• Wealth Management

    JPMorgan Chase (New York, NY)
    JP Morgan Asset & Wealth Management , with client assets of $2.8 trillion, is a global leader in investment and wealth management . Its clients include ... implementing new regulations and business changes that affect the Structured Product and OTC Derivative business, on-boarding...and to manage multiple tasks at once. JP Morgan Wealth Management Solutions comprises a workforce of… more
    JPMorgan Chase (07/20/24)
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  • JP Morgan Wealth Management - Senior…

    JPMorgan Chase (Plano, TX)
    …of 3,500 branches and 21 offices. As the Product Associate role in US Wealth Management as part of the Client & Employee Virtual Meeting (CEVM) product ... 60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking, Commercial Banking, and Consumer… more
    JPMorgan Chase (08/31/24)
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  • JP Morgan Wealth Management

    JPMorgan Chase (New York, NY)
    The Strategy Lead - Wealth Management and Business Banking Partnership ("Business & Wealth Strategy Lead") will be responsible for all aspects of the ... strategic relationship between Wealth Management and Business Banking businesses. The...projects in a client-focused environment + Knowledge of retirement product sets and solutions and sales management more
    JPMorgan Chase (09/11/24)
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  • Citi Wealth - Head of Lending - MD

    Citigroup (New York, NY)
    …development, and people management skills. Position directly manages the lending product offerings across all segments of the Wealth business. + Expertise ... wealth continuum. Our Private Bankers, Financial Advisors, and Product Specialists act as trusted advisors to many of...Head of Lending business reports to the Head of Wealth Management and leads a global team… more
    Citigroup (09/12/24)
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  • Wealth Management , Private Bank…

    JPMorgan Chase (New York, NY)
    …and closed-end registered investment companies (RICs) for clients of JP Morgan Wealth Management and Investment Solutions (WMIS). Currently, JPMPI provides ... and/or relevant industry experience is preferred. + CPA is preferred JP Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals… more
    JPMorgan Chase (08/01/24)
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  • Private Bank - Structured Credit Executive

    Bank of America (Dallas, TX)
    …**Required Qualifications:** + 4+ years of experience in commercial credit or wealth management credit + Experience reviewing financing requests and ... process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management , and Servicing & Fulfillment.… more
    Bank of America (08/15/24)
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  • Private Bank - Structured Credit Executive

    Bank of America (Chevy Chase, MD)
    …process from beginning to end by partnering with Advisors, Underwriting, Risk, Product Subject Matter Experts, Portfolio Management , and Servicing & Fulfillment. ... a seamless client experience * Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits * Proactive identification… more
    Bank of America (09/12/24)
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  • Structured Finance Analyst - Corporate…

    US Bank (St. Paul, MN)
    …what you excel at-all from Day One. **Job Description** **_Department: Wealth , Corporate, Commercial and Institutional Banking (WCIB) Operations - Corporate Trust ... - Product Operations GSF/CDO Cash Operations_** Responsible for cash and asset management of trust accounts including monitoring overdrafts and uninvested cash,… more
    US Bank (08/29/24)
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  • Associate Director, US Equity Indices…

    S&P Global (New York, NY)
    …Role:** **Grade Level (for internal use):** 12 **Title: Associate Director, US Equity Indices Product Management ** **The Impact** : S&P DJI indices serve as the ... the investment landscape. **The Team:** The US Equity Index Product Management team oversees a diverse set...global clients such as asset managers and asset owners, structured product desks, other financial technology and… more
    S&P Global (07/20/24)
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  • AVP Deposits & Cash Management

    Morgan Stanley (New York, NY)
    …professional experience in sales, operations, or client experience *Banking and / or wealth management experience is a plus *Research, synthesis, and development ... equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *AVP Deposits & Cash … more
    Morgan Stanley (07/31/24)
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  • Product Owner - Global Investment Office

    Morgan Stanley (Purchase, NY)
    …long-term incentive packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** * Product Owner - Global ... is a team within Morgan Stanley's Global Investment Office (GIO) dedicated to Wealth Management 's ultra-high net-worth and institutional clients. The team has… more
    Morgan Stanley (08/22/24)
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  • Credit Product Specialist

    Bank of America (Dallas, TX)
    …(eg, LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ... Credit Product Specialist Dallas, Texas **Job Description:** **Job Description:** At...ensuring wealth management clients are knowledgeable of the Banks… more
    Bank of America (08/23/24)
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  • Securitized Product Analyst

    Bank of America (Boston, MA)
    …and other modeling and statistical analysis for various investment and wealth management applications. **Securitized Products Analyst** **Role Responsibilities** ... + Support the overall management and surveillance of the CIO Fixed Income Team's structured product exposures across agency-MBS, ABS, and CMBS sectors. +… more
    Bank of America (07/07/24)
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  • Experience Owner II , Account Onboarding

    Citizens (RI)
    Description Citizens Wealth Management offers industry-leading, innovative solutions crafted for the complex needs of high-net-worth individuals, families, and ... influence, and execution skill to craft the way Citizens Wealth Management acquires new and engages with...role will define, develop, and lead the implementation of product roadmaps and capabilities to support business and customer… more
    Citizens (08/30/24)
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  • Data Product Lead, VP - Lending Data Owner

    Citigroup (Schaumburg, IL)
    management and governance. + Knowledge of mortgage, credit card, deposit, and wealth management products, as well as experience using large datasets for the ... career? Citi Chief Data Office is hiring a Data Product Lead to help grow our team and our...process mapping and lineage toolsets + Strong knowledge of structured /unstructured databases, data modeling, data management , rapid/iterative… more
    Citigroup (08/29/24)
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  • Director, Head of New York Product Control

    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 ... Director, Head of New York Product Control **Requisition ID:** 206530 **Salary Range:** 174,700.00...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
    Scotiabank (09/07/24)
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  • Private Markets Strategy and Alternatives…

    Raymond James Financial, Inc. (New York, NY)
    …judgement and analysis * Competitive landscape (ie, alternative investment platforms of other wealth management firms) * Principles of banking and finance and ... Ensures a structured approach to launches of new offerings, including product positioning, marketing materials, and sales training by partnering with other areas… more
    Raymond James Financial, Inc. (09/07/24)
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  • UHNW Capital Markets Specialist

    Bank of America (New York, NY)
    …yrs experience Financial Services experience, preferably in equity research, equity portfolio management , wealth management or middle market institutional ... or platform + Own the capital markets relationship with the Private Wealth Field Leaders in assigned territory (Branch Management , Regional Executives, etc… more
    Bank of America (09/12/24)
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  • Director, Sales & Relationship Management

    S&P Global (New York, NY)
    …to gain user acceptance and optimize revenue; + Deliver insights on both existing product functionality / use cases as well as explore new product opportunities; ... and respond accordingly; + Deliver insights on both existing product functionality / use cases as well as explore...data to monitor pipeline and opportunity status for revenue management ; + Understand customer problems and identify ways to… more
    S&P Global (06/17/24)
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  • Director, Financial Institutions…

    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 ... Director, Financial Institutions - Securitizations, Global Risk Management **Requisition ID:** 202980 **Salary Range:** 174,700.00 - 286,000.00 _Please note that the… more
    Scotiabank (09/05/24)
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