• Senior Consulting Manager

    Cognizant (New York, NY)
    ** Senior Consulting Manager , Wealth & Asset Management Cognizant Consulting ** **Banking & Financial Services** **New York, NY** **The Role** Our ... banking and financial services group is looking for a ** Senior ** ** Consulting Manager ** to join...or systems re-engineering projects with a banking organization or consulting company. + Knowledge of Wealth and… more
    Cognizant (05/24/25)
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  • Wealth and Asset Management…

    NTT America, Inc. (New York, NY)
    …organization, apply now. We are currently seeking a Wealth and Asset Management Consulting Senior Manager to join our team in New York City, ... **How You'll Help Us:** As a Wealth and Asset Management Consulting Senior Manager , your role is pivotal in advancing our capabilities and achieving… more
    NTT America, Inc. (04/25/25)
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  • Senior Product Manager

    Raymond James Financial, Inc. (St. Petersburg, FL)
    …Petersburg, FL Corporate Office location. **Job Summary:** The Senior Product Manager will operate within the Wealth Management Technology group, which is ... to specific problems. + Identifies and documents business requirements for Wealth Management technology, centered on the Financial Advisor's practice. + Defines… more
    Raymond James Financial, Inc. (05/20/25)
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  • Senior Wealth Advisor

    HUB International (Albuquerque, NM)
    …**Skills and Knowledge** + Wealth management experience with fee-based consulting , tax, mutual funds, money manager programs, insurance and financial ... to our industry leading success in mergers and acquisitions. As a Senior Wealth Advisor, you will work directly with referral partners, and prospective clients… more
    HUB International (03/28/25)
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  • JP Morgan Wealth Management - Product…

    JPMorgan Chase (Plano, TX)
    …the next generation of advanced technology and bring them to market. As a Senior Product Associate on the Wealth Management Product Accelerator GenAI team, you ... Morgan Wealth Management. **Job Responsibilities:** + Collaborate with product manager and other stakeholders to define product strategy, business value, and MVP… more
    JPMorgan Chase (05/20/25)
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  • Global Wealth Securities Backed Lending…

    Citigroup (Tampa, FL)
    **Job Description:** Serves as a senior compliance and operational risk manager for Global Wealth Securities Backed Lending (SBL) Independent Compliance Risk ... Management (ICRM) and Global Wealth Deposits and Lending Operational Risk Management (ORM). Responsible...messaging. + Ability to interact and communicate effectively with senior leaders. + Significant knowledge and expertise of Lending… more
    Citigroup (03/06/25)
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  • Manager - SCFR Financial Planning,…

    Charles Schwab (Lone Tree, CO)
    …together.** We believe in the power of financial planning, investing, and wealth management to help individual investors and their families achieve their financial ... will be part of a team focused on thought-leadership, consulting , & support for Schwab's financial planning, investing, &..., & support for Schwab's financial planning, investing, & wealth management advice tools, with the goal to help… more
    Charles Schwab (05/23/25)
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  • Wealth Advisory Consultant

    Truist (Atlanta, GA)
    …position is part of the Investment Consulting Group (ICG) and reports to the Wealth Advisory Senior Product Manager . The ICG team is comprised of ... (United States of America) **Please review the following job description:** The Wealth Advisory Consultant is responsible for supporting Truist Wealth Financial… more
    Truist (03/26/25)
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  • Associate, US Wealth Advisory Business…

    BlackRock (New York, NY)
    …Knowledge / Experience + 2-3+ years of strategy experience at an asset manager , investment bank, consulting firm, private equity firm, or complex multinational ... **About this role** BlackRock's US Wealth Advisory business ("USWA") manages the firm's relationships...problems, presenting impactful solutions with tangible next steps to senior management. Key Responsibilities + Work with leadership in… more
    BlackRock (04/26/25)
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  • Senior Manager of Solutions…

    Pegasystems (Boston, MA)
    Senior Manager of Solutions Consulting - Financial Services Job Category: Pre-Sales Consulting Location: US - Massachusetts - Remote **Meet Our Team:** ... As a Manager to Solutions Consulting team, you will...highlighting how AI can accelerate digital transformation in banking, wealth management, and insurance operations + Work closely with… more
    Pegasystems (04/26/25)
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