- 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 (New York, NY)
- Job Description: The role is part of the Investment & Research Team (IRT) within Wealth Management Investment Solutions . The Investment & Research team is ... fostering an integrated governance environment. Within IRT, the PM Strategy Review & Solutions (PMSRS) team is...(FAs) and their discretionary strategies within the JP Morgan Wealth Management Portfolio Manager (PM) Program. The… more
- 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
- JPMorgan Chase (New York, NY)
- …the preparation and transition process for Advisors concluding their careers at JP Morgan Wealth Management + Support the launch of new technology and platforms ... information **Preferred qualifications, capabilities, and skills:** + Strong understanding of Wealth Management products and services, as well as fundamental… more
- 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
- 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
- Citigroup (New York, NY)
- …adaptability, and creativity in addressing complex challenges. **Desirable:** Familiarity with Wealth Management business processes and front office users is ... background to help draft requirements, process flows, and design future state solutions . This individual will be responsible for analyzing different scenarios, and… more
- 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
- JPMorgan Chase (New York, NY)
- …60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, Consumer and ... high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management , capital markets,… more
- JPMorgan Chase (Jersey City, NJ)
- …offices. As a Vice President, Liquidity Specialist within JP Morgan Wealth Management , you will serve as an investment solutions expert for Financial ... The JP Morgan Wealth Management (USWM) business is focused...management . You will identify new client opportunities, propose solutions for existing client needs, and promote cash … more