• 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 (10/24/24)
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  • Wealth Management Capital Markets…

    Morgan Stanley (Purchase, NY)
    …attorneys covering corresponding businesses within Morgan Stanley's Institutional Securities Group. Wealth Management 's Structured Investments business is an ... * Wealth Management Capital Markets Attorney VP/ED*...successful candidate will be closely involved in: * Supporting Structured Investment product offerings and enhancements, including… more
    Morgan Stanley (10/25/24)
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  • JP Morgan Wealth Management

    JPMorgan Chase (New York, NY)
    The JP Morgan Wealth Management (USWM) business, with ~$600 billion in Assets Under Management and ~5,000 advisors, is dedicated to helping investors achieve ... business to ensure clarity around the priorities of the Wealth Management and Business Banking Partnership. The...set in a sales capacity + Knowledge of retirement product sets and solutions and sales management more
    JPMorgan Chase (11/01/24)
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  • Wealth Management , Cross Asset…

    JPMorgan Chase (New York, NY)
    …structuring and sales, particularly with strong communication skills and experience across Wealth Management channels. Core skills of the new specialist will ... to identify and structure derivatives for investment and risk management goals. Within our Cross Asset Derivative Solutions trading...America platform . We're looking for someone with strong product knowledge and experience in structured notes… more
    JPMorgan Chase (11/06/24)
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  • Wealth Management Finance - FP&A…

    Morgan Stanley (Purchase, NY)
    …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... demand for timely and insightful analysis and planning for Wealth Management CCAR processes. A new team...Management CCAR processes. A new team has been structured to help meet the demands, engage with broad… more
    Morgan Stanley (10/28/24)
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  • Director, Sales - Structured Finance

    S&P Global (New York, NY)
    …Role:** **Grade Level (for internal use):** 12 **The** **Role:** **Director, Sales: Structured Finance, North America** **The Team:** The S&P Global Commercial Team ... Seeking a proven and experienced sales individual to expand our Structured Finance ratings portfolio, particularly in Esoteric ABS, Asset Backed Commercial… more
    S&P Global (09/19/24)
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  • Executive Director - Equity Structured

    Morgan Stanley (New York, NY)
    …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... of collaborating with business stakeholders and desk heads. * You will have strong product knowledge of equity derivatives, structured products, and OTC's. * You… more
    Morgan Stanley (11/14/24)
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  • Director, US Equity Indices Product

    S&P Global (New York, NY)
    …Role:** **Grade Level (for internal use):** 13 **Title: Director, US Equity Indices Product Management ** **The Impact** : S&P Dow Jones Indices (SPDJI) serves ... 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 (10/30/24)
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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 (10/18/24)
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  • Investments and Insurance Risk Assessment…

    Citigroup (Queens, NY)
    …across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank. ... and regulatory exams in investment and insurance related areas. + Significant Wealth Management Team interactions and Governance Committee presentations. +… more
    Citigroup (09/20/24)
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  • VP CRE Asset Manager Restructuring and Workouts

    Morgan Stanley (New York, NY)
    …firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management ("WM"), and Asset Management . The WM ... important part of our culture. The Tailored Lending ("TL") Group within Morgan Stanley Wealth Management Private Banking Group is seeking a CRE Asset Manager to… more
    Morgan Stanley (10/23/24)
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  • Fixed Income Principal - C15

    Citigroup (New York, NY)
    Description This is an opportunity to join the Structured Rates and Credit team, part of Citi Global Wealth Investments (CGWI) Capital Markets Group for the ... Americas. The Group serves Citi Global Wealth (CGW) Private Bankers, Investment Counsellors, Financial Advisors, and...Located in Citi's New York Greenwich Street headquarters, the Structured Rates and Credit team is responsible for leading… more
    Citigroup (10/16/24)
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  • Business Risk and Control Manager, VP

    Morgan Stanley (Purchase, NY)
    Morgan Stanley Wealth Management provides access to a wide range of wealth management products and services for individuals, businesses, and institutions ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Business Risk and Control Manager,… more
    Morgan Stanley (11/15/24)
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  • FID, Structure and Execution Management

    Morgan Stanley (New York, NY)
    …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... to execute on their business strategies. The Middle Market product group within Secured Lending provides financial solutions to...Group ("FSL") is currently seeking a Structure and Execution Management lawyer to work on all aspects of structuring… more
    Morgan Stanley (11/15/24)
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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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  • 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 (09/16/24)
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  • Investment Management Governance Office…

    City National Bank (New York, NY)
    MANAGEMENT GOVERNANCE OFFICE BUSINESS MANAGER* WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, this role will be part of the team that ... with a strong focus on integrated and streamlined investment management governance programs. What you will do * At...in a role requiring complex problem solving * Investment product knowledge preferred * Strong interpersonal and influencing skills… more
    City National Bank (10/17/24)
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  • Investment Management Governance Office…

    City National Bank (New York, NY)
    MANAGEMENT GOVERNANCE OFFICE BUSINESS ANALYST* WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that ... lines of business with a strong focus on integrated and streamlined investment management governance programs. What you will do * Build and sustain effective… more
    City National Bank (10/19/24)
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  • Asset Management - International Equities…

    JPMorgan Chase (New York, NY)
    At JP Morgan Asset Management , we provide equity solutions to many of the world's largest pension plans, sovereign wealth funds and central banks. The ... to in-house research. Our on-the-ground presence in key markets, combined with structured collaboration across regions and sectors, allows us to identify, share and… more
    JPMorgan Chase (11/10/24)
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  • Director Business Affairs

    City National Bank (New York, NY)
    …CNR Business Lead for all Operational Risk matters. Represent CNR in all Senior Wealth Management Risk Committee matters. Work with CNB Risk Officer to identify ... resources. *What you will do* * Head of CNR Product Development Group. Develop, create, vet and implement/launch new...to complete all audits and reviews. * Coordinate with Wealth Management Chief Compliance Officer and CNR… more
    City National Bank (10/26/24)
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