- BMO Financial Group (Naperville, IL)
- …Wealth , Asset Management , and Insurance. As a member of the Wealth Data Management Office, this Manager role will work closely with the individual ... all Wealth businesses - in alignment with Wealth Management Data Governance Program...operational uses. For the improvement and ongoing maintenance of data quality, the Manager will lead the… more
- US Bank (Charlotte, NC)
- …to non-compliance business partners and key stakeholders in the following areas: * Wealth Management laws and regulations (eg, Broker Dealer, Trust Services, ... **Job Description** The Corporate Audit Services (CAS) Senior Audit Manager - Wealth , Commercial, Capital Markets is...Wealth Management , Securities and Exchange Commission (SEC)… more
- Zions Bancorporation (Salt Lake City, UT)
- …the risks associated with those changes. We are currently seeking a Wealth Management Governance & Regulatory Program Manager within the EWM Team to perform ... This position is in Salt Lake City, Utah. Description Wealth Management Supervisory Manager works...Excel skills and experience in data analysis, data mining, or database management is preferred.… more
- JPMorgan Chase (Newark, DE)
- The JP Morgan Wealth Management Client Platforms & Experiences organization is accountable for championing end-to-end client experiences for our Wealth ... ways to work and drive client-centric solutions grounded in data -backed problems. The CX Success Office is seeking a...role, you will be working on a highly visible Wealth Management agenda that will influence the… more
- Zions Bancorporation (Salt Lake City, UT)
- …under local management teams and community identities in 11 states. Enterprise Wealth Management (EWM) is a dynamic and evolving business line under the ... risks associated with vendors. We are currently seeking a Wealth Technology and Operations Manager within the...understanding of the profit and expense drivers in a wealth management organization + Self-motivation and the… more
- Citigroup (Tampa, FL)
- … Data Risk Officer - SVP - US Personal Banking and Wealth Management will ideally be an established risk manager with experience in providing oversight of ... Senior Risk Officer SVP - US Personal Banking and Wealth Management will be responsible for identifying,...preferred + 10 years of experience in operational risk management , data management /governance, control-related functions,… more
- Mirador (Stamford, CT)
- …services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family ... Solutions Project Manager Grounded in Wall Street and enabled by...Mirador's consulting arm and specializes in working across the wealth management industry to engage in both… more
- JPMorgan Chase (Columbus, OH)
- …enabling the firm to promote value and deliver an exceptional customer experience. The wealth management industry is rapidly changing and we are transforming our ... US wealth management business to accelerate growth. We...and future analytic needs to partner with Technology and Data Management to develop a roadmap for… more
- Bank of America (Chicago, IL)
- …Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as ... of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff,...employees and clients, aligned to company D&I goals. + Manager of Process & Data : Demonstrates deep… more
- JPMorgan Chase (Plano, TX)
- …our team today by contributing to the future innovation of the wealth management onboarding experience. As an Onboarding Product Manager in the Asset ... **ASSET WEALTH MANAGEMENT ONBOARDING OPERATIONS ASSOCIATE PRODUCT...organization. + Experience with product and strategic solutions delivery, data governance and data modeling, API development,… more
- Citizens (Charlotte, NC)
- … Wealth Management is seeking a highly skilled and experienced Wealth Strategy and Distribution Manager , who will drive and communicate progress on ... as partner across the Consumer Bank to infuse Citizens Wealth Management products and services into the...data and translate into actionable insights + Strong management and organizational skills, with the ability to prioritize… more
- M&T Bank (Wilmington, DE)
- …expect the successful candidate to be proficient in integration techniques, understand data management and have a history in developing multi-tier applications. ... We are looking for a manager of our Investment Management Technology...experience with regards to application integration patterns, designing services, data management , commercial Web applications, application containerization… more
- Alight (Chicago, IL)
- …transforming the employee experience for people around the world. With personalized, data -driven health, wealth , pay and wellbeing insights, Alight brings people ... Be Alight. Learn more at careers.alight.com Great opportunity to harness our enormous data -scale and advanced AI technologies in the service of helping our client's… more
- Brokers International (Urbandale, IA)
- …play a pivotal role in spearheading the standardizing of a comprehensive digital Wealth Management ecosystem for a portfolio that spans multiple locations and ... Job Title: Wealth Project Manager Business Unit: Brokers...and execution of a major digital initiative within our Wealth Management portfolio. + Define project objectives,… more
- Neuberger Berman (New York, NY)
- …economics preferred + Experience with investments and basic investing concepts, experience in wealth management a plus + Strong knowledge of marketing concepts ... **Summary** The Marketing Manager operates within the NB Private Wealth...- 7 years of experience in marketing or investment management industry + Bachelor's degree in related field ie:… more
- Mirador (Salt Lake City, UT)
- …services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family ... fast-paced environment. Our reporting teams have in-depth knowledge of wealth management products and technology applications, so...New financial account and asset set-up & classification + Data feed management + Create custom reports… more
- Alight (PR)
- ** Wealth Client Technology Manager ** Are you passionate about data and visualizing it in new and exciting ways? Are you a fast learner who is fascinated by ... you embody the meaning of Be Alight. Learn more at careers.alight.com. The ** Wealth Client Technology Manager i** sa client-facing expert responsible for… more
- Citizens (Tarrytown, NY)
- …is responsible for the day-to-day management of client portfolios. The Wealth Portfolio Manager provides portfolio management services for ... Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits,...risk/return and liquidity needs for the client. The portfolio manager will partner with internal colleagues such as our… more
- Edward Jones (Tempe, AZ)
- …Our Wealth Planning and Onboarding Portfolio is part of the Digital Wealth Management organization and provides capabilities to enable our Financial Advisors ... and Branch Teams to deliver Human-Centered Complete Wealth Management . The Digital Account Solutions team...with key stakeholders and business partners, the Digital Product Manager II will create the vision for Digital Account… more
- Citizens (Johnston, RI)
- …Finance Director, you will provide valuable financial leadership and direction for the Private Wealth Manager Team within Citizens Bank, playing a key role in ... a team that is responsible for the inorganic build of out of the Bank's Private Wealth Manager business, including partnering with M&A to execute on Wealth … more