- JPMorgan Chase (New York, NY)
- As the Head of the USWM Portfolio Advisory Group, (PAG) you will serve as the lead for investment solutions within US Wealth Management , our mass ... support to clients and advisors. Job Responsibilities + Lead investment solutions for Chase Wealth Management (CWM), prioritizing and curating the solutions… more
- Vanguard (Malvern, PA)
- …visionary Head of Architecture to lead technology design for our Advice & Wealth Management (AWM) Technology division. This new role will shape the long-term ... speed and resilience without compromising architectural integrity. . Bring broad wealth management industry into Vanguard's architecture strategy, ensuring our… more
- Equitable (New York, NY)
- …M&A strategy + Relationship Development: Establish and cultivate relationships with wealth management business owners/leaders, investment bankers, ... Head of Wealth - Mergers and...by leading all aspects of M&A activity in the Wealth Management segment-from market analysis and deal… more
- Citigroup (New York, NY)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... shape the future of financial services. **Job Description:** The Head of Wealth Technology Platform is a...Platform, aligned with the overall business objectives of Citi Wealth Management . + **Transformation Leadership:** Lead the… more
- JPMorgan Chase (New York, NY)
- …to guide them in their home lending financing needs. **US Mortgage Product** The Head of US Mortgage Product is responsible for comprehensive product management , ... including strategic planning, creation, design, launch, and lifecycle management of all US mortgage and HELOC products and...that enable the mortgage offering. Reporting to the Global Head of Mortgage Solutions, the Head of… more
- Citigroup (Miami, FL)
- …Extensive knowledge of investment management , deep expertise in investment solutions, portfolio management , and wealth planning strategies. In-depth ... new professional clients. **Qualifications** + **Experience:** 15+ years of experience in wealth management , private banking, or financial advisory, with at… more
- JPMorgan Chase (New York, NY)
- …presentations, publications or product-oriented marketing programs. + Work closely with Wealth Management 's senior leadership, Investment Specialists, ... positioning within managed portfolios. Led by the firm's Global Head of Investment Strategy, the team helps...situations in relation to JP Morgan Wealth Management 's view, proactively and reactively. + Provide Investment… more
- JPMorgan Chase (New York, NY)
- …you will join a growing and innovative Equity Portfolio Management team within Wealth Management 's Chief Investment Officer Team (Private Bank CIO Team), ... Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management , Retail Financial Services and Card Services. The Global … more
- JPMorgan Chase (Jersey City, NJ)
- …Asset Management business. This role offers the chance to report directly to the Head of Asset & Wealth Management Planning and Analysis, with a dotted ... the Head of Financial Analysis - Asset Management within JP Morgan Asset & Wealth ...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Associate Director, Head of Latin America Liability Management ...Debt Capital Market, Equity Capital Markets, Derivatives, Sustainable Finance, Investment Banking and Syndicate teams, as well as the… more
- Robert Half Finance & Accounting (New York, NY)
- Description Our Wealth Management client is looking for a skilled Portfolio Management Associate to join the team in midtown Manhattan, New York. This role ... involves collaborating closely with the Head of Investments and Wealth Advisors to...2 days work from home. Responsibilities: * Collaborate with Wealth Advisors and the investment team to… more
- Bank of America (San Francisco, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...being responsible for resource allocation for the Market, managing head count report, etc. Serve as point of contact… more
- Vanguard (Malvern, PA)
- … solutions tailored to the evolving needs of Advice and Wealth Management clients. This role blends strategic thinking, investment acumen, and execution ... Join the founding team of Advice and Wealth Management Portfolio Solutions, where we...an investment product dashboard for Advice and Wealth Management . 4. Program Management … more
- Scotiabank (Dallas, TX)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Director, Head of US Resolution Planning **Requisition ID:** 239562...Global Banking & Markets provides a full range of investment banking, credit and risk management products… more
- JPMorgan Chase (New York, NY)
- …across business lines, including Asset Management , Chase Bank, and Chase Wealth Management . + Foster a positive work environment and drive employee ... As the Head of Retirement Solutions within JP Morgan Asset Management , you will play a crucial role in advancing our record-keeping strategy, spearheading… more
- First National Bank of Omaha (Fort Collins, CO)
- …with **$5MM+ in investable** **assets** . You will champion an integrated wealth model spanning investment management , fiduciary solutions, advanced ... **&** **Collaboration** + Develop and execute strategic partnership initiatives across Wealth Management ,Retail Banking, Commercial Banking, and other critical… more
- S&P Global (New York, NY)
- …and cutting-edge technologies to provide unparalleled client engagement and solutions. The Head of Private Markets Relationship Management , S&P Global Ratings is ... their complex business challenges. The team is focused on relationship management , business development, and are intellectually curious. We uniquely leverage our… more
- Vanguard (Malvern, PA)
- …skilled and motivated senior controls leader within the Advice and Wealth Management (AWM) Division. Reporting to the AWM Head of Controls and Governance, ... solutions to business challenges and conducting analysis to help management proactively address potential risks to the firm or...Awareness: Develop and maintain knowledge and awareness of the wealth and investment industry, risk and control… more
- Citigroup (New York, NY)
- …of experience in markets, preferably in private banking or a wealth management setting. + Strong understanding of investment products across asset classes. + ... experience in markets, preferably within private banking or a wealth management setting. The successful candidate will...specialist teams to focus on product alignment and identify investment opportunities for Citi Wealth clients including… more
- Citigroup (New York, NY)
- …that cater to the increasing demand for digital assets within a holistic wealth management framework. Through expert guidance and proactive engagement, the team ... can support our global team and partner with the Head of Digital Assets to drive Citi Wealth...strategic capability. **Qualifications** + 8+ years of experience in wealth management , capital markets, strategy, fintech, or… more
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