- Citigroup (New York, NY)
- …Head of Wealth Strategy to work on key strategic priorities for the global wealth business . **Job Description** The Citi's Wealth Strategy team serves as ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...senior leadership to address high-impact strategic issues across Citi Wealth 's lines of business . The team works… more
- City National Bank (New York, NY)
- * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). ... materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst will participate in special projects, as assigned by… more
- TIAA (New York, NY)
- ** Wealth Management Advisor** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... applies the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their… more
- JPMorgan Chase (New York, NY)
- …focusing on Wealth Management Personalization, to help both the client and Wealth Management business grow. You enjoy shaping the future of product ... clients. As a Vice President in the JP Morgan Wealth Management - Wealth Engagement...+ 6+ years of digital consumer product development or business analyst experience with a track record… more
- JPMorgan Chase (New York, NY)
- …**Required qualifications, capabilities, and skills:** + A minimum of 2 years of product management or business analyst experience with a strong analytical ... seamless to establish new investment accounts with JP Morgan Wealth Management . Across web, mobile and internal...that are delightful to use and impactful for the business , while still meeting the requirements of controls, ops,… more
- Neuberger Berman (New York, NY)
- …and Intermediary lines of business . **Responsibilities:** + Understand the Private Wealth business and processes; identify pain points and gaps, and ... opportunities to improve the sales' experience + Provide business analyst expertise, identifying business ...Financial Services could a plus + Experience within Asset Management and/or Private Wealth Industry highly preferred… more
- Citigroup (New York, NY)
- …opportunities to improve outcomes through a range of potential solutions including wealth structuring, insurance, trust management , and various investment and ... market share. This role will require an individual with extensive Wealth Planning knowledge, exceptional relationship management , communication and influencing… more
- JPMorgan Chase (New York, NY)
- …products that resonate with clients. As a Vice President on the JP Morgan Wealth Management - Wealth Engagement - Acquisition product team, you will ... engineers, and other partners to expand and enhance our Wealth Management incentive offer capabilities across digital/non-digital...of 6 years of digital consumer product development or business analyst experience with track record of… more
- Citigroup (New York, NY)
- Citi Wealth is a premier wealth management organization, renowned for providing top-tier financial services to a discerning clientele. We are dedicated to ... that can be leveraged to measure the salesforce effectiveness across all the Wealth Franchises + Interact regularly with business partners to deliver performance… more
- Neuberger Berman (New York, NY)
- NB Private Wealth is implementing a strategic plan that includes elevating Private Wealth 's investment platform, leveraging the firm's global investment ... capabilities to deliver customized solutions for NB Private Wealth 's clients. In support of growth and innovation, the... Investment Group seeks to hire a Due Diligence Analyst to help enhance the delivery of a competitive… more