- JPMorgan Chase (Chicago, IL)
- JP Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through ... utilizing the latest technology and resources of the entire firm. Our Wealth Management teams develop deep, personal relationships with clients to provide… more
- Manulife (Atlanta, GA)
- Manulife Investment Management ("MIM") is the global wealth and asset management segment of Manulife Financial Corporation. Manulife Investment Management's ... leasing, capital expenditures, development, tenant relations, and oversight of other asset management team members. Reporting to the Managing Director,… more
- Principal Financial Group (Washington, DC)
- **What You'll Do** This role drives sales activities for Principal Asset Management throughout DC, N. VA suburbs of DC, and Southern Maryland. This position ... for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) **Investment Code of Ethics** For Principal Asset Management positions, you'll need to… more
- Equitable (Charlotte, NC)
- Financial Planning Principal ( 250000NA ) **Primary Location** : UNITED STATES-NC-Charlotte **Other Locations** : UNITED STATES-Remote **Organization** : Equitable ... that will help unlock your potential? The Financial Planning Principal serves as a key supervisory leader within the... serves as a key supervisory leader within the Wealth Management department, responsible for overseeing the financial planning… more
- JPMorgan Chase (New York, NY)
- …across global operations. As a Principal Technical Program Manager in Asset & Wealth Management Technology Team, you will lead complex, multi-functional ... of new policies and processes, shaping the future of our technology landscape. The Asset & Wealth Management (AWM) Technology Strategy team partners with senior… more
- S&P Global (Nashville, TN)
- …products that support the entire private markets investment lifecycle across asset classes including Private Equity, Venture Capital, Real Estate, Infrastructure, ... and Private Credit. S&P's flagship "iLEVEL" product line seeks a principal product manager to drive product growth within the private markets franchise by owning and… more
- Manulife (Boston, MA)
- …, is responsible for leading the transformation and financial stewardship of Global Wealth and Asset Management (GWAM) print and post operations. This role ... in leading transformative print and post operations, ideally within asset or wealth management. + Proven track...to adopt new ways of working. + Skilled in managing organizational friction and aligning diverse stakeholders toward a… more
- Manulife (Boston, MA)
- …or a related field. Master's degree preferred. + 3-5+ years of experience in Wealth and Asset Management, with 2+ years in Operations management role. Prior ... involves executing on strategies to protect essential services and operations. By managing risk and fostering preparedness, this manager will ensure our business… more
- Dunham & Associates Investment Counsel, Inc. (Las Vegas, NV)
- …income and principal payments distributed among multiple family members, while managing financial risk; + Execute the terms of any estate plan or document ... provides comprehensive trust and fiduciary services including custodial accounts, wealth management, and specialized investment administration. Chartered in 1999 and… more
- Manulife (Boston, MA)
- …Team! You will lead several key initiatives within General Accounts and Global Wealth Asset Management team, driving us forward with innovation while protecting ... to create and deliver valuable functionality to our products across various asset classes. Furthermore, the role will provide industry leading service in application… more
- Robert Half Finance & Accounting (Crowley, TX)
- …of experience in senior finance roles, ideally within family offices or private wealth management. * Expertise in managing complex personal finances for ... Responsibilities: * Direct the management of personal financial affairs for the principal and their immediate family. * Supervise budgeting, forecasting, cash flow,… more
- S&P Global (New York, NY)
- …an executive-level technologist who can meld the **architectural rigor of a Principal Engineer** with **operational scale and risk focus.** You will lead the ... engineering, with 7+ years in senior executive leadership or Principal /Distinguished Engineer roles. + **Financial/Exchange Tech (Mandatory):** Deep experience in… more
- Manulife (Boston, MA)
- …activities. This role is essential in supporting the General Accounts and Global Wealth Asset Management IT functions to achieve financial objectives and enhance ... + Understanding AI models and their associated tools is considered an asset . + Build and maintain positive relationships with collaborators to support critical… more
- Manulife (Boston, MA)
- …strategy, operations management, or a related field. + 4+ years of experience in Wealth and Asset Management, prior experience in global role preferred. + Proven ... on strategies to protect essential services and operations. By managing risk and fostering preparedness, you will ensure our...and tools. Bilingualism (English and French) is a strong asset . If the successful candidate is in Quebec, proficiency… more
- Manulife (Boston, MA)
- Manulife's Global Wealth & Asset Management (Global WAM) segment has embarked on an exciting journey that is transforming the organization by harnessing the ... transformation of the organization to ensure data is leveraged as a strategic asset supporting our business goals. The group's objectives include: + A single,… more
- Citigroup (Boston, MA)
- The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients. They should be… more
- Citigroup (New York, NY)
- The Invst Counselor Sr Principal is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but ... will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They should be… more
- S&P Global (New York, NY)
- …of experience in technology, with **7+ years** in a senior leadership role managing platform, infrastructure, or SRE teams. + **Crucial Requirement:** A proven track ... **Leadership Style:** + A **"player-coach"** who can command the respect of principal -level engineers and is not afraid to dive deep into complex architectural… more