- Neuberger Berman (New York, NY)
- …investment strategies, and prospect/client lifecycle management. Experience with one or more Wealth Planning tools like eMoney, MoneyGuidePro, etc. + Solid ... proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on Advisor and Client solutions.… more
- Tradeweb (New York, NY)
- …This role is responsible for delivering accurate, insightful financial reports to senior leadership while ensuring efficient planning and forecasting processes ... and production of monthly, quarterly and annual management financial statements + Lead budgeting, forecasting, and strategic planning cycles in Workday Adaptive… more
- Wells Fargo (New York, NY)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, ... & Investment Management. **In this role, you will:** + Provide customized wealth planning advice to clients and prospects, based on deep client discovery and… more
- TD Bank (New York, NY)
- …of wealth and TD Premier clients. The Senior Group Manager, Wealth & Premier Marketing Planning leads a high performing team supporting multi-complex ... this role. **Line of Business:** Marketing **Job Description:** The Wealth & TD Premier product marketing team develops, implements...all or select levels of the marketing funnel. This Senior Group Manager role will work with business partners… more
- JPMorgan Chase (New York, NY)
- …help drive advisor results and strengthen the client experience across the US Wealth Management franchise. **Job Responsibilities** + Lead the design and ... At JP Morgan Wealth Management, our Field Performance & Incentives team...objectives. This highly visible position offers deep exposure to senior leadership and cross-functional partners across Finance, HR, Legal,… more
- TD Bank (New York, NY)
- …to compelling business context and advice; influences and gains alignment across increasingly senior stakeholders + Works autonomously as the lead and guides ... details for this role. **Line of Business:** Marketing **Job Description:** The Wealth & TD Premier product marketing team develops, implements and leads… more
- JPMorgan Chase (New York, NY)
- …& Wealth Management, including competitive intelligence, market mapping, succession planning , and confidential project work. The ability to foster strong client ... experience? Apply today! As a Recruiter in Asset & Wealth Management, you will play a critical role in...relationships with senior managers and candidates is essential, and your consultative,… more
- Citigroup (New York, NY)
- …skills coupled with excellent communication skills to negotiate internally, often at a senior level. The Trust Services Referral Program Lead must have a ... The Trust Services Referral Program Lead has end-to-end responsibility for driving a consistent,...a consistent, sustainable and growth-driven trust referral platform across Wealth . The Trust Services Referral Program is a revenue-generating… more
- JPMorgan Chase (Jersey City, NJ)
- …+ Lead and work on audit engagements covering Asset & Wealth Management technology including audit planning , audit evaluation and documentation of ... working closely with colleagues and stakeholders to strengthen internal controls. As a Senior Internal Audit Associate in our Technology team, you will have the… more
- M&T Bank (Bridgeport, CT)
- …and oversee Auditors (as applicable) on assigned audit activities. **Primary Responsibilities:** + Lead and participate in audits from planning to reporting and ... **Overview:** + Leads and executes audits across theInstitutional Client Services, Wealth , & HR domains. Responsible for overseeing and executing annual risk… more
- Bank of America (New York, NY)
- …in any one of the teams specialized roles of Business Development, Wealth Planning , Investment Management, or Business Management in addition to ... promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support… more
- JPMorgan Chase (New York, NY)
- JP Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management ... Morgan Investments Direct, and JP Morgan Personal Advisors. JP Morgan (our Remote Wealth Management offering). As a Vice President on the CWM Business Project… more
- Citigroup (New York, NY)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. ... regions. Excellent communication skills required to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the… more
- City National Bank (Jersey City, NJ)
- *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit Manager II position is a leadership role as an auditor-in-charge to guide a team of auditors ... results of testing performed, and effectively communicate audit results to the Senior Audit Manager/Director and senior management in meetings, presentations,… more
- Raymond James Financial, Inc. (New York, NY)
- …pace with the changing business environment. . Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), ... the firm's wealth management unit, and Asset Management divisions, serving as...current risk management strategies to the Board of Directors, senior management and various risk committees. . Collaborates with… more
- Citigroup (New York, NY)
- _The Head of Escrow Services (LFG) is a senior level responsible for executing functional strategy and new business origination in areas managed. Full management ... teams across several locations, including management of people, budget and planning , to include duties such as performance evaluation, compensation, hiring,… more
- JPMorgan Chase (Jersey City, NJ)
- …testing and participate in control and governance forums. **Job responsibilities** + Lead and participate in audit engagements, including global audits, from ... planning to reporting. Ensure the production of quality and...internal or external auditing experience, or relevant Asset and Wealth Management business experience. + Bachelor's degree (or relevant… more
- Citigroup (Jersey City, NJ)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... The role will require working closely with various technology, business groups and senior technology managers as well as take the responsibility of delivery of the… more
- City National Bank (New York, NY)
- …performance and other technical data into reader-friendly graphs and/or charts. * Lead the planning and execution of events, including conferences, seminars, ... *MARKETING COORDINATOR SENIOR * WHAT IS THE OPPORTUNITY? This position is...and sales promotion objectives of City National Rochdale, the Wealth Management division of City National Bank. Partners with… more
- Scotiabank (New York, NY)
- …As required, the Senior Manager will be responsible for playing a lead role in coordinating various strategic initiatives across US GTB including planning , ... Senior Manager, US GTB Strategic Support **Requisition ID:**...drive employee engagement + Expert time management, project management, planning and organization skills to oversee and execute on… more
