- Charles Schwab (Westlake, TX)
- …and develop reporting opportunities for ultra-affluent clients utilizing in-house and third party solutions . Act as a in-house expert of Addepar reporting tool, ... with UHNW clients to understand personalized needs and execute solutions . The person in this position will have the...support the them What you have Required Qualifications: Deep product expertise of Addepar reporting capabilities A… more
- JPMorgan Chase (New York, NY)
- …structure with a platform of both depth and breadth. **Job Description:** The Product Lead for the Addepar Solution Strategy and Execution for JP Morgan ... lead the strategic direction and implementation of the Addepar platform for large clients within the Private Bank.... solutions . + Develop strategies to differentiate our Addepar solution in the marketplace. **Required Qualifications,… more
- Charles Schwab (Westlake, TX)
- …and third party solutions . + Act as a in-house expert of Addepar reporting tool, engaging with internal teams and Financial Consultants. + Support custom ... with UHNW clients to understand personalized needs and execute solutions . The person in this position will have the...the them **What you have** **Required Qualifications:** + **Deep product expertise of Addepar reporting capabilities** +… more
- Neuberger Berman (New York, NY)
- …technology products and a platform supporting Wealth Advisors and their clients. Product solutions will include both in-house development and vendor application ... are looking for a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus… more
