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
- ...investment firm based in New York is seeking a Principal / Managing Director, Private Equity Product Specialist to drive marketing and distribution of private equity solutions. This senior position requires over 10 years of relevant experience in private equity and...Senior
- Join J.P. Morgan as a Senior Product Associate in New York, where you'll support product development processes and collaborate with cross-functional partners. The role requires strong communication skills, product management experience, and the ability to analyze metrics...Senior
- OnePoint BFG Wealth Partners in Parsippany, New Jersey, seeks a skilled Senior Trust & Estate Strategist to guide ultra-high-net-worth clients in estate planning strategies. This role requires advanced knowledge and the ability to develop customized solutions while collaborating...Senior
$75k - $95k
A leading imaging systems company is seeking a Senior Product Specialist for VISIA®‑CRP in New Jersey. In this strategic role, you'll act as a subject matter expert, leading product demonstrations and engaging with customers to enhance their experience. Ideal candidates...Senior$165k - $185k
Neuberger is seeking a Vice President, Investment Strategist in New York, NY. This role is crucial in supporting Wealth Advisors by delivering customized multi-asset portfolio solutions while providing rigorous analysis and insights. The ideal candidate has 7-10 years of...Senior$30 per hour
...Description We are seeking a qualified candidate to join Beacon Pointe Advisors’ Strategic and Legacy Planning department as a Senior Family Wealth Strategist. The Senior Family Wealth Strategist is a thought leader in wealth strategy, possessing deep technical expertise and a...SeniorWork at officeRemote work- 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
$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- Kustomer Inc. is seeking a Product Enablement Manager to create and manage a new function within their CX organization. The role involves designing programs that enhance customer and partner value, optimizing onboarding processes, and utilizing AI tooling for content production...Senior
$75k - $95k
A leading developer of photographic systems is seeking a Senior Product Specialist to oversee and enhance the VISIA‑CRP product function. This crucial role involves mentoring, advanced demonstrations, and expert consultations with enterprise customers. Ideal candidates...SeniorFull time- Clark Capital Management Group is seeking a Senior Wealth Strategist to provide tailored solutions and financial planning for clients with investable assets between $5-$15 million. This remote role requires significant travel, including quarterly visits to headquarters...SeniorRemote job
- 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
$200k - $250k
...who they are and what they contribute. To learn more about CIBC, please visit CIBC.com ( What you'll be doing As a Senior Wealth Strategist, you are responsible for supporting and working closely with Relationship Managers and high net worth (HNW) clients to...SeniorRemote work- ...Functions Work with clients primarily in the $5‑$15 million investable assets spectrum to deliver customized solutions in multiple wealth-planning areas based on their goals and objectives. Act as subject‑matter expert for Advisors on financial planning and financial‑planning...Senior
$200k - $250k
Responsibilities As a Senior Wealth Strategist you will: Support Relationship Managers and high‑net‑worth (HNW) clients to develop and implement comprehensive wealth plans as part of CIBC Private Wealth’s integrated wealth management process. Help clients understand estate...SeniorFull time$116.88k - $148.13k
Infosys Consulting is looking for a Senior Consultant (Product Manager) in Wealth Management & Trust. The role involves driving innovation and improving user experience through strategic consulting and product management. Ideal candidates will have 5+ years of experience...Senior$170k - $300k
Citigroup Inc. is seeking a Products Distribution Senior Group Manager in New York. This critical role involves strategic partnership with investment... ...5 years of relevant experience and a strong background in Wealth Management. The role offers a full-time salary range of $1...SeniorFull time- 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
- 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
- Position: Senior Product Owner - Wealth Management Location: New York, NY Experience: 7-10+ Years Company Overview Incedo is a US‑based consulting, data science, and technology services firm with more than 4,000 professionals across the US, Mexico, and India. We help...Senior
- ...financial institution? We’re seeking an innovative and strategic Senior Product Designer (VP) to drive the evolution of advisor-facing digital... ...Private Bank, with a core focus on alternative investment and wealth management products. In this role, you will help redefine the...Senior
- 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
- Unleash your expertise in product development and optimization by leveraging user research... ...innovative financial organizations. Join the Wealth Planning Client-Facing Product Team at J.... ...advisors to craft evolving plans. As a Senior Product Associate in US Wealth Management...SeniorVisa sponsorship
- Asset & Wealth Management - Sr. Quantitative Strategist / Developer - Vice President - New York location_on New York... ...Overview sitemap_outline CORPORATE TITLE Senior Vice President language OFFICE... ...) for quantitative analytics and production systems, ensuring robust and...SeniorFull timeTemporary workWork at office
- ...hedge funds, pension funds, sovereign wealth funds, family offices, and investment... ...consultants. They are seeking to hire a senior China Strategist to play a leading role in the... ...freedom to shape the direction of the product, deepen client relationships, contribute...Senior
- JPMorganChase is looking for a Vice President, Product Manager to join the 55ip Global Product team in New York. This role involves working with cross-functional teams to analyze requirements and deliver innovative financial products targeting client needs. Candidates should...Senior
$50 - $60 per hour
...Join to apply for the Product Manager role at DataAnnotation . We are looking for a Product Manager to join our team to train AI models... ...are not limited to: Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits This is a full-time...Hourly payFull timeContract workPart timeRemote work- ...financial institution? We're seeking an innovative and strategic Senior Product Designer (VP) to drive the evolution of advisor-facing digital... ...Private Bank, with a core focus on alternative investment and wealth management products. In this role, you will help redefine the...Senior
$158.01k - $276.46k
## Sr. Wealth StrategistApplylocations: New York, NYtime type: Full timeposted on: Posted... ...and exceptional service.**Wealth Strategist/Client Development Sales Executive****Overview... ...development sales executive role.As a senior member of the Northern Trust team, you will...SeniorLocal areaFlexible hours$164.6k - $288k
...regulatory frameworks. This position is a senior level individual contributor role that... ...Management, and Business Units (Asset Servicing, Wealth Management, and Asset Management) to... ...value across client segments and products. Support deposit monetization strategies...SeniorWork at officeWork from homeRelocationFlexible hours
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