- KeyBank (Cleveland, OH)
- …articulating the various strategies. * Works closely with field Portfolio Managers, RMs, Wealth Advisors and other across Key Private Bank and Key Bank ... market knowledge and information flow. Works closely with field Portfolio Managers and more senior members of the Investment...Key Private Bank. * Executes trades for field Portfolio Managers. * Has discretion for execution of various… more
- KeyBank (Elkhart, IN)
- …as financial planning expert for Key Private Bank ultra-high net worth clients with Key 's Family Wealth Office and Core Private Bank business. + Lead ... transfer planning as well as specialty planning (ie, portfolio management, executive compensation and business succession planning). In... Planning experience to prospects, clients, COIs, etc. within Key 's Family Wealth Office and… more
- Citigroup (New York, NY)
- **About Citi Wealth ** Citi Wealth is focused on serving the needs of clients across the entire wealth spectrum. By building on the strengths and capabilities ... across Citi, we intend to transform the way we serve clients across the wealth spectrum, delivering the full range of high tech and high touch capabilities Citi can… more
- Brokers International (Urbandale, IA)
- …play a pivotal role in spearheading the standardizing of a comprehensive digital Wealth Management ecosystem for a portfolio that spans multiple locations and ... project planning and execution of a major digital initiative within our Wealth Management portfolio . + Define project objectives, scope, requirements, critical… more
- Citigroup (Chicago, IL)
- …the sales teams to take advantage of those opportunities by leveraging the Wealth Team model (Advisors, Portfolio Consultants, Financial Planners and Insurance ... The Wealth Regional Director is a senior leader within...and implementing the growth strategy for the market with key focus on hiring seasoned advisors and optimizing existing… more
- First National Bank of Omaha (Omaha, NE)
- …**Summary of the Job:** Lead FNBO's technology strategy and execution for Wealth Management and Capital Markets divisions, driving innovation while ensuring systems ... unable to sponsor at this time. No 3rd parties or agencies._** ** Key Responsibilities** **Strategic Leadership** + Develop and execute technology roadmaps aligned… more
- S&P Global (New York, NY)
- …Team:** As a vital member of S&P Dow Jones Indices' (S&P DJI) Wealth Benchmarks marketing team, this position is responsible for spearheading product marketing ... initiatives that enhance awareness, adoption, and engagement of S&P DJI's wealth benchmark offerings. This role will concentrate on developing compelling product… more
- Citigroup (Jersey City, NJ)
- …process reengineering, you will also have an opportunity to learn about Citi Wealth 's key businesses such as Deposits, Lending, Investments and understand ... The Citi Wealth Business provides services for clients in Private...senior leadership and address high impact strategic issues within portfolio of businesses and assets. Work in close partnership… more
- Charles Schwab (Austin, TX)
- …and advisor experiences, shared channel capabilities, and the next generation of portfolio management tools supporting Schwab's flagship wealth advisory business ... helping us "challenge the status quo" and transform the finance industry together. Wealth and Advice Solutions Technology (WAS Tech) is an organization within Schwab… more
- S&P Global (New York, NY)
- …Team:** The Multi-Asset Index Management team oversees a diverse portfolio of high-profile indices encompassing equities, fixed income, commodities derivatives, ... and digital wealth . **Impact:** As an Index Manager, you will be...of indices. Your role will involve working closely with key stakeholders (Product Management, R&D, Technology, Governance and Operations)… more