- 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
- 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
- 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 (Chicago, IL)
- …meet their generational wealth management needs. As a Vice President Supervisory Manager in JP Morgan Wealth Management, you will be responsible for managing ... JP Morgan Wealth Management provides individuals, advisors and institutions with...and Audit Examination inquiries timely and effectively. + Undertake project work and additional tasks as assigned by Central… more
- JPMorgan Chase (Chicago, IL)
- …planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs. As a Supervisory Manager in JP Morgan ... JP Morgan Wealth Management provides individuals, advisors and institutions with...personnel in the field to resolve exceptions. + Undertake project work and additional tasks as assigned by Central… 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
- Wellington (Boston, MA)
- …our perspectives with those of our clients. **About the Role** The US Wealth Product Marketing Manager will combine strong investment knowledge, product ... on cross-regional initiatives. Specific responsibilities include: + Partner with US Wealth Marketing Strategist to identify opportunities for new content for… 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 (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
- 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
- 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
- JPMorgan Chase (New York, NY)
- The Business Development Manager - Team Lead leads a team of 14 Business Development Implementation Specialists responsible for the successful rollout and adoption ... of new products, services, and processes across the Chase Wealth Management organization. This role is accountable for team leadership, strategic planning, execution… 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
- 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
- ServiceNow, Inc. (Orlando, FL)
- …we pursue our purpose to make the world work better for everyone. The Senior Manager , Expert Services is a key member of the Customer Outcomes leadership team - ... KPI analysis and new hire on-boarding. The Customer Delivery Manager works closely with the Services Sales team in...customers. This could include - customer governance calls, internal project reviews and escalations. + Ensure adherence to the… 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