- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: +...business (P&L) and Sales results for US Consumer Wealth in NY Metro. The region has 115 branches… more
- Raymond James Financial, Inc. (New York, NY)
- …including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management divisions, serving ... regulations in all aspects of the Private Client and Asset Management . Risk assessment methodologies ....financial services experience required . Experience in broker-dealer or wealth management firms preferred, especially with exposure… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …* 6+ years of experience in product ownership or product management , ideally within wealth management , asset management , or fintech. * Strong domain ... **Product Manager Wealth Management ** **Category:** Project Management...and maintain a prioritized product backlog, ensuring alignment with business goals, customer needs, and compliance requirements. * Collaborate… more
- JPMorgan Chase (New York, NY)
- …in a matrixed environment + Strong business acumen and understanding of wealth management products, operations, and technology + Bachelor's degree in a ... environments and are passionate about shaping the future of wealth management , this is the role for...business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Asset & Wealth Management , a global leader in investment management and private banking solutions, managing client assets worth $4 ... a dynamic team dedicated to maintaining the integrity and success of our wealth management services, empowering individuals, families, and foundations to achieve… more
- US Bank (New York, NY)
- … Planning and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting ... at $3MM+ net worth into Private Wealth Management , help with client discovery and...our Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession planning, family governance,… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- Wells Fargo (New York, NY)
- …or Jira + 3+ years of experience in financial services including but not limited to wealth management , asset management and community banking + 2+ years ... The **Client Relationship Group (CRG)** Product Management organization within Wealth and Investment...Management application. This role will partner with various business stakeholders and will drive the integrated desktop experience… more
- Neuberger Berman (New York, NY)
- …Administration; experience with Financial Services Cloud a plus + Experience within Asset Management and/or Private Wealth Industry highly preferred ... business . **Responsibilities:** + Develop a deep understanding of the Private Wealth business and processes; identify pain points and gaps, and opportunities… more