- Elliptic (New York, NY)
- …the team Our ideal candidate has: 3-5 years Customer Success or Account Management experience selling & supporting SaaS solutions Experience working with ... Description Are you a passionate and enthusiastic Customer Success Manager with a wealth of experience managing customers in the SaaS industry? Are you looking for… more
- JPMorgan Chase (New York, NY)
- …Separately Managed Accounts (SMAs) offered through the Private Bank, Chase Wealth Management , and JP Morgan Advisors investment platforms. These platforms ... **Our Team** As a part of Investment Solutions , the Managed Product Group serves...new investment products to the US Private Bank, Chase Wealth Management , and JP Morgan Advisors platforms,… more
- JPMorgan Chase (New York, NY)
- …executives. Your primary focus will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business, which is responsible for creating ... and managing investment and non-investment products, solutions , and services across wealth management . This includes areas such as sales & trading,… more
- JPMorgan Chase (New York, NY)
- …in fast-paced, dynamic environments and are passionate about shaping the future of wealth management , this is the role for you. **Key Responsibilities:** + ... lines of business and functions, aims to revolutionize our managed accounts operating model and deliver a cutting-edge, intuitive...of experience in financial services, with deep expertise in wealth management or investment management … more
- S&P Global (New York, NY)
- …Responsibilities: + Execute product development strategy, focusing on a suite of indexing solutions designed for Wealth Management . + Conduct market research ... is integral to the S&P DJI division, providing client solutions , insights, thought leadership, and driving product strategy and...The role provides exposure to multiple products across the Wealth Management industry such as asset managers,… more
- JPMorgan Chase (New York, NY)
- …Development, Vice President** Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment management solutions . Asset ... to better define, focus and realize their goals. Within Wealth Management (WM) Solutions , the...distinct US distribution channels. These investments, whether proprietary or managed by third parties, include Separately Managed … more
- TD Bank (New York, NY)
- …Bachelor's degree required; graduate degree preferred + 10+ Years of related Investment and Wealth Management experience + FINRA Series 7, 24, 66 (or equivalent) ... partners and constituents. + Must possess in-depth knowledge of and experience in wealth management , retirement and financial planning for all client segments… more
- Citigroup (New York, NY)
- …delivers a wide range of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance ... report directly into the Head of Business Execution supporting the Global Investment Solutions business at Citi Wealth . Investment Solutions is comprised… more
- Citigroup (New York, NY)
- … Studio. The ideal candidate will bring strong expertise in product development, wealth management platforms, and enterprise technology delivery. Success in this ... We are seeking a highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface between… more
- Citigroup (Ridgewood, NJ)
- …allows us to deliver traditional and alternative investments, managed account solutions , best-in-class research and advice for all Wealth clients. The client ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi...investment advice to clients through a select number of solutions using firm models and research + Master referral… more
- Citigroup (New York, NY)
- …affluent and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Global Wealth at ... looking for Summer Analysts to join the Citi Global Wealth Summer Analyst Program. Citi Global Wealth ...platform, which allows us deliver traditional and alternative investments, managed account solutions , best-in-class research and advice… more
- Charles Schwab (Paramus, NJ)
- …solving, helping us "challenge the status quo" and transform the finance industry together. The Wealth & Asset Management Solutions (WAMS) team is part of ... to be well versed in all aspects of effective wealth management , Schwab's broader solutions ,...Understanding of traditional investment styles and vehicles (ie, separately managed accounts, ETFs, mutual funds, fixed income assets) and… more
- TD Bank (New York, NY)
- …**Depth & Scope:** + Subject Matter Expert with substantial knowledge/expertise in Wealth Management product offerings and platform design + Responsible for ... Wealth **Job Description:** The Senior Product Manager, US Wealth oversees the end-to-end management of assigned...oversee and be responsible for the risk and quality management of all TD's managed programs as… more
- TD Bank (New York, NY)
- …divisions to develop and manage marketing strategies for customer acquisition and account management of wealth and TD Premier clients. Additionally, the planner ... details for this role. **Line of Business:** Marketing **Job Description:** The Wealth & TD Premier product marketing team develops, implements and leads… more
- S&P Global (New York, NY)
- …Level (for internal use):** 10 **The Team:** The Multi-Asset Index Management team oversees a diverse portfolio of high-profile indices encompassing equities, ... fixed income, commodities derivatives, and digital wealth . **Impact:** As an Index Manager, you will be...role will involve working closely with key stakeholders (Product Management , R&D, Technology, Governance and Operations) to ensure the… more
- JPMorgan Chase (New York, NY)
- …across business lines, including Asset Management , Chase Bank, and Chase Wealth Management . + Foster a positive work environment and drive employee ... their goals. Join us in shaping the future of retirement. As the Head of Retirement Solutions within JP Morgan Asset Management , you will play a crucial role in… more
- S&P Global (New York, NY)
- …This position is critical in driving revenue growth through strategic engagement with wealth management and institutional clients across the region. You will ... internal use):** 14 **Overview:** As the Head of Client Solutions Group for Americas, you will play a pivotal...**Key Experience:** + Exhibit a deep understanding of asset management and wealth management , leveraging… more
- BlackRock (New York, NY)
- …clients ranging from corporate treasurers to government institutions, to family offices and wealth management clients. This Vice President will play a pivotal ... this role** **BlackRock** is a global leader in investment management , risk management and advisory services for...Short Duration team managed $61.9bn in actively managed multi-sector fixed income strategies providing solutions … more
- Deloitte (New York, NY)
- …Operate offering, you will drive the vision, strategy, and execution of innovative managed services and digital solutions that transform the finance function for ... product vision and roadmap for Finance Operate and Accelsior products, including managed finance operations, digital platforms, and automation solutions . Align… more
- S&P Global (New York, NY)
- …Level (for internal use):** 11 **The Role:** Senior Associate, Client Coverage Asset Management **The Team:** The North American Client Coverage team is a sales team ... expertise in identifying opportunities, understanding client needs, and delivering tailored solutions will directly contribute to our growth and success. **What's in… more
