- Trustco Bank (Albany, NY)
- …status, protected veteran status or any other characteristic protected by law. **Job Title:** Wealth Management Manager II - Investments **Reports to:** ... EX04 ($55,000.00 - $70,000.00 annually) **Supervisory Responsibility:** No **SUMMARY:** The Wealth Management Manager is responsible for researching,… more
- Citigroup (New York, NY)
- …Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and ... certifications (CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors. + Extensive experience working… more
- Deloitte (New York, NY)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most ... CQ Knowledge Center is seeking a visionary, market-savvy Senior Manager to lead and expand our research and insights...expand our research and insights agenda across the investment management and wealth management marketplaces.… more
- JPMorgan Chase (Pittsford, NY)
- …and evolving industry, where your efforts will be recognized and valued. As a Chase Wealth Management Supervisory Manager in the CWM Field Supervisory team, ... makes a real difference every day. As a member of our Asset & Wealth Management division, you'll be at the forefront of global investment management ,… 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 ... 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 roadmap,… more
- JPMorgan Chase (New York, NY)
- …individuals, families, and foundations to achieve their financial aspirations. As a Supervisory Manager in Chase Wealth Management , you will lead and ... Join JP Morgan Asset & Wealth Management , a global leader in...managing client assets worth $4 trillion. As a Supervisory Manager , you will be at the forefront of guiding… more
- NBT Bank (Norwich, NY)
- …resources are functioning at optimal efficiency to support the growth of the Wealth Management Division and ensure a superior client experience. Reviews and ... also be a strategic thinker, able to support the growth of the Wealth Management Division. Tasks Performed: + 50% Directly manage the Trust Operations staff to… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo Wealth & Investment Management is seeking a **Lead Product Manager ** to join the Advisor Gateway Product Team-a high-impact ... military experience, education **Desired Qualifications:** + Experience in financial services, wealth management , or advisor platforms. + Demonstrated success… more
- JPMorgan Chase (New York, NY)
- …in fast-paced, dynamic environments and are passionate about shaping the future of wealth management , this is the role for you. **Key Responsibilities:** + ... + Minimum 5 years of experience in financial services, with deep expertise in wealth management or investment management + 6+ years of proven success leading… more
- JPMorgan Chase (New York, NY)
- The Self-Directed Investing product organization within JP Morgan Wealth Management empowers clients to take control of their financial futures by providing a ... standards of service, making it a key component of JP Morgan's holistic wealth management offerings. As a VP in the Self-Directed Investing business, you will… more