Senior Wealth Product Strategist
TwinThread
TwinThread is seeking a Senior Product Associate to join their Wealth Planning Client-Facing Product Team at J.P. Morgan Wealth Management. This role focuses on product development and optimization by leveraging user research and market analysis. The ideal candidate will have over 3 years of experience in product management and expertise in the product development life cycle. Responsibilities include identifying product opportunities, analyzing metrics, and writing specifications to enhance product offerings. #J-18808-Ljbffr TwinThread
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Product Strategist in New York, NY vacancy
- JPMorgan Chase in New York is seeking a Vice President, Investment Product Specialist within J.P. Morgan Wealth Management. You will present on capital markets and investment solutions, collaborating with field leadership to implement the U.S. Wealth Management strategy...Senior
- JPMorgan Chase & Co. in wealth management seeks a Vice President, Investment Product Specialist to present on capital markets and investment solutions, supporting advisor development and stronger client relationships across the Northeast. Required: deep knowledge of advisory...SeniorNight shift
- Citigroup Inc. is seeking a seasoned Wealth Relationship Mgmt. (Branch) Sr. Analyst in New York, NY. You will deepen relationships with... ...banking, credit and investments. You will collaborate with product specialists, maintain regulatory compliance, and lead client engagements...Senior
$170.5k - $284.1k
Overview Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team... ..., financial and market information, as well as all available products/services to clients and prospects. Develop Individual Policy...SeniorWork experience placementWork at office$192k - $288k
Overview The Macro Portfolio Strategist will play a central role in the Citi Wealth CIO team. This role is focused on delivering differentiated actionable insights... ...across investment, research, capital markets, product, and client‑facing teams. Bachelor degree is...SeniorFull time$192k - $288k
Wealth CIO - Macro Portfolio Strategist - Senior Vice President Job Req Id: 26980393 Location(s): New York, New York, United States Job Type: Hybrid Posted... ...across investment, research, capital markets, product, and client facing teams. Bachelor degree is required...SeniorFull time$200k - $260k
...valued for who they are and what they contribute.To learn more about CIBC, please visit CIBC.comWhat you'll be doingAs a Senior Wealth Strategist, you are responsible for supporting and working closely with Relationship Managers and high net worth (HNW) clients to develop...SeniorFull timeRemote work$88.4k - $132.6k
Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves deepening client relationships, offering complex financial solutions, and ensuring compliance with regulations like KYC and AML. The ideal candidate...Senior- Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst to foster relationships with affluent clients by offering tailored financial solutions. This seasoned professional role demands strong organizational and analytical skills, coupled with an understanding...Senior
- A leading imaging systems company in New Jersey is seeking a Senior Product Specialist to lead and enhance the VISIA‑CRP product specialist function. You will serve as a subject matter expert, responsible for product demonstrations, guiding customers, and collaborating...SeniorFull time
$180 per hour
Stage is seeking a Principal for its Insurance Product Strategies team in New York. This role involves developing tailored partnership proposals for insurance clients and working across asset classes and business capabilities. The ideal candidate will have 6-8 years of...SeniorHourly pay$170k - $185k
1161 Invesco Capital Management LLC is seeking a Senior Analyst to support the ETF Product Strategy Group. This role involves developing research and analysis, updating product materials, and managing research projects. The ideal candidate will have 3-5 years of investment...Senior- Coda Search│Staffing is seeking a senior product specialist to back fundraising for its global private equity funds. You will work closely with the investment team, fundraisers, and product strategy to raise awareness among a global investor audience. The role requires...Senior
- A leading medical imaging company is seeking a Senior Product Specialist to oversaw the VISIA®‑CRP product function. This role requires expertise in customer experience and product positioning. Responsibilities include product demonstrations, customer onboarding, and data...Senior
$134k - $185k
Terumo Cardiovascular Group is seeking a Sr. Product Manager for their New Jersey location. The role involves overseeing traditional marketing deliverables for Terumo Interventional Systems, developing and executing marketing strategies to meet revenue targets. Candidates...Senior- Carrier is seeking a Senior Product Strategist to shape innovation through customer-centered digital strategies. The role can be based in Atlanta, GA, Palm Beach Gardens, FL, or remote. This position involves collaborating with product managers and stakeholders to define...SeniorRemote job
Senior Analyst of product experimentation to support A/B/N testing across multiple Product teams. The role combines data exploration, hypothesis generation, test design, and interpretation of results to drive optimization for viewing, commerce... Senior- Neuberger is a global asset management firm seeking a Private Wealth Investment professional to support portfolio construction and client engagement for high-net-worth individuals and families. You will synthesize client data, align solutions with asset allocation views...Senior
- Anchin, a New York City-based CPA and consulting firm, seeks a Senior Associate in the Family Office to deliver sophisticated wealth management, tax, investment, and estate planning support to ultra-high-net-worth individuals and families in a hybrid New York, NY setting...SeniorWork at office
- ...Foundry launches connected platforms and products that use data to solve big societal... ...includes product managers, technologists, strategists, researchers, interaction designers, product... ...’s continued business growth. The Senior Product Strategist helps shape our innovation...SeniorWork experience placementRemote workFlexible hours
- 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
$150k - $180k
...launch. Nobody iterated when adoption stalled. That's what AI Strategists at Tenex are hired to fix. You own the engagement from the... ...bets worth making Design and run sprints that move strategy, product, and technical decisions from quarters into weeks Build the workflows...SeniorWork at officeShift work- Mercury is seeking a senior in-house lawyer to own the investment products portfolio, advising on regulatory matters and product life cycle from development to disclosures. You will work with product, compliance, risk, engineering, and operations to embed legal thinking...Senior
- Genworth Financial, Inc. is seeking an Associate Claims Clinical/Care Advocate to lead digital product strategy for aging care services. You will guide product design and deliver concierge services to care seekers and managers, blending traditional care advocacy with digital...SeniorRemote job
- Responsibilities Define, prioritize, and drive product capabilities that support Wealth Management business Translate product vision and business strategy into a prioritized backlog Partner with Product Managers and stakeholders to deliver Wealth Management capabilities...SeniorWork experience placement
- Fairygodboss is looking for a Vice President, Product Manager to lead product development at 55ip. In this role, you will coordinate with... ...8 years in Product Management and experience in Fintech or Wealth products. The position offers a competitive salary along with benefits...SeniorFlexible hours
- Carlyle seeks a Senior Product Specialist in the AlpInvest Client Solutions Group in New York to own coverage of Strategic Portfolio Finance and Credit Secondaries, lead fundraising and product development, and manage investor relations across multiple vehicles. You will...Senior
$88.4k - $132.6k
A major financial services firm is seeking a seasoned Senior Analyst for Wealth Relationship Management. The role includes building client relationships, offering tailored financial solutions, and ensuring compliance with all regulatory requirements. Ideal candidates will...SeniorFull time- ...Group in New York is seeking a highly analytical Quantitative Strategist / Quant Developer to design and implement advanced quantitative... ...with investment strategists and developers to deploy robust production systems. Ideal candidates have 10+ years in quantitative roles...Senior
- ...global financial institution? We’re seeking an innovative and strategic Senior Product Designer to drive the evolution of digital experiences within the Private Bank, with a core focus on wealth management products. In this role, you will help redefine planning - building...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Product Strategist. Be the first to apply!
Related searches
- strategist New York, NY
- business strategist New York, NY
- program strategist New York, NY
- account strategist New York, NY
- workplace strategist New York, NY
- investment strategist New York, NY
- senior brand strategist New York, NY
- technology strategist New York, NY
- media strategist New York, NY
- strategy consultant New York, NY