- TD Bank (Boston, MA)
- …role. **Line of Business:** TD Wealth **Job Description:** The Head of Wealth Product , Investment Strategy and Trust owns responsibility for US ... Wealth 's Banking and Investment Products, Investment Management and Brokerage functions,...Services, TD Asset Management, and TD Securities to ensure product suite architecture meets both client and field needs… more
- JPMorgan Chase (New York, NY)
- …clients and bankers to guide them in their home lending financing needs. **US Mortgage Product ** The Head of US Mortgage Product is responsible for ... the Global Head of Mortgage Solutions, the Head of Mortgage Product is expected to...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Citigroup (New York, NY)
- This role reports to the Global Head of Investment Solutions and responsible for the global sales strategy for the Alternative Investments business including ... investment professionals responsible for distribution coordination with Bankers and Investment Counselors across Citi Wealth 's client segments (Citigold/… more
- Citigroup (New York, NY)
- …globe providing a range of solutions to help clients achieve their financial goals. The Head of Wealth Planning Specialists is responsible for leading a group of ... opportunities to improve outcomes through a range of potential solutions including wealth structuring, insurance, trust management, and various investment and… more
- Santander US (Boston, MA)
- …the wealth management business. This role oversees asset allocation, investment research, portfolio construction, product due diligence, and advisor ... Head of Investment Products, Miami, FL...lifecycle management of the firm's wealth management product platform. This includes investment products (eg,… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 15 **The** **Role:** Head of Product Platforms Design team, S&P Dow Jones Indices **The Location:** ... OTC instruments, and play a crucial role in the investment landscape. **The Team** The Product and...solutions with measurable business impact. **Responsibilities and Impact** The Head of Product Platforms Design leads the… more
- Citigroup (New York, NY)
- …report directly into the Head of Business Execution supporting the Global Investment Solutions business at Citi Wealth . Investment Solutions is comprised ... of our global investment product organization, which includes Managed Investments, Markets, Traditional and...Markets, Traditional and Alternative Investments, Insurance as well as Product Specialists and Wealth Planning professionals. The… more
- Bank of America (Atlanta, GA)
- …of regulatory and supervisory requirements and corporate policies and procedures + Investment product knowledge (ie, 401K, Options, Annuities, Tax, Retirement ... Wealth Management is a leading provider of comprehensive wealth management and investment products and services...being responsible for resource allocation for the Market, managing head count report, etc. Serve as point of contact… more
- Citigroup (New York, NY)
- …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy, ... service while helping clients preserve, grow and manage their wealth . Lending is a key product offering...role reports into a newly created role the Global Head of Business Strategy and Governance, which is a… more
- Vanguard (Malvern, PA)
- …investors, to treat them fairly, and to give them the best chance for investment success. Known for our strong ethical business practices and client focus, Vanguard ... strategic compliance activities related to business initiatives, firm supervision, new product launches, and to collaborate with business partners on assessing and… more