- NBT Bank (Norwich, NY)
- …resources are functioning at optimal efficiency to support the growth of the Wealth Management Division and ensure a superior client experience. Reviews and ... recommends new methods and procedures to make daily operations more efficient. Acts as a the senior ...strategic thinker, able to support the growth of the Wealth Management Division. Tasks Performed: + 50%… more
- JPMorgan Chase (New York, NY)
- …teams in a matrixed environment + Strong business acumen and understanding of wealth management products, operations , and technology + Bachelor's degree ... environments and are passionate about shaping the future of wealth management , this is the role for...operations transformation context + Deep knowledge of program management best practices, including Agile methodologies, risk management… more
- Deloitte (Rochester, NY)
- …is responsible for supporting Rewards, Recognition and Well-being (RRWB) in the management of Deloitte's US Wealth Accumulation program, consisting of 401(k) ... plans and cash balance defined benefit plans, with a focus on plan operations and compliance. Coordination with various internal and external stakeholder groups is… more
- Nuveen Investments (New York, NY)
- The VP, Wealth Alternatives Product Manager will be responsible for managing the product lifecycle of Nuveen's private capital wealth offerings (BDCs, tender ... It is a highly collaborative position supporting AUM generation and P&L management . The VP should have expert knowledge and experience within private credit… more
- TD Bank (New York, NY)
- …strategy and practice around Advisor effectiveness, retention, coordinating with other TDBG/ Wealth management business and functional areas + Provides ... tracking data, and researching information, etc. to ensure effective operations of the business supported + Assesses risks and...+ MBA preferred + 15+ years Must have extensive Wealth Management leadership experience with a proven… more
- BlackRock (New York, NY)
- …balance sheet strategy. The Aladdin Wealth Tech (AWT) team partners with wealth management clients to help them oversee their enterprise risk, build better ... achieved by leveraging risk analytics - powered by Aladdin(R) - to equip wealth management clients with model construction capabilities, risk monitoring tools,… more
- Neuberger Berman (New York, NY)
- …opening and maintenance. + Provide advice regarding regulatory matters appropriate for a wealth management and asset management business, including the ... for the Private Wealth business; liaising with wealth advisors, portfolio managers and operations on...and our fiduciary responsibility to clients to the portfolio management teams, the sales teams and other firm personnel.… more
- JPMorgan Chase (New York, NY)
- …regulations, while managing the administrative and operational responsibilities of foundation management . Our team consists of seasoned professionals with decades of ... experience in nonprofit management and grantmaking, overseeing over 10,000 grant requests annually. As part of the Private Bank, we offer clients a vast professional… more
- Citigroup (New York, NY)
- The Wealth Mgmt Group Manager is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of ... planning of actions and resources for own area. Full management responsibility of a team or multiple teams, including...disciplinary actions and terminations and budget approval. **Responsibilities:** + Wealth Mgmt Manager primary focus is to… more
- Bank of America (New York, NY)
- …The MCRM functions as a member of the market leadership team and manages the Wealth Management Client Associates, Operations support staff, and the branch's ... Merrill Market Client Relationship Manager New York, New York **To proceed with...of the Elite Growth Practice roles, Wealth Management Client Associates, and the Operations staff.… more
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