VP Product Designer: Advisor Experience & Wealth Planning
JPMorgan Chase
JPMorgan Chase seeks a Senior Product Designer (VP) to enhance advisor-facing digital experiences within the Private Bank. You will lead design efforts in creating seamless user-centric experiences for alternative investments. With over 7 years of product design experience, you'll influence product direction, collaborate with product managers, and apply cutting-edge technologies. The role demands excellence in UX/UI design and stakeholder management, offering a competitive rewards package and a strong focus on diversity and inclusion. #J-18808-Ljbffr JPMorgan Chase
- ...private banking for advisors at the world’s premier... ...and strategic Senior Product Designer (VP) to drive the evolution... ...-facing digital experiences within the Private Bank... ...alternative investment and wealth management products.... ...and wealth planning. Design using existing...Suggested
- A leading financial services firm is seeking a Product Manager, Vice President to enhance its digital experience for Financial Advisors. This role focuses on developing portfolio construction and retirement planning tools that empower advisors. Applicants should have over...Suggested
$175k - $210k
...VP / Senior Director, Wealth Solutions Experience Remote, USA Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked... ...financial planning, investment management... ...Management, Client Service, Product/Technology, and... ..., and service design. Partner with leadership...SuggestedTemporary workSeasonal workWork at officeLocal areaRemote workHome officeMonday to FridayFlexible hours- J.P. Morgan is seeking a Senior Product Designer (VP) in New York to enhance advisor-related digital experiences focused on alternative investments. The ideal candidate will have over 7 years of experience in UX/UI design, strong stakeholder management skills, and a portfolio...Suggested
- ...About us: Compound Planning, with over $3B AUM, is a... ...of seasoned financial advisors, technologists, tax professionals... ...delivering a magical experience to clients powered by... ...About this role: As a wealth advisor, you'll work... ...innovate our product roadmap to meet your clients...SuggestedWork at office
- JPMorgan Chase & Co. is looking for a Vice President in Wealth Management Planning & Analysis to manage strategic financial reporting, assist with... ..., Finance, or related field, along with 8+ years of experience in Financial Services. Advanced skills in Excel and PowerPoint...Full timeWork at officeLocal areaRelocation package
- Location Designation Hybrid - 3 days per week Role... ...Associate, Senior Product Designer, Field Experience Summary Full-time... ...believe there is a wealth of knowledge we can... ...New York Life agents/advisors sell, service, and... ...prospecting and planning to quoting, applications...Full timeLocal area3 days per week
$175k - $250k
VP/Wealth Advisor page is loaded## VP/Wealth Advisorlocations: New York,... ...clients to the firm’s vast planning and investing expertise, in... ...individuals of significant wealth* Experience advising clients and being... ...training program, which is designed to cover critical areas and...Flexible hours- ...P. Morgan Asset & Wealth Management, with client... ...retirement products and services, brokerage... ...Officer VP in Wealth Management... ...remaindermen, and financial advisors for remaindermen.... ...on any planning issues that may arise... ...administration or settlement experience with direct client...
$165k - $185k
...experienced Investment Strategist. The role involves supporting Wealth Advisors with portfolio solutions, analyzing market data, and... ...candidates will have a Bachelor's degree and 7-10 years of experience in financial markets or wealth management, alongside strong...- BNY Mellon is looking for a Vice President, Executive Programs and Wealth Events Manager in New York. This strategic position involves leading the planning and execution of impactful executive programs and events. Responsibilities include managing significant internal...
- ...winning property operations and experience platform helps coordinate,... ...an experienced and strategic VP, Customer Experience to lead... ...improve support outcomes and team productivity Ensure Assist functions are... ...on forecasting, capacity planning, and improving overall unit economics...Temporary workCurrently hiringRemote work
$115k - $270k
...Impact As a Product Manager, you will... ...and reinvent the Wealth Management digital... ...empower the client and advisor relationship. You... ...and advisor experience. You are comfortable... ...provide financial planning, investment management... ..., data and design. Private Wealth...Full timeTemporary workPart timeWork experience placement$160k - $245k
...entertainment, delivering unforgettable experiences while forging deep... ...Company features the original production, the Christmas Spectacular... ...Who are we hiring? The VP, Events and Experiences will... ...you do? Own end-to-end planning and execution of a broad portfolio...Full timeContract workPart timeLocal areaWeekend workAfternoon shift- ...Vice President In Wealth Management Planning & Analysis This is a great opportunity... ...management, and help design new reports and dashboards... ...subject ~8+ years of work experience in Financial Services ~ Advanced... ...a broad range of financial products. Our mission is to create...Full timeWork experience placementLocal areaImmediate startRelocationVisa sponsorshipRelocation package
- ...President, Portfolio & Wealth Advisory About the Company... ...teams and external advisors to provide integrated wealth... ...client objectives. The VP will also be... ...minimum of 5 years of experience in wealth management, and... ...familiarity in trust and estate planning, market trends, and...
