- DXC Technology (Austin, TX)
- …of business, technical, and financial models and cost structures specific to Life and Wealth insurance companies. + Exhibit strong influence, negotiation, ... client confidence as a trusted advisor. **Qualifications:** + Comprehensive understanding of Life and Wealth insurance, BPS, and DXC IP. Particular knowledge… more
- Citigroup (New York, NY)
- …best-in-class research, and advice for all Citi clients. The role reports into the Lead Finance Officer of Wealth Products, and works closely with the FP&A ... Citi Wealth is a unified wealth platform...as a trusted and strategic advisor to the lending product leadership. The Financial Planning and Analysis Lead… more
- HUB International (New York, NY)
- …deep understanding of data management as it relates to custodial platforms. As the Product Lead , you will be responsible for driving the business process, ... the insurance community. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with...all. We are looking for a dynamic and experienced wealth management industry product manager to join… more
- Citigroup (Fort Lauderdale, FL)
- …and country teams and regional control functions in overseeing assigned business/ product ( Wealth ) activities, demonstrating particular consideration for the ... join our team as **Vice President, New Activity Risk Lead Analyst** based in Ft. Lauderdale, Florida to support... Analyst** based in Ft. Lauderdale, Florida to support Wealth New Activity Risk Management. The Wealth … more
- Citigroup (New York, NY)
- …experience for the full Citi relationship, particularly in the US The Digital Wealth Product Senior Group Manager will drive strategy and implementation for ... Consumer's digital wealth product offering. The Role will work... product plans, strategies, and tactics while coordinating product lines through product life -cycles… more
- JPMorgan Chase (Plano, TX)
- …solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management, you will support the market and ... education requirements and the appropriate state Group - 1 Life and Variable Annuity License + Ability to act...to detail and excellent follow-through + High degree of Wealth Management and investment product and technology… more
- Alight (Lincolnshire, IL)
- …- Role Description-Northeast (Virtual Role)** The Wealth Sales Executive - ( Wealth Services and Product - Defined Benefit, Defined Contribution, Financial ... the world the ability to power confident decisions, for life . With a comprehensive total rewards package, continuing education...multi- product Alight solutions selling within a designated product portfolio. The Wealth Sales Executive is… more
- Citigroup (Fort Lauderdale, FL)
- …Compliance Risk Management (ICRM) coverage of the US Citigold/CPC business segment within Wealth , as well as insurance and brokerage product offerings. This role ... order to partner to develop and apply ICRM program solutions that meet the business/ product and customer needs in a manner consistent with the Citi program framework… more
- JPMorgan Chase (Jersey City, NJ)
- …could be the next best step in your technical career. Join us. As a ** Lead Architect** at **JPMorgan Chase** within the **Asset and Wealth Management** , you ... needs + Defines the technical target state of their product and drives achievement of the strategy + Participates...+ Proficient in all aspects of the Software Development Life Cycle + Advanced understanding of agile methodologies such… more
- Citigroup (New York, NY)
- …**Serve as AML Representative to Senior Governance meetings for including the Wealth Product Approval Committee. Represent Citi as appropriate to external ... corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money,… more
- Morgan Stanley (Denver, CO)
- *POSITION SUMMARY:* The Wealth Management Analyst's responsibilities include producing strategy reports, synthesizing client/prospect data to develop customized ... and creating and executing marketing strategies to attract new clients. The Wealth Management Analyst focuses on servicing clients by understanding their investment… more
- Bank of America (Athens, GA)
- …Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to ... Wealth Management Client Associate Athens, Georgia **Job Description:**...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial… more
- Truist (Charlotte, NC)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new...the corporation. * Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients… more
- Neuberger Berman (New York, NY)
- …leadership calendar for NB Private Wealth business + Collaborate with Private Wealth Investment Group on product prioritization and product goals + ... **Summary** The Marketing Manager operates within the NB Private Wealth ("NBPW") Marketing team, which provides strategic and tactical... business at Neuberger Berman. This individual will be lead a variety of marketing initiatives and will work… more
- Truist (Atlanta, GA)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new...of the corporation Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients… more
- Citigroup (Tampa, FL)
- …Operational Risk - Wealth Management Reporting to the Director, Global Wealth Products Lead , this position provides effective oversight of Business ... Investment Solutions, Deposits & Lending) as well as the product support teams and vendors supporting or used by...control issues with transparency. + Provide support to the Wealth Products Lead in relevant New Activity… more
- M&T Bank (Wilmington, DE)
- …Management Technology team into technical designs and development. + Collaborate with Wealth product owners, vendors, architects, key partners in Enterprise ... nature of the business, the resource will own and lead both, the development of inhouse built applications as...- Asset and Investment Management: + Understanding of the product , operations, and technological needs of Wealth … more
- US Bank (Litchfield Park, AZ)
- …Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In This Role You Will: + ... all of us to bring our shared ambition to life , and each person is unique in their potential....stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments,… more
- JPMorgan Chase (Plano, TX)
- …cybersecurity to have a real impact on the financial industry. As a Lead Cybersecurity Architect at JPMorgan Chase within the Cybersecurity Technology & Controls ... + Defines the technical target state of their cybersecurity product and drives achievement of the strategy + Identifies...+ Proficiency in all aspects of the Software Development Life Cycle + Advanced understanding of agile methodologies such… more
- JPMorgan Chase (Columbus, OH)
- …within the product , and remediating issues identified throughout the data life cycle in compliance with Firm-wide policies and standards + Prioritizing the data ... As a Data Owner - Vice President in JPMorgan Wealth Management, you will be responsible for integrating data...be responsible for integrating data priorities with an assigned Product as well as coordinating data strategies across the… more