• Wealth Management Solutions

    JPMorgan Chase (New York, NY)
    …executives. Your primary focus will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business, which is responsible for creating ... and managing investment and non-investment products, solutions , and services across wealth management...opportunities to be cross-staffed across the broader Asset & Wealth Management (AWM) Strategy team… more
    JPMorgan Chase (08/01/25)
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  • JP Morgan Wealth Management - Vice…

    JPMorgan Chase (New York, NY)
    …advisors located across 3,500 branches and 20 offices. As the Vice President in the Wealth Management Affluent Strategy and Cross Channel Referral team, you ... the affluent strategy is aligned to JPMorgan Wealth Management and lead initiates to activate...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer… more
    JPMorgan Chase (07/10/25)
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  • Wealth Strategy Lead Analyst - C13

    Citigroup (New York, NY)
    …executives, next generation/inherited wealth , law firms and attorneys. From investment strategy , to banking, to lending and cash management we are here ... Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net... wealth . This role will part of Citi's Wealth Strategy team, reporting into the Head… more
    Citigroup (07/01/25)
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  • Citi Wealth Lending - Business…

    Citigroup (New York, NY)
    solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net... wealth , law firms and attorneys. From investment strategy , to banking, to lending and cash management more
    Citigroup (07/31/25)
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  • VP, Engineering & Architecture ( Wealth

    Broadridge Financial Solutions (New York, NY)
    …highly skilled Technology Leader to drive the modernization of our platform within the Wealth Management portfolio. This role is a unique opportunity to shape ... candidate will bring deep expertise in enterprise architecture, cloud solutions , and data management , with a proven...leading a talented team and shaping the future of Wealth Management technology at scale. Key Responsibilities:… more
    Broadridge Financial Solutions (06/21/25)
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  • Citi Wealth - Head of Lending…

    Citigroup (New York, NY)
    solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net... wealth , law firms and attorneys. From investment strategy , to banking, to lending and cash management more
    Citigroup (05/14/25)
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  • Product Manager Wealth Management

    CGI Technologies and Solutions, Inc. (New York, NY)
    …Owner, driving the vision, strategy , and execution of a cutting-edge, end-to-end wealth management platform. This role is central to shaping the product ... **Product Manager Wealth Management ** **Category:** Project Management...roadmap, aligning cross-functional teams, and delivering impactful solutions that meet client needs and regulatory standards in… more
    CGI Technologies and Solutions, Inc. (07/22/25)
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  • Director, Wealth Benchmarks Product…

    S&P Global (New York, NY)
    …+ Execute product development strategy , focusing on a suite of indexing solutions designed for Wealth Management . + Conduct market research and ... is integral to the S&P DJI division, providing client solutions , insights, thought leadership, and driving product strategy...The role provides exposure to multiple products across the Wealth Management industry such as asset managers,… more
    S&P Global (07/18/25)
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  • Wealth Management Solutions

    JPMorgan Chase (New York, NY)
    …in fast-paced, dynamic environments and are passionate about shaping the future of wealth management , this is the role for you. **Key Responsibilities:** + ... Program Lead to develop and execute the overall program strategy , roadmap, and delivery plan + Drive rigorous program...of experience in financial services, with deep expertise in wealth management or investment management more
    JPMorgan Chase (07/17/25)
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  • Casey Quirk Investment & Wealth

    Deloitte (New York, NY)
    …and wealth managers. Our researchers and practitioners deliver end-to-end solutions that span across business strategy , organizational transformation, and ... Casey Quirk Investment & Wealth Management Insights - Senior Manager Our Deloitte Strategy & Transactions team helps guide clients through their most… more
    Deloitte (08/01/25)
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