Private Wealth Compensation Analyst Vaco LLCPrivate Wealth Compensation AnalystNew York, NY$80,000–$100,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
NewCompliance Specialist Senior Wealth Management City National BankCompliance Specialist Senior Wealth ManagementNew York, NYRemote$85,000–$145,000 / yearFunctions as an internal consultant to colleagues throughout City National Bank (CNB) related to operational compliance issues and concerns, utilizing their internal and external organizational agility to ascertain and deliver sound interpretation and advice. Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date.
NewHead of Wealth Management Compliance City National Bank City National BankHead of Wealth Management Compliance City National BankNew York, NYRemote$200,000–$340,000 / yearAdvanced knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, and Securities Exchange Act of 1934 is required, with knowledge of bank non-deposit investment product requirements, OCC Regulation 9, and ERISA regulations. Advance compliance programs that focus on regulatory requirements across applicable regulatory regimes, including: the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, Securities Exchange Act of 1934, and OCC Regulation 9.
Senior Project Manager - Change Management Vaco LLCSenior Project Manager - Change ManagementNew York, NY$110–$160Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
NewTax Manager JobotTax ManagerGreat Neck, NY$100,000–$140,000 / yearFounded nearly a decade ago and based in Great Neck, with clients across the United States, we are a fast-growing B2B tax and accounting firm dedicated to helping entrepreneurs dramatically reduce tax liability while building long-term wealth. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewSr. Tax Manager JobotSr. Tax ManagerNew York, NY$160,000–$180,000 / yearSr. Tax Manager – Advise Ultra-HNW clients on complex equity comp, IPOs, and high-impact tax strategy in a growth-focused advisory environmentThis Jobot Job is hosted by: Eric KeeAre you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.Salary: $160,000 - $180,000 per yearA bit ab...
Tax Manager Vaco LLCTax ManagerGreat Neck, NY$150,000–$180,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Strategic Advisory: Lead and implement tax-efficient strategies for new investment structures, acquisitions, and joint ventures across various asset classes (e.g., real estate, financial services, manufacturing).
NewNational Sales Manager - US Market Gellert Global GroupNational Sales Manager - US MarketElizabeth, NJ$90,000–$100,000 / yearThe ideal candidate will be highly collaborative, analytical, and hands-on, with experience managing distributor networks, driving sales performance, and building strong customer relationships in the foodservice industry. MENU, part of the GGG ecosystem, is seeking a results-driven National Sales Manager – U.S. Market to lead sales growth and market expansion across the United States.
NewBusiness Development Manager Gellert Global GroupBusiness Development ManagerElizabeth, NJ$90,000–$110,000 / yearGellert Global Group consists of many of the leading North American food importing companies (Atalanta Corporation, Camerican International, Finica, Tipico Cheese Products) and has been involved in importing food products for over 100 years. GGG companies provide strength in sourcing, insurance, finance, logistics, food safety and information technology, and supplies the needs of retailers, distributors, foodservice chains, hotels, cruise lines, and food manufacturers alike.
NewSenior Tax Associate – High Net Worth Clients & Family Office Services JobotSenior Tax Associate – High Net Worth Clients & Family Office ServicesNew York, NY$120,000–$140,000 / yearYou'll work alongside experienced tax professionals, financial advisors, estate planning specialists, and client service teams to help high-net-worth families navigate complex financial situations. The firm takes a highly integrated approach to wealth management, bringing together investment management, financial planning, tax advisory, estate planning, and family office services under one roof.
Controller Vaco LLCControllerNew York, NY$185,000–$200,000This individual will play a critical role in maintaining accurate books, ensuring timely reporting, supporting investment operations, and strengthening internal processes across multiple entities, including partnerships, separately managed accounts, and private investment vehicles. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs.
NewFinancial Advisor New York Life - UniondaleFinancial AdvisorUniondale, NYDetermine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Anticipates future needs of all clients and works with senior-level advisors to call on established clients to renew and upgrade accounts.
Head of North American Solutions Sales ECLAROHead of North American Solutions SalesNew York, NYResponsibilities: As the Head of North America Solutions Sales, you will be responsible for:Championing growth of existing client relationships, collaborating closely with Commercial Bankers and leadership across Onboarding, Product, Services, and Marketing to drive new profitable business aligned with strategy. The Services organization provides Commercial Banking clients with access to global reach and deep transactional banking expertise, delivering insights, guidance, and solutions for both domestic and international growth.
