Asset & Wealth Management Transformation Lead
Ernst & Young
EY's Asset & Wealth Management Consulting team seeks a Senior WAM Transformation professional in New York. You’ll align operating models, data, and technology with business strategy across traditional and alternative asset managers, wealth platforms, and service providers. You’ll drive improvements in operating models, data governance, and system enablement while delivering client value and growth opportunities within EY’s global network. #J-18808-Ljbffr
- ...EY is recruiting a Wealth Management Senior Consultant to lead transformative projects across our Wealth and Asset Management practice in New York. You will blend strategy with industry expertise to drive operational improvements and client value. You will build trusted...Asset
- ...EY’s Wealth & Asset Management practice in New York seeks a Wealth Senior Transformation Consultant. You will lead projects merging strategic consulting with wealth industry knowledge, delivering operational excellence and client value. You will build relationships...AssetPart time
- ...Jobot is seeking a highly experienced Project Manager / Business Transformation Consultant to lead the assessment and transformation of Billing & Revenue Management for a premier wealth management client in New York. This long-term, on-site engagement offers end-to-end...Suggested
- ...Testing Site - JPMC is seeking a senior ConnectWealth Program and Change Management Lead to drive the wealth management transformation, overseeing change strategy, advisory engagement, and end-to-end program delivery across multiple product areas. You will guide adoption...Suggested
- ...EY in New York is seeking a Wealth Management Technology Manager to lead platform transformation programs for U.S. wealth platforms. You will drive product management, business analysis, and agile delivery with cross-functional teams across finance, operations, and tech...Suggested
- ...Guardian is seeking a strategic AI Transformation & Experience Lead for Client Solutions & Wealth Management. This role acts as an internal consultant to transform how advisors and client‑facing teams work through AI, automation, and emerging tech, aligning strategies...
- ...Brookfield Asset Management, a leading global alternative asset manager, seeks a Senior Account Manager, Business Development to manage a portfolio of strategic wealth platform relationships, including wirehouses, private banks, and RIAs. You will drive long-term revenue...Asset
$162k - $258k
...Senior Manager, Wealth Business Development This role within Macquarie Asset Management’s Client Solutions Group will support the growth and distribution of our Alternative... ...outreach and engagement: proven ability to lead campaigns with Enterprise RIAs, own meeting...AssetTemporary workWork at officeWork from homeFlexible hours3 days per week$170k - $300k
...0,000.00 - $300,000.00Category: Project and Program Management, Executive, WealthCompany: CitiThe Wealth Growth Program Manager is a strategic professional responsible... ...and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules...AssetFull time- Chase is seeking a Senior Associate within the Wealth Management Business Transformation Office to support end-to-end delivery of strategic programs that impact client experiences and perceptions of the firm. You will work with partners and stakeholders across front, middle...Work at office
$128.4k - $235.3k
...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help build a financial... ...management for our clients and our firm. You will lead transformative projects that blend strategic consulting expertise with...AssetSummer holidayFlexible hours$153.6k - $182.4k
...dedicated to empowering this transformation by building the tools and experiences... .... Channel Sales Development managers are aligned with specific... ...supporting our banking and wealth partners. Plaid is looking... ...education, and a library of sales assets like pitch decks and battle...AssetFull timeWork experience placementLocal area$141.12k - $220.5k
...expertise to develop market-leading products with the highest levels... ...chemistry. Supply Chain Transformation Lead - Process & Technology This... ...spreadsheet-based, legacy, or locally managed processes into standardized... ...our employees as our biggest assets. Instead of focusing just on...AssetWork at officeLocal area- ...Accenture helps the world’s leading enterprises reinvent by building... ...,000 people with proprietary assets and platforms, deep process... ...most significant operational transformations it has seen in decades. Institutions... ...are rethinking how they manage finance, HR, payroll,...AssetLive inWork at officeLocal area
- As a CRM Strategy & Transformation Manager on our internal Transformation & Execution group for Payments... ...testing and user implementation. Lead development and sustainment of a comprehensive... ..., financial transaction processing and asset management. We recognize that our...AssetFlexible hoursShift work
$125k - $290k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world's leading asset managers with over $2 trillion in assets under...AssetFull timeTemporary workPart time- ...Confidential, a leading global asset management firm in New York City, seeks a VP, Global Wealth Marketing to partner with Sales and business leaders to grow the global wealth arm. Based in New York, the role reports to the CMO and shapes growth, audience insights, and...Asset
- ...Anthropic is seeking a Strategic Account Executive for Asset & Wealth Management to drive enterprise-scale deals with asset managers, wealth managers... ...strategies, partnering with Product and Marketing, and leading cross-functional motions to deliver for enterprise clients....Asset
- ...Investments Specialist organization supporting the Private Wealth channel. The role focuses on sales, marketing,... ...of hedge funds, private equity, and real assets to Merrill Financial Advisors. The candidate will lead the PWM Alts Specialist team across multiple territories...Asset
- ...JPMorgan Chase & Co. is seeking a strategic leader to head the US Wealth Management Portfolio Advisory Group. You will guide investment solutions across asset classes, partner with CWM leadership, and drive adoption of new technology and platforms, including ConnectWealth...Asset
$125k
...About the Opportunity Altfest Personal Wealth Management, a leading independent, fee-only wealth management firm, is seeking an experienced and highly motivated Director of Business Development to help drive the firm’s continued growth. This is a high-impact opportunity...Temporary workWork at officeFlexible hoursWeekend work2 days per week$250k
...Job Description Senior Wealth Advisor \n Midtown Manhattan \n Boutique Wealth... ...provide comprehensive financial planning and asset management. \n \n Not a sales role; no... ...years wealth management experience and 5+ years lead advisor experience \n \n \n...Asset- ...Bessemer Trust, a premier wealth manager based in New York, is seeking an Assistant General Counsel with asset management experience to join its Legal Department. The role supports an investment platform of registered and private funds and separately managed accounts,...Asset
- ...Brookfield Asset Management is seeking a highly motivated Associate, Human Resources to support the HR function for the Private Wealth business. You will work closely with the Senior HR Business Partner across the employee lifecycle, ensuring best practices and compliance...Asset
- ...Brookfield Asset Management Inc. is seeking an Associate, Human Resources in New York to support the HR function for the Private Wealth business. You will work closely with the Senior HR Business Partner, handling onboarding through offboarding, ensuring compliance...Asset
$150k - $250k
...Company Overview: An independent, employee-owned global asset management firm manages over $530 billion in assets, offering a wide range of investment strategies and wealth planning services. They are seeking a Vice President, Wealth Investment Client Portfolio to...Asset- ...PwC in New York is seeking an Asset & Wealth Management Tax Senior Manager to guide clients through complex tax regulations, validate compliance, and optimize tax positions. You will lead teams to deliver high-quality tax advice while minimizing risk and ensuring regulatory...Asset
$120k - $150k
...Cerity Partners is hiring a Business Development Officer to grow our Growth organization in the wealth management space. You will cultivate new client relationships, engage HNW/UHNW prospects, and coordinate onboarding and engagement with internal teams. The role requires...- ...leader to drive cross-divisional client introductions and deepen Citi's OneCiti approach across Banking and Wealth divisions, focused on the NAM region. You will manage education, outreach and joint events while coordinating with Legal, Compliance, Risk, and Finance to...
- JPMorgan Asset Management in New York seeks a Vice President, Product Manager for 55ip to lead product strategy, collaborate with engineers, researchers and designers, and translate... ..., and ensure delivery of cutting-edge wealth management products, leveraging analytics...Asset
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