- Citigroup (Tampa, FL)
- …strategies and synergies across their people, product, and platform. The Strategy Lead Analyst will be working on the Operations Change Management team to ... as well as drive strategy across the Wealth program for operations . You will closely...in today's fast-paced, ever changing business landscape. **Responsibilities:** + Lead projects across their lifecycle: identifying and structuring the… more
- Citigroup (New York, NY)
- …minded leader to serve as Global Head of Digital Strategy & Execution for Citi Wealth . This individual will define and lead the future of how Citi Wealth ... . **Responsibilities:** + Develop and lead Citi Wealth 's global digital marketing strategy , spanning client...15+ years of experience + Experience leading digital marketing strategy , execution, and operations within a large,… more
- First National Bank of Omaha (Omaha, NE)
- …strategic goals. + Contributes to enterprise-wide risk and operations strategy development by representing the Wealth division in bank-level forums. ... the Job:** We are seeking an experienced Vice President, Wealth Risk and Operations to lead...enterprise risk, technology, and front-office leadership. + Translate division strategy into operational plans and execution. + Balance short-term… more
- JPMorgan Chase (Columbus, OH)
- …apply today. As the Asset and Wealth Management Technology and Operations Management Information Systems Lead within our organization, you will play ... As a member of Asset and Wealth Management Finance & Business Management, you are...a critical role in promoting data strategy , analytics, and reporting initiatives to support business decision-making… more
- Bank of America (San Francisco, CA)
- …functions as a member of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's ... Department. The PWCRM is responsible for delivering firm strategy through the execution of the Market Strategy...ongoing development of the Elite Growth Practice roles, Private Wealth Management Client Associates, and the Operations … more
- Neuberger Berman (New York, NY)
- …lifecycle management. This leader acts as the connective tissue across Private Wealth , Technology, Operations , Compliance, Finance, and client-facing teams to ... enablement initiatives. **Primary Responsibilities:** + Own the development and execution of Private Wealth 's technology book of work + Lead the demand intake,… more
- First National Bank of Omaha (Omaha, NE)
- …our organization's success.** **Summary of the Job:** Lead FNBO's technology strategy and execution for Wealth Management and Capital Markets divisions, ... objectives with technological solutions to enhance client experience, optimize operations , and maintain competitive advantage in rapidly evolving financial services… more
- BlackRock (New York, NY)
- **About this role** **The Team:** The Global Marketing & Digital Wealth organization at BlackRock is a forward-looking, globally connected team at the center of the ... experiences. Our work is powered by world-class centers of excellence spanning content strategy , research & analytics, and digital platforms & experiences. _ _ The… more
- Charles Schwab (Austin, TX)
- …a highly talented and experienced architecture team responsible for setting the vision, strategy , and roadmap for the Schwab Wealth and Advice Solutions ... Architects, and cross-functional teams to develop cohesive architecture blueprints + Lead architecture strategy sessions and engage hands-on throughout the… more
- M&T Bank (Buffalo, NY)
- …**Department Description:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team ... environment supporting the delivery of an integrated wealth management offering consistent with individual financial goals of clients. We strive to deliver a… more
- KeyBank (Brooklyn, OH)
- **Location:** 4910 Tiedeman Road, Brooklyn Ohio **Overview:** Lead the strategy , delivery, and optimization of technology solutions that enable our wealth ... client experience and advisor productivity. + **Data & Insights:** Drive data strategy for wealth platforms, enabling advanced analytics and reporting for… more
- Citigroup (San Francisco, CA)
- …Commercial Bank, and Capital Markets. + Represents Citi at industry conferences and lead discussions regarding Citi strategy and overall market presence. + ... The Wealth Group Executive is accountable for management of... Group Executive's primary focus is to ensure corporate strategy execution on a regional level. + Visible to… more
- JPMorgan Chase (New York, NY)
- …with the Program Lead to develop and execute the overall program strategy , roadmap, and delivery plan + Drive rigorous program governance, including risk and ... teams in a matrixed environment + Strong business acumen and understanding of wealth management products, operations , and technology + Bachelor's degree in a… more
- JPMorgan Chase (Newark, DE)
- …to achieve the best outcomes across multiple roadmaps to reach desired outcomes + Lead the product strategy and development lifecycle by owning and writing ... vision and leadership will drive innovation, transform products, and shape the future of wealth management at every level. As the Product Director within the Asset &… more
- Vanguard (Malvern, PA)
- …the data analytics strategy and management for 3 teams: Digital, Data & Strategy ; Wealth Management, Operations and Risk; and Advice, Distribution and ... Vanguard is scaling a modern, data driven Advice & Wealth Management business-pairing our unmatched brand trust with focused...and a relentless client experience agenda. With $1T in operations , we aim to double the AUM by 2030.… more
- TD Bank (Charlotte, NC)
- …overarching strategy in developing solutions across multiple functions or operations + Provides expertise and advice on unique distribution issues (ie primarily ... will be on securities-based lines of credit product in addition to other wealth consumer lending solutions. This role serves as the primary liaison between internal… more
- Vanguard (Malvern, PA)
- …targets and market expansion goals. + Collaborate with marketing, product, and operations teams to ensure alignment and optimize lead generation processes. ... Join the Advice & Wealth Management division as the Head of ...will possess a proven track record in business development strategy and leadership, a passion for developing high-performing teams,… more
- Robert Half Finance & Accounting (Berkeley, CA)
- Description If you're a growth-minded wealth management professional who thrives in a people-first culture and wants to sharpen your craft through elite mentorship, ... professional who blends technical depth with strong emotional awareness. As a Lead Advisor, you'll partner closely with advisors and clients to deliver customized,… more
- Publicis Groupe (Irving, TX)
- …unlock value through a start-up mindset and modern methods, fusing strategy , consulting, and customer experience with agile engineering and problem-solving ... Manager, you will be responsible for defining and executing the product vision, strategy , and roadmap for digital products that drive business impact. You will work… more
- JPMorgan Chase (New York, NY)
- …with the Head of EMEA Mortgage Solutions is essential to align product strategy . The product team aims to drive mortgage and HELOC growth by innovating, ... The team partners closely with Mortgage Specialists (LO's), Mortgage Operations teams, and Global Private Bank (sales) functions, as...to set and execute the vision of the product strategy for mortgage and HELOC home lending products, emphasizing… more