Senior Manager, Wealth Co-Marketing, FTSE Russell London Stock Exchange Group PlcSenior Manager, Wealth Co-Marketing, FTSE Russellnew york, NY$132,800–$221,400 / yearThe Co-Marketing function, which covers multiple segments (asset managers, derivatives exchanges, wealth firms), consists in helping FTSE Russell's clients go-to-market equipped with educational material supporting our suite of indices and therefore supporting our clients' investment products. This senior individual contributor role will focus on developing marketing campaigns for and with FTSE Russell's most important accounts in the Wealth segment, helping drive revenue across index-linked products including ETFs, Direct Indexing and other passive investment vehicles.
Customer Success Manager, Wealth and Asset Management London Stock Exchange Group PlcCustomer Success Manager, Wealth and Asset ManagementNew York, NY$97,500–$162,500 / yearEducation: Demonstrate and educate end-users on how to use our solutions and models in a manner that is tailored to their specific workflow and use-case, regularly promoting new features, and reviewing product roadmaps with them so that we incorporate their feedback into our investment decisions. You'll interact with a broad range of partners at financial institutions: C-Suite, heads of desks and end users (portfolio and fund managers, wealth managers, sales, traders).
Wealth Manager Center for Wealth PreservationWealth ManagerWoodbury, NY$80,000–$250,000 / yearCWP delivers white-glove client service through a boutique model designed for advisors seeking authority, flexibility, and real support. As a Wealth Manager your work directly influences how clients protect their families, plan for the future, and make confident decisions during critical moments.
J.P. Morgan Wealth Management - CAO Business Manager, Senior Associate JPMorgan Chase & CoJ.P. Morgan Wealth Management - CAO Business Manager, Senior AssociateJersey City, NJWhether leading initiatives across Wealth Management and the broader firm, developing business analyses that inform senior decision-making, or curating executive-ready presentations and coordinating leadership forums, the team ensures the CAO organization operates with clarity, alignment, and momentum. The JPMorgan Chase Wealth Management Chief Administrative Office (CAO) Business Management team is a newly formed organization that serves as a partner to the Wealth Management CAO, providing comprehensive day-to-day operational support and guiding the advancement of key business priorities.
Recruiting Manager - Wealth & Asset Management Northern Trust CorpRecruiting Manager - Wealth & Asset ManagementNY$137,400–$240,400 / yearWe're looking for a people leader who can deliver strong recruiting results, strengthen stakeholder partnerships, and run a disciplined, risk-aware hiring operation-while building a team culture grounded in openness, inclusion, and shared accountability. Build strong partnerships with hiring leaders and HR Business Partners by ensuring recruiters develop deep understanding of their supported businesses, talent markets, and competitive landscape.
JPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning Engine JPMorgan Chase & CoJPMorgan Wealth Manager - Vice President - Product Owner Wealth Plan Planning EngineNJDefine product requirements for LLM- and agentic AI-enabled planning workflows, including multi-step task design, tool/use-case selection, and human-in-the-loop checkpoints to ensure appropriate advisor and client oversight. We serve clients across the Aspiring Affluent, Established, and High Net Worth segments, building fully integrated, seamless end-to-end experiences for both clients and advisors.
Wealth: Sr Portfolio Manager BRC Group Holdings IncWealth: Sr Portfolio ManagerNY$125,000–$175,000 / yearPortfolio Manager to join our Wealth Management team and assume management of a $200 million portfolio of mutual funds and ETFs spanning a number of portfolios, both with and without alternatives, aligned to each models specific investment objectives. This individual will report directly to the EVP, Head of Relationship Management and will serve as the primary steward of portfolio construction, ongoing management, and internal distribution of the model portfolios to the firms financial advisors.
Business Development Manager - NYC Wealth Center | Midtown North Morgan StanleyBusiness Development Manager - NYC Wealth Center | Midtown NorthNew York, New YorkAs part of the Regional Sales Team, the Business Development Manager (BDM) is responsible for driving asset growth in their respective markets, executing strategic and tactical initiatives, providing ongoing practice management coaching and proactive ideas to Financial Advisors, and coordinating efforts around local, regional, and national initiatives. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
Asset & Wealth Management, Wealth Investment Solutions, ETF Portfolio Manager, Associate The Goldman Sachs Group IncAsset & Wealth Management, Wealth Investment Solutions, ETF Portfolio Manager, AssociateNY$100,000–$170,000 / yearQualifications Bachelors degree and 3+ years of practical experience in portfolio management activities Working knowledge of ETF products and ETF ecosystem recommended but not necessary Experience in programming languages (Python) is a plus Strong organizational and analytical skills, and attention to detail Ability to work in a fast-paced and dynamic environment Strong communication skills ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Role Overview The ETF Portfolio Management Team within WIS is responsible for the oversight and management of ETF portfolios, including portfolio rebalancing, cash management, risk management and other day-to-day portfolio-related activities.
