- Bank of America (New York, NY)
- …an impact. Join us! **Job Description:** This job is responsible for providing legal support and strategic advice to the Global Wealth & Investment Management ... compliance, regulatory and audit partners, and other functions that support the Global Wealth & Investment Management lending business **Skills:** + Advisory +… more
- Citigroup (Queens, NY)
- … Support the harmonization, enhancement, and greater integration of Wealth policies, standards, procedures, leading appropriate levels of alignment across client ... issues/ regulatory findings, working with cross functional leaders across Wealth . + Support enhancements to the Material Risk Inventory process for operational,… more
- Neuberger Berman (New York, NY)
- …the firm's global investment capabilities to deliver customized solutions for NB Private Wealth 's clients. In support of growth and innovation, the Private ... monitoring of third-party products and strategies utilized within NB Private Wealth + Support key stakeholders by helping to provide manager insights including… more
- Neuberger Berman (New York, NY)
- …a CRM Administrator who 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 enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying gaps, and implementing effective… more
- Citigroup (New York, NY)
- …to end process flows, ability to problem solve, design resolutions) + Business execution/ support (directly partner with Wealth at Work leadership team to drive/ ... The Wealth at Work Business Execution Manager should have...other functions or businesses. **Responsibilities:** + Responsible for driving Wealth at Work strategic priorities and initiatives + Requires… more
- BlackRock (New York, NY)
- **About this role** **BlackRock: Director, Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management ... risk management, portfolio construction and financial technology demands. The Aladdin Wealth team leverages the same risk analytics used by Institutional investors… more
- Neuberger Berman (New York, NY)
- **Position Overview** The Head of Private Wealth Platforms & Experience will be a transformative leader within Neuberger Berman's Private Wealth business, ... serving as the business owner for all client-facing digital platforms and internal wealth management tools. This role is pivotal to the ongoing Private Wealth… more
- JPMorgan Chase (New York, NY)
- The JP Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth ... and 20 offices. As the Vice President in the Wealth Management Affluent Strategy and Cross Channel Referral team,...Tech to influence and design the tools required to support referral models, including updates to existing tools and… more
- S&P Global (New York, NY)
- …Team:** As a vital member of S&P Dow Jones Indices' (S&P DJI) Wealth Benchmarks marketing team, this position is responsible for spearheading product marketing ... initiatives that enhance awareness, adoption, and engagement of S&P DJI's wealth benchmark offerings. This role will concentrate on developing compelling product… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families,… more