- Broadridge Financial Solutions (New York, NY)
- …+ Architecture Design: + Develop and maintain a comprehensive architecture strategy for the firms investment management systems. + Ensure ... delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At… more
- JPMorgan Chase (New York, NY)
- …change within organizations and managing stakeholders across multiple functions. + Experience in asset or wealth management , with a strong understanding of ... responsibilities** + Delivers with excellence on the global product strategy and product vision that delivers value to stakeholders...enabling sales productivity and processes end to end. + Asset Management , Wealth Management… more
- Wellington (New York, NY)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our ... will plan and execute all components of our US Wealth events program, including in-person events (proprietary events and...and virtual events, as part of an integrated marketing strategy to build awareness and engagement in the US… more
- Charles Schwab (New York, NY)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... practice holistically through client asset consolidation, networking, and earning client referrals. If you...in additional to furthering your own professional development in Wealth Management . **What's in it for you**… more
- Broadridge Financial Solutions (New York, NY)
- …Infrastructure SMEs and project teams to ensure all aspects of the Wealth Management architecture are defined in conjunction with Broadridge standards, ... delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At… more
- Equitable (New York, NY)
- …and execution of M&A activities across Equitable Holdings, with a focus on retirement, wealth management , and asset management through AllianceBernstein. ... and influence at all levels of the organization. + Knowledge of the retirement, wealth , and asset management industry. **Education:** + Bachelor's degree in… more
- JPMorgan Chase (New York, NY)
- …client relationships and making meaningful contributions to our business with customized wealth management solutions. As a Solutions Analyst in Global Private ... bankers, global investment specialists and estate experts to help recommend investment and wealth management solutions that protect, manage and grow our clients'… more
- JPMorgan Chase (New York, NY)
- …our Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central ... in Global Private Bank, you will gain exposure to every facet of wealth management , including investments, lending, banking, and trust and estate planning.… more
- Lockheed Martin (Uniondale, NY)
- …case for make or buy decisions through requests for proposals, subcontract management plans, negotiation strategy , cost accountability and program execution\. * ... **Description:** **WHAT WE'RE DOING** This is a multifaceted Supply Chain Management and support role which will require strong communication skills and interaction… more
- Bank of America (New York, NY)
- …thinking of the Firm. The Chief Investment Office provides thought leadership on wealth management , investment strategy and global markets and delivering ... and maintaining robust frameworks, services and tools to deliver goals-based wealth management (eg, asset allocation and portfolio construction; all … more