Vice President, Wealth Management Finance Strategy & Change Management
Confidential
Vice President, Wealth Management Finance Strategy & Change Management
About the Company
Top-tier global investment bank
Industry
Financial Services
Type
Public Company
Founded
1935
Employees
10,001+
Categories
- Asset Management
- Financial Services
- Lending
- Investment Banking
- Investment Management
- B2B
- Consulting & Professional Services
- Marketplace
- Banking
- Brokerage
- Economics
- Finance
- IPOs
- Personal Finance
- Publicly Traded
- Business
- Wall Street
- Keywords
- Savings & Investing
- Credit
- Insurance
- Morgan Stanley
Specialties
- sales & trading
- investment banking
- investment management
- prime brokerage
- research
- institutional consulting
- wealth management
- and private wealth management
- private wealth management
- and social media disclosures: mgstn.ly/socialdisclosure
Business Classifications
- B2B
- Marketplace
About the Role
The Company is in search of a Vice President for its Wealth Management Finance Strategy & Change Management team. The successful candidate will be a key player in driving strategic transformation and supporting new business growth within the Wealth Management business unit. This role involves leading and executing projects aimed at simplifying and modernizing finance data and systems infrastructure. The Vice President will also be a strategic partner, representing the finance division and collaborating with business partners on new initiatives and strategic priorities. Responsibilities include change leadership, opportunity assessment, requirements and testing, technical partnership, and fostering a culture of continuous improvement and innovation. Applicants must have a minimum of 10 years' of relevant experience in finance, strategy, transformation, consulting, business analysis, product management, technology delivery, or a related field. A B.A./B.S. in a relevant discipline is required. The role demands advanced understanding of the finance functional area, technical skills, and a deep knowledge of the industry and competitive environment. The ideal candidate will possess strong problem-solving skills, the ability to influence senior stakeholders, and a proven track record of leading through influence. Experience in strategic thinking, technical partnership, and a strong analytical capability are essential. The role also requires exceptional communication, adaptability, and a high level of curiosity, particularly in the area of AI and emerging technologies.
Functions
- Finance
- Strategy
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Vice President, Wealth Management Finance Strategy & Change Management in New York, NY vacancy
$110k - $190k
We're seeking someone to join our Strategy & Initiatives team as a Vice President in Wealth Management Finance. The Wealth Management Finance Strategy & Initiatives team... ...President level position within our Portfolio & Change Management Job Family which manages strategic...SuggestedTemporary work1 day per weekMorgan Stanley
New York, NY1 day ago- ...Vice President of Wealth Strategies About the Company A multi-family office with $32 billion in assets under management. Industry Financial Services Type Privately Held About... ...client advisors on tax concepts. Functions ~ Finance ConfidentialSuggestedWork at office
- ...Vice President of Product, Go-to-Market Strategy & Execution About the Company Diverse financial services... ...Financial Services Finance Banking Wealth Management Banking & Mortgages Asset... ...experience in leading adoption or change management programs,...Suggested
- ...Chase & Co. (JPMC) , Control Management identifies and manages... ...reputational risks. Within Asset & Wealth Management (AWM) , Controls Strategy & Innovation (CSI) plays a... ...AWM business in an ever-changing global landscape. "As a Vice President in the AI Controls...SuggestedWork at office
- ...VP of Corporate Development & Strategy to help shape and execute... ...transactions. Support and manage key components of transaction... ...activity, emerging trends, and changes in the broader financial services... ..., investment management, wealth management, or related financial...Suggested
Knack Group
New York, NY5 days ago - ...Business Unit Overview: The Wealth Advisory Group is a... ...within Wealth Management at New York Life, designed... ...services that span tax strategy, risk protection, philanthropy... ..., and portfolio model changes to ensure internal... ...university in Finance, Economics, Business Administration...Work at officeLocal area3 days per week
New York Life Insurance Company
New York, NY1 day ago - ...Vice President, Corporate Communications, Global Wealth & Retirement About the Company Globally focused... ...Consulting Services Finance Hedge Funds Investing Investment Management Private Equity... ...conference communications strategy to enhance the business'...
- ...Vice President, Portfolio Strategy, Authorized User Business About the Company Diverse financial services firm & investment... ...10,001+ Categories Financial Services Finance Banking Wealth Management Banking & Mortgages Asset Management Investment...
- ...Corporate Vice President, Business Discovery & Solution Strategy About the Company Pioneering mutual life... ...10,001+ Categories Finance Insurance Asset Management Consulting & Professional... ...capabilities to fundamentally change business workflows and...
- ...Vice President, Amazon Cobrand Strategy About the Company Diverse financial services firm & investment bank Industry Financial... ...10,001+ Categories Financial Services Finance Banking Wealth Management Banking & Mortgages Asset Management...
- ...Vice President, AI Technical Strategy & Integration About the Company Profitable... ...Services Brokerage Finance Investment Banking... ...Investment Advisor Strategic Wealth Services Strategic... ...global teams. Functions ~ Product Management Confidential
$110k - $190k
...Institutional Securities Group (“ISG”), Wealth Management (“WM”), and Asset Management. The US... ...the Digital Direct and Workplace Banking Strategy team, which is responsible for growing... ...deliver the system, process, and operating changes required to improve client experience....Temporary workFlexible hours- ...client experience. You’ll use your strategy, analytics, and stakeholder management skills to drive measurable... ...mobility and exposure across J.P. Morgan Wealth Management and the broader firm while... ..., credit cards, mortgages, auto financing, investment advice, small business...