Asset & Wealth Management - Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Tax Senior ManagerFlorham Park, NJ$124,000–$335,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. As part of the Asset and Wealth Management team you are expected to join a growing team with the top asset and wealth management clients, tax technical proficiency, and technology in the world that is expected to support you to meet your career goals.
NewAsset & Wealth Management, MAS - Custom Models - Lead Portfolio Manager, Vice President - New York The Goldman Sachs Group IncAsset & Wealth Management, MAS - Custom Models - Lead Portfolio Manager, Vice President - New YorkNew York, NY$125,000–$290,000 / yearPartner with distribution channels, senior MAS portfolio managers, portfolio sales specialists, research, and marketing teams to drive business opportunities from capability pitch through model delivery, content strategy, and sales activation. The role requires close coordination across clients, portfolio management, distribution, sales specialists, research, and marketing teams, and is well suited for candidates who thrive in a fast-paced, multi-faceted environment with meaningful client and commercial accountability.
Wealth Management - KYC Data Product - Product Manager JPMorgan Chase & CoWealth Management - KYC Data Product - Product ManagerJersey City, NJAs a KYC Data Product Manager (Vice President) in JP Morgan''s Wealth Management division, you will lead the end-to-end strategy, delivery, and operational excellence of KYC data products - from API-based ingestion and integration, through persistence and quality controls, to distribution via batch extracts and GraphQL. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Asset & Wealth Management - Renewable Energy Tax Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax Senior ManagerFlorham Park, NJ$124,000–$335,000 / yearInnovating through new and existing technologies, along with experimenting with digitization solutions: • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Advancing pricing strategy through the use of pricing tools and influence a shift to alternative fee arrangements; • Building, maintaining, and utilizing networks of client relationships and community involvement; • Demonstrating success as tax technical business advisor, including developing new relationships, making introductions to sell new services and doing so with a "One Firm" service mindset. Demonstrates in-depth knowledge of automation & digitization and leads by example in a professional services environment including, but not limited to: • Building, maintaining, and utilizing networks of client relationships and community involvement; • Communicating value propositions; • Managing resource requirements, project workflow, budgets, billing and collections; • Preparing and/or coordinating complex written and verbal materials; • Possessing considerable experience as a team leader by supervising teams to create an atmosphere of trust; • Seeking diverse views to encourage improvement and innovation; • Coaching staff including providing timely meaningful written and verbal feedback.
Manager - BCG Vantage, Financial Institutions - Wealth Management BCG Digital VenturesManager - BCG Vantage, Financial Institutions - Wealth ManagementNY$136,600–$142,500 / yearTopic Activation (Sector Expertise with Proprietary Tool & Data Solutions) Combines deep domain insights with our know-how and proprietary assets to address targeted challenges directly with clients and project teams; co-creates insights on industry trends and functional topics, proprietary data and tools, and teams to codify IP that all enables BCG to deliver excellent business value with its clients. Additionally, as a Manager - BCG Vantage you will drive development of intellectual property and knowledge assets to support the wealth management business, serving as an active contributor to commercialization efforts for the Asset & Wealth Management sector within the Financial Institutions Practice Area, whilst working with business leaders to drive proposals & go-to-market efforts.
Asset & Wealth Management Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management Tax ManagerStamford, CT$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Wealth Management Tax Services Manager PricewaterhouseCoopers LLPWealth Management Tax Services ManagerNY$99,000–$266,000 / yearAs a Manager you are going to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
NewEarly Career Development Program Manager, US Private Bank, Asset & Wealth Management, Senior Assoicate JPMorgan Chase & CoEarly Career Development Program Manager, US Private Bank, Asset & Wealth Management, Senior AssoicateJersey City, NJOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. The Analyst & Associate Program Manager position plays a variety of roles including supporting junior talent, coaching, developing, managing key stakeholder relationships, and delivering on overall Program execution.
