Investor, Wealth Management , you will develop tailored strategies that will help our Ultra ... using Vanguard products and the fullest expression of our wealth management offer. Responsibilities Senior Wealth...experience specifically in financial planning, book of business management and relationship management . + Proven … more
- JPMorgan Chase (Columbus, OH)
- …in delivering insights to personalize messaging and optimize performance for our wealth management content across public, owned, and earned channels. **Job ... analytics approaches to measure and optimize the performance of wealth management digital content + Develop and...improve marketing and sales outcomes + 8+ years' of experience within the Data and Analytics space; possess a… more