- Citigroup (New York, NY)
- …our strategy against the high-net-worth segment. The COO office focuses on the execution of key growth initiatives and strategic investments, and will lead ... Change, and Execution . The Program & Project Execution Head will also oversee Citi Wealth 's...infrastructure and technology requirements + Work with Technology and Operations to define integration plans that leverage current assets,… more
- M&T Bank (New York, NY)
- …change to support the vision and goals of the Bank. **DEPARTMENT DESCRIPTION:** The Wealth Strategy & Operations team is responsible for setting the strategy and ... immersive leadership experience designed to develop leadership competencies and strategic capabilities. Throughout the first year, the incoming cohort...supporting the execution across the Wealth Management division. The… more
- JPMorgan Chase (Chicago, IL)
- …Director- Wealth and serve as a liaison to the Region Directors - Wealth (RDW), driving the execution of key strategies and tactics that will ensure ... level + Acts a liaison to RDWs, driving the execution of day to day operations and...locations + Ensures regional consistency and alignment with broader wealth initiatives + Provides strategic support for… more
- JPMorgan Chase (New York, NY)
- …Wealth Strategy Lead") will be responsible for all aspects of the strategic relationship between Wealth Management and Business Banking businesses. The ... Business & Wealth Strategy Lead will drive and execute ...of experience in financial services, preferably within Asset & Wealth Management and Business Banking + Execution -oriented,… more
- Brokers International (Urbandale, IA)
- …planning and execution of a major digital initiative within our Wealth Management portfolio. + Define project objectives, scope, requirements, critical path, and ... Job Title: Wealth Project Manager Business Unit: Brokers International Financial...Mark Williams, BI is making significant investments in talent, operations , sales and marketing capabilities, and digital platforms in… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Morgan Stanley (Purchase, NY)
- …Regulatory directive A successful candidate will be responsible for facilitating the strategic analysis, design, development, and execution of changes to ensure ... Morgan Stanley Wealth Management is seeking a dynamic and organized...RCMP is to coordinate across various functional areas (Product/Platform/Segments/ Legal/Risk/Compliance/Tech/ Operations ) to deliver required solutions in a way that… more
- JPMorgan Chase (Columbus, OH)
- …agenda to streamline, standardize, and automate key processes to promote efficient process execution and convergence to strategic state solution. In this role, ... asset management. We have assets of $2.5 trillion and operations worldwide. We operate in more than 100 markets...and Investment Risk Project Management initiatives through creation and execution of strategic vision for high-level initiatives,… more
- JPMorgan Chase (Columbus, OH)
- …+ Exhibit deep knowledge of the financial services industry and businesses (eg, wealth management, retail, wholesale as well as operations and technology ... As a Data Owner - Vice President in JPMorgan Wealth Management, you will be responsible for integrating data...promoting business growth. **Job responsibilities** + Advocating for the strategic consumption, creation, and publishing of data for one… more
- JPMorgan Chase (Plano, TX)
- …Dashboard. The Advisor Platform & Experiences team is responsible for the strategy, execution and ongoing support for the US Wealth Management (USWM) business ... skilled workforce. You will respond to and address evolving business and operations priorities from a technology perspective across Wealth Management. **Job… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... region of the world and every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals any large tech… more
- Citigroup (Queens, NY)
- …control and commercial objectives of the function. Requires thorough understanding of strategic direction of the function within the business, combined with a solid ... for a large and complex group and functional areas. Provides input into strategic decisions affecting job family or function within a region or business. Full… more
- JPMorgan Chase (Plano, TX)
- …and householding, and plays a significant part in the delivery and execution of Advisor performance management and incentive programs. **Job Responsibilities** + ... Establish the scope and operations for a new product space dedicated to Advisor...state; propose and own the streamlined vision + Drive strategic solutions to solve real-world client, Advisor, and operational… more
- BMO Financial Group (Chicago, IL)
- …guidance to assigned business/group on implementation of solutions. + Supports the execution of strategic initiatives in collaboration with internal and external ... formats data into regular and ad-hoc reports, and dashboards. + Supports the execution of strategic initiatives; includes tracking metrics and milestones. +… more
- Wells Fargo (Minneapolis, MN)
- …role:** Wells Fargo is seeking a Lead Business Execution Consultant for its Wealth and Investment Management (WIM) Operations & Servicing Product. This is a ... for a set of business capabilities/applications that support WIM Operations . **In this role, you will:** + Lead cross...+ Collaborate and consult with members of the Business Execution team and team leaders to drive strategic… more
- Citigroup (New York, NY)
- …ethical standards and making a positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving the needs of clients across ... the entire wealth spectrum. By building on the strengths and capabilities...Bank brands _._ **Job Description:** The Head of Business Execution - Investment Solutions & CIO, will report directly… more
- Neuberger Berman (New York, NY)
- …The VP of Strategy & Execution will lead change management projects of strategic priority to Private Wealth . Central to this will be understanding business ... **Summary** NP Private Wealth is Neuberger Berman's direct-to-client wealth ...and innovation, the business has embarked on a multi-year strategic plan to elevate all aspects of the client… more
- Morgan Stanley (Miami, FL)
- …Policy, process and procedure requirement focusing on risk mitigation and enhanced execution . Leads coordination efforts and set strategic priorities and ... to the policy. * Collaborate with, and provide credible challenge to the Business, Operations , Second Line of defense, and other strategic partners for the… more
- Scotiabank (New York, NY)
- …will be responsible for playing a lead role in coordinating various strategic initiatives across US GTB including planning, execution , and communications. ... research on key areas of opportunity for the division in line with Scotiabank's strategic priorities. Manages the execution and results for strategic … more
- Wells Fargo (St. Louis, MO)
- … operations + Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational ... group of team members **Required Qualifications:** + 4+ years of Business Execution , Implementation, or Strategic Planning experience, or equivalent demonstrated… more