- Citigroup (New York, NY)
- …knowledge of global regulatory frameworks, tax regulations, and the intricacies of wealth management products and client structures. The ideal candidate will ... reconciliations, payments, reporting, and documentation across a diverse range of wealth management products in NAM. Ensure oversight over compliance… more
- JPMorgan Chase (New York, NY)
- …solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial planning and advice to ... a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and… more
- JPMorgan Chase (New York, NY)
- …As a Private Wealth Alternatives Marketing Director on the Asset & Wealth Management Marketing team, you will lead innovative marketing strategies to promote ... capabilities and skills:** + 10+ years of strong marketing experience in asset management , or wealth management industry + Experience in marketing… more
- Citigroup (New York, NY)
- …creation of an innovative, play-to-win culture + Partner closely with internal Wealth Management stakeholders + Accountable for business economics, outcomes and ... roll out of digital acceleration efforts including the development and tracking of...to drive change and continuous improvement and innovation + Wealth management experience preferred **Education:** + Bachelor's/University… more
- US Bank (New York, NY)
- …tools **_Learn more in our digital handbook_** Explore a rewarding Wealth Management career with US Bank and US Bancorp Investments ... is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely positioned for… more
- Wellington (New York, NY)
- … Wealth Channel. The ideal candidate will possess a deep understanding of the wealth management industry and have a proven track record of creating and ... strategy and management , preferably within the financial services or wealth management industry. + **Education:** Bachelor's degree in Marketing,… more
- BlackRock (New York, NY)
- …and deliver data-driven campaigns that elevate BlackRock's presence in the wealth management space. **Key Responsibilities:** + Lead the cross-product ... of mutual funds and iShares ETFs within the US Wealth Advisory (USWA) business. This role is pivotal in...perceived and adopted by US financial advisors across both digital and traditional distribution channels. You'll lead a high-performing… more
- Citigroup (New York, NY)
- … Studio. The ideal candidate will bring strong expertise in product development, wealth management platforms, and enterprise technology delivery. Success in this ... and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key...product priorities. A focus area will be the seamless digital handoff and approval mechanisms for proposal pushing and… more
- Citigroup (New York, NY)
- …for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/ Citigold Private Client, Wealth at ... experienced investment professional with Alternative Investments knowledge, exceptional relationship management , communication and influencing skills, and strong sales experience.… more
- Citigroup (New York, NY)
- …with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills. ... communicate a compelling product vision for NBA targeting, AI solutions, query management and publishing platforms. + Build solutions to seamlessly create and… more