Senior Investment Product Strategist - Wealth Management
JPMorgan Chase
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 and support advisor development. You will strengthen client satisfaction and build value-add relationships while providing transparent investment roadmaps. #J-18808-Ljbffr JPMorgan Chase
- 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...Senior
$170.5k - $284.1k
Overview Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting... ...and market information, as well as all available products/services to clients and prospects. Develop Individual...SeniorWork experience placementWork at office- 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
- ...Wealth Planning & Advice is a group of experts in trusts & estates, tax planning... ...planning, and concentrated position management (such as 10b5-1 plans, derivative-... ...will need to learn about the various products and platforms (investment, banking and lending) available to our...SuggestedWork at officeLocal area
- Wealth Management, Global Investment Strategist, Latin America and Global Families Group New York, NY, United States... ...Job Responsibilities Serve as a senior voice on the LatAm & GFG Investment... ...responsibility for narrative development, production cadence, and stakeholder...SuggestedWork at officeLocal area
$192k - $288k
Overview The Macro Portfolio Strategist will play a central role in the Citi Wealth CIO team. This role is... ...for developing investment views, producing portfolio... ...allocation, research, and risk management frameworks. The... ..., capital markets, product, and client‑facing teams...SeniorFull time$192k - $288k
Wealth CIO - Macro Portfolio Strategist - Senior Vice President Job Req Id: 26980393 Location(... ...responsible for developing investment views, producing... ...allocation, research, and risk management frameworks. The... ...research, capital markets, product, and client facing...SeniorFull time- 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
$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... .... The ideal candidate will have 3-5 years of investment management experience, strong analytical skills...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
- Northern Trust is seeking a seasoned investment sales professional to drive revenue by selling ETF and mutual fund products to ambitious wealth clients in a national/account framework... ...knowledge, and strategic relationship management with RIAs and institutions in a fast-paced...Senior
- 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
- ...is seeking a Vice President to join Private Wealth Management, leveraging ISG insights to implement portfolio... ...analysis, and clear communication of investment positioning. You will help PWAs discuss ISG positioning, product positioning across equities, fixed income, and...Senior
$211.28k - $316.92k
...20.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Global Wealth brings together the full power... ...to lawyers, accountants, asset managers and management professionals... ...industry specific expertise. The Investment Counselor is the primary...SeniorFull time- Citi is seeking a Wealth Relationship Manager in Mountain View to deepen relationships with affluent clients and deliver... ...face, assess complex needs, and collaborate with product specialists to tailor cash, credit and investment strategies. The role requires strong...Senior
$125k - $200k
A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients, delivering bespoke financial advice, and driving product growth through collaboration. Candidates should...Senior- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Senior Analyst in Brooklyn, NY to deepen client relationships... ...-net-worth clients. You will work with product specialists to understand banking, credit, and investment needs and deliver holistic financial...Senior
- 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
- Carlyle seeks a Senior Product Specialist in the AlpInvest Client Solutions Group in New York... ...fundraising and product development, and manage investor relations across multiple... ...coordinate with Relationship Managers and Investment Team Heads, and guide a small team in delivering...Senior
$98k - $162.5k
...responsibilities include independently managing transactions or portfolios of moderate... ...teammates on credit requirements. The Global Wealth Investment Management-Sr Credit Underwriter is... ...approval for complex, custom loan products (marketable securities, commercial real...SeniorFull timeBank staffWork at officeDay shift$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- ...innovative and strategic Product Designer to drive the... ...serve clients efficiently, manage portfolios, and... ...articulate design decisions to senior stakeholders and... ...today we are a leader in investment banking, consumer and small... ....P. Morgan Asset & Wealth Management delivers industry...Senior
- ...seeking an innovative and strategic Senior Product Designer to drive the evolution of digital... ...Private Bank, with a core focus on wealth management products. In this role, you will help... ...UX/UI design for advisor-facing investment experiences, translating complex investment...Senior
$200k
...providing client relationship management and investment banking services including... ...technology, media and telecom. Senior investment banking professionals... ...and payment solutions product suite as well as floating rate and F/X, private wealth, insurance and other services...SeniorFull timePart timeBank staffShift workDay shift- ICF seeks a Senior Product Strategist and Product Owner Coach to advance product ownership across digital products, data resources, and information services. You will partner with leaders and technical teams to define strategies, governance, and metrics, driving agile and...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... ...ExperienceUnderstanding of RIAs or broker-dealer operations, and investment products.Understanding of the advisor experience,...SeniorFull timeH1bVisa sponsorshipWork visaFlexible hours$125k - $250k
...and accelerate advisor productivity. This individual will... ...development initiatives, managing high-visibility... ...advisors across Private Wealth Management. The role is... ...provide financial planning, investment management, banking... ...confidently with senior leaders and cross-functional...Full timeTemporary workPart time$133.37k - $156.9k
.... Bank is seeking an attorney to join the Law Division’s Wealth Management & Investment Services legal team to support U.S. Bank’s personal trust... ...trust and investment management accounts, addressing both product-level and account-specific considerations to ensure...SeniorFull timeLocal area3 days per week- ...developers use to create their own products. Plaid powers the tools... ...Amsterdam. The Financial Management team develops market leading... ...tools offered by banks and wealth platforms. Our mission is to... ...products, including Transactions, Investments, and Liabilities, even more...SeniorFull timeWork experience placementLocal area
$170k - $210k
...integrating financial planning, investment management, business management, tax,... ...and challenges. Regis Wealth Advisors work hand-in-hand with... ...management.Job Summary:The Senior Wealth Advisor focuses on deepening... ...of the industry, financial products, and financial planning...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
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