- JPMorgan Chase (New York, NY)
- …significant opportunities for JP Morgan Asset Management. As a leading global asset manager , we oversee nearly $200 Billion in alternative assets and manage ... at subset of major national accounts, responsible for new product placement and asset raises. Engage at...targeted firms. **Job Requirements:** + 15+ years' experience in asset and wealth management distribution, with extensive… more
- JPMorgan Chase (Plano, TX)
- …areas across JP Morgan Wealth Management. **Job Responsibilities:** + Collaborate with product manager and other stakeholders to define product strategy, ... Product Strategy & Acceleration is part of the Product Acceleration Garage (PAG) in Wealth Management...or digital product management, with experience in wealth management, financial planning, asset management, digital… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- ** Product Manager Wealth Management**... ownership or product management, ideally within wealth management, asset management, or fintech. * ... Time **Position Description:** Join a high-performing Global Banking team as a Product Owner, driving the vision, strategy, and execution of a cutting-edge,… more
- Nuveen Investments (Charlotte, NC)
- The VP, Wealth Alternatives Product Manager will be responsible for managing the product lifecycle of Nuveen's private capital wealth offerings ... execute across the platform. **Key Responsibilities and Duties** + Lead the ongoing product lifecycle for Nuveen's private capital wealth offerings (BDCs, tender… more
- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving...relationships with 3rd party asset managers and key strategic investment partners for the… more
- HSBC (Beverly Hills, CA)
- …our people, our investors, our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship ... advises, and retains a portfolio of clients. As the Wealth Relationship Manager , you will: + Build...disability, or status as a protected veteran. **Job Field:** Asset and Wealth Management **Primary Location:** North… more
- M&T Bank (Wilmington, DE)
- …Understanding of the product , operations, and technological needs of Wealth and Asset Management organizations. This includes Financial Products, Investment ... **Overview:** ** ** We are seeking a manager for our Investment Management Technology Team to...testing frameworks (JUnit, Mockito, Selenium, Cucumber). **Industry Knowledge - Wealth & Asset Management** + Deep understanding… more
- Deloitte (Minneapolis, MN)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... CQ Knowledge Center is seeking a visionary, market-savvy Senior Manager to lead and expand our research and insights...an industry-focused strategy consulting team who advises to global asset and wealth managers. Our researchers and… more
- HSBC (San Francisco, CA)
- …our people, our investors, our communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer ... wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and...+ Increase wallet share of existing clients and identifying product opportunities within the business + Conduct full needs… more
- HSBC (Irvine, CA)
- …our people, our investors, our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship ... advises, and retains a portfolio of clients. As the Wealth Relationship Manager , you will: * Provide...* Increase wallet share of existing clients and identifying product opportunities within the business * Conduct full needs… more
- JPMorgan Chase (Dallas, TX)
- The **Global Trusts & Estates Practice** is an integral part of Wealth Management's product offerings, delivering enduring fiduciary expertise and comprehensive ... we have been serving the world's wealthiest families as wealth advisor, trustee and investor. We have over 500...and grant administration, and management of specialty assets. **Mineral Asset Management** ("Oil & Gas") is a specialized team… more
- Wells Fargo (San Francisco, CA)
- …talent. It all begins with you. Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager . **In this role, you will:** + Identify and recommend ... resolve issues regarding investment policy construction, strategic and tactical asset allocation, supervision of investment implementation, and discretionary portfolio… more
- JPMorgan Chase (Wilmington, DE)
- You enjoy shaping the future of product innovation, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and ... delivering high-quality products that resonate with clients. As a ** Product Associate** in **Investment Funding** , you are an...or a relevant domain area + Experience in Payments, cash/ asset transfer, or related field + Advanced knowledge of… more
- Wellington (New York, NY)
- …and implementation of both paid and organic social media marketing across brand and product initiatives in the Wealth Channel. The ideal candidate will possess a ... deep understanding of the wealth management industry and have a proven track record...with colleagues, including our in-house creative studio, channel and product marketing managers, data science, legal, compliance, and media… more
- Umpqua Bank (Walnut Creek, CA)
- …executive, financial advisor, certified financial planner, investment advisor Representative, or wealth manager . + Strong marketing and business development ... Senior Wealth Advisor Wealth Management Irvine, California...large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of… more
- BlackRock (New York, NY)
- …someone interested in Financial Technology to gain experience working with the world's largest asset manager to deliver the best of BlackRock to the wealth ... solutions, regulatory advice, and balance sheet strategy. The Aladdin Wealth Tech (AWT) team partners with wealth ...with advisor workflows. + Contribute innovative ideas to Aladdin's product group based on clients' needs of a fast-evolving… more
- TD Bank (New York, NY)
- …can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Head of Distribution, US Wealth leads a function ... sales and support functions across all segments and channels of the Wealth business, ensuring delivery of an effective, efficient and consistent client and… more
- JPMorgan Chase (New York, NY)
- …experience in Asset or Wealth Management (Capital Markets, Wealth Management, Product Management, Investment Sales, Structured Derivatives) + Self- ... guidance to Advisors on our advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager … more
- JPMorgan Chase (Columbus, OH)
- …million client accounts within JP Morgan Private Bank and US Wealth Management. **Roles and Responsibilities:** + **Investment Implementation Portfolio Management:** ... Handle client account requests and maintenance. + Align client accounts for Manager Model Trades. + **Knowledge and Oversight:** + Maintain a comprehensive… more
- US Bank (Creve Coeur, MO)
- …Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely positioned for ... With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow… more