VP, Wealth Management Transformation Leader
JPMorganChase
Chase in New York seeks a Vice President in the Wealth Management Business Transformation Office to lead strategic programs that impact client experiences and perceptions. You will own end-to-end delivery across the project life cycle, coordinating with senior management, Front Office Advisors, Product Specialists, Legal, Technology, and Marketing to drive transformational change. The role requires strong consulting, problem solving, presentation skills, and the ability to adapt in a dynamic #J-18808-Ljbffr JPMorganChase
- ...operational excellence within their wealth advisory platform. The ideal... ...extensive experience in operational transformation and demonstrable skills in strategic... ...initiatives, collaborating with senior leaders, and overseeing change management strategies. Qualifications include...Transformation
- A leading financial institution in New York is seeking a Wealth Management Solutions, Trust & Estates Estate Officer - VP. Responsible for overseeing estates administration and investment decisions while collaborating with various stakeholders to ensure fiduciary duties...Suggested
- JPMorganChase is seeking a seasoned professional for the My JPM Wealth Plan team to enhance wealth management solutions. Responsibilities include deepening understanding of the Planning Engine and collaborating on enhancements. Ideal candidates will have over 6 years of...Suggested
- hackajob is looking for a Senior Vice President, POM Product Manager for the Wealth Services Platform team, based in New York, NY or Jersey City, NJ. This role involves full ownership of the product backlog, agile ceremony leadership, and collaboration with cross-functional...Suggested
- ...impact. Job Overview Role Overview This is a critical role in transforming FICC Operations by enhancing efficiency, fortifying the control... ...to align operational strategies with business objectives, manage vendor relationships, and ensure effective communication. Define...TransformationFull timeCasual workWork from home
- JPMorgan Chase & Co. is seeking a Vice President for its Business Transformation Office in New York. This role involves delivering strategic... ...projects. Qualifications include a minimum of 6 years in management consulting, strong communication skills, and familiarity with...TransformationWork at office
$83k - $134k
...lead high-impact events and executive programs that enhance stakeholder engagement and promote the BNY brand. This role involves managing events from leadership meetings to industry conferences while ensuring alignment with business objectives. With competitive compensation...- ...JOB DESCRIPTION At J.P. Morgan Wealth Management, we empower clients throughout their wealth... ...is a unique opportunity for a proven leader who thrives on building new experiences... ...team , you will drive enterprise transformation, collaborate with senior leaders, and...Transformation
- ...Market Leader (Vice President) Blue Owl is a leading asset manager that is redefining alternatives. With over $315 billion in... ...a critical member of the Private Wealth sales organization, responsible for... ...territory and channel. As a VP, this individual will serve as a...Permanent employment
- ...Bank (CIB). Your goal is to transform complex OTC products into a seamless... ...strategy. This includes managing the commercial lifecycle, pre... ...200 years and today we are a leader in investment banking,... ...TEAM J.P. Morgan Asset & Wealth Management delivers industry-...Transformation
$142.32k - $213.48k
...banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi creates economic... ...development for the Wealth Advisory business, focusing on key transformational initiatives including the BlackRock Portfolio Solutions...Full time- JPMorganChase is seeking a Trusts and Estates Vice President to join their Wealth Management Investment Risk and Analytics team. This role focuses on providing independent oversight and challenge of fiduciary risk across the Trusts and Estates business within the Global...
- Join the Risk Management and Compliance team at JPMorgan Chase and play a crucial role in... ...various distribution channels within the Wealth Management organization to support the... ...in risk data, innovation and transformation initiatives and partner with the business...Transformation
$160k - $270k
Who We Are Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals.... ...models, and/or prompt design Deep interest in AI and digital transformation Excellent verbal and written communication skills, with...TransformationFull timeTemporary workPart timeWork experience placement- Job Description The U.S. Wealth Management Content team is seeking an experienced Product Manager to support the execution of digital roadmap... ..., Marketing, Technology, Design, Analytics, Legal, and AI transformation teams to deliver a world‑class integrated digital content...Transformation
- Business Transformation Office drives and executes critical change initiatives that create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite executives and span growth, regulatory...TransformationWork at office
- Wealth Regulatory Reporting Operations AVP Apply (opens in new window) Job Req Id: 26... ...enhancements and participate in the end-to-end management of their implementation. Control &... .... Proficiency in data automation and transformation tools such as Xceptor and Alteryx is...TransformationFull time
- Wealth Business Risk and Controls Lead - Branch & Service Organization, Data, Privacy... ...standardization and rationalization including transformation execution activities. Includes first... ...with relevant process owners to drive management decisions to operate within the firm’s...TransformationFull timeWork at officeLocal area
$185k
It Starts Here Santander is a global leader and innovator in the financial services industry... ..., we are driving a customer-centric transformation that values bold thinking, innovation,... ...You! The Difference You Make The Cash Management Structuring Lead - Vice President...TransformationHourly payFull timeContract workWork experience placementShift work- Job Title: Vice President - Program Manager / BA Location: United States - Columbus or New York Role Overview The Client Reporting... ...classes. The organization is undergoing a multi-year, global transformation to implement a new Target State, including the deployment of...Transformation
- ...partner firms. This role requires 6-8+ years of experience in wealth management or consulting, focusing on client relationships and... ...driving strategic agendas. You will be part of significant transformations in the RIA sector, contributing to impactful client solutions...Transformation
- 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...
$125k - $250k
Goldman Sachs is looking for a Vice President in Asset & Wealth Management, based in New York, NY. This high-impact role will focus on orchestrating strategic objectives and driving large-scale transformation initiatives. With 7-10 years of experience required, candidates...Transformation$165k - $185k
Overview VP Lead Auditor - Financial Controls and Regulatory... ...the debriefing presentation to management and the final report. The LA... ...finance, and is currently a market leader in this segment with a... ...people at the heart of all our transformations. All our job offers are open...TransformationPermanent employmentContract workLocal areaImmediate startWorldwide- Star Mountain Capital is seeking a Vice President of Portfolio Management in New York, United States. The role involves managing portfolio... ...skills. This hands-on role offers significant long-term wealth creation opportunities, as all U.S. employees participate in investment...
- A leading global financial services firm is seeking a Settlement Officer VP to oversee trust administration within Wealth Management Solutions. The role involves managing settlements, liaising with clients and legal entities, and ensuring compliance with fiduciary regulations...
- ...and utilize your expertise in complex systems. You will guide junior designers, communicate design concepts effectively, and bring a wealth of experience to the team. A portfolio demonstrating your design capabilities is essential. Join our mission to create impactful...
$125k - $290k
...a multi-asset class investing group that sits within the Asset Management Division at Goldman Sachs. It designs and develops comprehensive... ...assets for some of the world’s leading corporations, sovereign wealth funds, pension plans, governments, financial institutions,...Full timeTemporary workPart time- Job Description Join the Risk Management and Compliance team at JPMorgan Chase and play a crucial role in maintaining the firm’s strength... ...making processes. Participate in risk data, innovation, and transformation initiatives, partnering with the business to ensure reporting...Transformation
- Vice President, Program Management to join the Customer Communications... .... Partner with senior leaders across business units, technology... ..., particularly within Wealth Management, Retirement, and... .... Prior experience leading transformation initiatives within a large enterprise...TransformationLocal area
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