Internal Audit Manager, Vice President - Consumer Community Bank Wealth Management JPMorgan Chase & CoInternal Audit Manager, Vice President - Consumer Community Bank Wealth ManagementJersey City, NJAs an Audit Manager on the Consumer Community Banking, Wealth Management Internal Audit Team, you will develop and execute the annual audit plan, manage audit engagements, oversee and perform audit testing, and participate in applicable control and governance forums. Strong interpersonal and influencing skills, with the ability to establish credibility and build partnerships with senior business and control partners; adept at presenting complex and sensitive issues to senior management.
Asset & Wealth Management, Multi-Asset Solutions: Portfolio Construction and Manager Research, Vice President - New York The Goldman Sachs Group IncAsset & Wealth Management, Multi-Asset Solutions: Portfolio Construction and Manager Research, Vice President - New YorkNY$125,000–$290,000 / yearAs part of one of the worlds leading asset managers with over $2 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. • Analyze client-directed managers that may not be on GSAMs platform, assessing risk characteristics and track record, and advise Portfolio Managers on how to take such managers into consideration when constructing the overall portfolio.
Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager PricewaterhouseCoopers LLPAsset & Wealth Management Regulated Investment Company (RIC) - Senior ManagerNew York, NY$124,000–$335,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. As an Asset & Wealth Management Regulated Investment Company (RIC) - Senior Manager, you will focus on providing advice and guidance to clients on tax planning, compliance, and strategy within our Tax practice.
Asset & Wealth Management - Renewable Energy Tax Manager PricewaterhouseCoopers LLPAsset & Wealth Management - Renewable Energy Tax ManagerFlorham Park, NJ$99,000–$266,000 / yearDemonstrates knowledge of automation & digitization in a professional services environment including but not limited to: • Innovating through new and existing technologies, along with experimenting with digitization solutions; • Working with large, complex data sets to build models and leverage data visualization tools to provide insights to clients; • Utilizing digitization tools to reduce hours and optimize engagements; • Demonstrating knowledge of alternative fee arrangements, including the use of pricing tools, to provide a point of view on pricing strategies. • Utilizing experience with complicated partnership structures; • Leveraging experience with tax matters relevant to the renewable energy industry such as tax credits and fixed asset depreciation; • Possessing a desire to learn more about the renewable energy industry.
Asset & Wealth Management Regulated Investment Company (RIC) - Manager PricewaterhouseCoopers LLPAsset & Wealth Management Regulated Investment Company (RIC) - ManagerNew York, NY$99,000–$266,000 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Citi Wealth - Wealth Relationship Manager SAFE Act - Manhattan Citigroup IncCiti Wealth - Wealth Relationship Manager SAFE Act - ManhattanNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Citi Wealth - Wealth Relationship Manager SAFE Act - Bronx Citigroup IncCiti Wealth - Wealth Relationship Manager SAFE Act - BronxNY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Citi Wealth - Wealth Relationship Manager SAFE Act - North Jersey Citigroup IncCiti Wealth - Wealth Relationship Manager SAFE Act - North JerseyParamus, NJ$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Citi Wealth - Wealth Relationship Manager SAFE Act - Brooklyn Citigroup IncCiti Wealth - Wealth Relationship Manager SAFE Act - BrooklynNY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Market Manager - NYC - Tri-state M&T Bank CorpWealth Market Manager - NYC - Tri-stateNY$192,200–$356,900 / yearEducation and Experience Required: Bachelor's degree and a minimum of 11 years related wealth management, investment, trust or estate planning experience working with complex tax and legal issues, or in lieu of a degree, a combined minimum of 15 years higher education and/or work experience, including a minimum of 11 years related wealth management, investment, trust or estate planning experience working with complex tax and legal issues. Represents Wilmington Trust in working in collaboration with the Commercial, Business and Private Banking teams to expand brand recognition and business opportunities in a specific market for wealthy clients.
Internal Audit Manager, Vice President - Wealth Management Operations & Control Management JPMorgan Chase & CoInternal Audit Manager, Vice President - Wealth Management Operations & Control ManagementJersey City, NJAs an Audit Manager, Vice President within the Wealth Management Operations & Control Management Audit team, you will plan and lead audit engagements, oversee and perform audit testing, document audit reports, partner closely with global Audit colleagues and business stakeholders, and use judgment to strengthen internal controls. Job Responsibilities: Lead a variety of audit activities (e.g., audits, change activities, regulatory issue validations, risk assessments), including planning, testing, risk and control evaluation, issue dimensioning and report drafting while ensuring audit activities are completed timely and within budget.
