- Citigroup (New York, NY)
- The Wealth at Work Business Execution Manager should have in-depth understanding of how own sub-function contributes to achieving the objectives of the function. ... skills required in order to negotiate internally, often at a senior level. Some external communication/negotiation may be necessary. Responsible for executing… more
- JPMorgan Chase (New York, NY)
- …of both depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development and execution ... This role requires a visionary leader with expertise in Wealth Planning and Advice, capable of driving product innovation...app), and advice insights via AI. + Collaborate with senior leadership to align product goals with business objectives.… more
- Citigroup (New York, NY)
- …that will be accomplished through building internal relationships, especially with senior bankers, to drive deeper relationships with their clients and prospects. ... and client conversion from the Banking division to the Wealth division and from the Wealth division...product and control groups as well as visibility from senior business leaders. **Qualifications:** + 15+ years of experience,… more
- JPMorgan Chase (New York, NY)
- …to make a lasting impact on our organization while gaining exposure to senior leadership and honing your skills in driving large-scale, complex transformations. If ... environments and are passionate about shaping the future of wealth management, this is the role for you. **Key...business readiness + Serve as a trusted advisor to senior stakeholders, providing strategic insights and recommendations to drive… more
- JPMorgan Chase (New York, NY)
- …create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite executives and ... regulatory, and location strategy. The team works cross-functionally with Senior Management, Front Office Advisors, Product Specialists, Legal, Risk, Compliance,… more
- JPMorgan Chase (New York, NY)
- …with a platform of both depth and breadth. The Private Bank Digital Wealth Planning Product Associate will focus on the execution of our goals-based planning ... This role requires a proactive individual with a foundational understanding of Wealth Planning and Advice, capable of supporting product execution to deliver value… more
- JPMorgan Chase (New York, NY)
- …This role provides the chance to present analyses and recommendations to senior stakeholders, including Chief Risk Officers, Wealth Management executives, and ... risk exposures on the business + Present analyses and recommendations to senior stakeholders, including Chief Risk Officers, Wealth Management executives, and… more
- HUB International (New York, NY)
- …insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue ... company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer:… more
- Raymond James Financial, Inc. (New York, NY)
- …pace with the changing business environment. . Builds trusted relationships with senior leadership, including executive management of the Private Client Group (PCG), ... the firm's wealth management unit, and Asset Management divisions, serving as...current risk management strategies to the Board of Directors, senior management and various risk committees. . Collaborates with… more
- NBT Bank (Norwich, NY)
- …are functioning at optimal efficiency to support the growth of the Wealth Management Division and ensure a superior client experience. Reviews and recommends ... make daily operations more efficient. Acts as a the senior operations person (within Trust Operations) with regard to...strategic thinker, able to support the growth of the Wealth Management Division. Tasks Performed: + 50% Directly manage… more