- State Street Corporation (Burlington, MA)
- …meeting financial goals. Development of the 'Best Practices' which govern wealth CRIMS implementations Their contributions as expert-level project resources ... What we are looking for Wealth Practice Managers have two overall responsibilities. They...and upgrade projects. Analyze and evaluate requirements while providing product expertise and guidance throughout the project .… more
- Bank of America (Charlotte, NC)
- …Description: Manages the end-to-end credit process for a portfolio of Private Wealth Management clients and works with the Central Administration Unit to effectively ... pipeline management for specific markets, involvement in policy development and project management to improve processes, and subject matter expertise for specific… more
- Goldman Sachs, Inc. (Dallas, TX)
- …can scale with growing demand. How You Will Fulfill Your Potential as a Product Manager Define the strategic direction of feature development by building ... management institutions. GSAM delivers innovative investment solutions on a global, multi- product platform. In addition to traditional products (eg Equities, Fixed… more
- Citigroup, Inc. (Plantation, FL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or… more
- Citigroup, Inc. (Plainview, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or… more
- Citigroup, Inc. (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or… more
- Shorr Packaging Corporation (Cincinnati, OH)
- …Together, We Own it! Start your employee owner journey with Shorr Packaging. The Project Manager will partner with the assigned Account Executive in managing all ... directing customer service, the Sales Assistant, and engaging the Sales Manager , Corrugated Specialist, and Equipment Specialist as necessary. Manage Key Account… more
- Capco (New York, NY)
- …focused on maintaining our nimble, agile and entrepreneurial culture. About the Job: As a Project Manager with a Data Management focus, you will play a key role ... are experts in capital markets, banking and payments and wealth and asset management. We have a deep knowledge...the financial services industry. You will work closely with project teams, product owners, and client stakeholders… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Corporate Office. Job Summary: As part of the Advisor Technology group, the Lead Product Manager will focus on delivering tools and applications that support the ... demonstrate subject matter expertise, the ability to integrate domain knowledge into project work, and an understanding of financial services standards and practices… more
- Stifel (St. Louis, MO)
- …is the role and function within the organization that is responsible for a product 's overall success. The Product Manager is responsible for identifying ... that will deliver the highest value and outcomes. The Product Manager articulates what success looks like...read and write basic SQL. Previous experience working in Wealth Management & Market Data Platforms. Experience with FactSet… more
