- JPMorgan Chase (New York, NY)
- As the Head of the USWM Portfolio Advisory Group, (PAG) you will serve as the lead for investment solutions within US Wealth Management , our mass ... support to clients and advisors. Job Responsibilities + Lead investment solutions for Chase Wealth Management (CWM), prioritizing and curating the solutions… more
- Vanguard (Malvern, PA)
- …visionary Head of Architecture to lead technology design for our Advice & Wealth Management (AWM) Technology division. This new role will shape the long-term ... speed and resilience without compromising architectural integrity. . Bring broad wealth management industry into Vanguard's architecture strategy, ensuring our… more
- Equitable (New York, NY)
- …M&A strategy + Relationship Development: Establish and cultivate relationships with wealth management business owners/leaders, investment bankers, ... Head of Wealth - Mergers and...by leading all aspects of M&A activity in the Wealth Management segment-from market analysis and deal… more
- Citigroup (New York, NY)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... shape the future of financial services. **Job Description:** The Head of Wealth Technology Platform is a...Platform, aligned with the overall business objectives of Citi Wealth Management . + **Transformation Leadership:** Lead the… more
- JPMorgan Chase (New York, NY)
- …to guide them in their home lending financing needs. **US Mortgage Product** The Head of US Mortgage Product is responsible for comprehensive product management , ... including strategic planning, creation, design, launch, and lifecycle management of all US mortgage and HELOC products and...that enable the mortgage offering. Reporting to the Global Head of Mortgage Solutions, the Head of… more
- JPMorgan Chase (New York, NY)
- …presentations, publications or product-oriented marketing programs. + Work closely with Wealth Management 's senior leadership, Investment Specialists, ... positioning within managed portfolios. Led by the firm's Global Head of Investment Strategy, the team helps...situations in relation to JP Morgan Wealth Management 's view, proactively and reactively. + Provide Investment… more
- JPMorgan Chase (Jersey City, NJ)
- …Asset Management business. This role offers the chance to report directly to the Head of Asset & Wealth Management Planning and Analysis, with a dotted ... the Head of Financial Analysis - Asset Management within JP Morgan Asset & Wealth ...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Scotiabank (New York, NY)
- …products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital ... Associate Director, Head of Latin America Liability Management ...Debt Capital Market, Equity Capital Markets, Derivatives, Sustainable Finance, Investment Banking and Syndicate teams, as well as the… more
- Citigroup (New York, NY)
- …report directly into the Head of Business Execution supporting the Global Investment Solutions business at Citi Wealth . Investment Solutions is comprised ... **About Citi Wealth ** Citi Wealth is focused on...products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance… more
- Bank of America (San Francisco, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue...being responsible for resource allocation for the Market, managing head count report, etc. Serve as point of contact… more