- 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
- JPMorgan Chase (New York, NY)
- …alignment with strategic goals. + Strong understanding and interest in real estate investment management . + Proficiency in PowerPoint and Excel. + Series 7 ... risk spectrum and capital stack. Job Summary: As the Head of Investor Relations- Private Wealth within...related field, with a strong background in real estate investment . + Proven leadership and team management … more
- Neuberger Berman (New York, NY)
- …advisors, serving as the business owner for all client-facing digital platforms and internal wealth management tools. This role is pivotal to the ongoing Private ... **Position Overview** The Head of Private Wealth Platforms &...SMA/UMA structures, financial planning, proposals, analytics, and other core wealth management needs. + Lead the design… more
- JPMorgan Chase (New York, NY)
- …you will join a growing and innovative Equity Portfolio Management team within Wealth Management 's Chief Investment Officer Team (Private Bank CIO Team), ... Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management , Retail Financial Services and Card Services. The Global … 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
- Santander US (Boston, MA)
- Head of Investment Products, Miami, FL... investment vision, philosophy, and strategy for the wealth management business. This role oversees asset ... to Talk to You!** **The Difference You Make:** The Head of Investment Products is a senior... management of the firm's wealth management product platform. This includes investment products… 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
- Citigroup (Jersey City, NJ)
- …and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, Citi ... best-in-class digital experiences. This role requires a deep understanding of wealth management , financial planning methodologies, digital advisory solutions,… 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
- Citizens (Boston, MA)
- … and the business generally supporting the entirety of the Citizens Wealth Management business in partnership with the Head of Wealth Legal. Citizens ... and problem-solving attorney to serve as Associate General Counsel supporting the Wealth Management Division of the Citizens Consumer Bank. The Associate… more
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