- Neuberger Berman (New York, NY)
- …experience digitization efforts inclusive of all client and account types across the platform + Partner with Enterprise Data Governance to define and maintain ... Neuberger Berman's Private Wealth business is seeking a highly motivated and...client and account data dictionaries and validation rules. Ensure consistency across the… more
- Neuberger Berman (New York, NY)
- …Berman's multi-year strategic program focused on delivering technology products and a platform supporting Wealth Advisors and their clients. Product solutions ... proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions.… more
- Advice Pay (Bozeman, MT)
- …continues to grow and adapt with new features and partnerships, enhancing the platform 's capabilities. Driven by our belief in the fee-for-service model, our mission ... 100 innovative FinTech providers in the world addressing opportunities faced by the wealth and asset management industries. You'll love working here if you value -… more
- Paycom Online (Oklahoma City, OK)
- …and external stakeholders to ensure timely and accurate completion of each project . **RESPONSIBILITIES** + Set and hold meetings with incoming small market leads ... the goal of 100% employee usage + Obtain pertinent data from new clients to onboard and implement Paycom...deadline(s) + Hold internal and external partners accountable to project objectives and timelines + Supports the client(s) in… more
- NTT DATA North America (Oaks, PA)
- …an inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Wealth Platform Project Manager to join our team in ... **Company Overview:** **Req ID: 344210** NTT DATA strives to hire exceptional, innovative and passionate...on one or more of the following areas: o Wealth management o Core Platform Implementation *… more
- CIBC (Boston, MA)
- …opportunities to expand your skills and professional network. As a Private Wealth Management: Multi-manager Investment Platform Intern: You will work alongside ... in community outreach initiatives. **What You'll Be Doing** As a Private Wealth Management Intern, you will: + Gain hands-on experience in investment manager… more
- Scotiabank (Houston, TX)
- Data Developer, Global Wealth Technology **Requisition ID:** 227580 **Salary Range:** 76,500.00 - 142,120.00 _Please note that the Salary Range shown is a ... committed to results, in an inclusive and high-performing culture. ** Data Developer, Global Wealth Technology** Purpose: High...for the implementation and on-going support of our Investment Data Hub (IDH), a platform built on… more
- US Bank (Minneapolis, MN)
- …on BSA/AML/KYC regulations, policies, and procedures - Experience with Microsoft Power Platform applications, ie, Power BI - Demonstrated project management and ... what you excel at-all from Day One. **Job Description** SUMMARY US Bank Wealth , Corporate, Commercial and Institutional Banking (WCIB) Risk Management is seeking a… more
- JPMorgan Chase (Columbus, OH)
- …PowerPoint and Visio + BA/BS required + 3+ years of analytics, development, data visualization or project management experience + Excellent written and verbal ... Join the Business Readiness team within the Wealth Management Business Administration and Operational Excellence group, where you'll support diverse initiatives like… more
- JPMorgan Chase (Columbus, OH)
- The JP Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth ... JP Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform . The combined business has ~$600 billion in Assets Under Management and… more
- TD Bank (New York, NY)
- …transactional platform (s) and solutions. The Senior Product Manager, US Wealth oversees the end-to-end management of assigned products, services and programs ... **Depth & Scope:** + Subject Matter Expert with substantial knowledge/expertise in Wealth Management product offerings and platform design + Responsible for… 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 (net ... worth of ~$200k - $1mm). The Wealth Operations organization are looking to harmonize their processes...create strategies and synergies across their people, product, and platform . The Strategy Senior Analyst will be working on… more
- JPMorgan Chase (Plano, TX)
- …in product life cycle activities including discovery and requirements definition + Experience with Data API Platform Products + Developing knowledge of data ... advancements, contributing to significant business growth and client success. As a Technical Project Manager III in Consumer & Community Banking - Self Directed &… more
- JPMorgan Chase (New York, NY)
- …excellent time management skills? Do you enjoy building relationships, working with data , managing projects, solving problems and driving results in a fast-paced ... have found the right role! As a Business Management Associate in the JPMorgan Wealth Management's (JPMWM) Technology, you will be part of the broader JPMWM Product,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management divisions, serving as a strategic and ... engages with regulators to provide essential risk context. . Reports risk-related data including risk exposure, compliance to risk policies, and effectiveness of… more
- First Horizon Bank (Murfreesboro, TN)
- …**Location** : On site listed in the job posting. **Summary** The Wealth Management Client Sales Specialist will be actively involved in supporting advisor(s) ... through a full service platform . Assists in achievement of sales revenue by customer...adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data … more
- ServiceNow, Inc. (Orlando, FL)
- …customers, including 85% of the Fortune 500(R). Our intelligent cloud-based platform seamlessly connects people, systems, and processes to empower organizations to ... customers. This could include - customer governance calls, internal project reviews and escalations. + Ensure adherence to the...of business tools and/or software, such as: + ServiceNow Platform , or similar platform -based solution + MS… more
- BlackRock (New York, NY)
- …global relationships with large asset owners such as insurers and sovereign wealth funds by supporting their evolving investment, portfolio, and business needs. The ... platform helps draw the best of BlackRock's capabilities to...Owners (ie central banks, multilateral development banks and sovereign wealth funds), Financial Markets Advisory (FMA), and the Global… more
- JPMorgan Chase (Newark, DE)
- …to evolving technology and processes. + Prior experience working with advisors, platform support, product management, or operations within wealth management is ... **ConnectWealth Advisor Service & Platform Lead** **Vice President, Delaware (Preferred)/New York/ Columbus...inquiry management tool across PMG and Operations, serving as project manager and product owner to centralize, analyze, and… more
- S&P Global (Princeton, NJ)
- …TechOps team works closely with a highly competent Client Services team and the core project teams to resolve client issues and improve the platform . Our work ... including some weekends and possibly public holidays to meet work demands and project deadlines + Excellent communication skills, both written and verbal, in the… more
