- Neuberger Berman (New York, NY)
- **Position Overview:** The Private Wealth Business Enablement Officer will play a key role in the Private Wealth business' technology budget, prioritization, ... roadmap, associated business cases, and project lifecycle management. This leader acts as the connective...This leader acts as the connective tissue across Private Wealth , Technology, Operations, Compliance, Finance, and client-facing teams to… more
- Neuberger Berman (New York, NY)
- **Business Overview:** The Private Wealth Product Management team is newly established to serve as the backbone for operational excellence across Private Wealth ... develop, maintain, and operationalize standardized readiness playbooks that bring Private Wealth products and programs to life. You will own client-facing agreements… more
- Neuberger Berman (New York, NY)
- The Senior Associate - Private Wealth Platforms & Experience role will play a pivotal part in enhancing the digital client experience for Neuberger Berman's Private ... Wealth clients. This role focuses on identifying and implementing...to ensure accuracy, timely completion of tasks, and effective project tracking + Demonstrated initiative in driving projects forward… more
- Tradeweb (Jersey City, NJ)
- We are seeking an experienced Senior Product Manager to join our Technology organization, supporting the design, delivery, and continuous evolution of electronic ... The ideal candidate combines strong product management skills with hands-on project delivery experience in capital markets technology. This individual will manage… 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 analytical abilities and sharp attention to detail + Excellent project management, presentation and interpersonal skills are essential + Excellent communication… more
- Neuberger Berman (New York, NY)
- …resonate with diverse audiences, including institutional, intermediary, and private wealth audiences. **Key Responsibilities** **Brand Strategy Execution** + Support ... through clear communication of key information, research/insights, firm news, and project objectives. + Ensure timely processing of SOWs, invoices, and … 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 ... members and monitor their performance against internal audit methodology requirements + Perform manager reviews of audit work performed by team members and follow up… more
- Levi, Ray & Shoup, Inc. (Minneapolis, MN)
- …industries + Background in software/product delivery and roles such as Scrum Master, Project /Program Manager , or RTE + Experience with agile tools (eg, Jira) ... a change leader who partners with decision-makers, teams, and stakeholders across Wealth Management to optimize value delivery and foster a culture of transparency… more
- Brokers International (Urbandale, IA)
- Job Title: Wealth Project Manager Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original ... on a new journey of accelerated growth and success. Job Summary As the Wealth Project Manager , this individual will play a pivotal role in spearheading the… more
- NTT DATA North America (Oaks, PA)
- …an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Wealth Platform Project Manager to join our team in ... institutions including top 10 US banks, to global payment providers, and top wealth management firms. You will regularly interact with and learn from our industry… more
- JPMorgan Chase (Columbus, OH)
- …solutions to meet their generational wealth management needs. As a Vice President Program/ Project Manager in Wealth Management, you will lead and advise ... JP Morgan Wealth Management provides individuals, advisors and institutions with...Partner with Technology to communicate business needs and track project progress + Define project objectives, success… more
- JPMorgan Chase (Columbus, OH)
- …responsible for the supervision of investment sales activities in Chase Wealth Management, JPMorgan Securities and JPMorgan Private Bank. Supervisory Management is ... will include ensuring the highest standard of quality for our Technology and Project initiatives by understanding the business and becoming a subject matter expert… more
- JPMorgan Chase (Miami, FL)
- …that thrives on partnership, performance, and continuous improvement. As a Supervisory Manager in the Discretionary Accounts Control Team, you drive solutions and ... partner with stakeholders to deliver impactful business initiatives. Your day-to-day efforts will include partnering with key stakeholders spanning onboarding, proposal, trade, billing, performance, risk, and compliance. You are highly organized,… more
- Neuberger Berman (New York, NY)
- …are looking for a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a ... on Advisor and Client solutions. This role requires exceptional communication, project management, problem-solving, and leadership skills. It requires the ability to… more
- Huntington National Bank (Cleveland, OH)
- Description The Wealth Sales Enablement Program Manager is responsible for the development, coordination and execution of various enablement and training ... programs within the Wealth Segment. As a partner to the business segment...communication skills + Strong MS PowerPoint presentation skills + Project Management and/or Change Management experience Exempt Status: (Yes… more
- JPMorgan Chase (Chicago, IL)
- …meet their generational wealth management needs. As a Vice President Supervisory Manager in JP Morgan Wealth Management, you will be responsible for managing ... JP Morgan Wealth Management provides individuals, advisors and institutions with...and Audit Examination inquiries timely and effectively. + Undertake project work and additional tasks as assigned by Central… more
- Citigroup (Charlotte, NC)
- The Audit Manager is an intermediate level role responsible for performing moderately complex audits and assessments of Citi's risk and control environments in ... coordination with the Wealth and Fiduciary Audit team. The overall objective is...+ Effective verbal, written and negotiation skills. + Effective project management skills. + Effective influencing and relationship management… more
- JPMorgan Chase (New York, NY)
- …in fast-paced, dynamic environments and are passionate about shaping the future of wealth management, this is the role for you. **Key Responsibilities:** + Establish ... of experience in financial services, with deep expertise in wealth management or investment management + 6+ years of...(SDLC), systems integration, and data management + Proficiency in project management tools (eg, JIRA, MS Project )… more
- TD Bank (Charlotte, NC)
- …of the wealth lending products, platforms and solutions. The Product Manager oversees the end to end management of assigned products, services and programs ... role. **Line of Business:** Product Management **Job Description:** The Product Manager will oversee day-to-day management and delivery of assigned products,… more
- Citigroup (Washington, DC)
- 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
