- Citigroup (New York, NY)
- …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 ... impactful, and differentiated digital experience for both clients and advisors across the full wealth continuum. As...wealth continuum (Citigold, CPC, Citi Private Bank, and Wealth at Work ). + Define and operationalize… more
- Robert Half Finance & Accounting (New York, NY)
- …the team in midtown Manhattan, New York. This role involves collaborating closely with the Head of Investments and Wealth Advisors to oversee and manage ... and 2 days work from home. Responsibilities: * Collaborate with Wealth Advisors and the investment team to maintain client portfolios in alignment with asset… more
- JPMorgan Chase (New York, NY)
- …views, via client presentations, publications or product-oriented marketing programs. + Work closely with Wealth Management's senior leadership, Investment ... developments to the positioning within managed portfolios. Led by the firm's Global Head of Investment Strategy, the team helps our clients make better, more… more
- JPMorgan Chase (New York, NY)
- …internal stakeholders across business lines, including Asset Management, Chase Bank, and Chase Wealth Management. + Foster a positive work environment and drive ... and achieve their goals. Join us in shaping the future of retirement. As the Head of Retirement Solutions within JP Morgan Asset Management, you will play a crucial… more
- S&P Global (New York, NY)
- …manage and build on relationships with strategic client accounts and Financial Advisors . Develop the business growth strategies for US Public Finance and accountable ... leadership and direction to the US Public Finance sales team, Financial Advisors , and sector influencers ensuring alignment with the broader business objectives… more
- JPMorgan Chase (New York, NY)
- …be expected to develop and deliver thought leadership, insights, and advice to advisors , clients and prospects on tax-efficient wealth structuring techniques and ... **Organization Description** JP Morgan Asset & Wealth Management delivers industry-leading investment management and private...a strong professional network with external tax and legal advisors who work with our clients and… more
- JPMorgan Chase (New York, NY)
- …strategies for C-suite executives at private and public companies. **Job Responsibilities** + Work directly with C-suite executives and their advisors to address ... **Organization Description** JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Wealth Management… more
- S&P Global (New York, NY)
- …sales, portfolio strategy, investment advisory, investment consulting, with asset management of wealth + Effective in networking with financial advisors across ... You will drive revenue growth through strategic engagement with asset management, wealth management and institutional clients across your region and provide support… more
- JPMorgan Chase (New York, NY)
- **Organization Description** JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Wealth Management ... helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. JP Morgan… more
- Neuberger Berman (New York, NY)
- …team that sits across commercial touch points. **Campaign Development & Coordination** + Work with the Global Head of Brand Experience to translate strategic ... and expand our brand presence across global markets. Reporting to the Global Head of Brand Experience, this role focuses on executing brand strategies, building… more