- Neuberger Berman (New York, NY)
- …+ Desired knowledge of FinTech solutions and options in the market for Private Bank/ Wealth Management business . + Familiarity with Vibe Coding concepts. + ... and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on...individuals at all levels of the organization, both within Technology and the Private Wealth business… more
- Neuberger Berman (New York, NY)
- Neuberger Berman's Private Wealth business is seeking a highly motivated and results-driven individual to lead initiatives focused on process improvement and ... enhancing the efficiency, scalability, and effectiveness of the Private Wealth business by evaluating current processes, identifying...are a plus + 5+ years of experience in Wealth Management / Private Banking. Direct experience… more
- Neuberger Berman (New York, NY)
- …Minimum 3+ years' experience in financial services, with a strong preference for wealth management or private banking + Exceptional written and verbal ... The Senior Associate - Private Wealth Platforms & Experience role will play a...in the overall client experience + Partner with internal technology teams and third-party fintech firms to define requirements… more
- Neuberger Berman (New York, NY)
- …to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets under management ). This high-impact role requires a ... data-driven analyses to support senior management decision-making and emerging business needs **Process Improvement & Technology Enablement:** + Champion the… more
- Neuberger Berman (New York, NY)
- …+ JD required; LL.M. in Taxation a plus. Background in law and/or wealth management preferred + Proven ability to manage complex, high-net-worth relationships ... As a key member of one of NB Private Wealth 's largest Private Asset Management teams, the...experts to deliver tailored, comprehensive advice and will leverage technology to scale and organize advisory content. Strengthening client… more
- Tradeweb (New York, NY)
- …a cutting-edge financial services company, including working with senior leadership and business , technology and corporate teams to manage the end-to-end audit ... and money markets. As financial markets become increasingly interconnected, our technology enables efficient, multi-asset trading on a global scale. We serve… more
- Tradeweb (New York, NY)
- …and money markets. As financial markets become increasingly interconnected, our technology enables efficient, multi-asset trading on a global scale. We serve ... the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel… more
- Tradeweb (New York, NY)
- …and money markets. As financial markets become increasingly interconnected, our technology enables efficient, multi-asset trading on a global scale. We serve ... the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel… more
- Tradeweb (New York, NY)
- …planning cycles in Workday Adaptive Planning + Assist with corporate-wide expense management and analysis + Partner with business and functional leaders ... and money markets. As financial markets become increasingly interconnected, our technology enables efficient, multi-asset trading on a global scale. We serve… more
- Citigroup (New York, NY)
- …for the Wealth Technology Platform, aligned with the overall business objectives of Citi Wealth Management . + **Transformation Leadership:** Lead ... technology leadership roles, with a focus on wealth management or financial services. + Proven...large-scale technology transformations. + Deep understanding of wealth management technologies and business … more
- JPMorgan Chase (New York, NY)
- …initiatives that create tangible value for clients and advisors in the $6B+ revenue Wealth Management business . Our transformation programs are sponsored by ... ** Business Transformation Office** drives and executes critical change...for implementation + Leverage understanding of client and advisor wealth management processes (front, middle, and back… more
- Cognizant (New York, NY)
- …have to be considered** . Domain: Client/Investor reporting in Asset & Wealth Management (composites, performance & attribution, disclosures, share classes, ... a global community of 5,000+ experts dedicated to helping clients reimagine their business . Blending our deep industry and technology advisory capability, we… more
- JPMorgan Chase (New York, NY)
- JP Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. JP ... JP Morgan is a global leader in asset and wealth management with assets under supervision of...to the firm as it seeks to build their business . You will have responsibilities across multiple lines of… more
- JPMorgan Chase (New York, NY)
- ** Wealth Management , Product Development, Vice President** Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment ... full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more… 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...new tech initiatives + Support the launch of new technology and platforms to enable effective management … more
- JPMorgan Chase (New York, NY)
- …Finance, or a related discipline. + In-depth knowledge of wealth management products, advisor roles, and key business drivers. + Experience with ... At JP Morgan Wealth Management , our Field Performance &...programs that recognize advisor excellence and align rewards with business priorities. Well-structured compensation and incentive frameworks guide advisor… more
- S&P Global (New York, NY)
- …Wealth ** **Value** **Stream** , which underpins S&P DJI's Multi-Asset, Custom, and Wealth Management franchises. The team partners closely with Product, ... Platforms Design Value Stream Lead for **Multi Assets and Wealth ** is responsible for the delivery of technology...efficiency. + Demonstrated experience in multi-asset, portfolio analytics, or wealth management data products. + Ability to… more
- PNC (Red Bank, NJ)
- …feel respected, valued and have an opportunity to contribute to the company's success. As a Wealth Advisor within PNC Wealth Management you will be a part of ... be based in New Jersey or Northeast PA. PNC Wealth Advisors deliver tailored advice and strategic planning designed...internal business partners to communicate and review business results and pipeline management . Meets service… more
- JPMorgan Chase (New York, NY)
- …to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management , you will offer comprehensive ... and thought leadership platform along with cutting edge digital technology , you will be front and center representing our...will possess strong analytical skills, a deep understanding of wealth management , and the ability to collaborate… more
- Citigroup (New York, NY)
- … needs and data driven solutions. You will work closely with the Deposits business in Wealth Management to gather requirements, analyze complex datasets ... Analytics capabilities and best practices + Engage with our technology partners to deliver on business requirements,...a business /data analyst role, ideally within the Wealth Management environment. + Strong coding and… more
