- JPMorgan Chase (Brooklyn, NY)
- …offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management , you will create a culture ... those just starting to save to those with significant wealth . **Job responsibilities** + Have a passion for our...promote Advisors + Drive integration with partners from Branch Management , Business Banking and Home Lending to give our… more
- Neuberger Berman (New York, NY)
- …experience with Financial Services Cloud a plus + Experience within Asset Management and/or Private Wealth Industry highly preferred + Experience with ... will play a key role in driving adoption and providing support for the Private Wealth channel. Reporting to the Head of Sales Enablement, this role is focused on… more
- JPMorgan Chase (New York, NY)
- …Experience in direct investing or client portfolio management at an Asset Management firm, Wealth Manager , Investment Bank, or Institutional Investor ... Description JP Morgan Asset & Wealth Management , with client assets of...with fixed income-like attributes Job Responsibilities: + Schedule Portfolio Manager and Team Huddle meetings and prepare necessary resources… more
- Wells Fargo (New York, NY)
- **About this role:** Wells Fargo is seeking an Exeuctive Director, Audit Manager on the Financial Crimes Audit Team. The Financial Crimes Audit Team provides ... horizontal audit coverage of financial crimes risk across Wells Fargo lines of business. The Financial Crimes Audit Team oversees, manages, and executes BSA/AML/OFAC related audits across Wells Fargo lines of business, and evaluates the system of internal… more
- Bank of America (New York, NY)
- …This job is responsible for providing legal support and strategic advice to the Global Wealth & Investment Management line of business on high net worth lending ... audit partners, and other functions that support the Global Wealth & Investment Management lending business **Skills:**...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- US Bank (New York, NY)
- …US Bank is strong and stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments, we are uniquely ... we empower you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment, investment planning, and insurance… more
- JPMorgan Chase (New York, NY)
- …you have found the right team. As a Product Owner Sr. Associate in our Wealth Management Solutions division, you will spend each day defining, refining, and ... to client Requests for Proposal. Your expertise in product management , AI and business transformation will be instrumental in...at least 5 years are as a hands-on product manager with demonstratable experience in agile product practices throughout… more
- Truist (New York, NY)
- …mentioned below. Specific activities may change from time to time. + Engage with the Wealth Advisor and Investment Manager as a team to provide advice and ... clients. Participates as part of the broader client facing wealth team to expand existing relationships and capture new...as determined from time to time by our Risk Management and Governance teams. Works independently and escalates issues… more
- TD Bank (New York, NY)
- …of Business:** Sales & Customer Distribution Support **Job Description:** The Project Manager provides leadership and guidance to project related staff and business ... resources and/or vendors in coordination of competing priorities. Executes project management deliverables within budget working with staff and business partners.… more
- Citigroup (New York, NY)
- The Audit Manager is an intermediate level role responsible for performing moderately complex audits and assessments of Citi's risk and control environments in ... application + Effective verbal, written and negotiation skills + Effective project management skills + Effective influencing and relationship management skills +… more