- JPMorgan Chase & Co. (New York, NY)
- …mindset to continuously refine marketing strategies for financial advisors. Utilize technology platforms and business intelligence tools to measure and ... Job Description JPMorgan is looking for a Private Wealth Alternatives Marketing Director to lead the charge in promoting our cutting-edge alternative investment… more
- PricewaterhouseCoopers (New York, NY)
- …work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution . PwC Professional skills and responsibilities for ... high net worth individuals on some of the following areas: Financial planning; Wealth transfer planning; and, Business succession planning or trust and estate… more
- Scotiabank (New York, NY)
- …culture. Title: Associate Director, Corporate Banking - US Structuring & Execution , CIR (Consumer, Industrial & Retail) Global Banking and Markets Global ... is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and...the team to assist in all aspects structuring and execution related activities on behalf of our corporate banking… more
- MSCI (New York, NY)
- …and wealth space to inform strategic planning and go-to-market execution . Deliver data-driven insights and analytics to evaluate campaign performance and ... and executing marketing strategy and campaigns to support MSCI's ambitious Index business growth objectives. The marketing organization at MSCI is a dynamic and… more
- Citigroup, Inc. (New York, NY)
- Business Overview: The Issuer Services business delivers bespoke capital market transaction services to a wide variety of clients including banks, corporations, ... and execute Corporate Debt / Specialized Agency client and business development coverage model, including team resource alignment/coordination Continuous effort… more
- Nasdaq (New York, NY)
- …a sophisticated PMO structure, drive innovation and excellence in project execution with particular focus on Calypso trading platform implementations and ... comprehensive Project Management framework tailored specifically for capital markets technology with emphasis on Calypso trading platform governance Establish… more
- Soros Fund Management (New York, NY)
- …the CIO, act as an advisor; establish long-term financial planning, and wealth preservation strategies. Accurate maintenance of in-house monthly books and records ... High-Net-Worth statements. Partner with estate and tax planners to ensure integrated wealth structuring and estate planning. Cash and Liquidity management : Oversee… more
- S&P Global, Inc. (New York, NY)
- …Global's purpose is to accelerate progress in the world by providing business intelligence that is essential. Our division, Market Intelligence, has a specialized ... Tax Solutions team, which is responsible for delivering and maintaining tax technology , managed services and professional services. You will be working with both… more
- Scotiabank (New York, NY)
- …and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally ... Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our… more
- Northern Trust (New York, NY)
- …22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Role: Director of ETF Product Marketing, Asset ... marketing strategy in pursuit of growth of our ETF business , in partnership with our Global Head of ETFs...ETF capability and Funds, lead the development, management and execution of marketing content in support of our marketing… more
- Scotiabank (New York, NY)
- …trends and practices, policies and procedures is important Product management (from a business standpoint, and not technology ) experience is an asset A positive ... an inclusive and high-performing culture. Product Manager - US Business Deposit Products - GTM, Global Transaction Banking -...sales growth Project planning: Outline, track and support the execution of the E2E GTM strategy and project plan… more
- Citigroup (Jersey City, NJ)
- …the Citi Global Wealth Technology (CGWT) CIO, the CGWT Business Execution Lead (BEL) is responsible to lead executive-level strategic and operational ... technology stack and infrastructure. Reporting into the Citi Technology Business Execution Lead and...the details and rolling up her/his/their sleeves. **Responsibilities:** The Wealth Technology BEL Team is responsible for… more
- Capco, a Wipro Company (New York, NY)
- **About the Team:** Capco is a global business and technology consultancy, focused on the financial services sector. We are passionate about helping our clients ... transform the way wealth and asset managers service their clients. As technology advances and generations evolve, wealth managers must embrace innovation to… more
- Broadridge Financial Solutions (New York, NY)
- …regulatory requirements. Strategic Vision & Execution : Develop and drive the technology architecture roadmap, aligning it with Wealth Management goals and ... is robust, scalable, secure, and aligned with our strategic business objectives. As a Technology Leader, you...leading a talented team and shaping the future of Wealth Management technology at scale. Key Responsibilities:… more
- S&P Global (New York, NY)
- …Role:** **Grade Level (for internal use):** 13 **About the Role:** Director, Wealth Benchmarks Product Management **The Team:** The Product Management team oversees ... Impact:** We are seeking a Director to support our Wealth Benchmark initiatives in the US and globally. This...needs and gather product innovation ideas. + Own tactical execution of the product roadmap including new index development,… more
- City National Bank (Jersey City, NJ)
- …and memorandums. Additionally, the position is responsible for the maintenance and execution of the Wealth Management continuous monitoring program in accordance ... *SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The ...personal and professional leadership skills and learning capabilities. * Product/ Business / Technology Knowledge* Consistently keeps informed of new… more
- JPMorgan Chase (New York, NY)
- …that create tangible value for clients and advisors in the $6B+ revenue Wealth Management business . Our transformation programs are sponsored by C-suite ... ** Business Transformation Office** drives and executes critical change...Advisors, Product Specialists, Legal, Risk, Compliance, Operations, Marketing, and Technology to implement complex, transformational change. As a Vice… more
- JPMorgan Chase (New York, NY)
- …focusing on Wealth Management Personalization, to help both the client and Wealth Management business grow. You enjoy shaping the future of product ... clients. As a Vice President in the JP Morgan Wealth Management - Wealth Engagement - Personalization...an array of financial instruments. + Extensive experience authoring business requirements, defining user stories, and leading execution… more
- JPMorgan Chase (New York, NY)
- …in a matrixed environment + Strong business acumen and understanding of wealth management products, operations, and technology + Bachelor's degree in a ... serve as a critical member of the leadership team driving the execution of our flagship ConnectWealth program. This transformative initiative, spanning multiple… more
- JPMorgan Chase (New York, NY)
- …+ Oversees the Financial Planning advisor product roadmap, vision, development, execution , risk management, and business growth targets + Leads ... the entire product life cycle through planning, execution , and future development by continuously adapting, developing new...and is accountable for investing in enhancements to achieve business objectives + Partner with JPMorgan Wealth … more
