- Wells Fargo (Iselin, NJ)
- **About this role:** Wells Fargo is seeking a Business Services Lead to support our Wealth & Investment Management Technology team. This person will ... related to compliance **In this role, you will:** + Lead or participate in managing and supporting the delivery...contribute to large scale solutions planning related to Technology Business Services + Ensure service … more
- Capgemini (New York, NY)
- AI & Data Lead with Wealth & Investment Management Choosing Capgemini means choosing a company where you will be empowered to shape your career in the way you'd ... New York** **Job Description** Job Title: AI & Data Lead with Wealth & Investment Management Experience...of technology to address the entire breadth of their business needs. It delivers end-to-end services and… more
- Wells Fargo (New York, NY)
- …backlogs, such as Confluence or Jira + 3+ years of experience in financial services including but not limited to wealth management, asset management and ... The **Client Relationship Group (CRG)** Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization… more
- JPMorgan Chase (New York, NY)
- …finances to better define, focus and realize their goals. As a Head of Private Wealth Alternatives Vice President within the client service team you will act as ... private wealth and alternative investments to deliver exceptional client service to our investors. **Job responsibilities** + Coordinate with Private Wealth… more
- NTT America, Inc. (New York, NY)
- …for the Financial Services industry with in-depth knowledge of the business , technologies, and operations of the Wealth Management, Asset Management, or ... Financial Services clients: https://us.nttdata.com/en/ services /consulting- services /banking-and-financial- services -consulting **How You'll Help Us:** As a Wealth… more
- TD Bank (New York, NY)
- …recruiter who can provide you more specific details for this role. **Line of Business :** TD Wealth **Job Description:** **Depth & Scope:** + Provides people ... Wealth in areas outside of Distribution (eg Shared Services , Thought Leadership, Marketing) to ensure TD Wealth...Plan that outlines the opportunities and activities that will lead to the attainment of business objectives… more
- Citizens (New York, NY)
- …and ultra-high-net worth individuals. This role supports the acceleration of Citizens' Wealth business and build-out of Citizens Private Bank, which integrates ... Description Citizens is seeking a Head of Wealth and Private Banking Communications to lead...and regional press. Partner with key stakeholders across the Wealth business , including Chief Investment Officer and… more
- City National Bank (New York, NY)
- …to attract new prospective clients to CNR by partnering with field business development officers. Initially support Senior Wealth Strategists throughout the ... and Asset Protection, and Investments, with an emphasis on business owner wealth and succession planning. What...of the PWS team. * Participate in and, eventually, lead client meetings and work within a team environment… more
- Bank of America (Princeton, NJ)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... business , and within our employees and clients. Our Wealth Management team represents an array of different backgrounds...* Thorough knowledge and understanding of the suite of Wealth Management products and services * Detail… more
- Truist (New York, NY)
- …financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to high net worth individuals. **ESSENTIAL DUTIES ... and client retention goals by acquiring new clients through business development and expanding services and marketing...and IRM partners who are designated to support client service and business development efforts (eg credit,… more
- Capco, a Wipro Company (New York, NY)
- …a global business and technology consultancy, focused on the financial services sector. We are passionate about helping our clients succeed in an ever-changing ... industry change as an opportunity to transform the way wealth and asset managers service their clients.... go-to market differentiated solution offerings. You will help lead local office business development, as well… more
- City National Bank (New York, NY)
- …and Innovation: Plays a key role in the development and launch of new wealth management products and services , ensuring they meet client needs and market ... optimization. * Enhance Client Experience: Develop and deliver high-quality products and services , wealth management firms can enhance the client experience and… more
- Citigroup (New York, NY)
- …job requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/ services . **Responsibilities:** + This ... on the investment relationship in partnership with the Banker. + Arrange and lead regular (quarterly) investment and business reviews with assigned clients. +… more
- Citigroup (New York, NY)
- …knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and ... Citi Wealth is a leading provider of financial solutions...families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next… more
- Broadridge Financial Solutions (New York, NY)
- …strategic business objectives. As a Technology Leader, you will lead innovative initiatives, collaborate with cross-functional teams, and ensure our systems not ... a minimum of 5+ years in leadership roles within Wealth Management or Financial Services . 10+ years...high-performance culture. Necessary Skills Proven ability to design and lead an architecture strategy aligned with business … more
- Bank of America (Iselin, NJ)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... in our thoughts, business , and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique… more
- JPMorgan Chase (New York, NY)
- …early careers recruiting experience and people management skills? Apply today! As a Recruiting Lead in Early Careers in Asset and Wealth Management, you will ... + Formulate effective recruiting processes considering firm hiring principles and business hiring priorities + Assist with regional and New York-based sourcing… more
- TIAA (New York, NY)
- …Dynamics, Practice Management Strategy, Retirement Planning Selling, Sales, TIAA Products/ Services Acumen, Wealth Management **Anticipated Posting End Date:** ... ** Wealth Management Strategy Associate** The Wealth ...approach to problem solving. The opportunity to solve critical business problems, coupled with the team's diversity of perspectives… more
- Citigroup (New York, NY)
- Citi Wealth services a large number of UHNW relationships across the globe providing a range of solutions to help clients achieve their financial goals. The Head ... of Wealth Planning Specialists is responsible for leading a group...partner with Product and Segment teams to schedule and lead internal training sessions (regional and global) + Appropriately… more
- Deloitte (Princeton, NJ)
- …the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners. ... during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services . Qualifications Required + Ability to perform job… more