- Citigroup (New York, NY)
- **Executive Summary** The Client Experience Group Manager is a leadership role and specializes in onboarding, focusing on delivering an exceptional client experience ... scalable operational processes specific to client onboarding and ongoing account management . The role requires extensive leadership, management , and technical… more
- Citigroup (New York, NY)
- …of senior management + Coordinates all aspects of executive level manager appointments, meetings, receptions and conference calls + May prepare and review ... providing other administrative tasks. **Responsibilities:** + Directly supports a C16 level manager and generally supports an entire department + Manages day to day… more
- JPMorgan Chase (Brooklyn, NY)
- …with advanced knowledge of product development, design, and data analytics. As a Product Manager within the Wealth Management Data Programs Team, you will ... the build and adoption of the strategic source of record for Wealth Management Securities Reference Data-including Instrument, Pricing, Classification, and… more
- Citigroup (Jacksonville, FL)
- …level of support from those teams. + Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers ... for executing specific client contact campaigns as defined by Sales Management /Segments. + Responsible for proactively contacting clients to identify needs and… more
- Coldstream Wealth Management (Seattle, WA)
- …to complete tasks independently in a timely and efficient manner while maintaining accuracy Keyword: Office Manager From: Coldstream Wealth Management ... Job Descriptions: Are you a polished, personable Office Manager /Administrator looking for a role where you can...of professionals who have been delivering both tax and wealth management services to clients since 1977.… more
- Truist (Nashville, NC)
- …member of a team which functions as the designee of the Principal Manager and performs administrative supervisory functions that are routinely associated with those ... approval of money movement request and trade corrections + Partner with sales management to enforce firm and regulatory policies + Review and approve Financial Plans… more
- JPMorgan Chase (New York, NY)
- …to deliver impactful solutions in a fast-paced, high-profile environment As a Business Manager within Asset & Wealth Management Recruiting, you will ... and mitigating business risks. The role of a business manager is dynamic and can vary from business to...AWM Recruiting Team. + Develop and manage Asset & Wealth Management (AWM) Recruiting and HR strategies,… more
- JPMorgan Chase (New York, NY)
- …fostering growth and innovation in a dynamic environment. As a Lead Technical Program Manager in Asset & Wealth Management Technology Team, you will ... the highest quality and professionalism in service delivery. The Asset & Wealth Management (AWM) Technology Strategy team partners with senior leaders to define… more
- JPMorgan Chase (New York, NY)
- …solutions for a dynamic impact across global operations. As a Principal Technical Program Manager in Asset & Wealth Management Technology Team, you will ... processes, shaping the future of our technology landscape. The Asset & Wealth Management (AWM) Technology Strategy team partners with senior leaders to define… more
- JPMorgan Chase (New York, NY)
- …impact by delivering high-quality products that resonate with clients. As a Product Manager in Asset & Wealth Management 's Digital Distribution team, ... and skills** + 5+ years of experience or equivalent expertise in product management or a relevant domain area + Advanced knowledge of the product development… more