- S&P Global (New York, NY)
- …Team:** As a vital member of S&P Dow Jones Indices' (S&P DJI) Wealth Benchmarks marketing team, this position is responsible for spearheading product marketing ... initiatives that enhance awareness, adoption, and engagement of S&P DJI's wealth benchmark offerings. This role will concentrate on developing compelling product… more
- City National Bank (New York, NY)
- * WEALTH STRATEGIST CNR* *WHAT IS THE OPPORTUNITY?* This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra-high ... by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in...the enterprise and of high quality. * Participate and/or lead client meetings and work within a team environment… more
- Deloitte (New York, NY)
- …across Deloitte's global platform. Qualifications Required: + 8+ years of professional experience in investment management and/or wealth management + 8+ years ... Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte...areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers, and… more
- JPMorgan Chase (New York, NY)
- …+ Lead the product development lifecycle by collaborating with design , data and UX engineering, agility, and data analytics team members to ... risk, controls, compliance, etc. **Preferred Qualifications, Capabilities, and Skills:** + Experience in brokerage industry and/or digital lead generation. +… more
- JPMorgan Chase (New York, NY)
- …of affluent client needs and experience in the self-directed investing or wealth management industry. + Proven ability to lead cross-functional teams and ... benefits for SDI clients, ensuring they are informed and empowered to grow their wealth . **Job Responsibilities:** + Lead the development of new client benefits… more
- JPMorgan Chase (New York, NY)
- …with your strategic vision and influence. **Summary:** As a Product Director in Wealth Management, you lead innovation through the development of digital ... address customer needs. **Job responsibilities:** + Oversees the Financial Planning ( Wealth Plan) client experience product roadmap, vision, development,… more
- JPMorgan Chase (New York, NY)
- …+ Minimum of 6 years of financial services product or project management experience ; Wealth Management + Bachelor's degree required + Superior communication ... The JP Morgan Wealth Management (USWM) business is focused on helping...education, and/or business risk and controls. You will gain experience in all aspects of product distribution, including strategy… more
- JPMorgan Chase (New York, NY)
- JPMorgan is looking for a Private Wealth Alternatives Marketing Director to lead the charge in promoting our cutting-edge alternative investment products to ... Wealth Alternatives Marketing Director on the Asset & Wealth Management Marketing team, you will lead ...capabilities and skills:** + 10+ years of strong marketing experience in asset management, or wealth management… more
- Raymond James Financial, Inc. (New York, NY)
- …of fifteen (15) years of financial services experience required . Experience in broker-dealer or wealth management firms preferred, especially with exposure ... management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management divisions, serving as.... Risk assessment methodologies . Risk governance structure and design . Risk policy and procedures . Infrastructure … more
- JPMorgan Chase (New York, NY)
- …(sales) functions, as well as Technology, Legal, Risk, Compliance, and Marketing, to design and deliver solutions that enhance client experience and achieve ... is responsible for comprehensive product management, including strategic planning, creation, design , launch, and lifecycle management of all US mortgage and HELOC… more