- Wells Fargo (New York, NY)
- …consistent and seamless experience for Advisors and Client Associates. Wells Fargo is seeking a Lead Product Manager to join our Client Relationship Group to ... The **Client Relationship Group (CRG)** Product Management organization within Wealth and...team to resolve issues and achieve project goals + Lead projects, teams, or serve as a mentor to… more
- NTT America, Inc. (New York, NY)
- …inclusive, adaptable, and forward-thinking organization, apply now. We are currently seeking a Wealth and Asset Management Consulting Senior Manager to join our ... Services clients: https://us.nttdata.com/en/services/consulting-services/banking-and-financial-services-consulting **How You'll Help Us:** As a Wealth and Asset Management Consulting Senior Manager ,… more
- JPMorgan Chase (New York, NY)
- …clients can expect in their wealth management experience. As a **Client Onboarding Product Manager ** as part of the **JPM Wealth Management Product ... that make it seamless to establish new investment accounts with JP Morgan Wealth Management. Across web, mobile and internal platforms, for both self-directed and… more
- Citigroup (New York, NY)
- **Americas Wealth Markets Business Manager ** The Americas Wealth Markets Business Manager is a critical role supporting the execution of business-defined ... The Business Manager will also support producing materials for the Wealth Markets monthly Business Management meeting forums. This role requires interaction with… more
- Citigroup (New York, NY)
- The Client Development Manager is a strategic professional who will be primarily responsible for driving cross-division collaboration and business development with ... and client conversion from the Banking division to the Wealth division and from the Wealth division...firm + Together with the broader team, manage and lead the implementation of new institutional level programs to… more
- Citigroup (New York, NY)
- The Investment Counselor Team Lead manages a team of Investment Counselors and Investment Associates. The job requires a broad and comprehensive knowledge of ... financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position is a producing- manager role that will… more
- Citigroup (New York, NY)
- …and selling strategies, as well as collection management services. The Art Advisor Sr. Lead is a strategic professional who closely follows the latest trends in the ... price level, negotiate or bid on client's behalf, direct Collections Manager to oversee restoration, shipping, insurance, installation, loans to exhibitions,… more
- JPMorgan Chase (New York, NY)
- …a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you ... meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management, you...when, where and how our customers want. You will lead a team of a Financial Advisors who service… more
- City National Bank (Jersey City, NJ)
- *SENIOR DIRECTOR AUDIT- WEALTH MANAGEMENT & BANKING* WHAT IS THE OPPORTUNITY? This role is responsible for directing and overseeing the Wealth Management and ... leadership team. * Develops the annual audit plan for Wealth Management and Banking businesses; and contributes to the...approach to audit of assigned portfolio. * Develop and lead a high performing team of Auditors across several… more
- City National Bank (New York, NY)
- *PRIVATE WEALTH ANALYST* WHAT IS THE OPPORTUNITY? Supports PB client teams in delivering investment analysis and financial planning materials for high-net-worth and ... financial planning analyses. * Collaborate closely with Tax and Financial Planning team. * Lead region as the subject matter expert in using Naviplan as a primary… more
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