- Citigroup (New York, NY)
- …touch experience for the full Citi relationship, particularly in the US The Digital Wealth Product Senior Group Manager will drive strategy and ... implementation for Consumer's digital wealth product offering. The Role will work...priorities and deliver against them. Job Profile Summary The Product Management Senior Group Manager is a… more
- Wells Fargo (New York, NY)
- …experience for Advisors and Client Associates. Wells Fargo is seeking a Senior Product Manager to join our Client Relationship Management Group to define ... The **Client Relationship Group (CRG)** Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and… more
- Wells Fargo (New York, NY)
- …seamless experience for Advisors and Client Associates. Wells Fargo is seeking a Lead Product Manager to join our Client Relationship Management Group to define ... The **Client Relationship Group (CRG)** Product Management organization within Wealth and Investment Management (WIM) leads the strategy, design and… more
- JPMorgan Chase (New York, NY)
- …including trusts and estates, loans, mortgages, and deposits. **Job Summary** As a Private Wealth Alternatives (PWA) Client Account Manager you will focus on ... their counterparts at our platform partners. As an account manager you will support Wealth Management Client...a focus on Wealth Management distribution of Alternative products + Knowledge of financial markets, alternatives… more
- Bloomberg (New York, NY)
- Product Manager - Alternative & Private Funds **New York, NY** Posted May 23, 2024 - Requisition No. 125560 The needs of the asset owner community which ... includes pensions, insurance companies, endowments, family offices, sovereign wealth funds and their advisors continues to evolve. Making...these allocation needs. We are looking to hire a product manager to focus on refining and… more
- Citigroup (Bronxville, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Morgan Stanley (Purchase, NY)
- …providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over ... Investment Office ("OCIO"), Morgan Stanley Fund Services, Graystone Consulting and Wealth Management Operations. IIS is responsible for all client service execution… more
- Bank of America (New York, NY)
- Senior Relationship Manager New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through ... to make a difference. Join us! **Job Description:** The Product and Strategy Executive is responsible for identifying and...and analyses client data to drive innovative of new wealth management solutions. Ensures that operations are consistent in… more
- Morgan Stanley (Purchase, NY)
- …needs of wealth management client base, understand industry trends and new product development, and utilize network of asset manager connections to find new ... providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management provides a range… more
- Morgan Stanley (Purchase, NY)
- Morgan Stanley Wealth Management provides a range of wealth management products and services for affluent individuals, businesses, and institutions. These ... services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and… more
- S&P Global (New York, NY)
- …mindset in achieving the team's strategic priorities. In addition to being a hands-on Product Manager , the Associate Director will be an integral team member and ... 12 **S&P Dow Jones Indices** **The Role:** Associate Director, Fixed Income Product Management **The Location:** New York, NY **Grade/Level (relevant for internal… more
- Morgan Stanley (Purchase, NY)
- …providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management provides a range ... institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending, cash management, annuities and insurance,… more
- Bank of America (Syracuse, NY)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product ... Business Banking Relationship Manager /Senior Relationship Manager - Syracuse New,...relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having knowledge of the… more
- City National Bank (New York, NY)
- **RELATIONSHIP MANAGER SENIOR FINRA** **WHAT IS THE OPPORTUNITY?** Develops and manages relationships with clients in the assigned business segment and/or geographic ... areas. Presents a variety of product solutions to client needs. Provides responsive, quality service....management and CNS Brokerage statements with clients. Partner with Wealth Advisor (WA) and/or the City National Securities (CNS)… more
- JPMorgan Chase (Brooklyn, NY)
- …providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Deepening ... with annual revenue greater than ~$5MM. You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase… more
- Scotiabank (New York, NY)
- Senior Manager (Application Specialist) **Requisition ID:** 197578 **Salary Range:** 169,229.00 - 169,229.00 _Please note that the Salary Range shown is a guideline ... team, committed to results, in an inclusive and high-performing culture. TITLE: Senior Manager (Application Specialist) DUTIES: The Bank of Nova Scotia seeks Senior … more
- Bank of America (New York, NY)
- Data Support Manager Charlotte, North Carolina;New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... technical solution designs from a business point of view and recommend alternatives -Communicate plans, progress and risks appropriately to the stakeholders and… more
- Morgan Stanley (New York, NY)
- …support the connectivity with internal and external including the International Wealth Management department, research, trading, operations, product specialists, ... a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including… more
- MassMutual (New York, NY)
- …decision making. This work considers legal entity structures, distribution channel, and product results as well as how these impact our capital optimization and ... cash operations, corporate finance data and systems management as well as wealth management finance activities. We are seeking engaging professionals with strong… more
- MassMutual (New York, NY)
- …decision making. This work considers legal entity structures, distribution channel, and product results as well as how these impact our capital optimization and ... cash operations, corporate finance data and systems management as well as wealth management finance activities. We are seeking engaging professionals with strong… more