- 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
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... **Citi Wealth Lending - Global Head of...**Citi Wealth Lending - Global Head of Securities Based Lending** Citi ...deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our… more
- Citigroup (New York, NY)
- …and Product teams to schedule and lead internal training sessions (regional and global ) + Roadshow Management - work with Bankers and Investment Counselors ... This role reports to the Global Head of Investment Solutions and responsible for...distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ Citigold Private Client, Wealth… more
- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... offer, and ultimately help them achieve their goals. Citi Wealth serves over 600,000 clients across its global...(CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.… more
- JPMorgan Chase (New York, NY)
- The JP Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth ... and 20 offices. As the Vice President in the Wealth Management Affluent Strategy and Cross Channel...strength and the diverse talents they bring to our global workforce are directly linked to our success. We… more
- Deloitte (New York, NY)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most critical ... expand our research and insights agenda across the investment management and wealth management marketplaces....is an industry-focused strategy consulting team who advises to global asset and wealth managers. Our researchers… more
- Broadridge Financial Solutions (New York, NY)
- …highly skilled Technology Leader to drive the modernization of our platform within the Wealth Management portfolio. This role is a unique opportunity to shape ... business acumen, leading a talented team and shaping the future of Wealth Management technology at scale. Key Responsibilities: Architectural Leadership: Lead… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- JPMorgan Chase (New York, NY)
- …the highest standards of service, making it a key component of JP Morgan's holistic wealth management offerings. Join our global team as a visionary product ... The Self-Directed Investing product organization within JP Morgan Wealth Management empowers clients to take control of their financial futures by providing a… more
- JPMorgan Chase (New York, NY)
- The Investment Product and Platform team within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of clients. Our ... team develops business cases, conducts competitive research across the wealth management industry, and prepares detailed analyses...strength and the diverse talents they bring to our global workforce are directly linked to our success. We… more