Head of Wealth Investment Strategy & Process Optimization
Citi Group
Citi is seeking a senior leader for Wealth Investment Planning, Business Process Optimization and Value Assurance in New York. This role reports to the Wealth COO and drives tech-enabled priorities across Wealth, Controls, Operations and Technology, coordinating with enterprise partners. The candidate will shape book-of-work prioritization, govern investments, and track ROI within a global matrixed organization, delivering end-to-end value through disciplined program management. #J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Head of Wealth Investment Strategy & Process Optimization in New York, NY vacancy
$250k
...York, New York, United StatesSalary: $250,000.00 - $500,000.00Category: Business Strategy, Executive, WealthCompany: CitiThe Head of Wealth Investment Planning, Business Process Optimization and Value Assurance is a critical leadership role within the Wealth COO playing...SuggestedFull timeWork at officeCitigroup
New York, NY7 days ago- ...Business Unit Overview: The Wealth Advisory Group is a... ...extends beyond traditional investment advice, with services that span tax strategy, risk protection,... ...generations. Role Overview:The Head of Investment Strategy,... ...strategies to optimize client outcomes. • Align...SuggestedWork at officeLocal area3 days per week
New York Life Insurance Company
New York, NY8 days ago - ...Wealth Management, Dynamic Multi-Asset Strategy (DMAS) Equity Portfolio Manager, Executive Director New York, NY, United States Job Identification... ...while emphasizing capital preservation. The investment process combines top-down macro views, tactical asset allocation...SuggestedFull time
JPMorgan Chase & Co.
New York, NY4 days ago $100k - $170k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth... ...to participate in exciting investment opportunities while collaborating... ...oversees the due diligence process and selection of external... ...fixed income and real asset strategies, including providing insights...SuggestedFull timeTemporary workPart timeGoldman Sachs
New York, NY4 days ago$223.7k - $372.9k
...Summary Our Deloitte Strategy & Transactions team... ...modeling, cost optimization, restructuring, business... ...interest in the global investment industry and a passion... ...development for investment and wealth management topics.... ...in enhancing current processes and analytical tools,...SuggestedVisa sponsorshipDeloitte
New York, NY8 days ago- ...Citi is seeking a senior leader for Wealth Investment Planning, Business Process Optimization and Value Assurance in New York. The role partners across Wealth Business, Functions, and Technology to shape tech-enabled priorities that transform end-to-end capabilities and...
Citigroup Inc
New York, NY3 days ago - ...Director, Us Wealth Investor ServicesWe are seeking... ...focus on alternative investment solutions.This role is... ...through a combination of process design, technology... ...scalability through workflow optimization, automation, and... ...Ability to translate strategy into execution while operating...
Wellington Management
New York, NY4 days ago $85k - $160k
...Asset Allocation (SQAA) team within the Investment Strategy Group (ISG). The candidate will join a... ...communication skills are also a must. OUR IMPACT Wealth ManagementAcross Wealth Management,... ...or disabilities during our recruiting process. Learn more: The Goldman Sachs Group,...Full timeTemporary workPart timeGoldman Sachs
New York, NY6 days ago$100k - $180k
...is one of the world's leading investment managers, providing... ...leading pension plans, sovereign wealth funds, central banks, insurance... ....The Quantitative Investment Strategies (QIS) group is a market leader... ...disabilities during our recruiting process. Learn more: The Goldman...Full timeTemporary workPart timeInternshipGoldman Sachs
New York, NY9 days ago- ...Manager, VP, within Wealth Management's Chief Investment Office (CIO) –... ..., reporting to the Head of Equities. You will... ...CIO leadership on process, tooling, governance... ...Portfolio construction, optimization & attribution... ...institutions with strategies and expertise that...Work at office
Chase
New York, NY4 days ago - ...Director, North America Wealth & Individual Investor MarketingWe... ...and executing marketing strategies that drive engagement across... ...that bring our firm's highest- investment solutions to U.S. advisors and... ...record of building and optimizing sophisticated marketing programs...Visa sponsorship
Russell Investments
New York, NY4 days ago $100k - $170k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth... ...to participate in exciting investment opportunities while collaborating... ...-based and value aligned strategies across the Equity and Fixed Income... ...during our recruiting process. Learn more: The Goldman Sachs...Full timeTemporary workPart timeGoldman Sachs
New York, NY6 days ago$175k - $200k
...leverage cutting-edge strategies and deep insights to... ...opportunities for long-term wealth creation. Our... ...Advisors can set up custom investment templates, access... ...construction, optimization validation, and tax-aware... ...evolves its frameworks and processes to enhance risk...Local areaWork visa3 days per weekFranklin Templeton
New York, NY4 days ago$170k - $300k
...WealthCompany: CitiCiti Wealth is a leading provider... ...financial management strategies that today’s wealth requires... ...and attorneys. From investment strategy, to banking,... ...to advise clients on optimal loan structure and... ...------------Automated Processing and AIWe use automated...Full timeFor contractorsLocal areaCitigroup
New York, NY9 days ago$100k - $170k
Goldman Sachs Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management... ...can expect to participate in exciting investment opportunities while collaborating with... ...advisors, and individuals. Petershill Strategies Overview Established in 2007, Petershill...Full timeTemporary workPart timeGoldman Sachs
New York, NY8 days ago$190.9k - $254.6k
...Philadelphia, or Washington, DC to lead strategy and program oversight across multiple third... ...models. You will ensure that onboarding processes are efficient, auditable, and aligned... ...experience expectations. You will be part of Optimize, McKinsey's global procurement...Hourly payApprenticeshipWork at officeMcKinsey & Company
New York, NY3 days ago- ...The Portfolio Advisor will support the Head of Portfolio Advisory and Senior Portfolio Advisors within Citi’s Wealth CIO office in New York. You will help communicate... .... This role requires 5-7 years of investment strategy experience, strong English communication, and...Work at office
Citigroup Inc
New York, NY3 days ago $80k - $160k
...development and execution of marketing strategies for a range of investment solutions and wealth management products. This... ...utilizing a data-driven approach to optimize marketing tactics and improve... ...of the marketing team's processes. OUR IMPACT Wealth ManagementAcross...Full timeTemporary workPart timeGoldman Sachs
New York, NY6 days ago- ...Mercer Advisors Inc. seeks a qualified professional to drive investment management services for Wealth Advisors and serve as the main contact for portfolio strategy and implementations. The role supports newly acquired firms and develops client deliverables. Requirements...
