- Manulife (Boston, MA)
- Join our Global Wealth Management Technology Team! We are looking for Senior Integration Developers to design, build and maintain integrations between ... + Design, develop, and implement integration solutions for portfolio management platforms such as Aladdin and Bloomberg within the...more than just words. * As part of our global team, we'll support you in shaping the future… 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
- Citigroup (New York, NY)
- …Private Client, International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating ... offer, and ultimately help them achieve their goals. Citi Wealth serves over 600,000 clients across its global...(CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.… more
- Deloitte (Minneapolis, MN)
- Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most ... expand our research and insights agenda across the investment management and wealth management marketplaces....is an industry-focused strategy consulting team who advises to global asset and wealth managers. Our researchers… more
- S&P Global (New York, NY)
- …to support both product and global initiatives. + Take direction from senior product management leadership and collaborate closely on projects with other ... product development strategy, focusing on a suite of indexing solutions designed for Wealth Management . + Conduct market research and competitive analysis to… more
- BlackRock (New York, NY)
- … team leverages the same risk analytics used by Institutional investors to equip wealth management clients with business & risk management , and portfolio ... **About this role** **BlackRock: Director, Senior Sales Lead - Aladdin Wealth ...interested in Financial Technology who has experience working with Wealth Management clients across complex relationships. **Key… more
- Citigroup (New York, NY)
- …Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer ... Citi Global Wealth brings together the full...advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to … more
- Citigroup (Downey, CA)
- …Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer ... Citi Global Wealth brings together the full...advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to … more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... and Governance, which is a member of the Citi Wealth Lending Leadership team. **Responsibilities:** + Support Global...presentations and reports to communicate findings and recommendations to senior management and stakeholders. + Lead the… more
- HUB International (Bethesda, MD)
- …casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Throughout our network of more than ... by developing relationships with others **Job purpose:** As a Senior Wealth Advisor, you will work directly...Series 65, or CFP required **Knowledge and Skills:** + Wealth management experience with fee-based consulting, tax,… more