- Citigroup (Irving, TX)
- The Audit Manager is an intermediate level role responsible for performing moderately complex audits and assessments of Citi's risk and control environments in ... approve the Business Monitoring Quarterly summary and serve as lead reviewer for all reviews + Collaborate with teams...+ Manage audit activities for a component of a product line, function, or legal entity at the regional… more
- Charles Schwab (Lone Tree, CO)
- …access to sophisticated wealth-management services that help advisors attract and retain affluent clients, as well as profitably grow, compete and succeed in their ... appropriate internal and external resources to implement successful transition + Develop and lead customized project plans for deals + Broad knowledge of the RIA… more
- Berkshire Bank (Hartford, CT)
- …CT Purpose/Objective: Provides direction and overall leadership, focusing on affluent clients, delivering on Berkshire Banks franchise power. Works collaboratively ... to high value clients and oversees a portfolio of simple and/or packaged product account relationships. + Consults with new and existing clients regarding their… more
- US Bank (Sun City, AZ)
- …With a collaborative team structure, strong leadership support, a rich product portfolio and exceptional prospecting opportunities, we empower you to grow ... position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In This Role...Team. In This Role You Will: + Meet with affluent clients to collect financial information, conduct the needed… more
- Citigroup (New York, NY)
- …full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. Citigold clients have a dedicated team, ... & UX executive supporting our Wealth business lines, you'll lead a team that designs industry and market leading...You know how to apply design thinking and agile product design and combine the art and science of… more
- JPMorgan Chase (New York, NY)
- …extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager . JP Morgan Private Client is growing amid the launch of its ... new offering focusing on affluent families, individuals, and their businesses - and creating...for JP Morgan Chase. As a Field Leadership Optimization Lead within JP Morgan Private Client, you will be… more
- Sacramento Municipal Utility District (Sacramento, CA)
- …implementation of SMUD's 2030 Zero Carbon Plan. The position reports to the Manager of Sustainable Communities and DEIB. The successful candidate will guide the ... judgment and discretion within established broad guidelines; may serve in a Lead role and assist in planning, coordinating, prioritizing, and monitoring the work… more