Senior Investment Product Specialist, Wealth Management
JPMorgan Chase Bank, N.A.
J.P. Morgan Wealth Management seeks a Vice President, Investment Product Specialist to present on capital markets and investment solutions, supporting advisor development and client satisfaction across the Northeast. The role works with field leadership to implement strategy and strengthen relationships with advisors and clients. Responsibilities include serving as a subject matter expert, delivering clear investment guidance, coordinating workshops, and conducting numerous advisor meetings #J-18808-Ljbffr JPMorgan Chase Bank, N.A.
$124k - $210k
The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their... ...and Self-Directed - our digital investing platform. The combined business has ~... ...offices. As an Vice President, Investment Product Specialist in J.P. Morgan Wealth Management, you...SuggestedWork at officeRemote workFlexible hoursNight shift- The role of the Vice President, Investment Product Specialist is to manage a high‑performance model portfolio team... ...drivers of returns and risk to senior forums and governance committees.... ..., or quantitative analytics within wealth or asset management; experience with...Suggested
- ...Unleash your expertise in product development and... ...organizations. Join the Wealth Planning Client-Facing... ...at J.P. Morgan Wealth Management, where we power J.P.... ...aspirations. As a Senior Product Associate in US... ...mortgages, auto financing, investment advice, small business...SeniorShift work
- A leading financial services company is seeking a Senior Product Associate to enhance products in Wealth Management. This role involves product development, user research, and collaboration across teams to innovate and improve offerings. Ideal candidates will have at least...Senior
- ...financial services firm is seeking a Vice President, Investment Product Specialist, to lead the design and management of model portfolios across a diverse client base.... ...skills are essential for engagement with senior stakeholders and effective mentorship of team members...Suggested
- Unleash your expertise in product development and optimization by... ...financial organizations. Join the Wealth Planning Client-Facing Product Team at J.P. Morgan Wealth Management, where we power J.P. Morgan... ...craft evolving plans. As a Senior Product Associate in US...SeniorVisa sponsorship
- JP Morgan is seeking a KYC Data Product Manager (Senior Associate) to oversee the delivery of KYC data products within Wealth Management. The role requires strong data modeling, agile delivery experience, and the ability to communicate effectively with compliance and technical...Senior
- TwinThread in New York is seeking a Vice President, Investment Product Specialist. This role involves managing a high-performance portfolio team responsible for multi- and single-asset class discretionary portfolios. The ideal candidate will have over 7 years of relevant...
- JOB DESCRIPTION Shaping the future of Wealth Management data, the KYC Data Product team builds and operates the foundational data capabilities that power... ...decisions. Job Summary As a KYC Data Product Manager (Senior Associate) in JP Morgan's Wealth Management division,...Senior
- ...for this role. JOB DESCRIPTION Position Overview: The candidate will join the Wealth Management Products & Solutions team, concentrating on supporting the trading and investment implementation of the firm's Donor Advised Fund (DAF) program and its donors. The...Shift work
- Global Alternative Investment Solutions is responsible for the selection... ...of alternative asset managers for the Global Private Bank,... ...managers, internal investment specialists, and clients considering the... ...well as with clients, on new product launches and ongoing...Senior
- ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions... ...include partnering with internal specialists, delivering investment solutions via targeted...Work at officeWork from homeShift workDay shift
- ...Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The... ...review reports. Partner with internal specialists to deliver holistic investment solutions...Work from homeShift workDay shift
$191.92k
Goldman Sachs Bank AG is seeking an Associate in New York for their Asset & Wealth Management team. The ideal candidate will serve as a product expert on Quantitative Investment Strategies and will be responsible for developing new investment ideas, supporting existing...- JPMorgan Chase & Co. is seeking a Wealth Management, Alternatives Investment Specialist in New York. The role focuses on alternative asset manager selections and advising clients on investment allocations. Responsibilities include collaborating with investment leads, analyzing...Senior
$80k - $100k
A financial services firm seeks a Senior Operations Analyst (RIA) in Charlotte, NC, with a focus on portfolio management and reporting. Candidates should have 4-5+ years of experience in a similar environment, strong Excel skills, and the ability to collaborate effectively...SeniorRemote job- ...Private Markets in Asset Management. With over $67 billion in... ...been managing real‑estate investments on behalf of our clients... ...Summary As an Investment Specialist on the Real Estate Americas... ...for our real‑estate products through the Private Wealth channel. In this role you...
- ...DESCRIPTION J.P. Morgan Asset & Wealth Management, with client assets of... ..., is a global leader in investment and wealth management. Its clients... ...also provides retirement products and services, brokerage and... ...activities. Description The Senior Product Associate –...SeniorWorldwideFlexible hours
$149k - $156k
Asset & Wealth Management - New York - Associate, Internal Product Specialists - 9406030 location_on New York, NY, United States Job Duties:Associate, Internal Product... ...and incorporating data analyses related to investment performance, fund strategy, portfolio exposures...Full timeTemporary workWork experience placementWork at office$155k - $200k
...largest alternative asset manager. We seek to create... ...investors, the companies we invest in, and the... ...and .Blackstone Private Wealth was established to answer... ...demand for Blackstone products from high-net worth investors... ...offices.Product Specialists in Private Wealth play...Local areaFlexible hours- ...professionals for this role. JOB DESCRIPTION Join the Wealth Management Solutions team as an Associate Product Manager supporting the firm's Donor Advised Fund (... ...and advisor experience. You will contribute to investment processes, trading execution, and the development...
$155k - $175k
About the Role iCapital is looking to hire a Product Manager Assistant Vice President or Vice President professional... ...should have strong knowledge of alternative investments as well as utilization of model portfolios by wealth advisors. Responsibilities As a member of the...Full timeWork at officeRemote workHome office- Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity... ...expect to participate in exciting investment opportunities while collaborating... ...footprint with the addition of a Product Marketing specialist. This role offers a unique...
- Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice. You will build lasting client relationships and empower them to own their financial futures. The role requires strong qualifications, including an active FINRA Series...Senior
- ...Role Summary As an Equity Quantitative Investment Analyst / VP, you will join a growing and innovative Equity Portfolio Management team within Wealth Management’s Chief Investment... ...prioritization capabilities. Ability to operate productively in a collaborative, fast‑paced, team...Bank staff
- Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management team in New York. This role involves deepening client relationships... ..., compliance adherence, and collaboration with product specialists, this position offers a dynamic environment aimed at enhancing...Senior
- A wealth management platform is seeking an experienced Financial Planner to craft tailored financial plans, collaborate with a dynamic team, and contribute to tech innovations in the financial sector. The ideal candidate will hold relevant financial certifications and possess...Senior
- FactSet is seeking a Principal Trading Product Specialist based in New York to act as a technical account manager for their Execution Management System, Portware. The role involves managing client relationships, leading implementations, and collaborating with various teams...Senior
$77k - $214k
...Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level Senior Associate Job Description & Summary At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning,...SeniorH1b$88.4k - $132.6k
Citi is seeking a Sr. Analyst in Wealth Relationship Management for their New York office. This seasoned professional will develop new techniques... ...identifying client needs, offering tailored banking and investment solutions, and ensuring compliance with regulations. The...SeniorWork at office
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