Asset & Wealth Management - BI Tooling COE - Product Manager - Vice President JPMorgan Chase Bank, N.A.Asset & Wealth Management - BI Tooling COE - Product Manager - Vice PresidentJersey City, NJFull timeIt will also advocate for, evaluate, and support NLP-enabled BI tools to shorten the path from business questions to delivered analytics, while maintaining strong platform controls and high-quality service delivery with internal support teams and external vendors. As a Product Owner within Asset & Wealth Management BI Tooling COE you will be reducing reliance on non-strategic data sources and accelerate adoption of strategic data platforms and governed data products across AWM.
Wealth Management, Cash Equity Trader & Order Flow Manager, Vice President JPMorgan Chase Bank, N.A.Wealth Management, Cash Equity Trader & Order Flow Manager, Vice PresidentNew 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. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world.
Sr Wealth Advisor Northern Trust CorpSr Wealth AdvisorNew York, NY$189,290–$331,200 / yearStrategic in developing, implementing and administering programs within functional areas Knowledge: Strong knowledge of wealth transfer planning, taxation, estate planning solutions, wealth management products and services usually acquired through extensive work related experience with high/ultra-high net worth clients in financial services, law or consulting. Experience: 5-7 years wealth planning experience working with high/ultra-high net worth individuals and families in a comprehensive capacity; advanced educational and professional designations including CFP, JD, MBA and similar evidence of advanced learning and professional consulting qualification desired.
Solutions Architect - Financial Services Asset and Wealth Management Databricks IncSolutions Architect - Financial Services Asset and Wealth ManagementNew York, NY$180,000–$247,500 / yearThis is a customer-facing role, where you will work with customers, your teammates, the product team, our post-sales team,s and partners, to identify use cases for Databricks, develop architectures and solutions using our platform, and guide customers through the implementation, to accomplish meaningful outcomes for their businesses. What we look for: 7+ years in a customer-facing pre-sales role, or consulting role - preferably working with big-data technologies to solve data engineering and big-data analytical challenges.
Strategist, Wealth and Intermediary Client Marketing Northern Trust CorpStrategist, Wealth and Intermediary Client MarketingNew York, NY$131,905–$224,135 / yearReporting to the Head of Client Marketing, this role will act as a player/coach within the team and as an active business partner to this channel leaders as they proactively lead the development, direction and execution of the campaigns and tactics within the overall marketing and communications strategy for the channel as they position and promote our asset management capabilities. Superior promotional and technical writing skills, with the proven ability to write thought provoking headlines and compelling promotional copy that drives engagement, which can be applied flexibly to promotional asset, collateral development or advertising headline copy writing as needed.
Trust Administrator - Wealth Management (Delaware) Evercore IncTrust Administrator - Wealth Management (Delaware)New York, NY$100,000–$125,000 / yearWe are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high-net-worth individuals.
NewFinancial Advisor- Wealth Management Center for Wealth PreservationFinancial Advisor- Wealth ManagementWoodbury, NY$75,000–$250,000 / yearThe Junior Financial Advisor will be an integral member of an advisor team, supporting the investment and wealth management needs of clients while gaining hands-on experience in portfolio analysis, client relationships, financial planning, and practice development. This role is designed for an early-career financial professional who is looking to build a long-term career in investments, financial planning, and client advisory services while working alongside experienced advisors and investment professionals.
Business Development Analyst - U.S. Wealth AQR Capital Management LLCBusiness Development Analyst - U.S. WealthGreenwich, CT$110,000–$120,000 / yearThe team is responsible for education, awareness and managing new and current client relationships for AQR strategies through dedicated coverage to the Family Office community, Registered Investment Advisor community, as well as elite advisors and teams within the major Broker-Dealer segment. We strive to deliver concrete, long-term results by looking past market noise to identify and isolate the factors that matter most, and by developing ideas that stand up to rigorous testing.
Wealth Relationship Manager -Manhattan Citigroup Inc.Wealth Relationship Manager -ManhattanNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating 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 Relationship Manager - New York Metro Citigroup Inc.Wealth Relationship Manager - New York MetroNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating 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.
