- Citigroup, Inc. (Jersey City, NJ)
- …the Citi Global Wealth Technology (CGWT) CIO, the CGWT Business Execution Lead (BEL) is responsible to lead executive-level strategic and operational ... technology stack and infrastructure. Reporting into the Citi Technology Business Execution Lead and...the details and rolling up her/his/their sleeves. Responsibilities: The Wealth Technology BEL Team is responsible for… more
- MSCI (New York, NY)
- …and wealth space to inform strategic planning and go-to-market execution . Deliver data-driven insights and analytics to evaluate campaign performance and ... and executing marketing strategy and campaigns to support MSCI's ambitious Index business growth objectives. The marketing organization at MSCI is a dynamic and… more
- Morgan Stanley (New York, NY)
- … Units and Control Groups to provide independent advice and guidance on execution of business activities, strategic programs and initiatives, ensure operational ... wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide...LCD provide a wide range of services to our business units. LCD is made up of the Legal,… more
- Scotiabank (New York, NY)
- …and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally ... Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our… more
- Tephra (New York, NY)
- …an annual consulting revenue stream of $10M+. *Experience with target account business development planning and execution (strategic planning, demand generation, ... Responsibilities: *Drive high value client relationships *Sell and deliver business transformational programs *Integrate consulting skills to OUR CLIENT' sales… more
- Betterment (New York, NY)
- …revenue objectives. What we're looking for Product marketing experience in financial technology , wealth management, or digital banking strongly preferred. Proven ... About Betterment Betterment is a leading, technology -driven financial services company that offers investing and retirement solutions for retail investors and… more
- Franklin Templeton (New York, NY)
- …their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress ... inclusive, and flexible culture to our global and diverse business , we offer opportunities not only to help you...will play an integral role in the development and execution of the Company's investor relations plan, including key… more
- moomoo (Jersey City, NJ)
- …around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's ... An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally. Moomoo Financial Inc.: As an SEC registered FINRA member,… more
- OSTTRA (New York, NY)
- …Joining the OSTTRA team is a unique opportunity to help build a bold new business with an outstanding heritage in financial technology , playing a central role in ... Preparation, Incident Escalation, Problem Management Engagement, DR Design and Execution and ad hoc High Profile Client Engagement for...natural ability to learn with a keen interest in technology . You must be a team player and enjoy… more
- Focus Financial Partners (New York, NY)
- …time. The role requires a deep understanding of finance operations and technology to help deliver successful outcomes and measurable improvements in Finance process. ... The role will also collaborate extensively across other functional and business areas at the Company. Primary Responsibilities *Lead the design, implementation… more
- Citigroup (Jersey City, NJ)
- …the Citi Global Wealth Technology (CGWT) CIO, the CGWT Business Execution Lead (BEL) is responsible to lead executive-level strategic and operational ... technology stack and infrastructure. Reporting into the Citi Technology Business Execution Lead and...the details and rolling up her/his/their sleeves. **Responsibilities:** The Wealth Technology BEL Team is responsible for… more
- Capco, a Wipro Company (New York, NY)
- **About the Team:** Capco is a global business and technology consultancy, focused on the financial services sector. We are passionate about helping our clients ... transform the way wealth and asset managers service their clients. As technology advances and generations evolve, wealth managers must embrace innovation to… more
- Broadridge Financial Solutions (New York, NY)
- …regulatory requirements. Strategic Vision & Execution : Develop and drive the technology architecture roadmap, aligning it with Wealth Management goals and ... is robust, scalable, secure, and aligned with our strategic business objectives. As a Technology Leader, you...leading a talented team and shaping the future of Wealth Management technology at scale. Key Responsibilities:… more
- S&P Global (New York, NY)
- …Role:** **Grade Level (for internal use):** 13 **About the Role:** Director, Wealth Benchmarks Product Management **The Team:** The Product Management team oversees ... Impact:** We are seeking a Director to support our Wealth Benchmark initiatives in the US and globally. This...needs and gather product innovation ideas. + Own tactical execution of the product roadmap including new index development,… more
- City National Bank (Jersey City, NJ)
- …and memorandums. Additionally, the position is responsible for the maintenance and execution of the Wealth Management continuous monitoring program in accordance ... *SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The ...personal and professional leadership skills and learning capabilities. * Product/ Business / Technology Knowledge* Consistently keeps informed of new… more
- JPMorgan Chase (New York, NY)
- …that create tangible value for clients and advisors in the $6B+ revenue Wealth Management business . Our transformation programs are sponsored by C-suite ... ** Business Transformation Office** drives and executes critical change...Advisors, Product Specialists, Legal, Risk, Compliance, Operations, Marketing, and Technology to implement complex, transformational change. As a Vice… more
- JPMorgan Chase (New York, NY)
- …focusing on Wealth Management Personalization, to help both the client and Wealth Management business grow. You enjoy shaping the future of product ... clients. As a Vice President in the JP Morgan Wealth Management - Wealth Engagement - Personalization...an array of financial instruments. + Extensive experience authoring business requirements, defining user stories, and leading execution… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …Global Banking team as a Product Owner, driving the vision, strategy, and execution of a cutting-edge, end-to-end wealth management platform. This role is ... **Product Manager Wealth Management** **Category:** Project Management **Main location:** United...and maintain a prioritized product backlog, ensuring alignment with business goals, customer needs, and compliance requirements. * Collaborate… more
- JPMorgan Chase (New York, NY)
- …in a matrixed environment + Strong business acumen and understanding of wealth management products, operations, and technology + Bachelor's degree in a ... serve as a critical member of the leadership team driving the execution of our flagship ConnectWealth program. This transformative initiative, spanning multiple… more
- JPMorgan Chase (New York, NY)
- …+ Oversees the Financial Planning advisor product roadmap, vision, development, execution , risk management, and business growth targets + Leads ... the entire product life cycle through planning, execution , and future development by continuously adapting, developing new...and is accountable for investing in enhancements to achieve business objectives + Partner with JPMorgan Wealth … more
