- Deloitte (New York, NY)
- Senior Manager , Industry Solutions , Investment Management What we do Join our AI & Engineering team in transforming technology platforms, driving innovation, ... engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud infrastructure.… more
- TD Bank (New York, NY)
- …more specific details for this role. **Line of Business:** Audit **Job Description:** The Senior Audit Manager leads a team of audit professionals and provides ... specialized in-depth subject matter expertise with respect to Securities and Wealth Compliance, including the regulatory requirements of FINRA, SEC, CFTC, etc. May… more
- Citigroup (New York, NY)
- …**Role Overview** Citi is seeking an experienced and visionary SVP, AI Product Manager to lead the development and strategic direction of our artificial intelligence ... Management:** Collaborate effectively with a diverse set of stakeholders, including senior leadership, business unit heads, technology teams, risk, compliance, and… more
- Citigroup (New York, NY)
- …Private Client segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows us to deliver traditional and ... wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth...alternative investments, managed account solutions , best-in-class research and advice for all … more
- JPMorgan Chase (New York, NY)
- …investment policy, and institutionalizing wealth for future generations. As a senior member of the Institutional Investment Solutions (IIS) team, the new ... global team of seasoned investment professionals within JP Morgan Wealth Management Solutions , managing over $50 billion...Office clients. They will serve as the primary portfolio manager for multi-asset solutions delivered to this… more
- Neuberger Berman (New York, NY)
- The Senior Associate - Private Wealth Platforms & Experience role will play a pivotal part in enhancing the digital client experience for Neuberger Berman's ... to private wealth teams, driving the evolution of client reporting solutions , and managing the distribution of client communications. Success in this role… more
- JPMorgan Chase (New York, NY)
- …to make a lasting impact on our organization while gaining exposure to senior leadership and honing your skills in driving large-scale, complex transformations. If ... environments and are passionate about shaping the future of wealth management, this is the role for you. **Key...business readiness + Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations to drive… more
- Bank of America (New York, NY)
- …promote growth and acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support ... Private Wealth Relationship Manager New York, New...service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and… more
- M&T Bank (New York, NY)
- …clients. + Coordinates team communication and activities.Recommend ideas, suggestions and alternative wealth solutions by utilizing a team of specialists as ... of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities… more
- TD Bank (New York, NY)
- …ongoing development and support of the wealth lending products, platforms and solutions . The Product Manager oversees the end to end management of assigned ... focus will be on securities-based lines of credit product in addition to other wealth consumer lending solutions . This role serves as the primary liaison between… more