- Citigroup (New York, NY)
- …informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are ... owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy,… more
- Neuberger Berman (New York, NY)
- …advisors, serving as the business owner for all client-facing digital platforms and internal wealth management tools. This role is pivotal to the ongoing Private ... **Position Overview** The Head of Private Wealth Platforms &...SMA/UMA structures, financial planning, proposals, analytics, and other core wealth management needs. + Lead the design… more
- Neuberger Berman (New York, NY)
- …& Governance - Private Wealth ** **Location:** New York, NY **Department:** Private Wealth Management (PWM) **Reports to:** Head of Private Wealth ... ** Head of Business Control...business controls, risk management , audit, or compliance within Wealth Management , Private Banking, or a similar environment… 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 (New York, NY)
- This role reports to the Global Head of Investment Solutions and responsible for the global sales strategy for the Alternative Investments business including ... investment professionals responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/… more
- Citizens (New York, NY)
- Description The Head of Wealth Supervision will be responsible for building out the first line of defense day-to-day supervision for the Private Wealth and ... Insurance, Annuities, along with a strong knowledge of portfolio investment supervision will be required. This role will provide...oversight, supervision, and be a point of escalation to Wealth Advisors and support staff and is a key… more
- Citigroup (New York, NY)
- …range of potential solutions including wealth structuring, insurance, trust management , and various investment and lending opportunities. This individual ... globe providing a range of solutions to help clients achieve their financial goals. The Head of Wealth Planning Specialists is responsible for leading a group of… more
- TD Bank (Charlotte, NC)
- …experience + 10+ years of experience with a proven track record in a high-level management role within wealth management or private banking + FINRA Series ... specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Head of ...equivalent - Series 9, 10) + Must have extensive Wealth Management leadership experience + Extensive understanding… more
- S&P Global (New York, NY)
- …Impact** : S&P Dow Jones Indices is seeking a Team Lead to join our Product Management organization. As Head of the Fixed Income Indices team, you will take the ... industry-leading bond, loan, and municipal bond indices. Reporting directly to the Global Head of FICC Products, your role will be instrumental in driving product… more
- HSBC (New York, NY)
- …help us build the bank of the future! **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-New York-New York **Req ID:** ... **Description** **Asset Management Product Manager (Americas Head ), HSBC...position itself to achieve commercial success based on its investment capabilities. Responsible for P&L (profit and loss) of… more
- Citigroup (Irving, TX)
- …and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, Citi ... be responsible for identifying digital growth opportunities within Personal Banking and Wealth Management Technology (PBWMT) to increase acquisitions and enhance… 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
- Vanguard (Malvern, PA)
- …minimum of 10 years of leadership experience supporting retail brokerage and wealth management businesses. Broad knowledge and experience with broker-dealer ... fairly, and to give them the best chance for investment success. Known for our strong ethical business practices...professionals focused on Vanguard's Personal Investor and Advice & Wealth Management divisions, along with support of… more
- Bank of America (Atlanta, GA)
- …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
- JPMorgan Chase (Dallas, TX)
- The **Global Trusts & Estates Practice** is an integral part of Wealth Management 's product offerings, delivering enduring fiduciary expertise and comprehensive ... experienced in, and dedicated to, estate administration, trust administration, investment management , tax compliance and administration, philanthropy and… more
- Vanguard (Malvern, PA)
- …channels). + Experience delivering technology solutions across the front-to-back asset and wealth management value chain. + Skilled in managing both vendor ... through cutting-edge technology, scalable platforms, and seamless integration across the investment lifecycle. As the Head of Personalized Indexing Technology,… more
- Janus Henderson Investors (Denver, CO)
- …systems or digital products. Significant experience in the financial services or asset/ wealth management industry is required, given the specialized nature of ... we would love to hear from you! Your opportunity Head of Client Technology is responsible for all client-facing... Tech: Direct work experience at an asset manager, wealth management firm, or fintech servicing these,… more
- Robert Half Finance & Accounting (Dallas, TX)
- …administrators. * Monitor and evaluate asset performance, fees, and allocations using investment management software. * Prepare and reconcile periodic financial ... Head of Family Office to lead tax strategy, investment oversight, and financial operations for a substantial family...required with 7+ years of experience in tax and investment management + Family office or multi-family… more
- JPMorgan Chase (Chicago, IL)
- JP Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through ... our global network of investment professionals while utilizing the latest technology and resources...latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships… more
- BlackRock (Boston, MA)
- …of success within ACB **Your Experience** + 10+ years of work experience, experience in wealth management or investment management preferred + Experience ... **About this role** **Director, Head of AI and Data Transformation** Location: Boston,...management firms and a premier provider of global investment management , risk management and… more
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