- HSBC (New York, NY)
- US Chief Risk Officer, Asset Management and Wealth Brand: HSBC Area of Interest: Risk and Compliance Location: New York, NY, US, 10001 Work style: Hybrid Worker ... The US Chief Risk Officer, Asset Management (AM) and Wealth (CRO) is responsible for leading the AM and...only Bermuda. Risks include but are not limited to investment risk, counterparty credit risk, operational risk, financial crime… 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 ... role in enhancing the efficiency, scalability, and effectiveness of the Private Wealth business by evaluating current processes, identifying opportunities for… more
- Neuberger Berman (New York, NY)
- …at all levels of the organization, both within Technology and the Private Wealth business . This individual would support Neuberger Berman's multi-year strategic ... A minimum of 10 years of experience in Private Wealth management or Investment Advisory function. +...Equity, Hedge Funds, etc.) and associated reporting and tools ( Investment Cafe, Chronograph, etc.). + Proficiency with business… more
- Citigroup (New York, NY)
- …report directly into the Head of Business Execution supporting the Global Investment Solutions business at Citi Wealth . Investment Solutions is ... Product Specialists and Wealth Planning professionals. The Investments Experience Lead will work across the Investment...across Investments + Act as delegate for Business Execution head when required in certain… more
- Citigroup (New York, NY)
- …the development and execution of integrated marketing campaigns showcasing Citi Wealth 's investment leadership and solutions suite. + Create and manage ... Citi Wealth is redefining how the world's most influential clients experience wealth . As an Investment Marketing Lead Analyst, you'll play a pivotal role in… more
- JPMorgan Chase (New York, NY)
- …design, and execution of key initiatives across the end-to-end Alternative Investments value chain to achieve business goals of simplifying the client ... spans the full lifecycle of transformation - Vision, Strategy, E2E Op Models, Business Case development, Roadmap planning and execution . Role description: He/she… more
- TD Bank (New York, NY)
- …skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ... who can provide you more specific details for this role. **Line of Business :** Audit **Job Description:** The Audit Supervisor is responsible for oversight of… more
- JPMorgan Chase (New York, NY)
- **Job Description** Within the JP Morgan Wealth Management, the Alternative Investments Group ("Alts") is a global team of experienced professionals based in New ... and since inception in 1992, has brought over 150 investment opportunities to JP Morgan's Wealth Management...200 years and today we are a leader in investment banking, consumer and small business banking,… more
- JPMorgan Chase (New York, NY)
- …multi-asset investments . You will be responsible for the strategic marketing and execution of all wealth management investment , banking, and trust ... Wealth Management is a global leader in investment and wealth management. Its clients include...Investments Product Marketing within JP Morgan Asset & Wealth Management, you will play a vital role in… 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 ... role in enhancing the efficiency, scalability, and effectiveness of the Private Wealth business by evaluating current processes, identifying opportunities for… more
- JPMorgan Chase (New York, NY)
- …Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction ... initiatives on our Digital & Platform Services (DPS) Strategic Execution team. The DPS Strategic execution team...team is part of JP Morgan's larger Commercial & Investment Bank (CIB) Strategy Americas organization, which functions as… more
- Wellington (New York, NY)
- …contacts, especially with top-tier financial, business , and trade media covering wealth management and investment strategy. + Exceptional written and verbal ... to lead and oversee external communications for our US Wealth Management business at a strategic level....lead spokesperson and primary media contact for journalists covering wealth management, investment strategy, and market trends.… more
- JPMorgan Chase (New York, NY)
- …product development lifecycle, including solution design, roadmap refinement, prioritization and execution * Work closely with business and technology partners ... digital solutions that help clients discover and manage Alternative investments to further diversify their portfolios. Examples of projects...200 years and today we are a leader in investment banking, consumer and small business banking,… more
- JPMorgan Chase (New York, NY)
- …strategic partnerships, investments , and acquisitions across Chase's consumer lines of business - Consumer Bank, Business Bank, Wealth Management, Card ... careful consideration as well as a relentless focus on execution . The Banking & Wealth Management team...investments , and acquisitions within Chase's Consumer Bank and Wealth Management organizations. The team has three primary functions:… more
- Bank of America (Iselin, NJ)
- …across a team of Financial Advisors, such as business management, business development, wealth planning, investment management, or relationship ... through specific goals, metrics, and behaviors related to the execution of the EGP model. Core Responsibilities: Develop and...in at least two of the following specialized functions: Wealth Planning, Investment Management, Business … more
- KeyBank (New York, NY)
- …external client advisors (attorneys, accountants, etc.) to deliver advice. **Growth- Book of Business ** + Works closely with the Family Wealth team to identify ... for contributing to the development of the annual client wealth plan and actively participates in the execution...+ Experience working with high-net-worth clients. + Deep tax, investment , estate planning, business succession or fiduciary… more
- JPMorgan Chase (New York, NY)
- …the risk spectrum and capital stack. Job Summary: As the Head of Investor Relations- Private Wealth within the Wealth business , you will lead and manage the ... estate funds. The team has been managing real estate investments on behalf of our clients for 60+ years,...200 years and today we are a leader in investment banking, consumer and small business banking,… more
- S&P Global (New York, NY)
- …**The** **Role:** Product Platforms Design Value Stream Lead - Multi Assets & Wealth , S&P Dow Jones Indices **The Location:** US/New York; UK/London **The Impact ** ... financial services industry as a leader in providing indices used for investment products and portfolio benchmarking. Our indices underpin leading Exchange Traded… more
- JPMorgan Chase (New York, NY)
- …of collaboration, accountability, and excellence. + Oversee the planning and execution of various business development rollout activities, ensuring alignment ... The Business Development Manager - Team Lead leads a...of new products, services, and processes across the Chase Wealth Management organization. This role is accountable for team… more
- City National Bank (New York, NY)
- …for oversight of best execution , liquidity, derivatives, fair valuation, investment strategy and selection, proxy voting, assisting business areas to ... Officer will act in a compliance oversight and advisory role supporting assigned business units including two registered investment managers. The role will also… more