JPMorgan Chase & Co.
New York, NY5 days ago - ...segments including Asset & Wealth Management, Corporate & Investment Bank... ...advisors, and institutions with strategies and expertise spanning the... ..., onboarding, allocation changes, trading/implementation workflows... ...degree or higher (Business, Finance, Economics, or related...Work at office
$115k - $270k
Asset & Wealth Management, PWM, Next Gen Marketing & Engagement Strategy, Vice President - New York New York, NY, United States Job Description Private Wealth Management Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management...Full timeTemporary workPart timeWork at officeAfternoon shift$115k - $270k
...a strategic, creatively-driven Vice President, Brand Marketing & Creative Strategy to lead brand positioning, messaging... ...creative across Private Wealth Management ("PWM") and broader Wealth Management... ...benefits, wellness and personal finance offerings and mindfulness programs...Full timeTemporary workPart timeWork at office- ...Partner with a client mindset, workforce strategy experience, and strong data fluency to... ...and other enterprise partners like Finance and Legal teams to deliver integrated,... ...initiatives, including organizational design, change management, and operating model evolution, to...WorldwideFlexible hours
- ...Solutions Team Vice PresidentJ.P. Morgan Asset & Wealth Management delivers industry-leading investment... ...and institutions with strategies and expertise that span... ...to their wealth or finances to better define, focus... ...the Solutions Team Vice President, you will be a key...Remote work
Chase
New York, NY2 days ago - Wealth Management, VP Product Development DescriptionJPMorgan... ...institutions with strategies and expertise that... ...to their wealth or finances to better define, focus... ...OUTLINEThis is a Vice President role focused on product... ...key strategic changes to streamline offerings...
JP Morgan Chase
New York, NY5 days ago - ...Job Description As a Vice President – Product Owner on the JPM Wealth Management Self Directed Invest... ...defining the vision, strategy, and execution of the... ...strategic approach to execute changes Drive... ...cards, mortgages, auto financing, investment advice, small...Visa sponsorship
JPMorgan Chase & Co.
New York, NYa month ago - ...Description We are looking to add a Senior Associate / Vice President, Commercial Strategy & Growth to Wealth Management Managed Investments. Managed Investments is... ...a more intentional approach to their wealth or finances to better define, focus and realize their goals....Work at office
JPMorgan Chase & Co.
New York, NY8 days ago - ...Director, Workforce Optimization & Change Management About the Company Diverse financial... ...Financial Services Finance Banking Wealth Management Banking & Mortgages... ...TDP segment by connecting workforce strategy to business priorities and leading...
- ...Product Delivery & Platform Strategy Team The Annuity and Insurance... ...organization across JPM Wealth Management. Responsibilities include... ...governance, reporting, and change management to scale proven approaches... ...approach to their wealth or finances to better define, focus and...
Chase
New York, NY4 days ago - ...Vice President, Private Wealth Advisor, Private Wealth Management About the Company Prominent global investment bank... ...Employees 10,001+ Categories Finance Financial Services... ...external experts to develop tailored strategies for clients. The Private Wealth...
- ...Vice President, Sales Strategy & Support Manager About the Company Diverse financial services firm & investment bank Industry Financial... ...10,001+ Categories Financial Services Finance Banking Wealth Management Banking & Mortgages Asset Management...
- ...Senior Vice President, Claims Strategy, Operations & Alternative Risk About the Company Globally-... ...Services Risk Analysis Investment Management Cut and Sew Custom Apparel... ...the SVP will be expected to champion change management and ensure the successful...For contractors
- ...Senior Vice President, Data & AI Transformation... ...Categories Finance Financial Services... ...credit private wealth and alternative... ...AI and data strategy. The role involves... ...transformation, product management, strategy, or... ...driving organizational change in technology...Permanent employment
- ...Vice President, Commercial Strategy About the Company Globally recognized media & information services... ...Apps Broadcasting and Media Finance Fox News Information Technology... ...professional with a proven track record in managing senior agency, holding company,...
- ...Corporate Vice President, Field Prospecting Strategy & Enablement About the Company Pioneering mutual life insurance company... ...1845 Employees 10,001+ Categories Finance Insurance Asset Management Consulting & Professional Services Financial...Local areaHome office
- ...Senior Vice President, Strategic Development & Planning... ...Asset Management Banking Financial... ...Technology Finance Marketplaces... ...transformation and change management initiatives... ...in corporate strategy, management consulting... ...investments, wealth management, asset...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Vice President, Wealth Management Finance Strategy & Change Management. Be the first to apply!
Related searches
- vice president global procurement New York, NY
- vice president project management New York, NY
- vice president software engineering New York, NY
- vice president research and development New York, NY
- vice president innovation New York, NY
- vice president logistics New York, NY
- vice president internal communications New York, NY
- vice president data analytics New York, NY
- senior associate vice president New York, NY
- vp of accounting New York, NY