- Cadence Bank (Birmingham, AL)
- … Senior Marketing Manager will work on the Corporate Banking & Wealth Management Marketing team to develop, implement and report on marketing strategies, ... manage marketing projects from start to finish, using an online project management system and following standard marketing procedures. Marketing projects may include… more
- Citigroup, Inc. (Hewlett, NY)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to ...assets Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- TD Bank Group (Mount Laurel, NJ)
- …in developing and documenting comprehensive procedures to support all facets of the Wealth Management business. Will partner with department leads and subject ... specific details for this role. Line of Business: TD Wealth Job Description: The Wealth Operations Business...and; identifying issues and opportunities and recommending action to senior management Works effectively with multiple teams… more
- Bank of Montreal (Portland, OR)
- …a relationship management plan in collaboration with the lead relationship manager . Determines client needs and provides solutions though the sales of managed ... results. (eg sales process, financial planning, presentation skills, estate planning, wealth transfer, client management , etc.) Leads/participates in the design,… more
- Fidelity Investments (Boston, MA)
- …a wide array of customers with services like brokerage, financial planning, and wealth management . This role also supports Fidelity's User Experience Design ... Job Description: UXD Wealth Chapter Leader: Cash Solutions The Role As...talent needs, and resource planning across organizations; collaborating with senior level leaders toward successful business outcomes Record of… more
- Futu US, Inc. (Jersey City, NJ)
- …revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment ... data-driven adjustments to strategies. Prepare and present regular reports to senior management on partnership performance, strategies, and opportunities. Lead,… more
- Blackstone (Miami, FL)
- …maintaining its competitive edge. Job Description: We are currently seeking a dynamic Product Manager for our Private Wealth Technology team who has a strong ... Blackstone is the world's largest alternative asset manager . We seek to create positive economic impact...companies solve problems. Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real… more
- iCapital (New York, NY)
- …investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and ... About The Role iCapital is seeking a highly motivated Technical Product Manager to oversee the development of our Distributed Ledger Technology platform. This… more
- BOK Financial (Tulsa, OK)
- …Areas of Interest: Investment Management ; Portfolio Management ; Relationship Management ; Wealth Management Pay Transparency Salary Range: Not ... Based Summary For more than a century, BOK Financial Wealth Management has grown alongside its clients,...for investors, employees, and the community. Job Description The Senior Investment Manager manages investment portfolios within… more
- JPMorgan Chase & Co. (New Hyde Park, NY)
- …a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and ... gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience...referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One Chase… more
- BNY Mellon (New York, NY)
- …will lead our segment-focused marketing efforts across key customer groups (eg, Wealth Intermediaries, Asset Owners, Alts Investment Managers, etc.). This role is ... position working directly with the executive leadership team and other senior stakeholders. The ideal candidate will cultivate strong working relationships, be… more
- First Horizon (Marietta, GA)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... On site at location listed in the job posting Summary The Portfolio Manager is responsible for proactively managing portfolios by identifying trends and alerting … more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... a full range of investment banking, credit and risk management products and services relevant to the financing and...drive ambition for every future! Purpose Seeking a detail-oriented Senior Audit Manager who is seasoned Compliance… more
- JPMorgan Chase & Co. (Brooklyn, NY)
- …as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a ... gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience...knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify… more
- Platform Accounting (New York, NY)
- …growing professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium sized businesses and ... Due to continuing growth, our team is seeking a Senior Tax Manager who has an entrepreneurial...role requires a strong sense of entrepreneurship, strategy, and management . We rely heavily on our local leadership team… more
- Franklin Templeton (San Ramon, CA)
- …ways to help our clients achieve their investment goals. Our dynamic firm spans asset management , wealth management , and fintech, offering many ways to help ... for our clients around the world! What is the Senior Digital Product Manager - Generative AI...required) Minimum of 10-12 years of experience in product management , with a minimum of 5 years focus on… more
- NFP (Santa Ana, CA)
- …and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a ... NFP Property & Casualty Services, Inc. is seeking a Senior Account Manager . The Senior ...accounts. The position requires supporting them in day-to-day account management for a specific set of clients and entails… more
- Citigroup, Inc. (Chicago, IL)
- The Senior Client Service Manager accomplishes results through the management of professional team(s) and leveraging key relationships. Integrates subject ... quality, timeliness and delivery of end results of the wealth management team, including banking and investment...resources and support tools for new Advisor and Relationship Manager recruits to onboard clients. Full management … more
- State Street Corporation (Burlington, MA)
- Who we are looking for Charles River for Private Markets is seeking a Senior Product Manager , Platform & Integrations to lead a high performing team to execute ... experiences and value to customers within private markets investment management through the Charles River for Private Markets platform....private markets. What you will be responsible for As Senior Product Manager , Platform & Integrations you… more
- Cetera Financial Group, Inc. (Danville, CA)
- …Description Avantax, Inc. (Avantax), a unique community within Cetera Holdings, is seeking a Senior Manager , Tax Practice who is a talented CPA (Certified Public ... and direction of our dynamic tax team. the Sr. Manager will work alongside our tax team to develop...compliance, and tax planning offering, while partnering with our wealth team with the goal of creating a more… more
