- JPMorgan Chase (New York, NY)
- …executives. Your primary focus will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business, which is responsible for creating ... and managing investment and non-investment products, solutions , and services across wealth management...opportunities to be cross-staffed across the broader Asset & Wealth Management (AWM) Strategy team… more
- JPMorgan Chase (New York, NY)
- …advisors located across 3,500 branches and 20 offices. As the Vice President in the Wealth Management Affluent Strategy and Cross Channel Referral team, you ... the affluent strategy is aligned to JPMorgan Wealth Management and lead initiates to activate...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer… more
- City National Bank (San Francisco, CA)
- * WEALTH MANAGEMENT PRODUCT AND PROGRAM STRATEGY MGR* *WHAT IS THE OPPORTUNITY?* Responsible for CNB's Wealth Management Product and Program ... development, enhancement, and management of the CNB Wealth Management Products, Solutions and... * 15 years of experience in banking or management consulting with a strong focus on strategy… more
- Citigroup (New York, NY)
- …executives, next generation/inherited wealth , law firms and attorneys. From investment strategy , to banking, to lending and cash management we are here ... Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net... wealth . This role will part of Citi's Wealth Strategy team, reporting into the Head… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net... wealth , law firms and attorneys. From investment strategy , to banking, to lending and cash management… more
- Broadridge Financial Solutions (New York, NY)
- …highly skilled Technology Leader to drive the modernization of our platform within the Wealth Management portfolio. This role is a unique opportunity to shape ... candidate will bring deep expertise in enterprise architecture, cloud solutions , and data management , with a proven...leading a talented team and shaping the future of Wealth Management technology at scale. Key Responsibilities:… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net... wealth , law firms and attorneys. From investment strategy , to banking, to lending and cash management… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …Owner, driving the vision, strategy , and execution of a cutting-edge, end-to-end wealth management platform. This role is central to shaping the product ... **Product Manager Wealth Management ** **Category:** Project Management...roadmap, aligning cross-functional teams, and delivering impactful solutions that meet client needs and regulatory standards in… more
- Charles Schwab (San Diego, CA)
- **Your opportunity** **Regional Director, Wealth and Asset Management Solutions -** **Southern California** **Your Opportunity** At Schwab, you're empowered ... status quo" and transform the finance industry together. The Wealth & Asset Management Solutions ...and clients/prospects with ongoing education about investment products and strategy . The primary focus will be on proprietary, and… more
- JPMorgan Chase (Columbus, OH)
- …+ **Knowledge and Oversight:** + Maintain a comprehensive understanding of investment solutions utilized within Wealth Management Advisory Solutions ... model drift and strategy deviation. + **Client and Internal Relationship Management :** + Manage internal client relationships with Solutions Product Teams… more