- JPMorgan Chase (New York, NY)
- …of affluent client needs and experience in the self-directed investing or wealth management industry. + Proven ability to lead cross-functional teams and ... benefits for SDI clients, ensuring they are informed and empowered to grow their wealth . **Job Responsibilities:** + Lead the development of new client benefits… more
- JPMorgan Chase (New York, NY)
- …with your strategic vision and influence. **Summary:** As a Product Director in Wealth Management, you lead innovation through the development of digital ... address customer needs. **Job responsibilities:** + Oversees the Financial Planning ( Wealth Plan) client experience product roadmap, vision, development,… more
- Citigroup (Jersey City, NJ)
- …location, job family, or line of business **Responsibilities:** + Take the lead on the design , implementation, and successful delivery of large-scale ... The Director of Wealth Advisory Engineering Solutions manages multiple teams through...instructive and make the overall code corpus better. + Lead and actively participate in design reviews,… more
- JPMorgan Chase (New York, NY)
- …+ Minimum of 6 years of financial services product or project management experience ; Wealth Management + Bachelor's degree required + Superior communication ... The JP Morgan Wealth Management (USWM) business is focused on helping...education, and/or business risk and controls. You will gain experience in all aspects of product distribution, including strategy… more
- HUB International (Mclean, VA)
- …and selling ancillary services such as FinPath. + Track meeting activity and wealth management lead pipeline for annual client reviews. + Track/Input group ... protect what matters most by providing a broad array of insurance, retirement, and wealth management products and services. But we don't stop there - we also invest… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of existing technology solutions and processes, including workflow and data flow design . This position will lead business and functional requirements gathering, ... Knowledge of the Financial Services industry is must and Wealth Management domain is preferred.** + ** Experience ... Design : Bring experiences to life through co-creation, design -thinking workshops, and design -led experience … more
- Citizens (Westwood, MA)
- …risk functions. + Act as a peer and collaborator with leaders in Client Experience , Core Operations, and Private Wealth Support. + Support all wealth ... design and team structure planning. Required Qualifications: + 7+ years of experience in wealth management, broker-dealer operations, or financial services +… more
- JPMorgan Chase (New York, NY)
- …acquisition. + Lead the product development lifecycle by collaborating with design , data and UX engineering, agility, and data analytics team members to ... risk, controls, compliance, etc. **Preferred qualifications, capabilities, and skills** + Experience in brokerage industry and/or digital lead generation +… more
- M&T Bank (Radnor, PA)
- …looks and feels to the end user; provides feedback on them. Serves as project lead to ensure test plans and specifications are completed in a timely basis and ... of test cases. Responsible for research analysis of complex data ensuring functional design of assigned projects is accurate. Serve as mentor to less experienced… more
- JPMorgan Chase (New York, NY)
- JPMorgan is looking for a Private Wealth Alternatives Marketing Director to lead the charge in promoting our cutting-edge alternative investment products to ... Wealth Alternatives Marketing Director on the Asset & Wealth Management Marketing team, you will lead ...capabilities and skills:** + 10+ years of strong marketing experience in asset management, or wealth management… more