VP, Wealth Management FP&A & Strategy
Next Frontier Capital
Next Frontier Capital is seeking a seasoned FP&A leader to manage strategic financial reporting and advise leaders on profitability and efficiency improvements. The role partners across the firm to oversee budgeting, forecasting and management reporting, while driving new reporting capabilities such as dashboards and ad-hoc analyses. You will present insights to senior management, develop performance metrics, and contribute to the finance function's continuous process improvements in a #J-18808-Ljbffr Next Frontier Capital
- ...based regional sales and advisory consulting efforts within Wealth Management. You’ll drive advisor engagement, promote adoption of the Wealth... ..., partner with internal teams, and ensure alignment between field and home office sales strategy. #J-18808-Ljbffr OsaicSuggestedHome office
- J.P. Morgan is looking for a Vice President, Private Wealth Planner in New York City. This role involves offering comprehensive financial planning to clients through detailed assessments and strategies to meet their financial goals. You will work collaboratively with an...Suggested
- The J.P. Morgan Wealth Management (USWM) seeks a Vice President of Business Strategy & Field Engagement to translate firm priorities into field-ready programs that drive advisor behavior and client outcomes. You will own the full arc from strategic concepts to field activation...Suggested
- Citi is seeking a Digital Wealth Product Owner (Vice President) to define and execute the digital wealth strategy for affluent and mass‑affluent clients. This role drives digital wealth adoption, client engagement, investment activity, and revenue outcomes across existing...Suggested
- Broadridge is seeking a senior leader for the Wealth Product Management COE in New York. This role involves leading strategic roadmaps and shaping... ...include creating and executing the digital strategy and collaborating across teams for a seamless client experience...Suggested
- ...a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide... ...last few years and a strategic focus of the firm. The IWM Strategy team is responsible for crafting, developing and...Temporary workWork at officeWorldwide
- ...Marketing team which is a strategic function within the J.P. Morgan Wealth Management marketing organization, based in New York, that focuses on... ..., defining the product value propositions, and developing strategies to promote and sell the products effectively across all...
- ...The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised... ...500 branches and 20 offices.As a Vice President of Business Strategy & Field Engagement on the CWM Business Development team, you...Immediate startVisa sponsorship
$110k - $190k
We're seeking someone to join our Strategy & Initiatives team as a Vice President in Wealth Management Finance. The Wealth Management Finance Strategy & Initiatives team partners closely with the Finance division and the Wealth Management Business Unit to drive strategic...Temporary work1 day per week$125k - $290k
Goldman Sachs Asset and Wealth Management oversees $3.6 trillion in assets under supervision across a wide range of asset classes, geographies... ...to offer relevant, value-added investment solutions and strategies to our global, diverse client base.Global Product Strategy is...Full timeTemporary workPart time- ...Vice President of Wealth Strategies About the Company A multi-family office with $32 billion in assets under management. Industry Financial Services Type Privately Held About the Role The Company is in search of a Vice President of Wealth Strategies...Work at office
- ...first line of defense for JPMorgan Chase & Co. (JPMC) , Control Management identifies and manages operational, regulatory, and reputational risks. Within Asset & Wealth Management (AWM) , Controls Strategy & Innovation (CSI) plays a key role in meeting client...Work at office
- ...Sachs Group is looking for an experienced Vice President to head the Applied AI Program and low-code initiatives within their Wealth Management Operations Division in New York. This role involves enhancing operational performance using advanced AI technologies, leading...
- Morgan Stanley Wealth Management is seeking a Regional AI Specialist to drive AI adoption across the field, helping Financial Advisors, Support Professionals, and leadership use AI to deliver targeted campaigns, engage clients, and apply new capabilities. This role will...
