- 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 (Fayetteville, NY)
- …and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Wealth ... will possess strong analytical skills, a deep understanding of wealth management , and the ability to collaborate...Support a thriving book of business by delivering personalized investment solutions to clients by relying on… more
- Bank of America (Albany, NY)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue... + Oral Communications + Business Development + Client Solutions Advisory + Pipeline Management + Prioritization… more
- Ballston Spa National Bank (Ballston Spa, NY)
- Ballston Spa, NY, USA | Wealth Management Solutions | 80,000-125,000 per year Base salary plus annual incentive based on goal attainment | Full Time | ... a key role in the continued growth of the Wealth Management Solutions Department at... solutions to high net-worth clients, focusing on investment management , estate planning, tax strategies, and… more
- Citigroup (New York, NY)
- …coordination across product, operations, risk, and compliance to ensure all investment solutions meet regulatory, operational, and suitability standards. This ... Studio. The ideal candidate will bring strong expertise in product development, wealth management platforms, and enterprise technology delivery. Success in this… more
- City National Bank (New York, NY)
- …to work with CNR Administrative group on the front-end on-boarding of new investment management and trust accounts. * Gather client account performance data ... advice in collaboration with client team. Utilize planning capabilities and develop solutions across investments including brokerage, trust and wealth transfer,… more
- Citigroup (New York, NY)
- …and Citigold(R) Private Client segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows us to deliver ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi...Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment… more
- BlackRock (New York, NY)
- …Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management platform that enables wealth ... same risk analytics used by Institutional investors to equip wealth management clients with business & risk...their end clients, create rigor and scale in their investment process, and grow their businesses in a differentiated… more
- JPMorgan Chase (New York, NY)
- Join JP Morgan Asset & Wealth Management , a global leader in investment management and private banking solutions , managing client assets worth $4 ... with senior leadership, tackle complex issues, and devise strategic solutions . Be part of a dynamic team dedicated to...dedicated to maintaining the integrity and success of our wealth management services, empowering individuals, families, and… more
- JPMorgan Chase (Brooklyn, NY)
- …and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Market Director of ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...Wealth in JP Morgan Wealth Management… more