- Citigroup (New York, NY)
- …for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with ... + Responsible for maintaining effective controls around privacy information ( Wealth ) and MNPI (Banking). This individual will be a...Previous experience in client facing roles in Banking or Wealth (both a plus) + Problem solving & change… more
- CUNY (New York, NY)
- …+ 30% - The postdoctoral scholar will join the ongoing team of the GC Wealth Project, led by Project Director Salvatore Morelli. The postdoctoral scholar will ... Research Associate (Postdoctoral Scholar) in Wealth Inequality - Stone Center on Socio-Economic Inequality...cross-country comparisons. This position reports to the Stone Center Director and is a full-time two-year position beginning in… more
- Wells Fargo (Purchase, NY)
- **About this role:** Wells Fargo is seeking a Branch Complex Director in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our ... of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . The Branch Complex Director role will lead branch(es) within a market of Wells… more
- BlackRock (New York, NY)
- **About this role** **BlackRock: Director , Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management ... risk management, portfolio construction and financial technology demands. The Aladdin Wealth team leverages the same risk analytics used by Institutional investors… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families,… more
- JPMorgan Chase (New York, NY)
- …of both depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development and execution ... Morgan Private Bank. This role requires a visionary leader with expertise in Wealth Planning and Advice, capable of driving product innovation and execution to… more
- JPMorgan Chase (New York, NY)
- …+ Collaborate with the Global Head of Mortgage Solutions and key stakeholders, including US Mortgage Operations, to set and execute the vision of the product strategy ... for mortgage and HELOC home lending products, emphasizing an AI-native approach, innovation, deep intellectual curiosity, and a desire to drive change. + Lead the development and enhancement of mortgage financial products/features from ideation to launch,… more
- KeyBank (Amherst, NY)
- …through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities. ... The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a...identify potential weaknesses and/or control gaps. + Assist Compliance Director and Executive with the ongoing design, development, and… more
- NBT Bank (Norwich, NY)
- …are functioning at optimal efficiency to support the growth of the Wealth Management Division and ensure a superior client experience. Reviews and recommends ... strategic thinker, able to support the growth of the Wealth Management Division. Tasks Performed: + 50% Directly manage...recordkeeping system vendor meeting. + 30% Coordinate with WM Director of Fiduciary Services to provide support to the… more
- EPAM Systems (New York, NY)
- …Years of expertise in a combination of information technology, retail banking, wealth management, asset management, and capital markets. If this sounds like you, ... this could be the perfect opportunity to join EPAM as a **Senior Director , Account Management (Financial Services)** . Scroll down to learn more about the position's… more