- Neuberger Berman (New York, NY)
- …investment strategies, and prospect/client lifecycle management. Experience with one or more Wealth Planning tools like eMoney, MoneyGuidePro, etc. + Solid ... proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions.… more
- Tradeweb (New York, NY)
- …This role is responsible for delivering accurate, insightful financial reports to senior leadership while ensuring efficient planning and forecasting processes ... and production of monthly, quarterly and annual management financial statements + Lead budgeting, forecasting, and strategic planning cycles in Workday Adaptive… more
- Wells Fargo (New York, NY)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, ... & Investment Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on deep client discovery and… more
- Citigroup (Jersey City, NJ)
- …best-in-class digital experiences. This role requires a deep understanding of wealth management, financial planning methodologies, digital advisory solutions, ... a compelling technology vision and strategy for digital advisory and financial planning within Citi Wealth , aligning with overall business objectives and… more
- JPMorgan Chase (New York, NY)
- …help drive advisor results and strengthen the client experience across the US Wealth Management franchise. **Job Responsibilities** + Lead the design and ... At JP Morgan Wealth Management, our Field Performance & Incentives team...objectives. This highly visible position offers deep exposure to senior leadership and cross-functional partners across Finance, HR, Legal,… more
- S&P Global (New York, NY)
- …**Grade Level (for internal use):** 13 **The** **Role:** Product Platforms Design Value Stream Lead - Multi Assets & Wealth , S&P Dow Jones Indices **The ... full index lifecycle. **Responsibilities and Impact** The Product Platforms Design Value Stream Lead for **Multi Assets and Wealth ** is responsible for the… more
- JPMorgan Chase (New York, NY)
- …& Wealth Management, including competitive intelligence, market mapping, succession planning , and confidential project work. The ability to foster strong client ... experience? Apply today! As a Recruiter in Asset & Wealth Management, you will play a critical role in...relationships with senior managers and candidates is essential, and your consultative,… more
- Citigroup (New York, NY)
- …skills coupled with excellent communication skills to negotiate internally, often at a senior level. The Trust Services Referral Program Lead must have a ... The Trust Services Referral Program Lead has end-to-end responsibility for driving a consistent,...a consistent, sustainable and growth-driven trust referral platform across Wealth . The Trust Services Referral Program is a revenue-generating… more
- JPMorgan Chase (Jersey City, NJ)
- …+ Lead and work on audit engagements covering Asset & Wealth Management technology including audit planning , audit evaluation and documentation of ... working closely with colleagues and stakeholders to strengthen internal controls. As a Senior Internal Audit Associate in our Technology team, you will have the… more
- Citigroup (New York, NY)
- We are seeking a sharp, strategic communicator to serve as Communications Lead for Citi Wealth Marketing. This individual will lead internal and executive ... consistent, and compelling voice for the Global Head of Wealth Marketing and the broader team. This role manages...into concise narratives. They must be comfortable working with senior stakeholders and able to uphold discretion and precision… more
- Citigroup (New York, NY)
- …**Education:** + Bachelor's/University degree, Master's degree preferred and managerial experience The Wealth Private Bank Lead will be accountable for the ... skills required in order to negotiate internally, often at a senior level. Some external communication/negotiation may be necessary. Responsible for executing… more
- City National Bank (New York, NY)
- …Rochdale's (CNR) high and ultra-high net-worth (U/HNW**) clients by collaborating with Senior Wealth Strategists, Wealth Strategists, and other colleagues ... *WHAT WILL YOU DO?* * Work in tandem with Senior Wealth Strategists and Wealth ...the marketing team to develop comprehensible explanations of sophisticated wealth planning strategies in areas of interest… more
- Bank of America (New York, NY)
- …in any one of the teams specialized roles of Business Development, Wealth Planning , Investment Management, or Business Management in addition to ... promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support… more
- Citigroup (New York, NY)
- …strategically minded leader to serve as Global Head of Digital Strategy & Execution for Citi Wealth . This individual will define and lead the future of how Citi ... a core engine of client growth, brand building, and advisor enablement across Citi Wealth . **Responsibilities:** + Develop and lead Citi Wealth 's global… more
- Citigroup (New York, NY)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. ... regions. Excellent communication skills required to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the… more
- City National Bank (Jersey City, NJ)
- *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of auditors ... results of testing performed, and effectively communicate audit results to the Senior Audit Manager/Director and senior management in meetings, presentations,… more
- Citigroup (New York, NY)
- The Head of Business Execution acts as the central integrator and planning partner for Citi Wealth Marketing. This role ensures that the function operates with ... creating transparency and rhythm within fast-moving teams. **Responsibilities:** + Lead strategic planning processes, including annual ...planning , QBR updates, and business reviews. + This senior leader will own the product profit and loss… more
- Raymond James Financial, Inc. (New York, NY)
- …pace with the changing business environment. . Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), ... the firm's wealth management unit, and Asset Management divisions, serving as...current risk management strategies to the Board of Directors, senior management and various risk committees. . Collaborates with… more
- Citigroup (New York, NY)
- _The Head of Escrow Services (LFG) is a senior level responsible for executing functional strategy and new business origination in areas managed. Full management ... teams across several locations, including management of people, budget and planning , to include duties such as performance evaluation, compensation, hiring,… more
- JPMorgan Chase (Jersey City, NJ)
- …testing and participate in control and governance forums. **Job responsibilities** + Lead and participate in audit engagements, including global audits, from ... planning to reporting. Ensure the production of quality and...internal or external auditing experience, or relevant Asset and Wealth Management business experience. + Bachelor's degree (or relevant… more