NewAsset & Wealth Management, Wealth Investment Solutions (WIS), Digital Product Manager, Analyst - New York The Goldman Sachs Group IncAsset & Wealth Management, Wealth Investment Solutions (WIS), Digital Product Manager, Analyst - New YorkNew York, NY$90,000–$125,000 / yearWIS digital product managers mobilize cross-functional teams throughout the division to build digital capabilities for advisors across client channels and work closely with investment teams, salespeople, client servicing teams, operations, divisional product managers, UX designers, designers, tax, compliance, and legal. Become a subject matter expert on the end-to-end client experience relevant to your specific pillar coverage; Stay up to date on day-to-day processes across various teams that touch the client experience, including portfolio management teams, client portfolio management teams, sales teams, operations teams, and user interviews.
J.P. Morgan Wealth Management - Associate Program Manager JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Associate Program ManagerNew York, NYFull timeAs part of JPMA's Family Wealth Services team, the Cross-Line-of-Business (LOB) Partnerships team partners with advisors to connect clients to capabilities across JPMorgan Chase. Morgan Wealth Management, offers clients and their advisors the personalized service of a dedicated wealth management business, backed by the global resources of one of the world's most respected financial firms.
Asset & Wealth Management, Fixed Income: Liquidity Solutions - Portfolio Manager, Vice President - New York The Goldman Sachs Group IncAsset & Wealth Management, Fixed Income: Liquidity Solutions - Portfolio Manager, Vice President - New YorkNY$125,000–$250,000 / yearAs part of one of the worlds leading asset managers with over $3 trillion in assets under supervision, you can expect to participate in exciting investment opportunities while collaborating with talented colleagues from all asset classes and regions, and building meaningful relationships with your clients. Bringing together traditional and alternative investments, Goldman Sachs Asset & Wealth Management provides clients around the world with a dedicated partnership and focus on long-term performance.
Digital Wealth Product Manager - Vice President Citigroup IncDigital Wealth Product Manager - Vice PresidentNew York, NY$129,840–$194,760 / yearIn order to compete with traditional Wealth Management providers, as well as fast growing entrants that are untraditional to financial services, the Digital Wealth Product Team was founded to modernize our digital offerings, enrich the wealth management experience, and reach our clients quickly in their preferred digital channel(s) of choice. To accomplish this, we've transformed our approach to product management resulting in a significant push to move faster, design for client-first solutions, and develop a product organization that rivals best-in-class players in the industry, creating an environment where digital product managers can shine, and build experiences that immediately impact millions of consumers.
Senior Compliance Manager (KYC) - Institutional Services, Corporate Trust, and Wealth Management (Hybrid - See Job Description for Listed Locations) M&T Bank CorpSenior Compliance Manager (KYC) - Institutional Services, Corporate Trust, and Wealth Management (Hybrid - See Job Description for Listed Locations)NY$157,400–$262,300 / yearThis role oversees and advises on KYC, CDD, EDD, and AML/sanctions risk management for Corporate Trust & Agency, Institutional Client Services, Personal Trust & Wealth Management, and High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. Work with the Compliance Director to engage other Risk Departments, Internal Audit, Legal and/or Regulatory Affairs regarding interrelated risk issues impacting operational, credit, strategic, reputation, market, liquidity, interest rate and capital risks.
Wealth Management, Portfolio Manager, Institutional Investment Solutions Latam & GFG JPMorgan Chase Bank, N.A.Wealth Management, Portfolio Manager, Institutional Investment Solutions Latam & GFGNew York, NYFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. As a senior member of the Institutional Investment Solutions (IIS) team, the new hire will partner closely with International Private Bank Advisors to deliver IIS's specialized capabilities to our largest and most sophisticated Family Office clients.
J.P. Morgan Wealth Management - Associate Product Manager JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Associate Product ManagerJersey City, NJFull timeAs an Associate Product Manager in the JPM Wealth Management Core Capabilities Product team, you will play a critical role in identifying, gathering and analyzing information used in defining the vision and strategy and facilitating execution of the next generation of digital solutions across the Wealth Management business lines. The role will partner with other product teams, designers, and technology teams across JPM WM and the broader JPM Chase organization to deliver an intuitive, controlled, and seamless experience for all JPM WM clients and advisors.
Senior Project Manager, Neuberger Wealth Neuberger BermanSenior Project Manager, Neuberger WealthNew York, New YorkLead the design and development of a comprehensive, forward-looking operating model that integrates process improvements, technology enablement, and organizational efficiencies - establishing clearly defined future-state workflows, KPIs, and measurable success criteria to guide execution and accountability. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs.