- Citigroup (New York, NY)
- …Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and ... meetings with executives across the asset management landscape. + Design and implement programs to help align resources and...or certifications (CFP(R)) are preferred. + 15+ years of experience in wealth management, financial planning, or… 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 ... across Deloitte's global platform. Qualifications Required: + 8+ years of professional experience in investment management and/or wealth management + 8+ years… more
- 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
- S&P Global (New York, NY)
- … in Graphic Design , Visual Communication, or related field + Some professional design experience , with a strong emphasis on print marketing + Proficient in ... **Grade Level (for internal use):** 08 The Junior Marketing Designer has a strong background in design ...developers and vendors to assess project briefs and provide design solutions + Collaborate with senior designers… more
- JPMorgan Chase (New York, NY)
- …visible and required to partner with and influence key internal stakeholders and senior leadership across the Wealth Management channels (CWM and JPMA), Consumer ... Management and lead initiates to activate strategy with advisors and other client-facing Wealth Management partners + Design , build and implement a long-term… more
- S&P Global (New York, NY)
- … Wealth Management landscape, model portfolios/portfolio theory + Current or past experience working in wealth and/or investment management with a focus on ... Level (for internal use):** 13 **About the Role:** Director, Wealth Benchmarks Product Management **The Team:** The Product Management...white papers, videos) + Collaborate with the Research and Design team on index design . + Plan… more
- JPMorgan Chase (New York, NY)
- …projects. These projects are typically team-based and involve close collaboration with senior executives. Your primary focus will be on the $3.0 Trillion Assets ... Under Supervision Wealth Management Solutions business, which is responsible for creating...various internal consulting initiatives. You will collaborate closely with senior team members, conducting analysis and research, and working… more
- Citigroup (New York, NY)
- …team to drive change and continuous improvement and innovation + Wealth management experience preferred **Education:** + Bachelor's/University degree, Master's ... The Wealth at Work Business Execution Manager should have...required in order to negotiate internally, often at a senior level. Some external communication/negotiation may be necessary. Responsible… more
- Capgemini (New York, NY)
- …a more sustainable, more inclusive world. **Job Description** + 12+ years of experience as a Business Analyst in Wealth Management/Securities Master. + Proven ... Master solutions. + Solid understanding of reference data management principles within Wealth Management. + Experience working closely with Operations teams to… more
- JPMorgan Chase (New York, NY)
- …This role provides the chance to present analyses and recommendations to senior stakeholders, including Chief Risk Officers, Wealth Management executives, and ... expertise in SQL and data workflows, you'll support the design and production of risk metrics, presenting analyses to...on the business + Present analyses and recommendations to senior stakeholders, including Chief Risk Officers, Wealth … more