- 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 ... U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting...processes and workflows We are looking for a strong Project Manager / PMO to join our… more
- MassMutual (New York, NY)
- ** Project Manager , Wealth Management Technology, Enterprise Technology & Experience (ETX)** **Full-time, Hybrid - NY, Boston, or Springfield** **The ... and Distribution Technology team is seeking an experienced project manager to lead projects supporting our...different delivery methodologies, standards, and tools. **The Team** The Wealth Management Technology Team supports complex and… more
- Morgan Stanley (Purchase, NY)
- …**Job:** ** Wealth Management * **Title:** *Business Transformation Services Project Manager - AVP* **Location:** *New York-Purchase* **Requisition ID:** ... services firm providing a wide range of investment banking, securities, investment management and wealth management services.The Firm's employees serve… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …of position. This position will be posted through 5/20. #LI-BP1 Audit Project Manager - Wealth and Asset Management Total Base Pay Range 69,500.00 ... candidate would have an understanding of fiduciary requirements and/or wealth management business processes. In addition, the...as CPA, CIA or CFIRS. POSITION DESCRIPTION: The Audit Project Manager I, conducts end-to-end business process… more
- JPMorgan Chase (Paramus, NJ)
- …event strategy and execution to strengthen the value propositions for JP Morgan Wealth Management . Focused on client experience improvements for our wealth ... vendor contract negotiations and processes, is required. + Strong organizational and project management skills. + Experience planning and executing large-scale… more
- M&T Bank (Los Angeles, CA)
- …and implementation of policies and procedures that align with all aspects of Wealth Management . **Primary Responsibilities:** + Oversee the servicing of the ... on all aspects of client service. Develop and review project initiatives. Serve as project lead for...minimum of 5 years' experience working with clients in Wealth Management or financial services, or in… more
- Citigroup (New York, NY)
- …the preeminent banking partner for institutions with cross-border needs, a global leader in wealth management and a valued personal bank in our home market. ... US, Hong Kong, and Singapore As the USPB and Wealth Strategy Manager , you will analyze, develop,...consulting, ideally with experience in consumer banking, payments, and/or wealth management + Ability to develop and… more
- Neuberger Berman (New York, NY)
- …economics preferred + Experience with investments and basic investing concepts, experience in wealth management a plus + Strong knowledge of marketing concepts ... **Summary** The Marketing Manager operates within the NB Private Wealth...direct, digital, and social media marketing practices + Outstanding project management and prioritization skills with the… more
- Comerica (Farmington, MI)
- …of defense is responsible for planning, developing, and managing a comprehensive compliance management program for the Wealth Management division of Comerica ... Senior Compliance Manager -- Wealth and Trust Compliance...for providing guidance and making recommendations primarily to the Wealth Management business lines with respect to… more
- Citigroup (Bronxville, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... Citi Global Wealth brings together the full power of Citi...training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice,… more
- JPMorgan Chase (Columbus, OH)
- The JP Morgan Wealth Management Business Readiness Team is part of the JPM Wealth Management Service and Administration organization. The team oversees ... changes. The team works cross-functionally with all groups across Wealth Management and other lines of business....the Business Readiness team possess strengths in process and project management , excel at building relationships, issue… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth ... the annual business plan at the pre-requisite levels. + Project management of the modelling and aggregation...Risk and others **Qualifications:** + Good working knowledge of wealth management businesses; knowledge and experience in… more
- MassMutual (Springfield, MA)
- …in financial industry + 3+ years of experience with business analysis, project management and defining strategy **Preferred Qualifications** + At least ... developing, implementing, and maintaining solutions, in a rapid, iterative project delivery environment. **As the Director** **,** **you will...3 years of Asset or Wealth management experience in a similar role… more
- JPMorgan Chase (Columbus, OH)
- …challenging the status quo and striving to be best-in-class. Job summary: As a Business Manager in Asset Wealth Management (AWM) Risk team, you will utilize ... Management initiatives. Your main responsibility will be to support the Wealth Management Risk organization through ongoing, Business As Unusual (BAU)… more
- JPMorgan Chase (Irvine, CA)
- JP Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through ... latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships...improvements in the organization. You will support and lead project and program management work while serving… more
- Kestra Financial (Fort Worth, TX)
- …and is critical to appropriately leveraging the advisor's time. Strong leadership and project management skills are required for this position. In this role, ... Other responsibilities as assigned Skills & Certificates + Strong Leadership and management skills + Project management + Time management + Advanced… more
- TD Bank (New York, NY)
- …functional audit knowledge and skills + Relevant certification required + Strong project management skills + Advanced knowledge in designated subject matter ... for this role. **Line of Business:** Audit **Job Description:** The Audit Manager is accountable for overseeing the planning and execution for audits covering… more
- Bangor Savings Bank (Bangor, ME)
- Working under the direction and guidelines established by the Wealth Management Support Manager , the Relationship Support Specialist (RSS) is primarily ... measures are in place. Knowledge/Skills/Experience + Trust and investment management / wealth management experience preferred; + Excellent customer… more
- US Bank (St. Paul, MN)
- …application of applicable laws and regulations - Strong organizational, managerial and project management skills - Well-developed customer relations skills - ... the assigned internal and external customers. Accomplishes results through the effective management of staff that may range from lower level non-exempt through… more
- Truist (Chicago, IL)
- …software applications such as Microsoft Office Software products. 11. Excellent project management and advisory skills. 12. Appropriate professional ... States of America) **Please review the following job description:** Truist Senior Audit Manager is responsible for providing a leadership role in the delivery of… more