- Morgan Stanley (Alpharetta, GA)
- …benefit programs. **Job:** ** Wealth Management * **Title:** * Wealth Management - Business Transformation Services - Project Manager* **Location:** ... Change and Readiness, and Regulatory Compliance. The team partners with individual Wealth Management business lines, Legal/Risk/Compliance, and senior Firm… more
- JPMorgan Chase (Jersey City, NJ)
- …create tangible value for clients and advisors in the $6B+ revenue Wealth Management (WM) business . Our transformation programs are sponsored by C-suite ... Business Transformation Office (BTO) - Regulatory...+ Financial services/ business consultancy background, preferably in Wealth Management + Familiarity with end-to-end bank… more
- Citigroup (New York, NY)
- **Job Description:** The Wealth Business Management Lead is responsible for overseeing operational readiness and governance for the digital investments ... to influence and guide stakeholders effectively. Understanding of investments and the wealth business is crucial to navigate projects through necessary… more
- Capco, a Wipro Company (New York, NY)
- …oversight for the delivery of complex, large-scale initiatives + Drive commercial growth of business across wealth and asset management segments + Develop ... are passionate about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an… more
- Edward Jones (St. Louis, MO)
- …enhance is yours. **Job Overview** **Position Schedule:** Full-Time The Director of Wealth Management Wholesaling at Edward Jones is responsible for leading ... vision, strategy, and execution of wholesaling efforts aligned with the firm's wealth management priorities. This role involves direct and matrixed leadership… more
- Citigroup (New York, NY)
- …and complex CRE underwritings, capital commitments, derivatives within a Wealth Management or a Corporate CRE and Business with strong understanding ... spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer...and Citi Private Bank brands. **Job Background/Context:** The Lending business of the Citi Global Wealth offers… more
- Morgan Stanley (Purchase, NY)
- …services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley provides ... the outside investment community. The role will reside within Wealth Management Finance which is a team...expect to be involved in accounting, finance, and process transformation . Not senior leadership role - candidates should have… more
- Citigroup (New York, NY)
- … wealth spectrum. Citi Wealth covers all of Citi's go-to-market approaches in Wealth Management - Citi Private Bank, Citi Wealth at Work, and ... investments, and will lead an in-depth analysis of our business , infrastructure and risk and control functions to simplify...financial services + Ability to lead large projects within Wealth Management + Demonstrated record of team… more
- HSBC (New York, NY)
- …any other trait protected by applicable law. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-New York-New York **Req ... implementation across the network + Support delivery and execution of internal business services, technological services, and transformation projects + Support… more
- JPMorgan Chase (New York, NY)
- …achieve goals, and mitigate risks. Apply now! As a Vice President on the Business Management team within Multi-Asset & Portfolio Solutions unit you will work ... At least 6+ years of relevant experience in the wealth management or asset management ... management industry, or in a consulting, project management , or business management capacity.… more