- DWS Group (New York, NY)
- …across all aspects of the relationship Dynamic engagement with clients to inform product and platform development Partner closely with IPR, DWS Divisional ... Description: Employer: DWS Group Title: Strategic Account Manager, Key Accounts - US Wealth Channels Location: New York, NY or Chicago, IL Job Code: #LI-LV2 #LI-03… more
- NYC KIDS RISE (Long Island City, NY)
- …including the effective and secure uses of Artificial Intelligence across both product development and operational and programmatic functions within NYC Kids ... reports to manage day-to-day operations and long-term projects across operational technology, product development , and data / analytics. Drive strategy and… more
- Elliptic (New York, NY)
- …Description Are you a passionate and enthusiastic Customer Success Manager with a wealth of experience managing customers in the SaaS industry? Are you looking for ... in onboarding and training our customers in using the product to enhance the customer experience and improve satisfaction....great fit here if you: Have experience in Account Management and can successfully deliver an upsell target across… more
- JPMorgan Chase (New York, NY)
- ** Wealth Management , Product Development , Vice President** Job Description: JPMorgan Asset & Wealth Management delivers industry-leading ... define, focus and realize their goals. Within Wealth Management (WM) Solutions, the Solutions Product Development group collaborates with various WM and… more
- Citigroup (New York, NY)
- …Citi Wealth Studio. The ideal candidate will bring strong expertise in product development , wealth management platforms, and enterprise technology ... and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key...A core responsibility is to manage and operationalize the Product Master - overseeing the end-toend lifecycle of due-diligenced… more
- S&P Global (New York, NY)
- …the Role:** **Grade Level (for internal use):** 13 **Job Description** **Title: Director, Wealth Benchmarks Product Management ** **The Impact** : S&P Dow ... crucial role in the investment landscape. **The Team:** The Product Management team oversees a diverse set...of Wealth Benchmarks. Key Responsibilities: + Execute product development strategy, focusing on a suite… more
- Neuberger Berman (New York, NY)
- …proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client ... platform supporting Wealth Advisors and their clients. Product solutions will include both in-house development ...A minimum of 10 years of experience in Private Wealth management or Investment Advisory function. +… more
- Bank of America (New York, NY)
- Credit Product Specialist, Global Wealth & Investment Management New York, New York **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Credit- Product -Specialist--Global- Wealth Investment- Management \_25030120) **Job Description:** At… more
- Citigroup (New York, NY)
- … related products. + Conduct in-depth quantitative analysis of Wealth Management products to understand the drivers of product performance across various ... teams to develop, curate and launch metrics from scratch ** Product Metric Curation** + Lead the development ,...all levels Wealth and Senior Leadership. **Team Management ** + Lead a Global Product Performance… more
- JPMorgan Chase (New York, NY)
- …initiatives to completion + Knowledge of mutual funds, ETFs, and SMAs, as well as product management / development experience is a plus + Experience working ... serves as subject matter experts and is responsible for product management of traditional investments, including mutual...Managed Accounts (SMAs) offered through the Private Bank, Chase Wealth Management , and JP Morgan Advisors investment… more
- JPMorgan Chase (New York, NY)
- …the 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 gain an understanding of Wealth Management 's strategic priorities and technology investment process and execution, help manage and communicate… more
- JPMorgan Chase (New York, NY)
- The candidate will be part of the Wealth Management Solutions team with a focus on our Alternatives platform offering. The WM Alternatives Product ... and technology team members** to achieve results across all aspects of the product development lifecycle: current state usage & performance, feedback gathering,… more
- JPMorgan Chase (New York, NY)
- …Collaborate with senior leadership to align product goals with business objectives. ** Product Development and Management :** + Oversee the entire ... Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development and...Capabilities and Skills:** + 10 years of experience in product management for financial institutions or Fintech… more
- JPMorgan Chase (New York, NY)
- …The Head of US Mortgage Product is responsible for comprehensive product management , including strategic planning, creation, design, launch, and lifecycle ... Skills** + 10+ years of experience or equivalent expertise in end-to-end product management with mortgage origination/industry experience, including deep subject… more
- Citizens (New York, NY)
- …universe + Deep knowledge and C-suite relationships within the RIA/ Wealth Management sector. + Strong understanding of corporate development principles. + ... a Managing Director with sector expertise and transaction experience in FIG - RIA/ Wealth Management . The Managing Director is responsible for leading all phases… more
- JPMorgan Chase (New York, NY)
- At JP Morgan Wealth Management , our Financial Advisors serve as trusted partners to clients every single day-guiding families through life's milestones, ... best practices, and fuel the growth of our US Wealth Management franchise. As stewards of the...and reporting of Advisor performance + Partner effectively with Product , Tech, Data & Analytics, Finance, Practice Management… more
- US Bank (Greenwich, CT)
- …US Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely ... grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment,...team that is dedicated to your success and career development + A rich product portfolio and… more
- Citigroup (New York, NY)
- …+ Bachelor's degree/University degree + Master's degree preferred **Job Family Group:** Product Management and Development **Job Family:** Product ... service while helping clients preserve, grow and manage their wealth . Lending is a key product offering...solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending… more
- Bank of America (New York, NY)
- …**Desired Qualifications:** + Certified Financial Planner (CFP) Designation + Invested in personal development with the Private Wealth Management Team + ... any one of the teams specialized roles of Business Development , Wealth Planning, Investment Management ,...portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to… more
- Citigroup (New York, NY)
- …Investments, Markets, Traditional and Alternative Investments, Insurance as well as Product Specialists and Wealth Planning professionals. The Investments ... multiple countries/jurisdictions + Ensure strategic goals that guide future growth and development of Wealth are prioritized and translated into tactical… more
