- 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)
- …Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating ... 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
- Deloitte (New York, NY)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most ... 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
- S&P Global (New York, NY)
- …to support both product and global initiatives. + Take direction from senior product management leadership and collaborate closely on projects with other ... product development strategy, focusing on a suite of indexing solutions designed for Wealth Management . + Conduct market research and competitive analysis to… more
- BlackRock (New York, NY)
- … team leverages the same risk analytics used by Institutional investors to equip wealth management clients with business & risk management , and portfolio ... **About this role** **BlackRock: Director, Senior Sales Lead - Aladdin Wealth ...interested in Financial Technology who has experience working with Wealth Management clients across complex relationships. **Key… more
- Citigroup (New York, NY)
- …Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer ... Citi Global Wealth brings together the full...advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to … 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 ... and Governance, which is a member of the Citi Wealth Lending Leadership team. **Responsibilities:** + Support Global...presentations and reports to communicate findings and recommendations to senior management and stakeholders. + Lead the… 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...deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our… more
- JPMorgan Chase (New York, NY)
- …highly visible and required to partner with and influence key internal stakeholders and senior leadership across the Wealth Management channels (CWM and ... The JP Morgan Wealth Management (USWM) business is focused...strength and the diverse talents they bring to our global workforce are directly linked to our success. We… more
- JPMorgan Chase (New York, NY)
- …of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more ... ** Wealth Management , Product Development, Vice President**...to logically present complex concepts to key partners and senior leaders + Team-oriented with a demonstrated ability to… more