Register
Recruit Create CV

Senior Vice President Of Wealth Management Jobs

Asset & Wealth Management Strategy - Vice President
By JPMorgan Chase & Co At , New York, 10172 $155,000 - $225,000 a year
Required qualifications, capabilities, and skills
Advanced MS Excel and PowerPoint skills
Develop and advise on strategic priorities for AM and AWM, serving as a trusted thought partner to senior leaders
Lead teams of 1-3 junior strategists to develop solutions in partnership with business leaders
Oversee analysis (e.g., financial modeling, valuation analysis) to provide insights, identify issues and arrive at recommendations
Create and deliver CEO-level executive communications
Business Intelligence Wealth Management - Assistant Vice President
By Deutsche Bank At , Jacksonville, 32256
Working experience with Agile and code management processes for development and testing
Advanced ability to draw insights from data and clearly communicate them to the stakeholders and senior management as required
Strong process engineering and/or project management background
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift and volunteer programs
Senior Vice President, Program And Project Management
By BNY Mellon At Pittsburgh, PA, United States

Job Description Project/Program Management - IC5Leads and provides some direction and guidance for a wide array of activities associated with project planning and management to ensure that ...

Senior Vice President, Portfolio Management
By Iovance Biotherapeutics, Inc. At United, PA, United States
Exceptional leadership, interpersonal communication, collaboration, and management skills. Comfortable leading cross-functional teams across multiple locations and time zones.
Serves on, and assists with the management of, the executive leadership team of the Company.
Lead project management of high-priority activities for commercial preparation and product launch.
Provide effective project status updates, dashboards and presentations to senior management and the broader organization as applicable.
Proven expertise in effectively applying and/or developing advanced project management tools and methodologies.
Directly oversees a team of program managers, and also supports project managers embedded in the line functions with tools and training.
Senior Director/ Vice President, Account Management
By Uplight At United States
Extensive experience leading teams, and a strong organizational and people leader with direct and dotted line management
Define and drive value creation via customer management and experience.
Reports on customer management health, churn, issues and risks to the senior leadership
Strong customer orientation and presence in front of senior management
Management by objectives bonus plan
Experienced leader of people who others want to follow
Senior Wealth Manager Jobs
By Leah Yosef International At Los Angeles Metropolitan Area, United States
Outsourced CFO solutions for entertainers and athletes with a full suite of cash management and personal business management services
Extremely competitive payouts, comprehensive benefits, and additional incentives are aligned with distribution of services.
Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
Asset & Wealth Management, Pwm, Product Management, Vice President - New York
By Goldman Sachs At New York, NY, United States
Partner with colleagues in engineering, design, operations and program management to allow for seamless execution
Outstanding analytical and problem-solving skills; ability to synthesize differing requirements
Assist in the execution of the product roadmap by writing user stories, requirements, and acceptance criteria for technology development
Solicit stakeholder input and coordinate amongst multiple groups to inform requirements, including Business, Legal, Compliance, Operations and Engineering
Translate complex requirements into clear actionable next steps for impacted groups
Excellent writing and communication skills and a desire to work in a team-oriented environment
Asset & Wealth Management Strategy - Vice President
By JPMorgan Chase & Co. At New York, NY, United States
Required Qualifications, Capabilities, And Skills
Advanced MS Excel and PowerPoint skills
Develop and advise on strategic priorities for AM and AWM, serving as a trusted thought partner to senior leaders
Lead teams of 1-3 junior strategists to develop solutions in partnership with business leaders
Oversee analysis (e.g., financial modeling, valuation analysis) to provide insights, identify issues and arrive at recommendations
Create and deliver CEO-level executive communications
Senior Global Program Management Lead-Senior Vice President-Hybrid
By Citi At Tampa, FL, United States
Experience with enterprise program management tools
Experience and ease in interfacing with Senior Management
Carry out Risk Management, mitigation planning, and workshops
Communicate to all stakeholders (including Senior Management) on a timely basis in a clear way
Facilitate, coordinate, and arbitrate cross-functional macro level topics with key stakeholders (often including Senior Management)
Guarantee compliance with all application tools used for program and project management
