- KeyBank (Amherst, NY)
- …business, products, and functional activities. In this role, the Sr. Data Analyst - Wealth Management and Trust Testing and Analytics, serves in the critical role of ... (ie - retrieving, combining, and analyzing data specific to wealth management, trust, private banking, and related securities and...cause(s) of any issues identified. + Assist in the design and implementation of methods to integrate the use… 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
- JPMorgan Chase (New York, NY)
- …for financial institutions or Fintech firms, with a track record of success in senior leadership roles. + Proven experience in product management, with a focus ... US Private Bank (USPB):** With over 160 years of experience , JP Morgan Private Bank provides top-tier advice, service,...depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the… 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
- JPMorgan Chase (New York, NY)
- …+ Assist in the execution of the product strategy for goals-based planning digital experience . + Collaborate with senior team members to align product execution ... US Private Bank (USPB):** With over 160 years of experience , JP Morgan Private Bank provides top-tier advice, service,...of both depth and breadth. The Private Bank Digital Wealth Planning Product Associate will focus on the execution… 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 ... pace with the changing business environment. . Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG),… more
- Raymond James Financial, Inc. (New York, NY)
- …project, ensuring that the requirements are being met from a functional, design and user experience perspective.Typically works independently and provides ... a plan for significant aspects of internal communications with guidance from senior colleagues. Provide specialist advice on the interpretation and application of… more
- Citigroup (Queens, NY)
- …enhanced controls. + Ability to manage a global team, motivating and engaging senior control professionals. + Experience driving results through influence / ... Citi's Wealth business serves the needs of clients across...goals. The Investments and Insurance Risk Assessment and Control Design Managing Director will be responsible for leading a… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- … experience in application architecture, design and development. * Proven experience working on projects within the Wealth Management domain, with a ... ** Senior Java Developer** **Category:** Software Development/ Engineering **Main...Hands on Application developer role in Java/J2EE framework. Solid experience in design and building high performance,… more
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