- JPMorgan Chase (New York, NY)
- …Separately Managed Accounts (SMAs) offered through the Private Bank, Chase Wealth Management , and JP Morgan Advisors investment platforms. These platforms ... **Our Team** As a part of Investment Solutions , the Managed Product Group serves...new investment products to the US Private Bank, Chase Wealth Management , and JP Morgan Advisors platforms,… more
- JPMorgan Chase (New York, NY)
- …executives. Your primary focus will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business, which is responsible for creating ... and managing investment and non-investment products, solutions , and services across wealth management . This includes areas such as sales & trading,… more
- JPMorgan Chase (New York, NY)
- …presentations and infographics. + Act as a critical 'public face' of JP Morgan Wealth Management Solutions and the Private Bank, responsible for sharing ... + Work closely with Solutions senior leadership, Investment Specialists, Capital Markets Solutions (CMS) and Managed Solutions & Strategies personnel to… more
- JPMorgan Chase (New York, NY)
- …Development, Vice President** Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions . Asset ... to better define, focus and realize their goals. Within Wealth Management (WM) Solutions , the...distinct US distribution channels. These investments, whether proprietary or managed by third parties, include Separately Managed … more
- Citigroup (New York, NY)
- …delivers a wide range of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance ... report directly into the Head of Business Execution supporting the Global Investment Solutions business at Citi Wealth . Investment Solutions is comprised… more
- S&P Global (New York, NY)
- …** **Value** **Stream** , which underpins S&P DJI's Multi-Asset, Custom, and Wealth Management franchises. The team partners closely with Product, Technology, ... and operational efficiency. + Demonstrated experience in multi-asset, portfolio analytics, or wealth management data products. + Ability to synthesize complex… more
- Citigroup (New York, NY)
- …affluent and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Global Wealth at ... looking for Summer Analysts to join the Citi Global Wealth Summer Analyst Program. Citi Global Wealth ...platform, which allows us deliver traditional and alternative investments, managed account solutions , best-in-class research and advice… more
- S&P Global (New York, NY)
- …Level (for internal use):** 10 **The Team:** The Multi-Asset Index Management team oversees a diverse portfolio of high-profile indices encompassing equities, ... fixed income, commodities derivatives, and digital wealth . **Impact:** As an Index Manager, you will be...role will involve working closely with key stakeholders (Product Management , R&D, Technology, Governance and Operations) to ensure the… more
- S&P Global (New York, NY)
- …products. You will drive revenue growth through strategic engagement with asset management , wealth management and institutional clients across your ... to interact with-and form, long standing relationships with centers of influence at asset management and wealth management firms in America. + Work… more
- S&P Global (Hightstown, NJ)
- …This position is critical in driving revenue growth through strategic engagement with wealth management and institutional clients across the region. You will be ... use):** 13 **The Team:** As the Director of Client Solutions Group Mid-Atlantic Region, you will play a pivotal...long standing relationships with centers of influence at asset management and wealth management firms… 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 ... their goals. Join us in shaping the future of retirement. As the Head of Retirement Solutions within JP Morgan Asset Management , you will play a crucial role in… more
- JPMorgan Chase (New York, NY)
- Description We are looking to add a Senior Associate, Commercial Office to Wealth Management - Managed Investments. Managed Investments is responsible ... Capabilities** + 3+ years of experience or equivalent expertise in financial services, wealth management or investments organizations or consulting + 3+ years of… more
- Deloitte (Princeton, NJ)
- …Operate offering, you will drive the vision, strategy, and execution of innovative managed services and digital solutions that transform the finance function for ... product vision and roadmap for Finance Operate and Accelsior products, including managed finance operations, digital platforms, and automation solutions . Align… more
- S&P Global (New York, NY)
- …and IT managed services sourcing, with strong negotiation and contract management skills. + Strong analytical skills with the ability to leverage procurement ... internal use):** 14 **About the Role:** Head of Technology Sourcing Category Management **The Impact:** The Sr. Director of Technology Sourcing Category … more
- City National Bank (New York, NY)
- …regarding adjustments or actions that should be taken. * Client Portfolio Review and Management * For Managed Solutions , structure client asset allocation ... ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary point of contact for assigned line of business… more
- Bank of America (Pennington, NJ)
- …Investment Advisory Specialist (IAS) will support Financial Advisors and Wealth Management Specialists on all Merrill Lynch Managed Assets platforms in order ... the Investment Advisory Platform by helping to align IAP solutions to client goals. Key responsibilities include interacting with...to drive utilization of Managed Asset platforms. The Investment Advisory Specialist provides advice… more
- City National Bank (New York, NY)
- …financial services and advice; banking, credit, investment management (custom managed and/or brokerage), trust and estate services, wealth planning, and ... corporate vision and champion change. * Create synergies and solutions . * Act as a talent manager and achieve...* Partner closely and effectively with the Credit/Operations, Trust, Wealth Planning and Portfolio Management teams through… more
- TD Bank (New York, NY)
- …advice through planning and the distribution of Mass Affluent products including annuities, managed solutions and insurance as well as high net worth and ... + Directly accountable for assigned Mass Affluent revenue and Wealth /brokerage referral goals + Territory management : work...revenue and Wealth /brokerage referral goals + Territory management : work with Wealth and Retail leadership… more
- Deloitte (Princeton, NJ)
- …the backbone. You will have the opportunity to support the creation of innovative managed services and digital solutions that transform the finance function for ... the product vision and roadmap for Cascade Suite as well as emerging managed finance operations, digital platforms, and automation solutions . Support the… more
- S&P Global (New York, NY)
- …our** **indices in Direct Indexing and Models Portfolios across asset managers, wealth managers, technology platforms and other financial institutions. You will also ... relevant research topics** **answering one-off requests from clients and management ** **producing content for public dissemination and distribution** **Although you… more