- Citigroup (New York, NY)
- …touch experience for the full Citi relationship, particularly in the US The Digital Wealth Product Senior Group Manager will drive strategy and ... implementation for Consumer's digital wealth product offering. The Role will work...priorities and deliver against them. Job Profile Summary The Product Management Senior Group Manager is a… more
- Wells Fargo (New York, NY)
- …seamless experience for Advisors and Client Associates. Wells Fargo is seeking a Lead Product Manager to join our Client Relationship Management Group to define ... The **Client Relationship Group (CRG)** Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and… more
- JPMorgan Chase (New York, NY)
- …including trusts and estates, loans, mortgages, and deposits. **Job Summary** As a Private Wealth Alternatives (PWA) Client Account Manager you will focus on ... their counterparts at our platform partners. As an account manager you will support Wealth Management Client...a focus on Wealth Management distribution of Alternative products + Knowledge of financial markets, alternatives… more
- JPMorgan Chase (New York, NY)
- Private Wealth Alternatives in the US is...opportunity for JP Morgan Asset Management. As a leading Alternatives manager (over $200 Billion assets under ... credit and hedge funds) - and a leading asset manager for US financial intermediaries in mutual funds, SMAs...to individual investors through financial intermediaries. As a Private Wealth Alternatives Internal Client Advisoryou will provide… more
- Bloomberg (New York, NY)
- Product Manager - Alternative & Private Funds **New York, NY** Posted May 23, 2024 - Requisition No. 125560 The needs of the asset owner community which ... includes pensions, insurance companies, endowments, family offices, sovereign wealth funds and their advisors continues to evolve. Making...these allocation needs. We are looking to hire a product manager to focus on refining and… more
- Citigroup (New York, NY)
- Citi Wealth is a unified wealth platform that serves clients across the wealth continuum. The Wealth business serves ultra-high-net-worth individuals and ... and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work… more
- Citigroup (Queens, NY)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of… more
- Morgan Stanley (New York, NY)
- …executive talent, as well as competitive deal sourcing advantages. MSIM's Alternative Investments platform ("MSIM Alternatives ") is an industry leader ... . Private Credit . Private Equity . Real Assets . Hedge Funds . Alternative Solutions The investment teams comprising MSIM Alternatives generally have long… more
- S&P Global (New York, NY)
- …mindset in achieving the team's strategic priorities. In addition to being a hands-on Product Manager , the Associate Director will be an integral team member and ... 12 **S&P Dow Jones Indices** **The Role:** Associate Director, Fixed Income Product Management **The Location:** New York, NY **Grade/Level (relevant for internal… more
- BlackRock (New York, NY)
- **About this role** **Job Description:** BlackRock's US Wealth Advisory business services $2T+ in client assets and is responsible for the distribution of active and ... through intermediaries as well as sub advisory relationships. The US Wealth Advisory Strategic Accounts team is responsible for BlackRock's relationship management… more
- JPMorgan Chase (Brooklyn, NY)
- …providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) ... greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As… more
- Bank of America (Florham Park, NJ)
- Closely Held Asset Manager Chicago, Illinois;Dallas, Texas; Florham Park, New Jersey **Job Description:** The Investment Solutions Group (ISG) provides investment ... fiduciary execution, advisor and client support for all Bank of America's wealth channels including Merrill Lynch Wealth Management, BofA Private Bank… more
- JPMorgan Chase (New York, NY)
- …providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening ... with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase… more
- Bank of America (New York, NY)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product ... Business Banking Relationship Manager /Senior Relationship Manager - New York,...relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the… more
- Bank of America (New York, NY)
- Data Support Manager Charlotte, North Carolina;New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... technical solution designs from a business point of view and recommend alternatives -Communicate plans, progress and risks appropriately to the stakeholders and… more
- Bank of America (Jersey City, NJ)
- Metadata and Controls Data Support Manager Charlotte, North Carolina;Jersey City, New Jersey **Job Description:** At Bank of America, we are guided by a common ... to technical solution designs from a business point of view and recommend alternatives + Communicate plans, progress and risks appropriately to the stakeholders and… more
- Neuberger Berman (New York, NY)
- …and individual investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in ... addition to portfolio advice and wealth planning services. We offer a broad platform to...the operational risk framework, covering all new and existing product strategies and related governance processes. + Stay abreast… more
- Nuveen Investments (New York, NY)
- …management. This individual will play a critical role in partnering with the Advisory Product , Alternative Product , Wealth Distribution and Institutional ... **Key Responsibilities and Duties** + Assist in designing a comprehensive product and distribution strategy that unifies tactical and strategic initiatives, aligning… more
- City National Bank (New York, NY)
- …Utilize planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services. + Utilize, ... relationship plans have been developed and are implemented. + Work with the Client Manager and rest of client team to ensure preparation of all presentation and… more
- MassMutual (New York, NY)
- …decision making. This work considers legal entity structures, distribution channel, and product results as well as how these impact our capital optimization and ... cash operations, corporate finance data and systems management as well as wealth management finance activities. We are seeking engaging professionals with strong… more