- 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
- 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
- JPMorgan Chase (New York, NY)
- …Associate in the Financial Institutions Group, you will be a key player in our business strategy and execution . You will participate in the \"full cycle\" of ... our dynamic Financial Institutions Group to focus on FinTech, Wealth and Asset Management coverage. **Job Summary** As an...200 years and today we are a leader in investment banking, consumer and small business banking,… 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
- 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
- JPMorgan Chase (New York, NY)
- …investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business , JP Morgan Advisors, JP Morgan Self-Directed Investing ... Project Management Team, you will support the Chase Wealth Management Business in both the day-to-day...Lead critical business projects end-to-end, representing the business in planning, execution , and delivery to… more
- JPMorgan Chase (New York, NY)
- …to join our Alternatives Product team. This role supports the development and execution of digital solutions for alternatives investments , working closely with ... for alternative investment solutions for advisors and clients + Clarify business requirements for the engineering team in order to ensure that solutions will… more
- S&P Global (New York, NY)
- …Management space + Understanding of benchmarks and how they fit into the investment process, particularly within Asset Management and Wealth Management + ... needs and gather product innovation ideas. + Own tactical execution of the product roadmap including new index development,...portfolios/portfolio theory + Current or past experience working in wealth and/or investment management with a focus… 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)
- …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
- 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 (Jersey City, NJ)
- …product teams and executing strategic initiatives. + Deep understanding of wealth management products, including investment solutions and their associated ... We are seeking a highly skilled Product Lead with deep expertise in Wealth Management Advisor Compensation within a large financial institution. This individual will… more
- Bank of America (New York, NY)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- Wells Fargo (New York, NY)
- …existing clients, as well as developing/bringing new client relationships of $10MM+ into Wealth & Investment Management. **In this role, you will:** + Provide ... stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer… more
- JPMorgan Chase (New York, NY)
- …maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital ... and interacting with our clients to offer the best investment solutions to meet their financial needs. As an...needs. As an Event Associate/Project Manager within JP Morgan Wealth Management, you will play a crucial role in… more
- JPMorgan Chase (Jersey City, NJ)
- …7+ years of internal or external auditing experience, or relevant Asset and Wealth Management business experience. + Bachelor's degree (or relevant financial ... and fiduciary activities. + Knowledge of various financial instruments, investment vehicles and capabilities, including alternative investments such… more
- Citigroup (New York, NY)
- …a clear ambassador to the overall growth and success of the CPWM Investment business . + Job function includes top regional supervisory responsibilities, setting ... to provide the most transparent Citi customer experience. + Responsible for the execution of Citigold Wealth Centers, Citigold Hubs, and Citipriority sales… more
- Citigroup (Jersey City, NJ)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business ... will also have an opportunity to learn about Citi Wealth 's key businesses such as Deposits, Lending, Investments...will have a unique exposure to worlds of Technology, Business , Operations, PMO and Business Management through… more
- JPMorgan Chase (Jersey City, NJ)
- …Asset & Wealth Management products and risk management (credit, market, investment , operational and liquidity risks at least). + Bachelor's degree required; CPA, ... President, you'll be at the forefront of Asset & Wealth Management products and risk management, driving excellence and...200 years and today we are a leader in investment banking, consumer and small business banking,… more
- JPMorgan Chase (New York, NY)
- …+ Minimum 5 years of experience in financial services, with deep expertise in wealth management or investment management + 6+ years of proven success leading ... motivate high-performing teams in a matrixed environment + Strong business acumen and understanding of wealth management...200 years and today we are a leader in investment banking, consumer and small business banking,… more