• VP, Engineering & Architecture ( Wealth

    Broadridge Financial Solutions (New York, NY)
    …drive the technology architecture roadmap, aligning it with Wealth Management goals and fostering innovation, regulatory compliance , and long-term ... trading platforms, and financial data systems used in wealth management including financial regulations and compliance requirements. Familiarity with modern… more
    Broadridge Financial Solutions (06/21/25)
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  • JP Morgan Wealth Management - Vice…

    JPMorgan Chase (New York, NY)
    …work with designers, engineers, and other partners to expand and enhance our Wealth Management personalization capabilities across digital /non- digital ... team that is passionate about personalizing client and advisor-facing experiences, focusing on Wealth Management Personalization, to help both the client and … more
    JPMorgan Chase (07/21/25)
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  • Product Manager Wealth Management

    CGI Technologies and Solutions, Inc. (New York, NY)
    **Product Manager Wealth Management ** **Category:** Project Management **Main location:** United States, New York, New York **Position ID:** J0725-1356 ... Product Owner, driving the vision, strategy, and execution of a cutting-edge, end-to-end wealth management platform. This role is central to shaping the product… more
    CGI Technologies and Solutions, Inc. (07/22/25)
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  • JP Morgan Wealth Management - Vice…

    JPMorgan Chase (New York, NY)
    …engineers, and other partners to expand and enhance our Wealth Management incentive offer capabilities across digital /non- digital platforms to accelerate ... clients. As a Vice President on the JP Morgan Wealth Management - Wealth Engagement -...deepen relationships with our current client base. Through the digital experiences you create and manage, you will have… more
    JPMorgan Chase (07/25/25)
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  • Head of NAM Regulatory Reporting and Client Tax…

    Citigroup (New York, NY)
    …payments, reporting, and documentation across a diverse range of wealth management products in NAM. Ensure oversight over compliance with tax regulations, ... of global and regional regulatory frameworks (eg, FATCA, CRS, Dodd-Frank) and tax compliance requirements specific to wealth management products. + Strong… more
    Citigroup (07/22/25)
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  • JP Morgan Wealth Management

    JPMorgan Chase (Great Neck, NY)
    …their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client service, operational marketing and ... administrative support to Private Client Advisors within Wealth Management . **Job responsibilities** + Support Advisors book of business including but not… more
    JPMorgan Chase (07/25/25)
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  • Wealth at Work Business Execution Manager…

    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
    Citigroup (06/26/25)
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  • Social Media Manager, Wealth

    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
    Wellington (07/12/25)
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  • Director, Portfolio Solutions - Citi Wealth

    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 ... seeking a highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface between the CIO… more
    Citigroup (07/18/25)
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  • Wealth Data, Analytics & Innovation…

    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
    Citigroup (08/02/25)
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