- Anywhere Real Estate (Rochester, NY)
- …scenario planning of potential investments. + **Partner Success** - Serve as a senior relationship manager with our joint venture partners, including joining the ... ** Sr . Director, Strategy & Partner Success** This role...and key Anywhere real estate franchisees. This high-profile, general manager role will be accountable for driving growth of… more
- Bank of America (New York, NY)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Brokerage-Services-Financial-Advisor\_25035237) **Job Description:** Merrill Wealth Management is a ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- M&T Bank (Buffalo, NY)
- …participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two ... vary by department and are assigned by the department manager . The position may be responsible for additional projects...providing a base level of support to the Affluent Wealth Segment Program Enablement Unit specifically related to oversight… more
- JPMorgan Chase (New York, NY)
- …drive progress and outcomes Qualifications: + 3+ years of direct experience as a senior business person, program manager , or technology platform owner in a ... Within JP Morgan Wealth Management, Wealth Management Solutions ("Solutions")...work for developing value in increments + Communicates with senior leaders and other key stakeholders and effectively builds… more
- US Bank (New York, NY)
- …Policies, Standards and Guidelines. + Drafting issues under the supervision of the Senior Auditor, Audit Project Manager . Includes identifying root causes rather ... and Operations team. This role will support audit coverage of the Wealth Management, Investment Advisory Services and Trust Products Operations business line.… more
- Dow Jones (New York, NY)
- …responsible for building a holistic retention strategy across Dow Jones' B2C wealth and investing brands, products, and services which include Barron's and ... MarketWatch. Reporting to our Senior Director, Retention, you will lead subscriber cohort insights/analysis, forecasting/budgeting and wealth and investing… more
- Huntington National Bank (New York, NY)
- …and associated resources. You will manage an assigned team of Relationship Manager /Bankers as direct reports; personally originate, service and maintain an assigned ... position reports to the Head of CMFG, or another senior leader determined by the Head of the group....in consultation with legal counsel, the assigned RM/Banker, Underwriter/Portfolio Manager and CMFG leadership + Manage a portfolio of… more
- S&P Global (New York, NY)
- …NY office of S&P Dow Jones Indices (S&P DJI).** **The Team:** **Reporting to a Senior Director, you will collaborate with a global team to design, create and promote ... our** **indices in Direct Indexing and Models Portfolios across asset managers, wealth managers, technology platforms and other financial institutions. You will also… more
- Bank of America (New York, NY)
- …of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy and global markets and delivering strategic and ... and maintaining robust frameworks, services and tools to deliver goals-based wealth management (eg, asset allocation and portfolio construction; all asset classes),… more
- JPMorgan Chase (New York, NY)
- …group and works on a project basis to address topics at the top of senior management agendas. As a Vice President on the DPS Strategic Execution team, you will ... architecture, and processes for the DPS organization. You will work closely with the senior leaders on the Strategy team, as well as leaders across the DPS… more