- Brokers International (Urbandale, IA)
- Job Title: Wealth Project Manager Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original ... on a new journey of accelerated growth and success. Job Summary As the Wealth Project Manager , this individual will play a pivotal role in spearheading the… more
- NTT DATA North America (Oaks, PA)
- …an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Wealth Platform Project Manager to join our team in ... institutions including top 10 US banks, to global payment providers, and top wealth management firms. You will regularly interact with and learn from our industry… more
- Citizens (Johnston, RI)
- Description As the Senior Project Manager - Wealth Management, the individual is responsible for overseeing and managing complex projects within the ... Wealth Management organization and cross functional teams across Wealth . Their role involves leading project teams,...teams across Wealth . Their role involves leading project teams, defining project goals, developing … more
- Citizens (Johnston, RI)
- Description The Project Manager within Citizens Wealth Management will lead strategic change initiatives for the Wealth Change Management office. This ... governance, ensuring alignment with organizational priorities and regulatory requirements. The Project Manager will partner with senior leadership and… more
- Neuberger Berman (New York, NY)
- …are looking for a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a ... on Advisor and Client solutions. This role requires exceptional communication, project management, problem-solving, and leadership skills. It requires the ability to… more
- JPMorgan Chase (Columbus, OH)
- …that thrives on partnership, performance, and continuous improvement. As a Supervisory Manager in the Discretionary Accounts Control Team, you drive solutions and ... partner with stakeholders to deliver impactful business initiatives. Your day-to-day efforts will include partnering with key stakeholders spanning onboarding, proposal, trade, billing, performance, risk, and compliance. You are highly organized,… more
- JPMorgan Chase (New York, NY)
- …in fast-paced, dynamic environments and are passionate about shaping the future of wealth management, this is the role for you. **Key Responsibilities:** + Establish ... of experience in financial services, with deep expertise in wealth management or investment management + 6+ years of...(SDLC), systems integration, and data management + Proficiency in project management tools (eg, JIRA, MS Project )… more
- Deloitte (Dayton, OH)
- …with various internal and external stakeholder groups, and report to the Senior Manager , Wealth Accumulation Leader. Recruiting for this role ends on December ... leading plan operations and compliance activities associated with Deloitte's US Wealth Accumulation Program, the Deloitte branded retirement program consisting of… more
- JPMorgan Chase (New York, NY)
- Join the Wealth Management Solutions team as a Product Manager focused on the firm's Donor Advised Fund (DAF) product offering. This role is responsible for ... of experience in financial services or strategy consulting, with a focus on wealth management, capital markets, or investment support. + 3-5 years of direct… more
- JPMorgan Chase (Plano, TX)
- …shapes the future of financial services and client experiences. As a Central Supervisory Manager , you will play a key role in ensuring the integrity and suitability ... our team, and your career. As a Central Supervisory Manager in the Central Supervision team, you ensure the...stakeholders and align them to final resolutions + Complete project work and additional tasks as assigned + Articulate… more
- Citigroup (Washington, DC)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or… more
- Citigroup (Oakbrook Terrace, IL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or… more
- M&T Bank (Baltimore, MD)
- …with senior management, peer networking, and working in teams on two group project assignments. OJT responsibilities vary by department and are assigned by the ... department manager . The position may be responsible for additional projects...our clients need financial services outside of their core wealth management solutions, we have the resources to help.… more
- Citigroup (Hewlett, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or… more
- JPMorgan Chase (Wilmington, DE)
- …the breadth of JP Morgan Chase's expertise and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager . JP Morgan ... participate in establishing a new business for JP Morgan Chase. As the Wealth Management Partnership Program lead within JP Morgan Private Client, you will… more
- KeyBank (Portland, ME)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build ... role is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary… more
- Neuberger Berman (New York, NY)
- Neuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in ... and support business growth. The ideal candidate will bring relevant private wealth experience, strong analytical skills, and a demonstrated ability to lead change… more
- Neuberger Berman (New York, NY)
- **Position Overview:** The Private Wealth Business Enablement Officer will play a key role in the Private Wealth business' technology budget, prioritization, ... roadmap, associated business cases, and project lifecycle management. This leader acts as the connective...This leader acts as the connective tissue across Private Wealth , Technology, Operations, Compliance, Finance, and client-facing teams to… more
- TD Bank (New York, NY)
- …management regarding audit scope, status, and findings + Works at direction of Audit Manager + May perform testing procedures for more critical areas of audits + ... + Works independently but receives assistance/coaching from the audit manager + May be Auditor in Charge on an...+ Provides feedback on staff performance on an audit project basis + Assists in providing feedback on completion… more
- JPMorgan Chase (Jersey City, NJ)
- We are seeking a highly skilled Product Lead with deep expertise in Wealth Management Advisor Compensation within a large financial institution. This individual will ... Advisor retirement, and career progression programs. As a Product Manager on the Product & Experience Manager ...SQL queries, and JIRA, and a comprehensive understanding of wealth management products and their associated pay rules. Prior… more