$130k - $170k
...premiere, boutique wealth management firm... .... The VP of Portfolio... ...of external advisors (e.g., attorneys... ...wealth management plan Manage the... ...junior staff's work product Participate... ...relevant work experience Experience... ...professional designation such as CFA or...Temporary workWork experience placementCasual workWork at officeRemote workFlexible hours$130k - $250k
...within Goldman Sachs Asset & Wealth Management delivers customized... ...team, MAS Analytics Strats designs and builds tools and systems... ...management, and we enhance client experience through our class-leading... ...You will architect and ship production systems, translate...Full timeTemporary workPart time- ...Talent Development Advisor In this high impact... ...HR, Talent & Employee Experience products to meet business demand... ...Advisor for Asset & Wealth Management within our... ..., succession planning and manager development... ...skills ~ Experience in designing and delivering talent...
- ...various distribution channels within the Wealth Management organization to support the... ...integrate risk management into strategic planning and decision-making processes Participate... ..., or a related field. 7+ years of experience in risk management, finance, or a related...
- ...Goldman SachsAsset and Wealth Management oversees $3... ...client base. Global Product Strategy is a growing... ...investment strategy and design, differentiate product... ...-market messaging and planning for new and existing... ...of financial industry experience with specific experience...Full timeWork at office
- Asset & Wealth Management, Alternatives, Structured... ...services for pension plans, sovereign wealth funds... ...foundations, financial advisors, and individuals.... ...range of asset classes, products, industries, and sectors... ...0+ years of full-time experience across investment banking...Full timeWork at officeFlexible hours
- Asset & Wealth Management, Client Solutions Group - Finance... ...services for pension plans, sovereign wealth funds... ...foundations, financial advisors and individuals.... ...directly with leadership to design, implement and... ...efficiency and scale SKILLS & EXPERIENCE WE ARE LOOKING FOR 10-...Full timeWork at office
- We are seeking a Vice President, Brand Experience in New York to lead media strategy for a high-profile client. This role involves developing... ...media team. The ideal candidate will have 12+ years of media planning experience, a track record in client relations, and strong...Flexible hours
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor... ...for early-career advisors or financial planning professionals who are ambitious and want... ...roles. Applicants should have 2-5 years of experience in wealth management, financial...
- ...the Chief Administration Office within Wealth Management Operations- Transformation, E... ...for vendor relationships and financial planning for vendor management, headcount management... ...around you At least 6 years’ relevant experience would generally be expected to find the...Contract workTemporary workWork at office
$175k - $210k
...Mercer Advisors is looking for a VP / Senior Director, Wealth Solutions Experience to lead operational and strategic initiatives in their Tax business. The role involves defining client experiences, driving growth strategies, and overseeing technology innovations. The...Remote work$83k - $134k
...President, Executive Programs and Wealth Events Manager to lead the planning and delivery of high-impact events... ...engagement, and elevate the BNY brand and experience. This position will oversee... ..., travel logistics, catering, production, branding, speaker support, and post...Temporary workWork at officeWorldwideFlexible hours$100k - $160k
Asset & Wealth Management - Private Wealth Management... ...President, Private Wealth Advisor - New York City Goldman... ...wealth management plans for ultra‑high net‑worth... ...from our deep investment experience, diverse wealth‑... ...inclusive of the full product and service offerings of...Full timeTemporary workPart time- Job summary As a Wealth Management Solutions... ...Estate Officer - VP within the Global... ...trustees and their advisors. You will also develop... ...over 170 years of experience in serving as a... ...Cross-sell JPM products/services; maintain... ...knowledge to post-mortem planning exercises and...
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