- Citigroup (Miami, FL)
- …This position is a Managing Director role and is part of the Wealth at Work leadership team. The ideal candidate is a strategic, results-driven leader capable of ... of a professional client base. + Ensure staff is well-trained on Wealth at Work products and services, effectively communicating the "Citi" value proposition.… more
- JPMorgan Chase (Jacksonville, FL)
- 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
- JPMorgan Chase (Jacksonville, FL)
- …financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, operational marketing and administrative ... support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of...source management and new lead generation + Assist in managing relationship and account reviews, promoting firm services to… more
- Principal Financial Group (Phoenix, AZ)
- **What You'll Do** This role drives sales activities for Principal Asset Management throughout Arizona. This position partners closely with the Internal ... 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 (New York, NY)
- …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)
- …you'll have the opportunity to conduct audits of our General Account Investments and Wealth and Asset Management businesses. At Manulife John Hancock, we are ... Lead and inspire a team of professionals in performing US and Europe Retail Wealth audit projects, reporting progress to AVP and VP. + Forge strong relationships… 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)
- …to lead our AI & Innovation efforts within the Digital Technologies group in Wealth & Asset Management Technology area! This strategic leadership role will be ... AI solutions** and complete use cases across business units like Wealth Management, Marketing, Risk/Compliance, and Operations. + Drive **Copilot Studio enablement… 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)
- …standards of integrity and compliance in financial crime prevention globally. Our Global Wealth and Asset Management (GWAM) division plays a crucial role in ... financial crime compliance activities for North America. This includes managing AML, CTF, and ABC frameworks, serving as the...written and oral. + 5-10 years of experience in asset management, fund administration, or relevant areas of financial… more
- Citigroup (Costa Mesa, CA)
- 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 ... 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