Vice President, Account Manager – Alternatives (Strategic Accounts) PIMCOVice President, Account Manager – Alternatives (Strategic Accounts)New York, New YorkSuccess in this role will be measured by the ability to deepen strategic platform relationships, expand product approvals and distribution opportunities, accelerate fundraising across alternative investment vehicles, and position PIMCO as a preferred alternatives partner among leading wealth management firms, all while effectively navigating complex organizations, influencing key decision-makers, and coordinating resources across the firm to deliver results. As a subject matter expert, the candidate will work closely with senior leaders across partner firms and collaborate extensively with internal stakeholders, including US GWM client-facing teams, Portfolio Management, Product Strategy, Legal, Operations, Marketing, and Alternatives teams to execute growth initiatives.
Vice President, Account Manager - Alternatives (Strategic Accounts) PIMCOVice President, Account Manager - Alternatives (Strategic Accounts)New York, NY$205,000–$240,000 / yearSuccess in this role will be measured by the ability to deepen strategic platform relationships, expand product approvals and distribution opportunities, accelerate fundraising across alternative investment vehicles, and position PIMCO as a preferred alternatives partner among leading wealth management firms, all while effectively navigating complex organizations, influencing key decision-makers, and coordinating resources across the firm to deliver results. As a subject matter expert, the candidate will work closely with senior leaders across partner firms and collaborate extensively with internal stakeholders, including US GWM client-facing teams, Portfolio Management, Product Strategy, Legal, Operations, Marketing, and Alternatives teams to execute growth initiatives.
Senior Manager, Business Operations InvestcloudSenior Manager, Business OperationsWarren Twp, NJ$140,000–$175,000 / yearBy equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. Basic Qualifications for Consideration: 8+ years of progressive experience in Business Operations, Strategy & Operations, Program Management, Management Consulting, Business Transformation, or a related function, with demonstrated experience partnering with senior executives and leading complex cross-functional initiatives.
Project Manager Lead-Salesforce Programs StifelProject Manager Lead-Salesforce ProgramsNew York, New YorkFull timeStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. What We're Looking For: Lead large, complex program initiatives and multiple concurrent projects from initiation through delivery, ensuring timely, high-quality outcomes and continuous value delivery.
Relationship Manager InvestCloud IncRelationship ManagerNY$175,000–$185,000 / yearBy equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients.
Senior Relationship Manager - LATAM Deutsche Bank AGSenior Relationship Manager - LATAMNew York, NY$220,000–$415,000 / yearYour primary focus is on growth - increasing "wallet share" through cross-selling and attraction of new clients and identifying sales initiatives based on expert knowledge of the market, industry, and Wealth Management's capabilities (products and services). As the Relationship Manager you will offer value-added client solutions and demonstrate the ability to "close the deal"; you will have an understanding of capital markets and the use in wealth preservation and a technical skill set focused on comprehensive wealth management.
Wealth Relationship Manager SAFE Act - NYC Metro Citigroup IncWealth Relationship Manager SAFE Act - NYC MetroPlainview, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating 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 Relationship Manager - Allerton Avenue Citigroup IncWealth Relationship Manager - Allerton AvenueBronx, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating 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.
NewWealth Relationship Manager HSBC Holdings PlcWealth Relationship ManagerScarsdale, NYConduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations. Your final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
Manager, Transformation Performance And Finance Northern TrustManager, Transformation Performance And FinanceNew York, NY$137,400–$233,600 / yearThe manager will challenge assumptions, identify performance gaps, improve the quality of decisions, and recommend actions when initiatives are over budget, underutilizing approved capital, missing milestones, failing to adopt, or not producing the intended client, field, operational or financial benefits. The role will manage the full financial lifecycle of transformation activity, including annual planning, capital and expense budgets, forecasts, software and vendor costs, consulting arrangements, capitalization and utilization, reallocations, accruals, benefits tracking and executive reporting.