- Citigroup (Jacksonville, FL)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We… more
- Citigroup (Jersey City, NJ)
- …are non-traditional financial services institutions, we are focused on scaling our digital wealth capabilities and modernizing our overall technology stack and ... and growing customer preference to do business in the digital channels has been quickly evolving over the past...infrastructure. Reporting into the Citi Technology Business Execution Lead and directly supporting the Citi Global Wealth… more
- Charles Schwab (Washington, DC)
- …Advice Solutions organization is comprised of includes Schwab's Third-Party Platforms, Schwab Wealth Advisory, Digital Advice and Planning, Sales and Client ... impact story as a corporate citizen. Key Outcomes: + Lead all legal advice efforts for Wealth ...demonstrated track record ofeffective development and implementation of retail digital and wealth advisory products, preferably for… more
- Citigroup (New York, NY)
- **Job Summary:** We are seeking a highly skilled and experienced professional to lead our NAM Regulatory Reporting and Client Tax Operations team within the ... Wealth division. The Head of NAM Regulatory Reporting and...alignment with the global compliance and risk management framework. Lead initiatives to enhance the efficiency, accuracy, and reliability… more
- JPMorgan Chase (New York, NY)
- The JP Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth ... management business, JP Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets… more
- JPMorgan Chase (New York, NY)
- …in understanding the needs of clients and advisors and defining best-in-class digital experiences to address these needs. + Lead requirement-elicitation meetings ... that make it seamless to establish new investment accounts with JP Morgan Wealth Management. Across web, mobile and internal platforms, for both self-directed and… more
- JPMorgan Chase (New York, NY)
- …organic referrals, growing center of influence (COI) networks, implementing effective digital marketing strategies on LinkedIn, and enacting strategies for engaging ... As a Practice Management Consultant within the JP Morgan Wealth Management team, you will be responsible for supporting...Leadership and be able to determine regional goals in partnership with a regional operating committee. You will be… more
- JPMorgan Chase (New York, NY)
- …externally and firm wide. Job responsibilities: + Manage a high-performance team within Digital Partnerships + Lead the evaluation, negotiation, and execution of ... As an Executive Director on the Consumer & Community Bank Corporate Development Digital Partnerships team, you will oversee a team responsible for digital … more
- University of Pennsylvania (Philadelphia, PA)
- …effective strategies, and building out initiatives. The Director will take the lead in steering the organizations' digital transformation journey and strategy ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more
- Citigroup (Irving, TX)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... the technical tools our workers need to be successful to designing our digital architecture and ensuring our platforms provide a first-class customer experience. We… more