• Blue Owl (New York, NY)
    … Business Management team - a strategically focused group that partners with senior leadership of Blue Owl's Private Wealth Distribution. This team spearheads ... Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives(R). With $273 billion...product specialists, accounting and finance, operations, etc.) and senior leadership to assist in the day-to-day management of… more
    Upward (06/27/25)
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  • Goldman Sachs, Inc. (New York, NY)
    …on hedge funds. RESPONSIBILITIES AND QUALIFICATIONS: Principal Responsibilities As a Senior Product Specialist, individual would be responsible for helping ... provide investment and advisory services for pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors, and… more
    Upward (07/02/25)
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  • Pontera (New York, NY)
    …That's where you come in. DESCRIPTION We're looking for a strategic and hands-on Senior Product Marketing Manager to define and lead the go-to-market ... the wealth tech ecosystem. Cross-functional Leadership: Partner closely with product , integration partners team, marketing, and other stakeholders to lead GTM… more
    Upward (06/20/25)
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  • Pontera (New York, NY)
    …alongside. That's where you come in. DESCRIPTION Pontera is looking for an experienced Senior Advisor Success Manager ("ASM") to join our growing team. You will ... is much more than a traditional technology company account manager . The ASM plays a critical role in our...and meticulous data hygiene. Regular coordination and communication of product feature updates and enhancements and business reviews with… more
    Upward (07/07/25)
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  • Citigroup, Inc. (Rutherford, NJ)
    …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... including drawing from internal and external sources Influence and negotiate with senior leaders across functions, as well as communicate with external parties as… more
    Upward (06/21/25)
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  • PIMCO (New York, NY)
    … leadership across partner firms and internal departments-such as US Global Wealth Management (GWM) client-facing teams, Portfolio Management, Product Strategy, ... Description We are seeking a dynamic Vice President, Account Manager - Alternatives to support the significant growth of...Alternatives to support the significant growth of our US wealth alternatives business. In this role, you will be… more
    Upward (07/07/25)
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  • HSBC (New York, NY)
    …people, our investors, our communities and the planet we all share. As a Senior Relationship Manager , you will acquire maintain, and grow profitable long-term ... and originate new revenue streams. Grow HSBC's share of client wallet involving product specialists to ensure product capabilities are in line with HNW… more
    Upward (07/06/25)
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  • Bank of America (Florham Park, NJ)
    …the market and manages the market expenses. The MCRM partners closely with the Senior Client Relationship Manager (SCRM) to support the ongoing development of ... Job Description: Merrill Wealth Management is a leading provider of comprehensive...financial, operational, and reputational risks. The Market Client Relationship Manager (MCRM) is a direct report to the Division… more
    Upward (06/28/25)
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  • Senior Product Manager

    Wells Fargo (New York, NY)
    **About this role:** Wells Fargo Wealth and Investment Management is seeking a Senior Product Manager to join the Advisor Gateway Product Team. This ... outcomes. **In this role, you will:** + Lead or contribute to product management initiatives across the Advisor Gateway platform, ensuring alignment with business… more
    Wells Fargo (07/15/25)
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  • Senior Wealth Management…

    Citigroup (New York, NY)
    …Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating ... positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving...management and organizational skills. + Broad understanding of key product structures (mutual funds, SMAs, alternatives, ETFs, etc) +… more
    Citigroup (06/20/25)
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  • VP, Private Capital Product Development…

    Nuveen Investments (New York, NY)
    The VP, Wealth Alternatives Product Manager will be responsible for managing the product lifecycle of Nuveen's private capital wealth offerings ... execute across the platform. **Key Responsibilities and Duties** + Lead the ongoing product lifecycle for Nuveen's private capital wealth offerings (BDCs, tender… more
    Nuveen Investments (07/19/25)
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  • JP Morgan Wealth Management- Vice…

    JPMorgan Chase (New York, NY)
    The Investment Product and Platform team within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of clients. Our ... Product and Platform team, you will work closely with investment specialists, product development, manager research, and other areas to enhance our expansive… more
    JPMorgan Chase (07/17/25)
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  • Senior Director Audit- Wealth

    City National Bank (Jersey City, NJ)
    * SENIOR DIRECTOR AUDIT- WEALTH MANAGEMENT & BANKING*...and tools. * Reviews audit reports drafted by the Senior Manager / Manager and reviewed by ... This role is responsible for directing and overseeing the Wealth Management and Banking audit functions of a large,...assessment and assurance of the end-to-end processes in key product lines. * Coordinates and manages regulatory requests and… more
    City National Bank (05/02/25)
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  • Sr. Audit Manager - Wealth

    City National Bank (Jersey City, NJ)
    *SR AUDIT MANAGER - WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit Director ... Management, is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit Director in supervising a team of… more
    City National Bank (05/28/25)
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  • Wealth - Integrated Client Engagement…

    Citigroup (New York, NY)
    The Client Development Manager is a strategic professional who will be primarily responsible for driving cross-division collaboration and business development with ... that will be accomplished through building internal relationships, especially with senior bankers, to drive deeper relationships with their clients and prospects.… more
    Citigroup (04/29/25)
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  • Asset Management - Head of Private Wealth

    JPMorgan Chase (New York, NY)
    …alternatives business development at subset of major national accounts, responsible for new product placement and asset raises. Engage at senior levels across ... The Private Wealth Alternatives market, with an estimated $2 Trillion...JP Morgan Asset Management. As a leading global asset manager , we oversee nearly $200 Billion in alternative assets… more
    JPMorgan Chase (07/10/25)
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  • Senior Product Manager

    Broadridge Financial Solutions (New York, NY)
    …helping others along the way, come join the Broadridge team. We are seeking a Senior Product Manager to lead multiple projects within Broadridges Asset ... portfolio of tools and platforms/customers, including leading Investment Banks, Wealth Managers, Custodians and Asset Managers. Youll report to.... Experience and Qualifications: + 10+ years as a Product Manager , ideally in capital markets or… more
    Broadridge Financial Solutions (06/27/25)
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  • Senior Product Manager

    US Bank (Hackensack, NJ)
    …is seeking an experienced product manager to serve as the senior product manager for accounting, administration and transfer agency supporting our ... Wealth , Corporate, Commercial and Institutional Banking (WCIB) division. The senior product manager - accounting, administration and transfer agency… more
    US Bank (07/15/25)
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  • Senior Product Manager

    Scotiabank (New York, NY)
    Senior Product Manager , Commercialization - US Business Deposit Products, Global Transaction Banking **Requisition ID:** 202026 **Salary Range:** 110,700.00 ... team, committed to results, in an inclusive and high-performing culture. **Sr. Product Manager , Commercialization - US Business Deposit Products, Global… more
    Scotiabank (07/09/25)
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  • Senior Product Manager - US…

    Scotiabank (New York, NY)
    Senior Product Manager - US Business Deposit Products (GTM), Global Transaction Banking **Requisition ID:** 202027 **Salary Range:** 110,700.00 - 211,800.00 ... to results, in an inclusive and high-performing culture. **Sr. Product Manager - US Business Deposit Products...ensure all-around alignment in the go-to-market process. + Supporting senior leadership team and our partners as a point… more
    Scotiabank (06/03/25)
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