- Citigroup (Jersey City, NJ)
- …Results. **The Role:** We are seeking a dynamic and strategic ** Head of Wealth Investments Technology ** to lead our technology platforms supporting ... for driving the technology strategy, execution, and innovation for our investment platforms across private banking and affluent wealth segments. As a… more
- M&T Bank (Wilmington, DE)
- … products, and implement technologies using Agile best practices. + Reporting to the Head of M&T Wealth Technology , the successful candidate will be ... ** ** We are seeking a manager for our Investment Management Technology Team to solve technical... investment management. The candidate will improve the Wealth Investment Management Team's capabilities, streamline processes,… more
- Citigroup (Jacksonville, FL)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission that rivals...role directs the service quality and performance for the Wealth business/domain and drives the work efforts aligned to… more
- Citigroup (Queens, NY)
- …a wide range of products and services covering capital markets, managed investments , portfolio management, trust and estate planning, investment finance and ... and Insurance teams. This role will report to the Head of Wealth Controls and Risk Management....audit, risk / compliance reviews and regulatory exams in investment and insurance related areas. + Significant Wealth… more
- Neuberger Berman (New York, NY)
- …Salesforce Administrator to overall drive adoption and maintain support for the Private Wealth channel, reporting to the Head of Sales Enablement. The role ... involves enhancing the Private Wealth financial advisor experience by analyzing business processes, identifying...expertise, identifying business needs, documenting requirements, working with Global Technology and the Head of Sales Enablement… more
- Truist (Philadelphia, PA)
- …leadership meetings and decisions, and offer strategic advice and competitive analysis to the Truist Wealth Division Director and the Head of Wealth in order ... Responsible for leading the growth and profitability of a regional Truist Wealth Advisor Team by increasing the team's revenues, expanding solutions and products… more
- T. Rowe Price (New York, NY)
- …platforms + Lead efforts with various T. Rowe Price distribution teams and investment leaders on training/education on our Alternative Investments , with a ... the forging of strategic distribution partnerships with the most relevant legal, technology , and investment partners in the Alternatives market. Qualifications… more
- JPMorgan Chase (Chicago, IL)
- …that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the ... JP Morgan Wealth Management provides individuals, advisors and institutions with...Supervisory Sales Practice Review Team Manager, Director and/or the Head of Sales Practices. **Preferred Qualifications, Capabilities, and Skills**… more
- BlackRock (New York, NY)
- …outcomes, and talent development. + Deep experience and understanding of global Investment markets for Private Markets, preferably Wealth , FOFE, and Defined ... this role** BlackRock is the world's largest asset manager, providing global investment management services with AUM of over $10 trillion. BlackRock's Private… more
- Robert Half Finance & Accounting (New York, NY)
- …experience at the SEC, an asset manager, compliance consultancy firm or investment advisor/ wealth manager. The candidate must have Compliance Testing experience ... week in the midtown Manhattan office. Reporting to the Head of Core Compliance/Senior Counsel, the role covers the...the SEC, an asset manager, compliance consultancy firm or investment advisor/ wealth manager + Compliance Testing experience… more