- Citigroup (New York, NY)
- …our global team and partner with the Head of Digital Assets to drive Citi Wealth 's global digital asset strategy . This role blends thought leadership, client ... to drive delivery of roadmap priorities. + Represent digital asset strategy in senior forums, risk committees,...strategic capability. **Qualifications** + 8+ years of experience in wealth management , capital markets, strategy ,… more
- S&P Global (New York, NY)
- …and content strategies that resonate with target audiences in the evolving wealth management landscape. As part of the broader commercial organization, ... demonstrate effective messaging and audience engagement. + In-depth understanding of wealth management , investment strategies, and the product development… more
- JPMorgan Chase (New York, NY)
- …experience in financial services or strategy consulting, with exposure to wealth management , capital markets, or investment support. + Direct experience in ... Join the Wealth Management Solutions team as an...small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
- Citigroup (New York, NY)
- …that cater to the increasing demand for digital assets within a holistic wealth management framework. Through expert guidance and proactive engagement, the team ... matter experts, driving the strategic development and implementation of comprehensive digital asset initiatives for Citi Wealth clients. Our core mission is… more
- Equitable (New York, NY)
- …Build and refine a pipeline of potential acquisition targets that align with wealth management M&A strategy + Relationship Development: Establish and ... M&A strategy ; support of broader enterprise M&A strategy (beyond wealth ). + Strategic Planning: Collaborate...understanding of economics, finance, accounting, and Wealth Management trends; experience in Retirement and Asset … 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
- Neuberger Berman (New York, NY)
- **Position Overview:** As a key member of one of NB Private Wealth 's largest Private Asset Management teams, the Senior Estate Planner will advise ... planning team + Assist in the delivery of holistic wealth strategy services to help clients achieve...LL.M. in Taxation a plus. Background in law and/or wealth management preferred + Proven ability to… more
- Neuberger Berman (New York, NY)
- …& Skills Qualifications:** + Bachelor's degree required + 8+ years of experience in Wealth / Asset Management or related financial services, with emphasis on ... **Position Overview:** The Private Wealth Business Enablement Officer will play a key...budget, prioritization, roadmap, associated business cases, and project lifecycle management . This leader acts as the connective tissue across… 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