- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management , with client assets of $2.4 trillion, is a global leader in investment and wealth management . Its clients include ... trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management is a global wealth...small business banking, commercial banking, financial transaction processing and asset management . We offer a competitive total… more
- Broadridge Financial Solutions (New York, NY)
- …highly skilled Technology Leader to drive the modernization of our platform within the Wealth Management portfolio. This role is a unique opportunity to shape ... business acumen, leading a talented team and shaping the future of Wealth Management technology at scale. Key Responsibilities: Architectural Leadership: Lead… more
- S&P Global (New York, NY)
- …and content strategies that resonate with target audiences in the evolving wealth management landscape. As part of the broader commercial organization, ... demonstrate effective messaging and audience engagement. + In-depth understanding of wealth management , investment strategies, and the product development… more
- Truist (Philadelphia, PA)
- …of a broad range of wealth products and services (financial planning, asset management , personal trust and estate planning, insurance and risk management ... sales, presentation and relationship management skills previously demonstrated in wealth management in the high net worth marketplace * Excellent… more
- Nuveen Investments (Dallas, TX)
- …This job builds strong relationships and trust with clients, which allows the Wealth Management Delivery Manager to contribute advice to clients as well ... **Career Level** 8PL **Required Qualifications** + Minimum 5 years of experience in wealth management or financial services + FINRA registrations: Series 7 and… more
- JPMorgan Chase (Plano, TX)
- The US Wealth Management Legal team is seeking an attorney to support its dynamic annuities, life insurance and wealth management business, who thrives ... insight. As Insurance Attorney: Executive Director, Assistant General Counsel within our Wealth Management Legal team, you will provide critical leadership on… more
- M&T Bank (Wilmington, DE)
- …Participate in firm-wide recruitment initiatives. + Influence and drive the investment and asset management technology strategy with agility. + Lead Agile ... + Familiarity with testing frameworks (JUnit, Mockito, Selenium, Cucumber). **Industry Knowledge - Wealth & Asset Management ** + Deep understanding of… more
- Neuberger Berman (New York, NY)
- …owner for internal Private Wealth applications (CRM, OMS, document management , asset movement, etc.), overseeing their ongoing evolution, integration, and ... responsible for shaping and executing the digital and client-centric strategy that will define the future of both client...business owner for all client-facing digital platforms and internal wealth management tools. This role is pivotal… more
- Citigroup (Chicago, IL)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... actions and terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional Director is… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …Owner, driving the vision, strategy , and execution of a cutting-edge, end-to-end wealth management platform. This role is central to shaping the product ... week **Your future duties and responsibilities:** Product Ownership & Strategy * Define and own the product vision and...product ownership or product management , ideally within wealth management , asset management… more