Mercer Advisors
New York, NY22 hours ago $100k - $160k
Associate or Associate Director, Investment & Acquisitions About DESRI... ...with experience) to work on strategy, analysis, new market... ...returns, capital structure optimization, risk identification and upside... ...party deliverables through deal processes. Support transaction leads...Full time$143.5k - $212.85k
...connect with their customers, process exchanges and returns, and... ...communities.Job Summary:Marketing investment decisions require more than... ..., Marketing Investment Strategy & Measurement will lead the... ...segment scenario planning and optimization, including the business...Work at officeLocal areaImmediate startFlexible hours- ...J.P. Morgan Wealth Management (USWM) is dedicated to helping investors... ...Self-Directed—our digital investing platform. The combined... ...As an Executive Director, Head of Investment Product Specialists... ...themes, platforms, products, and strategies. Effectively communicating...Remote workNight shift
Testing Site - JPMC
New York, NY3 days ago - ...Head Of Sales & Distribution Wealthtech & Investment Technology | Remote Company: Artha... ...its commercial strategy across RIAs, family... ...financial advisors, wealth managers, family... ...scenario analysis and optimization. Artha is... ...disciplined sales process from the ground up...Remote jobFull timeLive in
- ...analysis (TCA), execution optimization, and automation of... ...Job summary: As an Investment Platform Quantitative... ...shaping and executing strategy and automation across... ...structured code review processes. Applied Machine Learning... ...J.P. Morgan Asset & Wealth Management delivers...
- ...Ventures is the strategic investing and innovation arm of... ...opportunities across Wealth, CCB, and other... ...strategic initiatives and process improvements.This role... ...**Tooling and Process Optimization*** Scale the Citi Ventures... ...framework, including strategy, materials, and...Full time
Citigroup Inc.
New York, NY2 days ago - ...Search is partnering with a leading global quantitative investment management firm to find a Wealth Channel Lead for its Investor Relations team in New... ...understanding of the firm’s investment philosophy, strategies, and product offerings, and position the firm as a differentiated...Full timeWork at office
Coda Search│Staffing
New York, NY18 hours ago $250k - $400k
...Job Description Portfolio Manager - AI Systematic Strategies \n \n The Mandate \n \n Run a short-horizon book at an established... ..., not headline PnL. \n ~ Machine learning in a live trading process, with a clear view of the speed-versus-accuracy trade-off. \n...Onyx Alpha Partners
New York, NY2 days ago$125k - $140k
...compliance remediation, risk optimization, and deep technical... ...& go-to-market strategy, client relationship management... ...Consumer Banking, Wealth Management, Commercial Banking, and Investment Banking) and/or Insurance... ...does not charge fees to process job applications and applicants...Genpact
New York, NY4 days ago$250k - $300k
...Managing Director, Head of Direct Investments About Willow Wealth Willow Wealth is a leading private markets... ...Investments to lead our direct investing strategy across private credit, real... ...through the investment committee process Oversee direct deal allocation...Temporary workYieldstreet
New York, NY1 day ago$250k
...role reports to the Global Head of Citi Investment Management and responsible for the global sales strategy for the Managed Investments... ...Investment Counselors across Citi Wealth’s client segments (Citigold/... ...------------------Automated Processing and AIWe use automated...Full timeHome officeCitigroup
New York, NY7 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Head of Wealth Investment Strategy & Process Optimization. Be the first to apply!
Related searches
- investment sales manager New York, NY
- director investment banking New York, NY
- investment manager New York, NY
- impact investment manager New York, NY
- investment product manager New York, NY
- investment accounting manager New York, NY
- investment executive New York, NY
- investment director New York, NY
- head of corporate strategy New York, NY
- head of strategy New York, NY