- Capital One (New York, NY)
- …highly-skilled information security, cybersecurity, site reliability engineering, technology, and risk management professionals. They have a wealth of experience ... we equally prioritize cybersecurity, reliability, and managing technology risk. Technology Risk Management (TRM) is a small organization that packs a big punch. The… more
- HSBC (New York, NY)
- … Wealth and Premier Banking (IWPB) business as it relates to the individual wealth planning, retail wealth management and retail and institutional asset ... and good market practices. With primary focus on retail wealth planning, retail wealth management ...the US Compliance capability + Give input on the strategy of the Head of IWPB RC US for… more
- DWS Group (New York, NY)
- …Description: Employer: DWS Group Title: Strategic Account Manager, Key Accounts - US Wealth Channels Location: New York, NY or Chicago, IL Job Code: #LI-LV2 #LI-03 ... investors on behalf of our clients, it is our role to find investment solutions . Ensuring the best possible foundation for our clients' financial future. And in… 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 ... responsible for shaping and executing the digital and client-centric strategy that will define the future of both client...SMA/UMA structures, financial planning, proposals, analytics, and other core wealth management needs. + Lead the design… more
- Unknown (New York, NY)
- …Industry Financial Services Type Public Company Founded 1812 Employees 10,001+ Categories Wealth Management Credit Cards Banking Financial Services Banking & ... Sustainability Corporate Citizenship Credit Specialties banking commercial banking investment banking wealth management credit cards capital markets equity and… more
- Unknown (New York, NY)
- …record in developing advanced tax solutions . A background in a large-scale wealth management platform or RIA aggregator is required, along with familiarity ... Vice President, Advanced Tax Strategy & Innovation About the Company Profitable broker...Advisor Linsco Private Ledger RIA Registered Investment Advisor Strategic Wealth Services Strategic Wealth Services Advisor Investing… more
- Unknown (New York, NY)
- …Industry Financial Services Type Public Company Founded 1812 Employees 10,001+ Categories Wealth Management Credit Cards Banking Financial Services Banking & ... Sustainability Corporate Citizenship Credit Specialties banking commercial banking investment banking wealth management credit cards capital markets equity and… more
- Unknown (New York, NY)
- …Industry Financial Services Type Public Company Founded 1812 Employees 10,001+ Categories Wealth Management Credit Cards Banking Financial Services Banking & ... Sustainability Corporate Citizenship Credit Specialties banking commercial banking investment banking wealth management credit cards capital markets equity and… more
- Unknown (New York, NY)
- …of index-linked products, driving revenue growth through strategic engagement with wealth management and institutional clients. The successful candidate will ... Head of Client Solutions Group About the Company Flourishing financial data...The role requires a deep understanding of asset and wealth management , a proven track record in… more
- NYC KIDS RISE (Long Island City, NY)
- …teams that build and maintain sustainable, scalable data, technology and project management solutions and designing excellent, easy-to-use products for and in ... asset building, child savings accounts, financial empowerment, education, community wealth building, urban poverty, neighborhood effects and social capital research,… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... and never stop. Collaborate with clients to create and build solutions that drive efficiency, connectivity, and transparency in electronic trading.… more
- Unknown (New York, NY)
- …Advisors Personal Finance Wealth Specialties private equity and ria ria business management canada australia wealth advisor solutions and family office & ... of Risk Management About the Company Large partnership of independent wealth management firms Industry Financial Services Type Privately Held, VC-backed… more
- Capco, a Wipro Company (New York, NY)
- … strategy teams and core delivery domains, including Banking and Payments, Wealth and Asset Management , Insurance, and Capital Markets to define, design, ... client's most difficult challenges related to digital and marketing strategy , operations, transformation, and expansion. Our industry experts work...and build bespoke solutions to real-world problems leveraging new and emerging technologies.… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... and never stop. Collaborate with clients to create and build solutions that drive efficiency, connectivity, and transparency in electronic trading.… more
- Neuberger Berman (New York, NY)
- **Neuberger Berman** is an independent, employee-owned, global asset management firm, serving the financial needs of institutions and individual investors worldwide. ... strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving… more
- Capco, a Wipro Company (New York, NY)
- …directly with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management , and Insurance sectors. You will collaborate with ... and confidently, work well in cross-functional teams + Experience in Cyber Strategy , Cyber Risk Management , or Cyber Regulatory Response initiatives is… more
- Capco, a Wipro Company (New York, NY)
- …directly with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management , and Insurance sectors. You will collaborate with ... and effective communication within cross-functional teams. + Background in Cyber Strategy , Cyber Risk Management , or Cyber Regulatory Response initiatives.… more
- Unknown (New York, NY)
- …process automation and digitization insurance quoting and applications asset and wealth management account opening underwriting automation no-code and enterprise ... be responsible for architecting and owning a comprehensive marketing strategy that aligns with technology and revenue goals. This...a proven track record in marketing complex B2B SaaS solutions , particularly with a focus on AI. The VP… 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...opportunities to be cross-staffed across the broader Asset & Wealth Management (AWM) Strategy team… more
- TD Bank (New York, NY)
- … Product, Investment Strategy and Trust owns responsibility for US Wealth 's Banking and Investment Products, Investment Management and Brokerage functions, ... solutions are available and integrated into the broader Wealth offering, meeting fiduciary standards and operational excellence +...degree preferred + 10+ Years of related Investment and Wealth Management experience + FINRA Series 7,… more
