- Citigroup (New York, NY)
- …report directly into the Head of Business Execution supporting the Global Investment Solutions business at Citi Wealth . Investment Solutions is ... Product Specialists and Wealth Planning professionals. The Investments Experience Lead will work across the Investment...across Investments + Act as delegate for Business Execution head when required in certain… more
- Citigroup (New York, NY)
- The Head of Business Execution - CIO will report directly into the COO for Wealth and Matrix report into the CIO for Wealth and be a member of both the ... content, risk management ideas, and helping create new product solutions. The Head of Business Execution - CIO will manage the day-to-day operations and assist… more
- JPMorgan Chase (New York, NY)
- …design, and execution of key initiatives across the end-to-end Alternative Investments value chain to achieve business goals of simplifying the client ... spans the full lifecycle of transformation - Vision, Strategy, E2E Op Models, Business Case development, Roadmap planning and execution . Role description: He/she… more
- TD Bank (New York, NY)
- …skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ... who can provide you more specific details for this role. **Line of Business :** Audit **Job Description:** The Audit Supervisor is responsible for oversight of… more
- JPMorgan Chase (New York, NY)
- …Associate in the Financial Institutions Group, you will be a key player in our business strategy and execution . You will participate in the \"full cycle\" of ... our dynamic Financial Institutions Group to focus on FinTech, Wealth and Asset Management coverage. **Job Summary** As an...200 years and today we are a leader in investment banking, consumer and small business banking,… more
- TIAA (New York, NY)
- …of Operations, Execution , and Risk. This person would ensure that investment and business processes are efficient, scalable, and aligned with regulatory ... excellence. The responsibilities would fall into three categories: 1) Investment and Business Risk Management; 2) Reporting...University degree + Significant risk management experience within a wealth , trust and/or brokerage business as a… more
- JPMorgan Chase (New York, NY)
- **Job Description** Within the JP Morgan Wealth Management, the Alternative Investments Group ("Alts") is a global team of experienced professionals based in New ... and since inception in 1992, has brought over 150 investment opportunities to JP Morgan's Wealth Management...200 years and today we are a leader in investment banking, consumer and small business banking,… more
- TD Bank (New York, NY)
- …projects Supports the Wealth Compliance team and the US Wealth business in the implementation and execution of enterprise Compliance programs (ie, risk ... Background & Experience:** + **Experience working in an integrated wealth business as a bank subsidiary, a... as a bank subsidiary, a focus on securities investment management and fiduciary activities, state insurance regulatory requirements… more
- JPMorgan Chase (New York, NY)
- …to join our Alternatives Product team. This role supports the development and execution of digital solutions for alternatives investments , working closely with ... for alternative investment solutions for advisors and clients + Clarify business requirements for the engineering team in order to ensure that solutions will… more
- Nuveen Investments (New York, NY)
- …+ Cohort-based learning experiences This position provides exposure to key business divisions including Actuarial Services, Asset Management, Business ... Internal Audit, Law and Policy, Marketing and Communications, Product and Business Development, Retirement Solutions, Risk and Compliance, Technology, and Wealth… more
- Neuberger Berman (New York, NY)
- …at all levels of the organization, both within Technology and the Private Wealth business . This individual would support Neuberger Berman's multi-year strategic ... A minimum of 10 years of experience in Private Wealth management or Investment Advisory function. +...Equity, Hedge Funds, etc.) and associated reporting and tools ( Investment Cafe, Chronograph, etc.). + Proficiency with business… more
- JPMorgan Chase (New York, NY)
- …investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business , JP Morgan Advisors, JP Morgan Self-Directed Investing ... Project Management Team, you will support the Chase Wealth Management Business in both the day-to-day...Lead critical business projects end-to-end, representing the business in planning, execution , and delivery to… more
- JPMorgan Chase (New York, NY)
- …product development lifecycle, including solution design, roadmap refinement, prioritization and execution * Work closely with business and technology partners ... digital solutions that help clients discover and manage Alternative investments to further diversify their portfolios. Examples of projects...200 years and today we are a leader in investment banking, consumer and small business banking,… more
- Nuveen Investments (New York, NY)
- … investment opportunities + Conduct detailed financial analysis to support investment decision-making processes **Due Diligence & Execution ** + Assist with ... Cohort-based learning experiences This position provides exposure to key business divisions including: + Actuarial Services, Asset Management +...due diligence activities for potential investment opportunities + Support the execution phase… more
- S&P Global (New York, NY)
- …Management space + Understanding of benchmarks and how they fit into the investment process, particularly within Asset Management and Wealth Management + ... needs and gather product innovation ideas. + Own tactical execution of the product roadmap including new index development,...portfolios/portfolio theory + Current or past experience working in wealth and/or investment management with a focus… more
- KeyBank (Norwalk, CT)
- …external client advisors (attorneys, accountants, etc.) to deliver advice. **Growth- Book of Business ** + Works closely with the Family Wealth team to identify ... for contributing to the development of the annual client wealth plan and actively participates in the execution...+ Experience working with high-net-worth clients. + Deep tax, investment , estate planning, business succession or fiduciary… more
- Wellington (New York, NY)
- …income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are ... media marketing across brand and product initiatives in the Wealth Channel. The ideal candidate will possess a deep...because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal… more
- JPMorgan Chase (New York, NY)
- …gain an understanding of Wealth Management's strategic priorities and technology investment process and execution , help manage and communicate with broader ... norm? If so, this is the role for you! As an Associate in JPMorgan's Wealth Management Product, Experience & Technology (PXT) Business Management team, you will… more
- Wells Fargo (New York, NY)
- …existing clients, as well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:** + Provide ... stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer… more
- Citigroup (New York, NY)
- …and employees in the Global Asset Manager Industry, an expansion market in the Global Wealth business . This individual will be a subject matter expert within the ... them for application within their own job and the business . The position supports all Wealth Private...external counsel for drafting and providing required opinions. Ensure execution of transactions in accordance with agreed documents. +… more