• Head of Data Management

    Tradeweb (New York, NY)
    …- including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clients -- in more than 65 countries across the ... initiatives to enhance data analytics capabilities, enabling better insights and strategic planning for the organization. + Lead and manage a global data operations… more
    Tradeweb (08/26/25)
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  • KYC Operations Lead Analyst

    Citigroup (New York, NY)
    …of the AML screening process across all lines of Business such as Retail, Wealth and Credit Cards. Understand Controls and monitoring process and have the ability to ... inherent AML compliance risks and help mitigate them across Retail, Cards and Wealth SMEs. Organize the management of exception reporting and remediation of policy… more
    Citigroup (08/14/25)
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  • Institutional Fixed Income Business Analyst

    Tradeweb (New York, NY)
    …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... and road mapping efforts for ICD, offering insights and recommendations to inform planning and delivery. + Assist in the sales prospecting process, with a focus… more
    Tradeweb (08/14/25)
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  • Product Lead, Addepar Solution Strategy…

    JPMorgan Chase (New York, NY)
    …and satisfaction. The VP will oversee the solution lifecycle, from strategic planning to execution, ensuring alignment with business objectives and client needs. ... research to identify trends, opportunities, and competitive threats related to wealth management solutions. + Develop strategies to differentiate our Addepar… more
    JPMorgan Chase (08/14/25)
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  • Video Producer

    Wellington (New York, NY)
    …ideation and creation of video content across brand and product initiatives in the Wealth Channel. The ideal candidate will possess a deep understanding of the ... wealth management industry and have a proven track record...Editing: + Manage the entire video production process from planning to post-production. + Film high-quality video content both… more
    Wellington (07/25/25)
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  • Key Private Bank Sr Relationship Manager

    KeyBank (Tarrytown, NY)
    …coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship. + Develops a ... the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and… more
    KeyBank (07/18/25)
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  • Asset Management Client Summer Analyst Program

    JPMorgan Chase (New York, NY)
    …including top pension plans around the globe, insurance companies, sovereign wealth funds, endowments, foundations, central banks and other institutional investors. ... and qualitative analysis, conduct market research, and assist in strategic planning to help clients meet their investment objectives. + Develop relationships… more
    JPMorgan Chase (07/13/25)
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  • Scrum Master

    CGI Technologies and Solutions, Inc. (New York, NY)
    …supporting the design, development, and delivery of an industry-leading end-to-end Wealth Management platform. In this role, you'll lead Agile development teams, ... practices and values * Facilitate all Scrum ceremonies including Sprint Planning , Daily Standups, Sprint Reviews, and Retrospectives * Remove impediments and… more
    CGI Technologies and Solutions, Inc. (07/09/25)
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  • US Private Bank- Investment Specialist- Vice…

    JPMorgan Chase (New York, NY)
    …+ Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for ... in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and… more
    JPMorgan Chase (06/29/25)
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  • Workplace Solutions, Advisor Engagement Manager

    JPMorgan Chase (New York, NY)
    …and webcasts designed to help advisors position equity awards with participants across wealth levels, piquing interest in broader financial planning benefits. + ... key role in enabling the advisors to convert those participants into wealth management clients. If you are a collaborative team member, solutions-oriented… more
    JPMorgan Chase (06/19/25)
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