- Broadridge Financial Solutions (New York, NY)
- …clients. Desired Qualifications + 3 - 5 years work experience in product management , portfolio accounting, or investment fund accounting. + Experience with hedge ... analyzing proposed product requirements and product development programs; preparing return-on- investment analyses; establishing time schedules with development and service… more
- Wells Fargo (Purchase, NY)
- **About this role:** Wells Fargo is seeking a Branch Complex Director in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about ... management + Execute on strategic vision of the Wealth and Investment Management (WIM)...with and influence of all levels of professionals, including senior managers, COE partners, home office departments, divisional leaders… more
- S&P Global (New York, NY)
- …**The Team:** We are seeking applicants for the role of **Analyst** in the **Index Investment Strategy** team in the New York office of S&P Dow Jones Indices (S&P ... the center of global financial markets. Reporting to a Senior Director, you will collaborate with an international team...the potential to work on a wide range of investment topics, calibrated for a wide range of investor… more
- JPMorgan Chase (New York, NY)
- …record of success in senior leadership roles. + Proven experience in product management , with a focus on wealth management platforms. + Bachelor's degree ... market research to identify trends, opportunities, and competitive threats related to wealth management solutions. + Develop strategies to differentiate our… more
- JPMorgan Chase (New York, NY)
- …financial services across consumer and business banking, wealth and asset management and/or corporate and investment banking JPMorganChase, one of the oldest ... will also serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and recommendations. Job Responsibilities + Lead… more
- JPMorgan Chase (New York, NY)
- …take the lead in managing fast-paced projects that are of high priority to our senior management and are at the forefront of the industry. Your responsibilities ... & Business Banking, Credit Card & Connected Commerce, Home & Auto Lending, Wealth Management , Product & Technology, HR, and Operations. **Job responsibilities**… more
- Citigroup (New York, NY)
- …and execution of CCAR, Recovery and Resolution planning activities. + Partner with senior management to deliver on financial objectives, including a broad set ... is a key member of the Private Bank business management team and supports the development and implementation of...results + Developing multi-year financial plans in partnership with Wealth Private Bank heads that are integrated with Citigroup's… more
- JPMorgan Chase (New York, NY)
- …implement our Client Skills Training Strategy and Programs built for Asset and Wealth Management Analysts and Private Bank Advisors, ensuring alignment with ... qualifications, capabilities and skills:** + coaching certification and/or experience in Wealth Management or Private Banking business is desired JPMorganChase,… more
- HSBC (New York, NY)
- …sponsor that can support, follow up and challenge + Communicate effectively to update senior management and inspire the team + Be fexible with good time ... the planet we all share. The Managing Director, US role is a key senior leadership position within Institutional Clients Group (ICG). The person in this role will… more
- Bank of America (New York, NY)
- …and Reporting group is responsible for providing financial support for the Consumer, Wealth Management and Small Business Card unsecured lending products. The ... and tools with business strategies + Prepare reports and presentations for senior management , clearly communicating financial insights and recommendations + Be… more