- Wells Fargo (New York, NY)
- …this role:** Wells Fargo Wealth and Investment Management is seeking a Senior Product Manager to join the Advisor Gateway Product Team. This role is ... client outcomes. **In this role, you will:** + Lead or contribute to product management initiatives across the Advisor Gateway platform, ensuring alignment with… more
- JPMorgan Chase (Jersey City, NJ)
- …be part of a dynamic team. **Position Overview:** As Vice President - Product Manager within JP Morgan Wealth Management you'll drive the creation of ... Wealth Plan is a leading personal finance management tool that empowers clients to take control of...+ 5+ years of experience or equivalent expertise in product management + Advanced knowledge of the… more
- JPMorgan Chase (New York, NY)
- …standards of service, making it a key component of JP Morgan's holistic wealth management offerings. As a Product Manager on the Monitor team, you will ... The Self-Directed Investing product organization within JP Morgan Wealth Management empowers clients to take control of their financial futures by providing… more
- JPMorgan Chase (New York, NY)
- The Investment Product and Platform team within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of clients. ... the team develops business cases, conducts competitive research across the wealth management industry, and prepares detailed analyses and presentations… more
- Nuveen Investments (New York, NY)
- The VP, Wealth Alternatives Product Manager will be responsible for managing the product lifecycle of Nuveen's private capital wealth offerings ... Strategy Acumen, Market Research, Organizational Savviness, Product Development, Product Financial Performance Assessment, Product Management , … more
- Citigroup (New York, NY)
- …Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and ... (CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.... and organizational skills. + Broad understanding of key product structures (mutual funds, SMAs, alternatives, ETFs, etc) +… more
- Bank of America (New York, NY)
- Credit Product Specialist, Global Wealth & Investment Management New York, New York **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Credit- Product -Specialist--Global- Wealth Investment- Management \_25030120) **Job Description:** At… more
- JPMorgan Chase (New York, NY)
- …, wealth planning, philanthropy, credit and banking. As a Marketing Supervisory Manager within Asset & Wealth Management , you will provide informed, ... alternative investments team meetings to foster relationships and track product launches in the pipeline + Apply supervisory experience...Relations and other stakeholders as needed + Attend local Wealth Management Supervisor Manager and… more
- City National Bank (Jersey City, NJ)
- *SR AUDIT MANAGER - WEALTH MANAGEMENT * WHAT IS THE OPPORTUNITY? The Wealth Management Senior Audit Manager position, reporting to the Audit ... Director of Wealth Management , is a leadership role as an auditor-in-charge for managing complex Wealth Management audits and assisting the Audit… more
- Bank of America (New York, NY)
- …certain product areas (eg Corporate 401(k), Rule 144, Insurance, Wealth Management Workstation) Provide marketing and organizational support. This position ... Private Wealth Management Specialist-NR New York, New...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Citigroup (New York, NY)
- The Client Development Manager is a strategic professional who will be primarily responsible for driving cross-division collaboration and business development with ... and client conversion from the Banking division to the Wealth division and from the Wealth division...This individual will be a "wall straddler" so effective management of information and knowledge of the information barriers… more
- Wellington (New York, NY)
- … Wealth Channel. The ideal candidate will possess a deep understanding of the wealth management industry and have a proven track record of creating and ... **About the Role** Wellington is seeking a Social Media Manager to support the strategy and implementation of both... management , preferably within the financial services or wealth management industry. + **Education:** Bachelor's degree… more
- JPMorgan Chase (New York, NY)
- …targeted firms. **Job Requirements:** + 15+ years' experience in asset and wealth management distribution, with extensive expertise in private alternatives. + ... The Private Wealth Alternatives market, with an estimated $2 Trillion...growth and presents significant opportunities for JP Morgan Asset Management . As a leading global asset manager ,… more
- BlackRock (New York, NY)
- …balance sheet strategy. The Aladdin Wealth Tech (AWT) team partners with wealth management clients to help them oversee their enterprise risk, build better ... risk analytics - powered by Aladdin(R) - to equip wealth management clients with model construction capabilities,...to gain experience working with the world's largest asset manager to deliver the best of BlackRock to the… more
- City National Bank (Jersey City, NJ)
- *SENIOR DIRECTOR AUDIT- WEALTH MANAGEMENT & BANKING* WHAT IS THE OPPORTUNITY? This role is responsible for directing and overseeing the Wealth Management ... leadership team. * Develops the annual audit plan for Wealth Management and Banking businesses; and contributes...tools. * Reviews audit reports drafted by the Senior Manager / Manager and reviewed by the Director… more
- JPMorgan Chase (New York, NY)
- …offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management , you will create a culture ... commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge...those just starting to save to those with significant wealth . **Job responsibilities** + Have a passion for our… more
- Equitable (New York, NY)
- Wealth Management Associate - NY, New York (3636) ( PIN\_42549 ) **Primary Location** : UNITED STATES-NY-New York **Organization** : Equitable Advisors ... Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. **Role...financial professional, empowering you to establish your career in wealth management . Stable pay is based on… more
- US Bank (New York, NY)
- …US Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely ... we empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance… more
- Bank of America (New York, NY)
- …+ Works closely with various internal clients and partners including product management , underwriters, document preparation groups, client facing personnel, ... providing legal support and strategic advice to the Global Wealth & Investment Management line of business...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Citigroup (New York, NY)
- The Audit Manager is an intermediate level role responsible for performing moderately complex audits and assessments of Citi's risk and control environments in ... + Manage audit activities for a component of a product line, function, or legal entity at the regional...Effective verbal, written and negotiation skills + Effective project management skills + Effective influencing and relationship management… more