- Capco, a Wipro Company (New York, NY)
- …Asset Management Practice engages in a variety of initiatives providing solutions from strategy through execution. As a Senior Consultant, you'll help shape the ... future of the financial services industry - advising senior executives on strategy , driving complex programs, and designing next-generation platforms that… more
- The Computer Merchant, LTD. (St. Petersburg, FL)
- …DESCRIPTION Role Overview The AI Education & Adoption Lead is a senior -level strategic role responsible for designing, implementing, and scaling AI literacy, ... across all business lines. This leader will ensure employees-from advisors to operations teams to executives-understand how to use AI responsibly, effectively, and… more
- Somatus (Mclean, VA)
- …and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves, ... leadership across the organization. You'll be the architect of a people strategy that drives performance, fosters accountability, and creates a culture where… more
- Citigroup (Jersey City, NJ)
- …strategies and synergies across their people, product, and platform. The Strategy Senior Analyst will be working on the Operations Change Management team to ... as well as drive strategy across the Wealth program for operations . You will closely...and collaborative work environment and have exposure to our senior leaders. You will work on high impact and… more
- JPMorgan Chase (New York, NY)
- …Personal Advisors. JP Morgan (our Remote Wealth Management offering). As the Senior Associate, Strategy and Business Operations within Chase Wealth ... JP Morgan Wealth Management (JPMWM) is focused on helping investors... Management, you will report directly to the Chief Operations Executive. You will play a critical role in… more
- Citigroup (Tampa, FL)
- …manage the Tech Book of Work, as well as drive strategy across the Wealth program for operations . You will closely liaise with the Operational leads to drive ... Client business (net worth of ~$200k - $1mm). The Wealth Operations organization are looking to harmonize...and synergies across their people, product, and platform. The Strategy Lead Analyst will be working on the … more
- Citigroup (New York, NY)
- …a digitally fluent, strategically minded leader to serve as Global Head of Digital Strategy & Execution for Citi Wealth . This individual will define and lead ... Wealth . **Responsibilities:** + Develop and lead Citi Wealth 's global digital marketing strategy , spanning client...15+ years of experience + Experience leading digital marketing strategy , execution, and operations within a large,… more
- Charles Schwab (Westlake, TX)
- …complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income ... the specified locations.** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and...generation, risk mitigation, and liquidity needs. As a ** Senior Regional Manager** you will coach and counsel a… more
- Equitable (Syracuse, NY)
- Director of Strategy , Wealth Management ( 250000L5 )...team. In this pivotal role, you will partner with senior leadership to shape and drive the next phase ... with Finance. **Value Proposition & Business Development** * Continuously enhance the Wealth Management value proposition for both advisors and clients. * Support… more
- Vanguard (Malvern, PA)
- …the data analytics strategy and management for 3 teams: Digital, Data & Strategy ; Wealth Management, Operations and Risk; and Advice, Distribution and ... Vanguard is scaling a modern, data driven Advice & Wealth Management business-pairing our unmatched brand trust with focused...and a relentless client experience agenda. With $1T in operations , we aim to double the AUM by 2030.… more
