- Wells Fargo (New York, NY)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, ... & Investment Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on deep client discovery and… more
- JPMorgan Chase (New York, NY)
- …a platform of both depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development ... This role requires a visionary leader with expertise in Wealth Planning and Advice, capable of driving...deliver exceptional value to our clients. The Digital Product Lead will oversee the product lifecycle from ideation to… more
- Neuberger Berman (New York, NY)
- …investment strategies, and prospect/client lifecycle management. Experience with one or more Wealth Planning tools like eMoney, MoneyGuidePro, etc. + Solid ... proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions.… more
- JPMorgan Chase (New York, NY)
- …help drive advisor results and strengthen the client experience across the US Wealth Management franchise. **Job Responsibilities** + Lead the design and ... At JP Morgan Wealth Management, our Field Performance & Incentives team...objectives. This highly visible position offers deep exposure to senior leadership and cross-functional partners across Finance, HR, Legal,… more
- JPMorgan Chase (New York, NY)
- …& Wealth Management, including competitive intelligence, market mapping, succession planning , and confidential project work. The ability to foster strong client ... experience? Apply today! As a Recruiter in Asset & Wealth Management, you will play a critical role in...relationships with senior managers and candidates is essential, and your consultative,… more
- Bank of America (New York, NY)
- …in any one of the teams specialized roles of Business Development, Wealth Planning , Investment Management, or Business Management in addition to ... promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support… more
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... - CIO will report directly into the COO for Wealth and Matrix report into the CIO for ...and will be accountable for overall end results, budgeting, planning and policy formulation. The Head of Business Execution… more
- JPMorgan Chase (New York, NY)
- JP Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management ... Morgan Investments Direct, and JP Morgan Personal Advisors. JP Morgan (our Remote Wealth Management offering). As a Vice President on the CWM Business Project… more
- City National Bank (Jersey City, NJ)
- *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of auditors ... results of testing performed, and effectively communicate audit results to the Senior Audit Manager/Director and senior management in meetings, presentations,… more
- Raymond James Financial, Inc. (New York, NY)
- …pace with the changing business environment. . Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), ... the firm's wealth management unit, and Asset Management divisions, serving as...current risk management strategies to the Board of Directors, senior management and various risk committees. . Collaborates with… more
- Citigroup (New York, NY)
- _The Head of Escrow Services (LFG) is a senior level responsible for executing functional strategy and new business origination in areas managed. Full management ... teams across several locations, including management of people, budget and planning , to include duties such as performance evaluation, compensation, hiring,… more
- Citigroup (Jersey City, NJ)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... The role will require working closely with various technology, business groups and senior technology managers as well as take the responsibility of delivery of the… more
- City National Bank (New York, NY)
- *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned ... presentations at PBB branch offices and client locations. * Lead discussions about all aspects of Wealth ...investment management opportunities. * Relationship Management * Take a lead role in managing investment services by planning… more
- Scotiabank (New York, NY)
- Senior Manager, US GTB Strategy **Requisition ID:** 233012 **Salary Range:** 117,400.00 - 224,700.00 _Please note that the Salary Range shown is a guideline only. ... committed to results, in an inclusive and high-performing culture. ** Senior Manager, US GTB Strategy - New York City,...of US Global Transaction Banking (GTB) by leading strategic planning and owning executive communications. This is a role… more
- Scotiabank (New York, NY)
- …As required, the Senior Manager will be responsible for playing a lead role in coordinating various strategic initiatives across US GTB including planning , ... Senior Manager, US GTB Strategic Support **Requisition ID:**...drive employee engagement + Expert time management, project management, planning and organization skills to oversee and execute on… more
- Scotiabank (New York, NY)
- Senior Manager, US Counterparty Credit Risk **Requisition ID:** 234013 **Salary Range:** 171,018.00 - 224,700.00 _Please note that the Salary Range shown is a ... team, committed to results, in an inclusive and high-performing culture. TITLE: Senior Manager, US Counterparty Credit Risk DUTIES: Scotia Capital (USA), Inc. Seeks… more
- Scotiabank (New York, NY)
- Senior Product Manager - US Business Deposit Products (GTM), Global Transaction Banking **Requisition ID:** 202027 **Salary Range:** 110,700.00 - 211,800.00 _Please ... Manager - US Business Deposit Products (GTM) is accountable for ideation, planning , defining and executing the Go-To-Market (GTM) strategy and tactical plans for… more
- Scotiabank (New York, NY)
- Senior Manager, Cash Management Product Execution, Global Transaction Banking - New York, NY **Requisition ID:** 234103 **Salary Range:** 117,400.00 - 224,700.00 ... to results, in an inclusive and high-performing culture. **Accountabilities:** + Lead the development, roll-out and implementation of USCM products, features and… more
- Capital One (New York, NY)
- Principal Auditor (Experienced Senior Auditor) Corporate Compliance Audits (Hybrid) Capital One's Audit function is a dedicated group of professionals focused on ... will focus on operations of investment (securities and transactions). Responsibilities: + Lead small audits, or own completion of significant components of larger… more
- S&P Global (New York, NY)
- …of information and decisions for the Chief of Staff and CEO. + Lead cross-functional strategic travel and stakeholder/outreach planning to maximize the CEO's ... Level (for internal use):** 13 **The Team** The Director, Planning , Analysis & Operations works closely with the Chief...the Chief of Staff to the CEO and other senior leaders, supporting the overall effectiveness and organization of… more