- S&P Global, Inc. (New York, NY)
- …the Role: Grade Level (for internal use): 13 About the Role: Director, Wealth Benchmarks Product Management The Team: The Product Management team oversees a diverse ... Impact: We are seeking a Director to support our Wealth Benchmark initiatives in the US and globally. This...market needs and gather product innovation ideas. Own tactical execution of the product roadmap including new index development,… more
- CGI (New York, NY)
- …Global Banking team as a Product Owner, driving the vision, strategy, and execution of a cutting-edge, end-to-end wealth management platform. This role is ... Product Manager Wealth Management Category: Project Management Main location: United...and maintain a prioritized product backlog, ensuring alignment with business goals, customer needs, and compliance requirements. *Collaborate with… more
- Franklin Templeton (New York, NY)
- Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer ... a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments,… more
- Live Nation Entertainment, Inc. (New York, NY)
- …is to leverage the power of live music to drive our brand partners' business . BRAND MANAGEMENT Sitting within Live Nation Media & Sponsorship, the Brand Management ... will be directly involved with the following: Client Relationship & Service Business Development & Growth Program Activation & Performance Innovation & Optimization… more
- Range (New York, NY)
- …interpersonal skills and years of experience managing the operational workload of a private wealth management business . This role is based in New York City. ... Are you ready to disrupt? Range is a cutting-edge wealth management platform designed to revolutionize the industry. With state-of-the-art technology ,… more
- Scotiabank (New York, NY)
- …the payments and transaction engine of Scotiabank. We support Small Business , Commercial and Corporate clients with effective treasury management solutions coupled ... with a best-in-class service model, making it easy for clients to do business with us. As businesses build their digital capabilities and transform their operating… more
- Zoe Financial (New York, NY)
- …an end-to-end wealth platform that helps clients grow and protect their wealth through innovative technology and exceptional client service. Zoe has raised a ... Firm Award, and 2025 FinTech Breakthrough Award for Best Wealth Management Product. The New York-based company has a...our brand, engage prospects, and drive growth across the business . Location: NYC: (Work 5 days a week in… more
- PricewaterhouseCoopers (New York, NY)
- …work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution . PwC Professional skills and responsibilities for ... Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level...obligations while managing the impact tax has on their business . You'll advise clients on their local and overseas… more
- S&P Global, Inc. (New York, NY)
- …to develop creative marketing campaigns and materials for a fast-moving B2B technology solutions provider. This person will be responsible for ensuring creative ... alignment with brand identity and business goals, collaborating with cross-functional teams, and ensuring high-quality, consistent design execution across… more
- Focus Financial Partners (New York, NY)
- …time. The role requires a deep understanding of finance operations and technology to help deliver successful outcomes and measurable improvements in Finance process. ... The role will also collaborate extensively across other functional and business areas at the Company. Primary Responsibilities *Lead the design, implementation… more
- Betterment (New York, NY)
- …revenue objectives. What we're looking for Product marketing experience in financial technology , wealth management, or digital banking strongly preferred. Proven ... About Betterment Betterment is a leading, technology -driven financial services company that offers investing and retirement solutions for retail investors and… more
- SS&C Technologies (New York, NY)
- As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 ... companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology . Job Description Job Title: Senior Event Planner Locations : New York, NY… more
- Citigroup (Jersey City, NJ)
- …the Citi Global Wealth Technology (CGWT) CIO, the CGWT Business Execution Lead (BEL) is responsible to lead executive-level strategic and operational ... technology stack and infrastructure. Reporting into the Citi Technology Business Execution Lead and...the details and rolling up her/his/their sleeves. **Responsibilities:** The Wealth Technology BEL Team is responsible for… more
- Capco, a Wipro Company (New York, NY)
- **About the Team:** Capco is a global business and technology consultancy, focused on the financial services sector. We are passionate about helping our clients ... transform the way wealth and asset managers service their clients. As technology advances and generations evolve, wealth managers must embrace innovation to… more
- JPMorgan Chase (New York, NY)
- As a Business Program Director on the Chase Wealth Management Chief Operations Executive Team, you will create and execute on transformative business ... You will be responsible for the end-to-end ownership and execution of large-scale programs and business initiatives,...across JP Morgan Wealth Management, Asset and Wealth Management, Consumer Banking, Home Lending, and Business… more
- Broadridge Financial Solutions (New York, NY)
- …regulatory requirements. Strategic Vision & Execution : Develop and drive the technology architecture roadmap, aligning it with Wealth Management goals and ... is robust, scalable, secure, and aligned with our strategic business objectives. As a Technology Leader, you...leading a talented team and shaping the future of Wealth Management technology at scale. Key Responsibilities:… more
- S&P Global (New York, NY)
- …Role:** **Grade Level (for internal use):** 13 **About the Role:** Director, Wealth Benchmarks Product Management **The Team:** The Product Management team oversees ... Impact:** We are seeking a Director to support our Wealth Benchmark initiatives in the US and globally. This...needs and gather product innovation ideas. + Own tactical execution of the product roadmap including new index development,… more
- City National Bank (Jersey City, NJ)
- …and memorandums. Additionally, the position is responsible for the maintenance and execution of the Wealth Management continuous monitoring program in accordance ... *SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The ...personal and professional leadership skills and learning capabilities. * Product/ Business / Technology Knowledge* Consistently keeps informed of new… more
- Citigroup (Jersey City, NJ)
- …and develop robust controls. + **Stakeholder Collaboration:** Work closely with business units, operations, technology , legal, Enterprise Regulatory and Tax ... to lead our NAM Regulatory Reporting and Client Tax Operations team within the Wealth division. The Head of NAM Regulatory Reporting and Client Tax Operations will… more
- JPMorgan Chase (New York, NY)
- …focusing on Wealth Management Personalization, to help both the client and Wealth Management business grow. You enjoy shaping the future of product ... clients. As a Vice President in the JP Morgan Wealth Management - Wealth Engagement - Personalization...an array of financial instruments. + Extensive experience authoring business requirements, defining user stories, and leading execution… more
