- Neuberger Berman (New York, NY)
- …best-in-class experiences, digital enablement, and operational excellence. **Key Responsibilities** + Lead the Wealth Platforms & Experience organization ... **Position Overview** The Head of Private Wealth Platforms & Experience will be...and other core wealth management needs. + Lead the design and implementation of the… more
- JPMorgan Chase (New York, NY)
- …and regions **Preferred qualifications, capabilities and skills:** + coaching certification and/or experience in Wealth Management or Private Banking business is ... summary:** As a Private Bank - Client Skills Training Designer and Facilitator - Vice President on the Client...Sales Professionals across the globe. You will possess relevant experience , a deep understanding of the client skills and… more
- Amazon (New York, NY)
- …& creative tech trends, techniques, and technologies Basic Qualifications - 3+ years of design experience - Have an available online portfolio - Experience ... our team. The ideal candidate is an experienced, self-directed designer , detail-oriented, and comfortable with ambiguity. In this role,...also include 3D work. * 5+ years of relevant experience with visual design . * 1-2 years… more
- BankOnBuffalo (Buffalo, NY)
- BankOnBuffalo, Wealth Partner Team Lead Buffalo, NY...education and/or experience . Minimum of 7 years' experience in Wealth Management or a related ... Wealth Advisors Job Type Full-time Description The Wealth Partner Team Leader provides outstanding personalized service to...to achieve long term growth, provide clients a great experience , and contribute to corporate level initiatives such as… more
- JPMorgan Chase (New York, NY)
- …the Field Performance and Incentives team, you will directly support end-to-end design and oversight of our Advisor incentive strategy. We explore compensation ... design options that impact every aspect of our business,...insightful reports and analyses with the broader team + Lead the end-to-end development and implementation of new Advisor… more
- JPMorgan Chase (New York, NY)
- …a platform of both depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development and ... US Private Bank (USPB):** With over 160 years of experience , JP Morgan Private Bank provides top-tier advice, service,...This role requires a visionary leader with expertise in Wealth Planning and Advice, capable of driving product innovation… more
- Neuberger Berman (New York, NY)
- …and balance sheet accounts + Partner with Private Wealth leadership team to design and implement new pricing structures + Lead all ad-hoc reporting and ... business growth. The ideal candidate will bring relevant private wealth experience , strong analytical skills, and a...to drive transformative change and elevate operational performance + Lead the design , testing, and implementation of… more
- KeyBank (Amherst, NY)
- … Management and Trust lines of business, products, and functional activities. Individuals lead the design and execution of testing and continuous monitoring to ... challenging the status quo. The ideal candidate will have experience managing a team of wealth management...pertinent regulations (eg - 12 CFR 9) required to lead a team in the design and… more
- Citigroup (New York, NY)
- …mindset is essential for this position. A solid conceptual/practical grounding and experience within Wealth /the CIO function is highly preferred. This understand ... - CIO will report directly into the COO for Wealth and Matrix report into the CIO for ...will manage the day-to-day operations and assist in the re- design and implementation of the optimal operating model within… more
- Citigroup (New York, NY)
- …degrees (JD, LL.M.) or certifications (CFP(R)) are preferred. + 15+ years of experience in wealth management, financial planning, or related sectors. + Extensive ... positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving...appropriate for activities with key clients. + Participate and lead strategic and tactical engagement meetings with executives across… more