- 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
- JPMorgan Chase (New York, NY)
- The JP Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of Chase Wealth ... branches and 20 offices. As a Vice President in Wealth Management Banking Business Development, you will...Digital teams, as well as Legal, Risk, and Compliance . + Represent voice of the Advisor and Client… more
- 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 (New York, NY)
- The JP Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of Chase Wealth ... an Analyst within the Banking Business Development team, you will support the Wealth Management Banking Business Development team in managing core business… more
- 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
- 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
- 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
- Capgemini (New York, NY)
- …knowledge of Reference Data (especially, fixed income) in the Wealth Management industry. + Understanding of regulatory and compliance requirements impacting ... Sr. Business System Analyst - Wealth Management & Securities Choosing Capgemini...Relief **Salary Transparency** Capgemini discloses salary range information in compliance with state and local pay transparency obligations. The… more
- Wells Fargo (New York, NY)
- …military experience, education **Desired Qualifications:** + Experience in financial services, wealth management , or advisor platforms. + Demonstrated success ... **About this role:** Wells Fargo Wealth & Investment Management is seeking...across time zones. + Commitment to Wells Fargo's risk management , compliance , and data privacy standards. +… more
- JPMorgan Chase (Lake Grove, 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