- Neuberger Berman (New York, NY)
- …owner for internal Private Wealth applications (CRM, OMS, document management , asset movement, etc.), overseeing their ongoing evolution, integration, and ... responsible for shaping and executing the digital and client-centric strategy that will define the future of both client...business owner for all client-facing digital platforms and internal wealth management tools. This role is pivotal… more
- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... actions and terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional Director is… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …Owner, driving the vision, strategy , and execution of a cutting-edge, end-to-end wealth management platform. This role is central to shaping the product ... week **Your future duties and responsibilities:** Product Ownership & Strategy * Define and own the product vision and...product ownership or product management , ideally within wealth management , asset management… more
- Charles Schwab (Albany, NY)
- …solving, helping us "challenge the status quo" and transform the finance industry together. The Wealth & Asset Management Solutions (WAMS) team is part of ... the distribution and support of proprietary, and certain third-party asset management , products and services to consultants...help promote, retain and delight clients of Schwab's premier wealth management solution, Schwab Wealth … more
- Citigroup (New York, NY)
- …executives, next generation/inherited wealth , law firms and attorneys. From investment strategy , to banking, to lending and cash management we are here ... competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across… more
- Citigroup (New York, NY)
- …executives, next generation/inherited wealth , law firms and attorneys. From investment strategy , to banking, to lending and cash management we are here ... competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across… more
- JPMorgan Chase (New York, NY)
- …in fast-paced, dynamic environments and are passionate about shaping the future of wealth management , this is the role for you. **Key Responsibilities:** + ... of experience in financial services, with deep expertise in wealth management or investment management ...small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
- TIAA (New York, NY)
- ** Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... applies the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their… more
- City National Bank (New York, NY)
- * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). Through ... materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst will participate in special projects, as assigned by the … more
- JPMorgan Chase (New York, NY)
- The Self-Directed Investing product organization within JP Morgan Wealth Management empowers clients to take control of their financial futures by providing a ... making it a key component of JP Morgan's holistic wealth management offerings. As a Product Associate...small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more