- JPMorgan Chase (New York, NY)
- …with a platform of both depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development ... + Develop and execute a comprehensive product strategy for digital planning and advice capabilities, including wealth ...in senior leadership roles. + Proven experience in product management , with a focus on digital planning… more
- JPMorgan Chase (New York, NY)
- …team structure with a platform of both depth and breadth. The Private Bank Digital Wealth Planning Product Associate will focus on the execution of our ... goals-based planning digital experience for advisors and clients within the US...requires a proactive individual with a foundational understanding of Wealth Planning and Advice, capable of supporting product execution… 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
- 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 (New York, NY)
- …execution of workforce planning), with direct impact on financial outcomes. **Risk Management and Compliance ** + Appropriately assess risk in business decisions, ... Business Execution team for US Personal Banking HR and Wealth HR, that support 2 of Citi's 5 core...Retail Services and Retail Banking. We are driving a digital -first, client-obsessed approach, serving more than 70 million clients,… more
- BankOnBuffalo (Buffalo, NY)
- …work with others to achieve excellent results by demonstrating: + Leadership- Be the Wealth Management Leader by driving business for your division + Integrity- ... Adhere to the complexity of FINRA guidelines and bank compliance . + Establish additional processes and procedures that align...education and/or experience. Minimum of 7 years' experience in Wealth Management or a related field required.… more
- JPMorgan Chase (New York, 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