- Citigroup (New York, NY)
- …innovative and results-oriented Product Owner to lead the development and execution of our Next Best Action (NBA) platforms and strategy. This platform aims ... product manager, or related role + Strong background in wealth management with a deep understanding of the industry...NBA platforms in previous roles. + Deep understanding of Next Best Action frameworks, decision… more
- Citigroup (New York, NY)
- …strategic and results-driven Product Owner to lead the development and optimization of our Next Best Action (NBA) Targeting, Query Management, integrated AI ... similar targeting and publishing platforms in previous roles. + Deep understanding of Next Best Action frameworks, decision engines, and personalization… more
- Bank of America (Houston, TX)
- Wealth Management Specialist - NR Houston, Texas **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and ... investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world… more
- Grant Thornton (Dallas, TX)
- Private Wealth Services Tax Senior Manager As the Private ...with the options to work in the way that best serves your clients and your life. * Here, you ... to help you excel. You'll collaborate with the Private Wealth Services Tax team and make recommendations on return...your overall well-being through work-life integration options that work best for you and those in your household. *… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …emphasis on fostering a learning culture, education, and showing a commitment to the best interests of its clients and team. Key Responsibilities: + Support two lead ... + Monitor and follow up on client tasks and action items. + Address and resolve client issues and...CFP, intention to sit for the exam within the next 2 years. + Familiarity with Redtail, Orion, eMoney,… more
- Bank of America (Tampa, FL)
- …Florida; Lakeland, Florida; Clearwater, Florida; Clearwater, Florida **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (Rehoboth Beach, DE)
- …Delaware; Dover, Delaware; Egg Harbor Township, New Jersey **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (Bethesda, MD)
- …Maryland; Easton, Maryland; Bethesda, Maryland; Frederick, Maryland **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (Anchorage, AK)
- …Trainee (Centralized) - Anchorage Merrill Office Anchorage, Alaska **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (Vista, CA)
- …Trainee: North County Square Financial Center Vista, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more