- Citigroup (New York, NY)
- …services product ownership, product manager, or related role + Strong background in wealth management with a deep understanding of the industry + Proven ... with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills.… more
- Citigroup (New York, NY)
- …with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills. ... the development and optimization of our Next Best Action (NBA) Targeting, Query Management , integrated AI Solutions and Publishing Platforms . In this role, you… more
- JPMorgan Chase (New York, NY)
- …of traditional investments across our US Private Bank, Chase Wealth Management , and JP Morgan Advisors investment platforms . You'll also cultivate ... giant, JPMorgan Chase & Co, in our Asset & Wealth Management division, a leader in providing...management firms, promoting strategic initiatives to ensure our platforms and product suites remain competitive and evolve with… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth...You could access a range of responsive banking, investing, wealth management & planning services and access… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth...You could access a range of responsive banking, investing, wealth management & planning services and access… more
- Citigroup (New York, NY)
- …the Risk and Control function for Generative AI (Gen AI) initiatives within our Global Wealth Management division. This role is pivotal in driving forward Gen AI ... comprehensive risk and control framework for Generative AI use cases across global wealth management . + Establish policies, procedures, and controls to ensure… more
- Citigroup (Greenwich, CT)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... adapts them for application within own job and the business . Recognized subject matter expert within one area. Strong...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- JPMorgan Chase (New York, NY)
- …change management and transformation experience, including project and program management that spans business and partners teams within the financial ... **About the Global Mortgage Solutions Business ** The Global Mortgage Solutions business ...Product is responsible for the end to end product management including strategic planning, creation, design, launch and lifecycle… more
- American Express (New York, NY)
- …working on a fast-evolving set of experimental and new applications, services and platforms that is serving tens of millions of customers around the world. Someone ... hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for...of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a… more
- Citigroup (New York, NY)
- …technical innovation, we encourage you to apply. **Job Family Group:** Decision Management **Job Family:** Business Analysis **Time Type:** Full time **Primary ... AI (GenAI) model onboarding and Retrieval-Augmented Generation (RAG) solutions across diverse business use cases. This role requires a deep understanding of AI… more
- Citigroup (New York, NY)
- …lead this effort, we encourage you to apply. **Job Family Group:** Decision Management **Job Family:** Business Analysis **Time Type:** Full time **Primary ... seeking an innovative and detail-oriented professional to lead the development and management of the Generative AI (GenAI) testing and evaluation framework. This… more
- S&P Global (New York, NY)
- …Role:** **Grade Level (for internal use):** 14 **Head of Software Engineering: Data Platforms ** The Head of Software Engineering: Data Platforms is responsible ... key Leader of the Technology Organization, the Head of Software Engineering: Data Platforms will lead the execution of the data platform strategy leveraging a… more
- CIBC (New York, NY)
- …and providing end-user support. The role will specialize in our US Private Wealth platforms , driving innovations and improvements to enhance client experiences ... organizational skills + **Analyze and Evaluate Systems and Processes** across the Private Wealth and business partner landscape. Stay abreast of industry trends… more
- Scotiabank (New York, NY)
- Senior Manager, US GTB Business Management Requisition ID: 205644 Join a purpose driven winning team, committed to results, in an inclusive and high-performing ... culture. Position: Senior Manager, US Global Transaction Banking (GTB) Business Management Global Transaction Banking (GTB) is the payments and transaction… more
- Bank of America (New York, NY)
- …experience * Excellent written and verbal communication skills * Experience/knowledge of wealth management organization and business * Well-developed ... ISG Business Support Manager New York, New York **Job...Investment Solutions Group (ISG) provides access to a comprehensive wealth management platform that can help clients… more
- BlackRock (New York, NY)
- …+ Deliver regular and ad-hoc updates to senior leadership on the Digital Wealth business , including progress, challenges, and priorities. + Develop quarterly ... **About this role** **About this role** **The US Direct business , consisting of platforms such as Fidelity,...Robinhood, is one of the largest and fastest growing wealth channels today. Driven by the convergence of several… more
- Bank of America (New York, NY)
- …initiatives designed to support and enhance the positioning of a line of business . Oversees Client and Business Management functions, Strategic Planning ... and analyses client data to drive innovative of new wealth management solutions. Ensures that operations are...consistent in supporting the client strategy and the broader business strategy. Additionally, contribute the ongoing management … more
- Bank of America (New York, NY)
- …understanding and knowledge of the products and offerings for Wealth Management , Investment Banking, Workplace Benefits and Consumer platforms + Develops and ... relationships with leadership, advisors, relationship managers, and clients/prospects + Facilitates Wealth Management (GWIM) to Investment Banking (GIB) and… more
- Broadridge Financial Solutions (New York, NY)
- …strategic Product Director to spearhead growth and product maturity in asset & wealth management distribution intelligence. In this pivotal role, you will work ... a leading provider of comprehensive distribution analytics and data management solutions for asset managers, broker-dealers, and platforms...product and services that enable distribution for asset & wealth management , with a focus on the… more
- Broadridge Financial Solutions (New York, NY)
- …architecture, systems integration, and implementation. + Strong experience with investment management platforms (eg, Bloomberg AIM, BlackRock Aladdin, Charles ... and business objectives . + Evaluate and recommend new technologies , platforms , and tools to enhance the investment management processes. + System… more