- CGI Technologies and Solutions, Inc. (New York, NY)
- ** Product / Project Manager Wealth Management** **Category:** Project Management **Main location:** United States, New York, New York **Position ID:** ... Join a high-performing Global Banking team in a dual Product and Project Manager capacity,... wealth management platform. This role blends strategic product thinking with execution-driven project leadership to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Petersburg, FL Corporate Office location. **Job Summary:** The Senior Product Manager will operate within the Wealth Management Technology group, which is ... demonstrate subject matter expertise, the ability to integrate domain knowledge into project work, and an understanding of financial services standards and practices… more
- Truist (Charlotte, NC)
- …of America) **Please review the following job description:** Business owner of a product , system or application of the Truist Wealth platform including but ... and other teammate facing applications and tools for the Truist Wealth organization. Responsible for defining the strategy, analyzing potential solutions and… more
- Wells Fargo (New York, NY)
- …and seamless experience for Advisors and Client Associates. Wells Fargo is seeking a Lead Product Manager to join our Client Relationship Group to define and own ... The **Client Relationship Group (CRG)** Product Management organization within Wealth and...+ Collaborate and consult with managers, stakeholders, scrum masters, project managers, and delivery team to resolve issues and… more
- JPMorgan Chase (Columbus, OH)
- Join our dynamic team as a Vice President of Product Delivery for the JP Morgan Wealth Management - Wealth Engagement team, where you will play a leadership ... role in shaping the future of product innovation. You will collaborate closely with ...+ In partnership with Architecture, conduct thorough evaluations of project initiatives to determine their potential team impacts and… more
- Bank of America (New York, NY)
- Credit Manager /Sr Credit Underwriter Global Wealth & Investment Management Custom Lending Charlotte, North Carolina;Dallas, Texas; New York, New York; Miami, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Credit- Manager -Sr-Credit-Underwriter-Global- Wealth Investment-Management-Custom-Lending\_25027998) **Job Description:** At Bank of… more
- Bank of America (Chicago, IL)
- Credit Manager , Global Wealth & Investment Management Custom Lending Charlotte, North Carolina;Chicago, Illinois **To proceed with your application, you must be ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Charlotte/Credit- Manager --Global- Wealth Investment-Management-Custom-Lending\_25023533-1) **Job Description:** At Bank of… more
- City National Bank (Jersey City, NJ)
- *SR AUDIT MANAGER - WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director of ... Management, is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in supervising a team of… more
- JPMorgan Chase (New York, NY)
- …clients can expect in their wealth management experience. As a **Client Onboarding Product Manager ** as part of the **JPM Wealth Management Product ... that make it seamless to establish new investment accounts with JP Morgan Wealth Management. Across web, mobile and internal platforms, for both self-directed and… more
- M&T Bank (Wilmington, DE)
- …deployment and cloud configuration. **Financial Technology Systems** **:** Understanding of the product , operations, and technological needs of Wealth and Asset ... **Overview:** ** ** We are seeking a manager for our Investment Management Technology Team to...asset and investment management. The candidate will improve the Wealth Investment Management Team's capabilities, streamline processes, upgrade systems… more
- JPMorgan Chase (New York, NY)
- …and internal platforms-supporting both self-directed and advisor-led channels. As a **Client Onboarding Product Manager ** within the **JPM Wealth Management ... The **J.P. Morgan Wealth Management Client Onboarding & Account Opening** team...improve the client and advisor experience. You'll own critical product processes, use data to inform decisions, and partner… more
- Comerica (Auburn Hills, MI)
- Job Description Senior Manager Technology, Wealth Management Comerica is hiring a Sr. Technology Manager who is passionate about delivering technical ... experiences to our colleagues in the wealth management space. The ideal candidate will possess strong...in trust, private banking, and financial advising. The Senior Manager Technology provides thought leadership to deliver creative and… more
- Citigroup (Tampa, FL)
- …**Knowledge & Experience:** + 10+ years' experience at a bank/broker dealer/ wealth manager ; some appropriate licenses preferred (eg, FINRA SIE,7,24) + ... The Business Risk Manager , based in New York, will join the...Wealth Investments and Insurance business globally, including: + Product Governance (organization and administration of business led … more
- Citigroup (Bronxville, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Cognizant (Chicago, IL)
- **Senior Business Analyst- Wealth Management, Banking & Financial Services, Cognizant Consulting** **Banking & Financial Services** **Chicago, Illinois (Hybrid)** ... . **The Role** We are actively seeking a **passionate, high-energy Consulting Manager ** to serve as a **Senior Business Analyst.** This position requires extensive… more
- Citigroup (Boca Raton, FL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or… more
- JPMorgan Chase (Plano, TX)
- At JP Morgan Wealth Management, we are committed to supporting clients throughout their wealth journey. This includes working to understand and adapt to our ... a Vice President, Advisor Productivity Tools within JP Morgan Wealth Management, you will be responsible for promoting and...point of contact to the field, understanding advisor and manager needs, and representing the voice of the advisor.… more
- Wells Fargo (Minneapolis, MN)
- …Fargo is seeking talent to join the 2026 Summer Internship, Early Careers - Wealth & Investment Management program. Learn more about the career areas and lines of ... business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) **Business Overview** Wealth & Investment Management, or WIM, is one of the United… more
- City National Bank (Raleigh, NC)
- *SENIOR DIRECTOR AUDIT- WEALTH MANAGEMENT & BANKING* WHAT IS THE OPPORTUNITY? This role is responsible for directing and overseeing the Wealth Management and ... management. WHAT WILL YOU DO? * The role encompasses audit/ project development, talent management, and maintaining consistent financial and tracking metrics… more