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 both existing...Suggested
- ...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 both existing...Suggested
- JPMorgan Chase & Co. is seeking a Senior Product Designer (VP) in New York to drive advisor-facing digital experiences within the Private Bank. In this role, you'll execute UX/UI design for complex investment concepts, leading design for critical investment journeys. The...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
$50 - $53 per hour
...are seeking an experienced Product Designer with a strong background in Wealth Management and Financial... ...intuitive, user-centric digital experiences for wealth management platforms, advisor tools, investment... ...investment products, financial planning, portfolio management, and...Suggested- ...professional to engage with clients on complex tax and wealth structuring issues. The role involves providing wealth planning advice and developing innovative solutions with... ...a Bachelor's degree and 8+ years of relevant experience, including strong analytical and communication...
- 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...
- 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
- ...is looking for a Vice President, Private Wealth Planner in New York City. This role involves offering comprehensive financial planning to clients through detailed assessments and... .... Ideal candidates should have extensive experience in financial planning, strong...
- 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
- ...will contribute to strategic planning, goal-setting, and team leadership... ...serves clients within the Wealth Advisory market, including Registered Investment Advisors (RIAs), Retirement Planning, Life... .... Qualifications & Experience: ~ Bachelor's degree in Finance...Night shift
$120k - $150k
...: Lenox Advisors brings together sophisticated... ...solutions in wealth management and... ...while gaining hands-on experience in advanced financial planning, including... ...trends and financial products, and operate in an... ...products specifically designed for high net worth...$175k - $250k
...What You'll Do: The Wealth Advisor represents Bernstein Private... ...clients to the firm's vast planning and investing expertise, in... ...of significant wealth Experience advising clients and being regarded... ...training program, which is designed to cover critical areas and...Flexible 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 investment...Full timeTemporary workPart time- ...than 160 years of experience, J.P. Morgan... ...capabilities, and products to wealthy... ...the Alternatives Advisor and Client Experience... ...journeys. The VP will translate... ..., release planning, and post-launch... .... The VP will design and continuously... ...Experience in wealth management, asset...
- ...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...
$225k - $275k
...Business Unit:** The Private Wealth Public Funds (PWPF) Legal group... ...board and committee meeting planning and preparation of meeting... ...launch of new initiatives and products* Interpret and apply regulations... ...:*** 7+ years of experience practicing law as a law firm...Local areaFlexible hours- JPMorgan Chase & Co. is looking for a Vice President Product Owner for the Wealth Plan Planning Engine team. This role involves developing strategies... .... The ideal candidate has over 6 years of relevant experience and a strong background in quantitative disciplines. This...
$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$130k - $170k
...President, Portfolio & Wealth Advisory New... ...assets. The VP of Portfolio... ...of external advisors (e.g.,... ...wealth management plan Manage the client... ...staff's work product Participate... ...relevant work experience Experience working... ...professional designation such as CFA or...Temporary workWork experience placementCasual workWork at officeRemote workFlexible hours$93k - $139k
...the Chief Administration Office within Wealth Management Operations- Transformation, E... ...for vendor relationships and financial planning for vendor management, headcount management... ...you At least 6 years' relevant experience would generally be expected to find the...Contract workTemporary workWork at officeLocal area- ...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
- ...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...Remote jobTemporary workCurrently hiring
- 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
- ...and forecasting. Our Financial Planning and Analysis teams are... ...efficiencies. As a Vice President in Wealth Management Planning &... ...senior management, and help design new reports and dashboards to... ...related subject 8+ years of work experience in Financial Services Advanced...Full timeWork experience placementLocal areaImmediate startRelocationVisa sponsorshipRelocation package
$130k - $250k
...world's leading institutions, financial advisors, and individuals. Goldman Sachs has... ...to the world's leading sovereign wealth funds, pension plans, governments, financial institutions,... ...environment ~6 plus years of applicable experience ABOUT GOLDMAN SACHS At...Full timeTemporary workPart time$125k - $180k
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...- 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... ...to post-mortem planning exercises and account...
$200k
...Data Strategist, Global Wealth Location:... ...immediate impact on achieving productivity and efficiency gains... .... Professional Experience 8+ years of... ...Power BI), and financial advisor data packages (... ...through organization and planning, collaboration, issue...Immediate start
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