- KeyBank (Brooklyn, OH)
- …Brooklyn Ohio **Overview:** Lead the strategy, delivery, and optimization of technology solutions that enable our wealth management business. This role focuses ... efficiency, and operational automation. + **Regulatory Compliance:** Ensure technology solutions meet wealth management regulatory requirements (FINRA, SEC,… more
- Deloitte (Philadelphia, PA)
- Senior Manager , Industry Solutions , Investment Management What we do Join our AI & Engineering team in transforming technology platforms, driving innovation, ... engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud infrastructure.… more
- Charles Schwab (Phoenix, AZ)
- **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. ... Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams....income generation, risk mitigation, and liquidity needs. As a ** Senior Regional Manager ** you will coach and… more
- TD Bank (New York, NY)
- …more specific details for this role. **Line of Business:** Audit **Job Description:** The Senior Audit Manager leads a team of audit professionals and provides ... specialized in-depth subject matter expertise with respect to Securities and Wealth Compliance, including the regulatory requirements of FINRA, SEC, CFTC, etc. May… more
- Citigroup (New York, NY)
- …**Role Overview** Citi is seeking an experienced and visionary SVP, AI Product Manager to lead the development and strategic direction of our artificial intelligence ... Management:** Collaborate effectively with a diverse set of stakeholders, including senior leadership, business unit heads, technology teams, risk, compliance, and… more
- Citigroup (New York, NY)
- …Private Client segments. Senior Wealth Advisors have access to Wealth 's leading investment solutions platform, which allows us to deliver traditional and ... wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth...alternative investments, managed account solutions , best-in-class research and advice for all … more
- JPMorgan Chase (New York, NY)
- …investment policy, and institutionalizing wealth for future generations. As a senior member of the Institutional Investment Solutions (IIS) team, the new ... global team of seasoned investment professionals within JP Morgan Wealth Management Solutions , managing over $50 billion...Office clients. They will serve as the primary portfolio manager for multi-asset solutions delivered to this… more
- Vanguard (Charlotte, NC)
- …planning solutions using our time-tested research and investment methodology. Senior Wealth Advisors work in a collaborative team environment, partnering ... with a leader in the financial industry! As a Senior Wealth Advisor within Vanguard's Advice and...goals. You will provide advice using ongoing portfolio management solutions targeting clients and prospects with portfolios of $5-15M… more
- Columbia Bank (Eugene, OR)
- …a turn-key approach to LTC and Insurance solutions . **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within ... processes, team dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a group of… more
- KeyBank (OH)
- …greater than 25MM and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team members to build ... insights and solutions to attract, retain and grow UHNW client relationships....is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated advisory delivery, while… more
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