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
- 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
- The Blackstone Group L.P. in New York is seeking a Vice President, Product Specialist focused on Blackstone’s Private Credit platform. You will partner with Private Wealth distribution teams to drive capital formation and deliver investor-focused materials. You will translate...Senior
- Citi in Brooklyn, NY is seeking a Sr. Analyst for Wealth Relationship Management (Branch) under the SAFE Act. You will identify and deepen... ...holistic financial planning and investment guidance with product partner support. Regular in-branch meetings, proactive client engagement...Senior
- Citi is hiring a Wealth Relationship Manager in Washington, DC. You will identify and deepen relationships with affluent clients, offering... ...planning and investment guidance. The role requires multi-product knowledge, high-touch client engagement, and collaboration with...Senior
$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- ...advisor to high- and ultra-high-net-worth individuals, seeks a Senior Tax Associate in New York City. The role emphasizes fiduciary tax... ...office service model. You will prepare and review tax work products, perform research on complex issues, and respond to client requests...SeniorWork at office
- 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
- Mercor is shaping enterprise wealth management evaluation tasks for AI systems used by Fortune 500 asset managers and private banks. You... ..., draft reference outputs, and write rubrics that capture how senior investment professionals think. In this role, you’ll build tasks...Senior
- J.P. Morgan Wealth Management seeks an Executive Director, Advanced Planner with deep knowledge of tax and trusts & estate laws to serve clients and advisors across the US. You will translate complex concepts into plain language while partnering with field leadership to...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- New England Legal Search represents a large national wealth manager seeking a Senior Wealth Strategist. The attorney will advise UHNW families on estate planning, financial planning, and tax considerations, with a minimum of seven years' experience. The role is primarily...SeniorRemote job
- Neuberger Berman’s Wealth Advisor Team seeks an Investment Strategist to lead the investment process for private wealth clients by developing strategic and tactical asset allocation models and customized portfolio solutions. The role leverages the firm’s institutional...Senior
- PayPal in New York City is seeking a senior product leader to drive the product strategy and architecture roadmap across cross-functional teams, balancing innovative design with regulatory requirements and customer needs. You will establish data-gathering mechanisms, oversee...Senior
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- YO AI Labs is seeking a Product Management Expert for a remote, US-based contract engagement. You will design and benchmark AI-driven... ...including PRDs, roadmaps, and executive-ready briefs, reflecting senior leadership standards. You will craft gold-standard scenarios,...SeniorRemote jobContract work
- 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
- 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
- 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
$128k - $193k
...clients’ businesses through designing the products and services their customers truly value.... ...are looking for a domain-strong Wealth Management Product Manager to lead advisor... ...closely with engineering, data, UX, and senior stakeholders.Responsibilities• Own product...Senior- 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
- Goldman Sachs Wealth Management is seeking a Product Manager to modernize our digital platform for wealth clients and advisors. You will collaborate with PWM teams to translate business goals into actionable features, manage product roadmaps, and drive delivery across...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- ...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
$99.15k - $162.89k
As a Senior Product Owner, Wealth Management, you will be responsible for defining, prioritizing, and driving product capabilities that support the Wealth Management business and enable a more intuitive, efficient, and valuable experience. This role serves as a critical...SeniorFull timeH1bVisa sponsorshipWork visaFlexible hours$115k - $270k
Our ImpactWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their... ...an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include...SeniorFull timeTemporary workPart timeWork experience placement$158.01k - $276.46k
...clients using leading technology and exceptional service. Wealth Strategist/Client Development Sales Executive Overview: At Northern... .... This is a client development sales executive role. As a senior member of the Northern Trust team, you will oversee new...SeniorLocal areaFlexible hours- 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.... ...shifts and personal aspirations. As a Senior Product Associate in US Wealth Management...SeniorVisa sponsorshipShift work
- 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
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