- Citigroup (Jersey City, NJ)
- …Results. **The Role:** We are seeking a dynamic and strategic ** Head of Wealth Investments Technology ** to lead our technology platforms supporting ... for driving the technology strategy, execution, and innovation for our investment platforms across private banking and affluent wealth segments. As a… more
- M&T Bank (Wilmington, DE)
- … products, and implement technologies using Agile best practices. + Reporting to the Head of M&T Wealth Technology , the successful candidate will be ... ** ** We are seeking a manager for our Investment Management Technology Team to solve technical... investment management. The candidate will improve the Wealth Investment Management Team's capabilities, streamline processes,… more
- Citigroup (Jacksonville, FL)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals...role directs the service quality and performance for the Wealth business/domain and drives the work efforts aligned to… more
- Citigroup (Queens, NY)
- …a wide range of products and services covering capital markets, managed investments , portfolio management, trust and estate planning, investment finance and ... and Insurance teams. This role will report to the Head of Wealth Controls and Risk Management....audit, risk / compliance reviews and regulatory exams in investment and insurance related areas. + Significant Wealth… more
- Neuberger Berman (New York, NY)
- …Salesforce Administrator to overall drive adoption and maintain support for the Private Wealth channel, reporting to the Head of Sales Enablement. The role ... involves enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying...expertise, identifying business needs, documenting requirements, working with Global Technology and the Head of Sales Enablement… more
- Truist (Philadelphia, PA)
- …leadership meetings and decisions, and offer strategic advice and competitive analysis to the Truist Wealth Division Director and the Head of Wealth in order ... Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions and products… more
- T. Rowe Price (New York, NY)
- …platforms + Lead efforts with various T. Rowe Price distribution teams and investment leaders on training/education on our Alternative Investments , with a ... the forging of strategic distribution partnerships with the most relevant legal, technology , and investment partners in the Alternatives market. Qualifications… more
- JPMorgan Chase (Chicago, IL)
- …that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the ... JP Morgan Wealth Management provides individuals, advisors and institutions with...Supervisory Sales Practice Review Team Manager, Director and/or the Head of Sales Practices. **Preferred Qualifications, Capabilities, and Skills**… more
- BlackRock (New York, NY)
- …outcomes, and talent development. + Deep experience and understanding of global Investment markets for Private Markets, preferably Wealth , FOFE, and Defined ... this role** BlackRock is the world's largest asset manager, providing global investment management services with AUM of over $10 trillion. BlackRock's Private… more
- Robert Half Finance & Accounting (New York, NY)
- …experience at the SEC, an asset manager, compliance consultancy firm or investment advisor/ wealth manager. The candidate must have Compliance Testing experience ... week in the midtown Manhattan office. Reporting to the Head of Core Compliance/Senior Counsel, the role covers the...the SEC, an asset manager, compliance consultancy firm or investment advisor/ wealth manager + Compliance Testing experience… more
- Neuberger Berman (New York, NY)
- We are looking for an experienced, business-oriented, Head of Sales Enablement to lead and manage the Salesforce.com platforms supporting our Global Institutional, ... Intermediary (Retail), and Private Wealth business lines. This role involves driving strategic evolution,...a working understanding of Salesforce configuration and administration. The Head of Sales Enablement will oversee a global team… more
- Nuveen Investments (Chicago, IL)
- …Sales & Marketing Technology Team in Nuveen, this role reports to the Head of Sales and Marketing Technology , IT Business Analyst Manager - Asset Management ... needs to design optimal systems solutions. This job provides information technology support to business systems, analyzes processes, and assists in problem… more
- Broadridge Financial Solutions (New York, NY)
- …while helping others along the way, come join the Broadridge team. Reporting to the Head of Corporate Actions and Income Processing based in the UK with a dotted ... revenue growth across products and geographies with a renewed focus on our Wealth Management Solution and we are looking to accelerate this growth and modernize… more
- Wells Fargo (Hilton Head Island, SC)
- …then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs ... + Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals for… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Director & Head , Digital Channels - Portal and Mobile, Global...closely with key internal Partners (eg, Regional Businesses, Information Technology , Security, Control Functions and other business partners) and… more
- Charles Schwab (Naples, FL)
- **Your opportunity** **MD, Head of Relationship Management & Service** The Managing Director, Head of Relationship Management & Service will lead the teams ... into Schwab, reduce operating risk and cost, and drive growth. The Managing Director, Head of Relationship Management & Service will have a high degree of influence… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Director & Head , Payments Strategy and Planning **Requisition ID:** 217179...of strategic initiatives across the business (Product, Operations, Sales, Technology , etc.). + Shapes team communication including GTB updates… more
- Citigroup (Roanoke, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals...global data center critical systems and integration. The Global Head of Data Center Integration Services will spearhead the… more
- City National Bank (New York, NY)
- …The Investment Risk Analyst will play a crucial role in supporting the Head of Investment Risk in managing and overseeing the investment risk ... portfolio. What you will do * Support the Head of Investment Risk in identifying, analyzing,...Compliance and other areas of CNB's Private Banking and Wealth Management. Work closely with key stakeholders to review… more
- Citigroup (New York, NY)
- The Commercial Cards NAM Cluster Head is a senior management level position responsible for managing a broad range of Product Management employees, setting strategy ... as banking products, cash management, foreign exchange, credit, capital markets, and wealth management to deliver comprehensive services and solutions for clients. +… more