- Truist (Atlanta, GA)
- …Banking LOB leaders (eg, Corporate & Investment Banking, Wealth , etc.). The LOB Strategic Execution and Business Management Lead will support the LOB ... activities. This role will partner closely with other LOB Strategic Execution and Business Management...banking, commercial real estate, corporate & investment banking, and wealth management 7. Ability to influence, partner, and negotiate… more
- Citigroup (New York, NY)
- …Head of Business Execution supporting the Global Investment Solutions business at Citi Wealth . Investment Solutions is comprised of our global investment ... Solutions business to ensure proper alignment of business strategy with Wealth 's strategic ...multiple teams across Investments + Act as delegate for Business Execution head when required in certain… more
- Citigroup (New York, NY)
- …fluent, strategically minded leader to serve as Global Head of Digital Strategy & Execution for Citi Wealth . This individual will define and lead the future ... of how Citi Wealth shows up across all digital channels - from...governance models to ensure brand consistency, regulatory compliance, and strategic alignment across business units and markets.… more
- Neuberger Berman (New York, NY)
- Neuberger Berman's Private Wealth business is seeking a highly motivated and results-driven individual to lead initiatives focused on process improvement and ... role in enhancing the efficiency, scalability, and effectiveness of the Private Wealth business by evaluating current processes, identifying opportunities for… more
- Tompkins Community Bank (Plymouth Meeting, PA)
- …and fosters a reflective, growth-oriented team culture to ensure sustained strategic execution . + Influence: Influences strategically by aligning stakeholder ... planning, Wealth Advisor III is accountable for achieving new business revenue goals through proactive client acquisition and strategic relationship… more
- BMO Financial Group (Naperville, IL)
- …+ Assists in the development of strategic plans. + Helps determine business priorities and best sequence for execution of business /group strategy. ... key performance indicators. Aligns technology requirements and solutions to a real Wealth business need, meets essential quality standards, and ensures approval… more
- JPMorgan Chase (New York, NY)
- …responsibilities: + Support the evaluation, negotiation, and execution of strategic opportunities for our Consumer Bank and Wealth Management organizations ... consumer lines of business - Consumer Bank, Business Bank, Wealth Management, Card Services, Connected...careful consideration as well as a relentless focus on execution . The Banking & Wealth Management team… more
- Charles Schwab (San Francisco, CA)
- …operations, compliance, and client services to align strategic priorities and execution . + Provides decisive business direction, making key decisions further ... role, directly responsible for shaping the future of our wealth management business . The Managing Director and...the integration point across several modernization efforts. + Lead execution efforts across ETFs, Alternatives and Wealth … more
- Capco, a Wipro Company (New York, NY)
- …insights, analyses, and recommendations to enhance client performance and provide strategic guidance across financial products. + Drive business development ... **About the Team:** Capco is a global business and technology consultancy, focused on the financial...helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as… more
- KeyBank (Amherst, NY)
- …through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business , products, and functional activities. ... Individuals lead the design and execution of testing and continuous monitoring to evaluate Key's...environment. + Experience working on projects or initiatives requiring strategic planning/thinking across multiple functional areas and business… more
- City National Bank (San Francisco, CA)
- …Wealth Management and City National Rochdale. *WHAT WILL YOU DO?* * Strategic Planning and Execution : Develops and implements comprehensive product and ... * WEALTH MANAGEMENT PRODUCT AND PROGRAM STRATEGY MGR* *WHAT...and market trends, while ensuring competitive advantage and driving business growth. Will support the product vision and oversee… more
- JPMorgan Chase (Jersey City, NJ)
- …tools. + Lead and mentor a team of product leads, fostering innovation and strategic execution . + Stay ahead of industry trends, regulatory updates, and ... rules associated with each product. + Collaborate with stakeholders to gather business requirements, ensuring tool functionality meets strategic objectives. +… more
- KeyBank (Portland, ME)
- …external client advisors (attorneys, accountants, etc.) to deliver advice. **Growth- Book of Business ** + Works closely with the Family Wealth team to identify ... other banking, lending, or insurance needs. + Fosters close business relationships to develop client loyalty and new ...for contributing to the development of the annual client wealth plan and actively participates in the execution… more
- Citigroup (New York, NY)
- …initiatives across Citi Global Wealth . + Lead the development of strategic business cases and commercialization strategies for digital asset products and ... global digital asset strategy. This role blends thought leadership, client engagement, and strategic execution - helping define the roadmap, represent Citi in… more
- Citigroup (New York, NY)
- …Strategy and Vision:** Define and articulate a clear vision and strategy for the Wealth Technology Platform, aligned with the overall business objectives of Citi ... track record of leading large-scale technology transformations. + Deep understanding of wealth management technologies and business processes. + Experience with… more
- First National Bank of Omaha (Omaha, NE)
- …organization's success.** **Summary of the Job:** Lead FNBO's technology strategy and execution for Wealth Management and Capital Markets divisions, driving ... ** Strategic Leadership** + Develop and execute technology roadmaps aligned with Wealth Management and Capital Markets business objectives + Partner with… more
- S&P Global (New York, NY)
- …Team:** As a vital member of S&P Dow Jones Indices' (S&P DJI) Wealth Benchmarks marketing team, this position is responsible for spearheading product marketing ... initiatives that enhance awareness, adoption, and engagement of S&P DJI's wealth benchmark offerings. This role will concentrate on developing compelling product… more
- Brokers International (Urbandale, IA)
- Job Title: Wealth Project Manager Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original ... step-change its ability to drive accelerated growth as a strategic partner. BI's culture is one of inclusion and...execution of a major digital initiative within our Wealth Management portfolio. + Define project objectives, scope, requirements,… more
- Wellington (New York, NY)
- …and visionary Media Relations Leader to lead and oversee external communications for our US Wealth Management business at a strategic level. As a newly ... influential network of press and media contacts, especially with top-tier financial, business , and trade media covering wealth management and investment… more
- S&P Global (New York, NY)
- …**The** **Role:** Product Platforms Design Value Stream Lead - Multi Assets & Wealth , S&P Dow Jones Indices **The Location:** US/New York; UK/London **The Impact ** ... portfolio of index products-including iconic benchmarks like the S&P 500-setting strategic priorities that drive growth, innovation, and client value across S&P… more