- Citigroup (Jersey City, NJ)
- …the Citi Global Wealth Technology (CGWT) CIO, the CGWT Business Execution Lead (BEL) is responsible to lead executive-level strategic and operational ... technology stack and infrastructure. Reporting into the Citi Technology Business Execution Lead and...the details and rolling up her/his/their sleeves. **Responsibilities:** The Wealth Technology BEL Team is responsible for… more
- Regions Bank (Birmingham, AL)
- …of the system. **Job Description:** At Regions, the Wealth Management Strategic Execution Partner supports one or more business segments within Wealth ... is responsible for defining the strategy and leading the execution of key business initiatives to improve...Wealth Management experience + Experience with product management, business case development, cost and risk analysis, and estimation… more
- M&T Bank (Wilmington, DE)
- …& Innovation** + Apply innovative technology solutions to enhance the M&T Wealth business . + Establish and lead Communities of Practice to facilitate ... best practices. + Reporting to the Head of M&T Wealth Technology , the successful candidate will be...with agility. + Lead Agile teams, ensuring collaboration across business , operations, development, and technology groups. +… more
- Broadridge Financial Solutions (New York, NY)
- …regulatory requirements. Strategic Vision & Execution : Develop and drive the technology architecture roadmap, aligning it with Wealth Management goals and ... is robust, scalable, secure, and aligned with our strategic business objectives. As a Technology Leader, you...leading a talented team and shaping the future of Wealth Management technology at scale. Key Responsibilities:… more
- Brokers International (Urbandale, IA)
- Job Title: Wealth Project Manager Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original ... planning and execution of a major digital initiative within our Wealth Management portfolio. + Define project objectives, scope, requirements, critical path, and… more
- S&P Global (New York, NY)
- …Role:** **Grade Level (for internal use):** 13 **About the Role:** Director, Wealth Benchmarks Product Management **The Team:** The Product Management team oversees ... Impact:** We are seeking a Director to support our Wealth Benchmark initiatives in the US and globally. This...needs and gather product innovation ideas. + Own tactical execution of the product roadmap including new index development,… more
- M&T Bank (Wilmington, DE)
- …structure in place that supports both strategic and tactical management of the technology environment supporting the Wealth and ICS businesses. Responsible for ... and Technology Support Lead responsible for the technology supporting the Wealth and ICS businesses...of ongoing tech initiatives and strategic direction of the technology supporting the business ; + Independently document… more
- City National Bank (Jersey City, NJ)
- …and memorandums. Additionally, the position is responsible for the maintenance and execution of the Wealth Management continuous monitoring program in accordance ... *SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The ...personal and professional leadership skills and learning capabilities. * Product/ Business / Technology Knowledge* Consistently keeps informed of new… more
- Truist (Atlanta, GA)
- …and continually advocates for digital client experience improvements that balance business benefits. The Wealth Omni Digital Senior Strategist understands ... States of America) **Please review the following job description:** The Truist Wealth Omni Digital Senior Strategist is responsible for working in partnership with… more
- JPMorgan Chase (New York, NY)
- …that create tangible value for clients and advisors in the $6B+ revenue Wealth Management business . Our transformation programs are sponsored by C-suite ... ** Business Transformation Office** drives and executes critical change...Advisors, Product Specialists, Legal, Risk, Compliance, Operations, Marketing, and Technology to implement complex, transformational change. As an Associate… more
- Manulife (Boston, MA)
- Join our Global Wealth Management Technology Team! We are looking for Senior Integration Developers to design, build and maintain integrations between our ... systems to enhance the efficiency and accuracy of trade processing and execution . + Provide technical expertise and support for the implementation and maintenance… more
- Citigroup (New York, NY)
- …and develop robust controls. + **Stakeholder Collaboration:** Work closely with business units, operations, technology , legal, Enterprise Regulatory and Tax ... to lead our NAM Regulatory Reporting and Client Tax Operations team within the Wealth division. The Head of NAM Regulatory Reporting and Client Tax Operations will… more
- JPMorgan Chase (Plano, TX)
- The JP Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth ... and advisors. You will develop and refine the workstream's roadmap, develop business requirements, drive their execution , and support the products through… more
- Thrivent Financial (Minneapolis, MN)
- …for Advice & Wealth Management (AWM) and Insurance serves as strategic business partner and trusted advisor to the leaders of the AWM, Insurance Product, ... will collaborate with Distribution leaders to grow an economically sustainable Advice & Wealth Management business as well as work with Insurance leaders to… more
- JPMorgan Chase (Plano, TX)
- …Strategy & Acceleration is part of the Product Acceleration Garage (PAG) in Wealth Management Product & Experience. This team takes new and innovative ideas and ... and test our proof-of-concepts. Our team works across US Wealth Management to develop the next generation of advanced... Management to develop the next generation of advanced technology and bring them to market. As a Senior… more
- JPMorgan Chase (New York, NY)
- …focusing on Wealth Management Personalization, to help both the client and Wealth Management business grow. You enjoy shaping the future of product ... clients. As a Vice President in the JP Morgan Wealth Management - Wealth Engagement - Personalization...an array of financial instruments. + Extensive experience authoring business requirements, defining user stories, and leading execution… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …Global Banking team as a Product Owner, driving the vision, strategy, and execution of a cutting-edge, end-to-end wealth management platform. This role is ... **Product Manager Wealth Management** **Category:** Project Management **Main location:** United...and maintain a prioritized product backlog, ensuring alignment with business goals, customer needs, and compliance requirements. * Collaborate… more
- JPMorgan Chase (New York, NY)
- …in a matrixed environment + Strong business acumen and understanding of wealth management products, operations, and technology + Bachelor's degree in a ... serve as a critical member of the leadership team driving the execution of our flagship ConnectWealth program. This transformative initiative, spanning multiple… more
- Vanguard (Malvern, PA)
- …will include leading cross-functional teams spanning operations, creative, and marketing technology and the development and execution of strategic enablement, ... Marketing Director - Advice & Wealth Management (AWM) Vanguard has launched a new...events, and sales collateral, ensuring cohesive and effective marketing execution . You'll shape the next horizon of marketing strategy… more
- Commerce Bank (Kansas City, MO)
- …lead the relationship with vendors and other technology partners in the execution of the strategic plan + Prepare business cases for new products ... century, Commerce Trust has been a leading provider of wealth management services including financial planning, estate and tax... line leaders to define, lead and influence the execution of CT Digital strategic business initiatives… more