$128.25k - $190k
JPMorgan Chase is looking for a Vice President in Wealth Management Planning & Analysis in New York, NY. This role involves managing financial budgets, forecasting and analysis while providing leadership across teams. Candidates should possess a Bachelor's degree in Accounting...$115k - $270k
...for the financial markets and the desire to work closely with Portfolio Managers and Private Wealth Advisors (PWAs)? Our team members have direct visibility in Private Wealth Management as strategy/platform implementation experts and engage consistently with teams in regions...Full timeTemporary workPart time- Landing Point is seeking a Vice President, Wealth Investment Client Portfolio to support its Private Wealth division. The role focuses on constructing customized multi-asset portfolios and delivering recommendations to clients and prospects. You will collaborate with Private...
- ...President to lead financial reporting and strategic analysis for Wealth Management Planning & Analysis. You will partner across Finance to... ...efficiency. You will provide leadership across teams, interact with FP&A managers and business leaders, and help design dashboards and...
- A major global financial services firm in New York is seeking a Senior Tax Strategist to join its Tax Strategy team. The successful candidate will engage with clients on complex tax situations, contribute to thought leadership, and collaborate with internal partners to...
- The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised... ...00 branches and 20 offices. As a Vice President of Business Strategy & Field Engagement on the CWM Business Development team, you...Immediate startVisa sponsorship
- J.P. Morgan seeks a Vice President in Wealth Management Planning & Analysis in New York, responsible for financial reporting, analysis, and advising business leaders. Candidates must have a Bachelor’s in Accounting or Finance, with 8+ years in financial services, and advanced...Full timeLocal areaRelocation package
- ...and a best-in-class client experience. You’ll use your strategy, analytics, and stakeholder management skills to drive measurable outcomes in a fast-moving,... ...through mobility and exposure across J.P. Morgan Wealth Management and the broader firm while working with teams...
- The SVP, Head of Industry Strategy, Finance and Insurance leads Acxiom's strategy across the financial services and insurance verticals, including banking, lending, cards, wealth management, and property, casualty, and life insurance. This senior leader sets direction for...Full timeLocal areaRemote work
$115k - $180k
...OverviewThe Vice President, Finance Strategy & Execution, is a leadership... ...Finance organization.The VP will serve as a finance transformation... ..., Accounts Payable, and FP&A teams in a complex and... ...complexity and risk.Actively manage risks, issues, and remediation...Full timeWork at officeLocal areaRemote workWorldwideShift work$125k - $250k
YOUR IMPACTThe Talent Strategy Vice President will focus on Americas-wide advisor development... ...training and development initiatives, managing high-visibility programs and... ...develop and enable advisors across Private Wealth Management. The role is best suited for...Full timeTemporary workPart time$171.1k - $248.05k
...financial domains, including accounting, close and consolidation, FP&A, management reporting, revenue, expense management, treasury, and/or... ...degree preferred Responsibilities Drives Finance data strategy by bridging senior leadership and delivery teams to produce...Full time- TD Bank is seeking a Head of Wealth Business Management in New York. This executive role oversees Administration, FINOP and Marketing Principal duties, strategy, and cross-functional leadership across HR, Finance, Compliance, and Legal. You will lead large teams in wealth...
- Make your mark by helping shape the growth and execution strategy for J.P. Morgan Wealth Management, Banking & Liquidity Solutions, a team that delivers banking and short-term investment liquidity solutions, insights and education to its Advisors. The team works collaboratively...Temporary work
- A leading wealth management firm in New York is looking for a Wealth Advisor to drive seamless investment experiences for clients. You will manage a portfolio of high-net-worth clients, delivering exceptional guidance and support while collaborating with internal teams....
$125k - $250k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you... ...Market StrategiesThe Central Trading and Market Strategies desk is a high-impact team responsible for the...Full timeTemporary workPart time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to VP, Wealth Management FP&A & Strategy. Be the first to apply!
- vp customer success New York, NY
- vice president development New York, NY
- vice president real estate development New York, NY
- vice president communications New York, NY
- vice president manufacturing New York, NY
- vp safety New York, NY
- vp controller New York, NY
- vp of benefits and total rewards New York, NY
- vice president research New York, NY
- vice president tax New York, NY