Asset & Wealth Management Strategy - Vice President
By JPMorgan Chase Bank, N.A. At , New York, Ny $155,000 - $225,000 a year
Required qualifications, capabilities, and skills
Advanced MS Excel and PowerPoint skills
Develop and advise on strategic priorities for AM and AWM, serving as a trusted thought partner to senior leaders
Lead teams of 1-3 junior strategists to develop solutions in partnership with business leaders
Oversee analysis (e.g., financial modeling, valuation analysis) to provide insights, identify issues and arrive at recommendations
Create and deliver CEO-level executive communications
Asset & Wealth Management-New York-Vice President-Software Engineering
By Goldman Sachs At , New York, 10282, Ny
Asset & Wealth Management Engineering
2-5 yeas Python or Java experience
Research and development for building a state of the art finance platform
BS degree in Computer Science or Math. MS or Ph.D. is a plus
Understanding of Data Structure, and Algorithms
Good understanding of SQL databases (familiarities with non-SQL DB is a plus)
Asset & Wealth Management, Ayco, Personal Financial Management (Survivorsupport®), Advisor, Vice President - Albany
By Goldman Sachs At , Albany, Ny
Attend company-wide and SurvivorSupport® technical meetings as well as other Consumer and Wealth management training sessions.
Perform other SurvivorSupport® or Planning related tasks as assigned by the SurvivorSupport® Management Team or other Planning supervisors.
Innovative thought processes and pro-active time management and task completion follow-through.
SKILLS & EXPERIENCE WE’RE LOOKING FOR
Assist in the preparation various financial exhibits modeled through online tools, including cash flow, retirement planning, education funding, and investment planning;
Verbal and written communication with corporate clients regarding employee benefits and procedural issues.
Asset & Wealth Management-New York-Vice President-Data Engineer
By Goldman Sachs At , New York, 10282, Ny
Asset & Wealth Management Engineering
SKILLS AND EXPERIENCE WE ARE LOOKING FOR
Collaborate with business stakeholders to gather requirements, understand data needs, and translate them into effective BI solutions.
Optimize and tune the performance of business intelligence solutions to deliver fast and responsive user experiences.
Minimum of 3 years of hands-on experience in business intelligence development, data modelling, analytics, or a similar role.
Solid programming skills in Java, Scala (or others) for data processing and integration tasks.
Wealth Management, Cross Asset Trader, Vice President
By JPMorgan Chase Bank, N.A. At , New York, Ny $123,500 - $200,000 a year
Required Qualifications, Skills and Capabilities:
BA is required and MA in finance, economics, computer science and/or CFA is preferred
Strong quantitative, data analysis and modeling skills
Coding skills are a plus
Senior Vice President Of Wealth Management
By Leah Yosef International At Pennsylvania, United States
Track record of relationship management and business development with $5M+ level clientele
Serve as Client Advisor to local Ultra High Net Worth clientele
Lead the buildout of the Firm through a team-based and collaborative approach to business development and client service
Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives and a clear path to equity/partnership
Not a commissioned sales role. No portable book of business required.
Senior Vice President, Project Management
By Ogilvy Health At Parsippany, NJ, United States
12+ years agency project management experience, specifically within healthcare communications, advertising, or medical communications
Lead Project Management function for OH, spanning multi-channel AOR client engagements in pharmaceutical, health, and wellness categories
Partner with Business Management and Resource Management leads to design operational workflows and implement process changes
Proven financial skills and experience managing $25M+ of revenue
Extensive experience managing and executing digital projects
Global Network of the Year (Campaign)
Asset & Wealth Management, Vice President – Product Management, Operations
By Goldman Sachs At , New York, 10282, Ny
7+ years of experience operating within a technology platform / business Accounting / operations management experience with an asset manager.
Familiarity with FIS Investment Accounting Manager (formerly InvestOne) or any other accounting systems
U.S. GAAP technical accounting knowledge
Strong interpersonal, problem-solving, and planning skills
The Senior Product Manager must:
Develep a business plan, strategy, and product roadmap based on a deep understanding of business drivers, competition, and stakeholder needs
Wealth Advisor Vice President
By Capital Advisors, Inc. At , Nashville, 37203, Tn $150,000 - $180,000 a year
Vice President Wealth Advisor Essential Duties and Responsibilities:
Vice President Wealth Advisor Principal Accountabilities:
Alternative titles: Wealth Manager, Wealth Advisor, Financial Advisor, Financial Manager
Develop new business with inbound client referrals from custodial partners
Grow our network of strategic partners at custodians
Implement the marketing objectives of the firm