- Aequor (NJ)
- 100 % remote Manager prefers local candidates (will consider non local candidates as well) Required bachelor's degree Must Haves: Phase 1 to 4 clinical trial ... and Development, Global Study Management and Monitoring (GSMM), Project Management, Client Affiliates, Medical Affairs (MA), Regulatory, CMC, QA, Packaging Vendors,… more
- Alight (PR)
- ** Wealth Client Technology Manager ** Are you passionate about data and visualizing it in new and exciting ways? Are you a fast learner who is fascinated ... if you embody the meaning of Be Alight. Learn more at careers.alight.com. The ** Wealth Client Technology Manager i** sa client -facing expert… more
- M&T Bank (Los Angeles, CA)
- …policies and procedures and external developments, including regulations, which may affect the Wealth client and the Bank. Collaborate with market leadership on ... service provided to their assigned territory meets the needs of the Market(s), balancing Wealth client needs, the broader needs of the organization and the needs… more
- Zions Bancorporation (Salt Lake City, UT)
- …of controls to address the risks associated with vendors. We are currently seeking a Wealth Technology and Operations Manager within the EWM Team to manage ... is located in Salt Lake City, Utah. Description The Wealth Technology and Operations Manager ...+ Oversee all day-to-day operational activities that support the Wealth team's ability to deliver a fantastic client… more
- M&T Bank (Wilmington, DE)
- …using Agile best practices. **Job Description** + Reporting to the Head of M&T Wealth Technology , the successful candidate will be a key member of the ... We are looking for a manager of our Investment Management Technology ...technology to solutions that would benefit the M+T Wealth business. + Ability to develop community of practices… more
- BlackRock (New York, NY)
- **About this role** **VP, Product Marketing Manager , Aladdin Wealth ** **About this role** The Aladdin Wealth Product Marketing Team is responsible for ... development, and product management teams. **About Aladdin Wealth Tech** Aladdin Wealth Tech is BlackRock's technology business serving the global wealth… more
- Citigroup (New York, NY)
- The NAM Citigold/Citigold Private Client team of Citi Wealth , has ambitious growth targets to deliver against the digital wealth platform across all segments ... our brand promise, we must operate as a truly client -centric organization, driving a high tech, high touch experience...full Citi relationship, particularly in the US The Digital Wealth Product Senior Group Manager will drive… more
- JPMorgan Chase (Newark, DE)
- The JP Morgan Wealth Management Client Platforms & Experiences organization is accountable for championing end-to-end client experiences for our Wealth ... is seeking a Channel Trends & Insights Customer Success Manager to guide a culture of client ...**Job Responsibilities:** + Own the discovery and grounding high-impact client problems to solve to drive Wealth … more
- BlackRock (Atlanta, GA)
- …with prospective and live clients. **About Aladdin Wealth Tech** Aladdin Wealth Tech is BlackRock's technology business serving the global wealth ... management industry. Our mission is to transform wealth management through technology , leading to better investment outcomes for more people. Our users are… more
- ADP (Springfield, IL)
- ADP is hiring a **Senior** ** Manager - Health & Wealth in West/Central Market -** **AZ, CA, and/or the IL area.** + Are you ready to join a company offering ... make your mark?** In this role, the Health and Wealth leadership team has responsibility for delivery of the...ADP:** We are a global leader in human resources technology , offering the latest AI and machine learning-enhanced payroll,… more
- Mirador (Stamford, CT)
- Solutions Project Manager Grounded in Wall Street and enabled by technology , Mirador combines powerful data science and deep financial expertise to provide ... and workflows We are looking for a strong Project Manager / PMO to join our Solutions team to...internal stakeholders + 3-5 years of work experience in wealth management or technology industry; entrepreneurial mindset… 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 ... As an account manager you will support Wealth Management Client Advisors and their clients...needs + Experience with onboarding & management of digital distribution/ technology platforms and custodian relationships + Ability to effectively… more
- Robert Half Finance & Accounting (Minneapolis, MN)
- …partnership with a reputable Registered Investment Advisory firm looking to add an Associate Wealth Manager to their dynamic team. The role presents an exciting ... tasks such as tax planning and quarterly billing - Participate in regular Wealth Manager meetings Qualifications: - Bachelor's degree in a financial field… more
- Mirador (Stamford, CT)
- …fast-paced environment. Our reporting teams have in-depth knowledge of wealth management products and technology applications, so understanding ... Grounded in Wall Street and enabled by technology , Mirador combines powerful data science and deep...U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of… more
- Grant Thornton LLP (Arlington, VA)
- As the Private Wealth Services Tax Manager , you'll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning ... to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations on return...strategies + You have excellent analytical, technical, and tax accounting/ technology skills + You have exceptional client … more
- BMO Financial Group (San Francisco, CA)
- …operational problems, developing data analytics for management reporting and leading business technology initiatives. The Private Wealth Analyst will assist team ... single reference point for service to families of significant wealth . Our mission is to be the family office...is to be the family office that defines exceptional client experience. We seek to provide the most high-touch,… more
- Citigroup (New York, NY)
- …Our goal is to deliver expertise and premier level of service while helping grow, manager , and preserve wealth . As we partner with our clients, we can provide ... of defense, to define client -centric lending products tailored to each client segment needs. Deepen/strengthens key Wealth lending client relationships… more
- JPMorgan Chase (Plano, TX)
- …relationships with delivery partners across including members in the Business, Technology , Design, Operations, Servicing, Digital Wealth Management, and Control ... high-quality products that resonate with clients. As the Service Desktop (CRM) Product Manager role as part of the Sales Optimization organization you will partner… more
- M&T Bank (Wilmington, DE)
- …as financial institution technology exposure, especially in Commercial, Credit, Wealth Management, Capital Markets, or Institutional Client Services is ... validations as assigned, under the supervision of a Lead Auditor or Manager . **Primary Responsibilities** + Participates in audits by executing assigned tasks in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …partner with an exceptional company in the search for a Wealth Advisor/Portfolio Manager to join their esteemed team. Our client is dedicated to providing ... and tax management at year end. Requirements Keys: + 5+ years of wealth management experience ideally with portfolio review and management experience. + Knowledge of… more
