- Elliptic (New York, NY)
- …the team Our ideal candidate has: 3-5 years Customer Success or Account Management experience selling & supporting SaaS solutions Experience working with ... 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… more
- JPMorgan Chase (New York, NY)
- …Separately Managed Accounts (SMAs) offered through the Private Bank, Chase Wealth Management , and JP Morgan Advisors investment platforms. These platforms ... **Our Team** As a part of Investment Solutions , the Managed Product Group serves...new investment products to the US Private Bank, Chase Wealth Management , and JP Morgan Advisors platforms,… more
- JPMorgan Chase (New York, NY)
- …in fast-paced, dynamic environments and are passionate about shaping the future of wealth management , this is the role for you. **Key Responsibilities:** + ... lines of business and functions, aims to revolutionize our managed accounts operating model and deliver a cutting-edge, intuitive...of experience in financial services, with deep expertise in wealth management or investment management … more
- S&P Global (New York, NY)
- …Responsibilities: + Execute product development strategy, focusing on a suite of indexing solutions designed for Wealth Management . + Conduct market research ... is integral to the S&P DJI division, providing client solutions , insights, thought leadership, and driving product strategy and...The role provides exposure to multiple products across the Wealth Management industry such as asset managers,… more
- JPMorgan Chase (New York, NY)
- …Development, Vice President** Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions . Asset ... to better define, focus and realize their goals. Within Wealth Management (WM) Solutions , the...distinct US distribution channels. These investments, whether proprietary or managed by third parties, include Separately Managed … more
- Citigroup (New York, NY)
- …delivers a wide range of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance ... report directly into the Head of Business Execution supporting the Global Investment Solutions business at Citi Wealth . Investment Solutions is comprised… more
- Citigroup (New York, NY)
- … Studio. The ideal candidate will bring strong expertise in product development, wealth management platforms, and enterprise technology delivery. Success in this ... We are seeking a highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface between… more
- Citigroup (Huntington, NY)
- …allows us to deliver traditional and alternative investments, managed account solutions , best-in-class research and advice for all Wealth clients. The client ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi...investment advice to clients through a select number of solutions using firm models and research + Master referral… more
- Citigroup (New York, NY)
- …affluent and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Global Wealth at ... looking for Summer Analysts to join the Citi Global Wealth Summer Analyst Program. Citi Global Wealth ...platform, which allows us deliver traditional and alternative investments, managed account solutions , best-in-class research and advice… more
- JPMorgan Chase (New York, NY)
- …across business lines, including Asset Management , Chase Bank, and Chase Wealth Management . + Foster a positive work environment and drive employee ... 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 role in… more
- BlackRock (New York, NY)
- …clients ranging from corporate treasurers to government institutions, to family offices and wealth management clients. This Vice President will play a pivotal ... this role** **BlackRock** is a global leader in investment management , risk management and advisory services for...Short Duration team managed $61.9bn in actively managed multi-sector fixed income strategies providing solutions … more
- Deloitte (New York, NY)
- …Operate offering, you will drive the vision, strategy, and execution of innovative managed services and digital solutions that transform the finance function for ... product vision and roadmap for Finance Operate and Accelsior products, including managed finance operations, digital platforms, and automation solutions . Align… more
- S&P Global (New York, NY)
- …significant cost savings while maintaining quality and innovation in sourcing solutions . **Responsibilities and Impact:** + Enhance category management plans ... desired + 7+ years' work experience + Proven contract management experience, preferably with Managed Services Provider...energy transition across the supply chain to building workflow solutions that make it easy to tap into insight… more
- JPMorgan Chase (New York, NY)
- …experience with product or project management roles + Experience in Asset or Wealth Management , knowledge of retail SMAs a plus + Strong interest in ... Asset Management is a leading investment manager of choice...match. **Job Summary:** As a Product Specialist supporting Customized Managed Account Solutions , you will help drive… more
- City National Bank (New York, NY)
- …regarding adjustments or actions that should be taken. * Client Portfolio Review and Management * For Managed Solutions , structure client asset allocation ... ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary point of contact for assigned line of business… more
- S&P Global (New York, NY)
- …12 **S&P Dow Jones Indices** **The Role:** Associate Director, Fixed Income Product Management **The Firm** S&P Global is at the forefront of delivering essential ... intelligence, empowering decision-makers across the globe. Our comprehensive solutions , including cutting-edge data analytics and technology, enable leading… more
- S&P Global (New York, NY)
- …the Role:** **Grade Level (for internal use):** 14 **The Role** : Team Lead, Product Management **The Impact** : S&P Dow Jones Indices is seeking a Team Lead to join ... our Product Management organization. As Head of the Fixed Income Indices...iconic leading benchmark provider, bringing independent, transparent, innovative index solutions to the global investment community. **Key Responsibilities** +… more
- Deloitte (New York, NY)
- …the backbone. You will have the opportunity to support the creation of innovative managed services and digital solutions that transform the finance function for ... the product vision and roadmap for Cascade Suite as well as emerging managed finance operations, digital platforms, and automation solutions . Support the… more
- Citigroup (New York, NY)
- …investment strategies, to banking and lending, to trust and specialized services. CGW delivers solutions to help meet the wealth needs and aspirations of our ... offers a wide range of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance… more
- Wells Fargo (Purchase, NY)
- …benefits as they relate to Special Needs Trust administration + Experience in wealth management with high-net-worth clients of at least five million dollars ... discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate… more
