- Jefferies (Los Angeles, CA)
- … Strategist duties include: Provide cash flow analysis, income tax planning, asset protection, charitable planning and estate and wealth transfer strategieswith ... a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East… more
- Apollo (New York, NY)
- …of Apollo's product offerings across distribution channels, with a particular focus on Global Wealth . The individual's primary focus will be on developing and ... group success. The Principal will functionally report to Apollo's Head of Enterprise Structuring, with a matrix to the...total experience, much of which will have been within asset management and/or alternative asset management. Experience… more
- Goldman Sachs, Inc. (Richardson, TX)
- Job Description ASSET & WEALTH MANAGEMENT Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their ... financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of… more
- OKX (New York, NY)
- …one that opens new opportunities to learn financial literacy, store value, and build wealth for everyone. Ready to help the next billion people experience the future ... About the Opportunity You will report directly to the Head of Legal for the Americas. You will work...You will work closely with all members of the Global Legal team and business leaders throughout the company,… more
- JPMorgan Chase (Columbus, OH)
- …role in managing risk and supporting the global lending practice. As the AWM Global Head of Special Credits, you will lead a team of Special Credits ... As a Special Credits Executive - Managing Director within Asset and Wealth Management Credit Risk team,...strength and the diverse talents they bring to our global workforce are directly linked to our success. We… more
- JPMorgan Chase (New York, NY)
- …presents significant opportunities for JP Morgan Asset Management. As a leading global asset manager, we oversee nearly $200 Billion in alternative assets ... wealth managers by delivering private market solutions. The Head of Private Wealth Alternatives (PWA), Client...targeted firms. **Job Requirements:** + 15+ years' experience in asset and wealth management distribution, with extensive… more
- TD Bank (New York, NY)
- …who can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Head of Distribution, US Wealth leads a ... sales and support functions across all segments and channels of the Wealth business, ensuring delivery of an effective, efficient and consistent client and… more
- HSBC (New York, NY)
- **Description** ** Asset Management Product Manager (Americas Head ), HSBC Global Asset Management (USA) Inc., New York, NY:** Develops strategic vision ... and direction for Asset Management (AMG) product offering in global ...us build the bank of the future! **Job Field:** Asset and Wealth Management **Primary Location:** North… more
- JPMorgan Chase (New York, NY)
- JP Morgan Asset Management (JPMAM) is a global ...us in shaping the future of retirement. As the Head of Retirement Solutions within JP Morgan Asset ... relationships with key internal stakeholders across business lines, including Asset Management, Chase Bank, and Chase Wealth ...strength and the diverse talents they bring to our global workforce are directly linked to our success. We… more
- S&P Global (New York, NY)
- …monitoring fringe benefits expense for US employees (~$215M USD), regularly partnering with Global Head of Benefits and participating on US Benefits Committee. + ... internal use):** 15 **The Team:** Our people are S&P Global 's greatest asset and their experience is...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Citigroup (San Francisco, CA)
- …success will include new client acquisition, deepening wallet share and franchise cross-sell. The Global Head and Americas Head will be accountable for ... Global Family Office Group ("the Group") is a global strategic segment anchored within Citi Wealth ....to middle market family office clients with more traditional wealth and asset management needs ("Core Family… more
- JPMorgan Chase (Dallas, TX)
- …will also be responsible for overseeing a book of accounts. + Works closely with the Global Head of Mineral Asset Management to ensure the business serves ... Trusts & Estates Practice** is an integral part of Wealth Management's product offerings, delivering enduring fiduciary expertise and...inquiries, requests and property servicing needs + Works with Global Head of Mineral Asset … more
- Neuberger Berman (New York, NY)
- …Salesforce Administrator to overall drive adoption and maintain support for the Private Wealth channel, reporting to the Head of Sales Enablement. The role ... analyst expertise, identifying business needs, documenting requirements, working with Global Technology and the Head of Sales...with Financial Services could a plus + Experience within Asset Management and/or Private Wealth Industry highly… more
- ServiceNow, Inc. (Santa Clara, CA)
- …better for everyone. Head of Risk, Compliance & Security Go to Market - Global We are looking for a Head of Financial Services Industry Risk and Compliance ... Fast forward to today - ServiceNow stands as a global market leader, bringing innovative AI-enhanced technology to over...solutions crossing key industry segments such as banking, insurance, wealth and asset management. S/he will have… more
- Citigroup (San Francisco, CA)
- Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our Lending ... We have Lending representation across 8 countries to provide seamless coverage to our Global clients. Lending Advisors provide advice across a variety of asset … more
- Broadridge Financial Solutions (New York, NY)
- …delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At ... come join the Broadridge team. The Bank Broker Dealer Head of Strategy and Business Development is a key...We believe that our associates are our most important asset . Encouraging professional development opportunities is a core part… more
- Citigroup (New York, NY)
- …to real estate and capital markets matters. + Partner with Regional Risk heads and global product head (s) to set the risk appetite for real estate globally. ... The Head of Real Estate Risk is critical role...well as the Origination teams across Markets, Banking and Wealth to make approval decisions for transactions as well… more
- TD Bank (Mount Laurel, NJ)
- …are looking for an experienced and forward-thinking design executive for the role of ** Head of Design, TD Bank - US** to lead the Human Centered Design Organization ... designing the information architecture, interaction and visual design elements and final asset production. + Build and nurture a diverse, **high-performing team of… more
- Coinbase (New York, NY)
- …requirements):* * 7+ years of institutional sales experience at top tier global institutional asset manager. * Significant experience independently building ... emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking...Strategist (CS) team is a key function within Coinbase Asset Management (CBAM). At CBAM a CS's job is… more
- Manulife (Atlanta, GA)
- Manulife Investment Management ("MIM") is the global wealth and asset management segment of Manulife Financial Corporation. Manulife Investment Management's ... management team members. Reporting to the Managing Director, Head of Real Estate Asset Management Eastern...training capabilities to serve as a leader to US Asset Management Analysts and other Global Real… more
