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
$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...Senior$149k - $156k
Goldman Sachs Bank AG in New York is hiring an Associate, Internal Product Specialists for their Asset & Wealth Management division. The role involves preparing investor presentations, analyzing investment performance, and participating in client meetings. Candidates should...Suggested- ...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
$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- Citi in New York is seeking a Wealth Relationship Manager to manage relationships with affluent clients. This role demands strong analytical skills and the ability to anticipate clients' complex financial needs. The ideal candidate has 5-8 years experience, a relevant...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- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Sr. Analyst to deepen client relationships and ensure compliance with financial regulations. This role demands strong analytical skills and the ability to provide holistic financial solutions to affluent...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$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- 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
$170.5k - $284.1k
M&T Bank in New York City is seeking an experienced investment manager responsible for delivering comprehensive wealth management services. The position requires at least 7 years of investment-related experience along with strong client management and communication skills...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
- 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
- ...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
$200k - $250k
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 develop and implement wealth planning as part of CIBC Private Wealth’s integrated wealth management...SeniorRemote work$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- Savvy Wealth, Inc. is seeking a Senior Product Marketing Manager to lead the marketing for Savvy Wealth Investment Management (SWIM) and financial products. This role involves collaborating with the CIO to productize investment strategies, creating comprehensive collateral...SeniorWork at office
$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
- 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...Senior
- Neuberger Berman is seeking a hands-on Product Governance professional to define eligibility, fees, and program design for private wealth products. You will translate business intent into operational rules and data specifications, collaborating with Legal, Compliance,...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
$160k - $270k
Goldman Sachs is looking for a Product Manager in New York, New York, to modernize Wealth Management's digital platform. The role involves collaborating with product managers to create user-centric solutions and improving client experiences. The ideal candidate possesses...Senior$149k - $156k
Goldman Sachs is looking for an Associate, Internal Product Specialists based in New York, New York. This role involves preparing investor presentations, analyzing quantitative data on fund performance, and creating marketing materials for private equity funds. Candidates...$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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Product Strategist. Be the first to apply!
- strategy consultant New York, NY
- senior brand strategist New York, NY
- account strategist New York, NY
- entry level strategy consultant New York, NY
- business strategist New York, NY
- program strategist New York, NY
- workplace strategist New York, NY
- media strategist New York, NY
- design strategist New York, NY
- investment strategist New York, NY

