- 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
- 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
- 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
- JPMorgan Chase (New York, NY)
- …capabilities and skills:** + 3-5+ years work experience ; coaching certification and/or experience in Wealth Management business is desired + BA degree in ... 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
- 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
- Wells Fargo (New York, NY)
- …organization within Wealth and Investment Management (WIM) leads the strategy, design and prioritization of the Advisor Desktop experience and Advisor tools ... ideated, create and incorporate design thinking fundamentals into the product design + Experience creating efficiencies and increasing productivity to enable… 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)
- …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