• Managing Principal - Wealth

    Capco, a Wipro Company (New York, NY)
    …our clients can emerge as industry leaders. **About the Job:** As a Managing Principal on the Wealth & Asset Management leadership team, you will work ... are passionate about helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as an… more
    Capco, a Wipro Company (10/09/24)
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  • Citi Wealth at Work - Investment Counselor…

    Citigroup (New York, NY)
    Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
    Citigroup (10/25/24)
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  • Vice President: Anti-money Laundering Risk…

    Morgan Stanley (Miami, FL)
    …its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides ... services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities,… more
    Morgan Stanley (10/23/24)
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  • Citi Wealth at Work - Financial Planner…

    Citigroup (New York, NY)
    Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
    Citigroup (11/28/24)
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  • JP Morgan Wealth Management - Select…

    JPMorgan Chase (Seattle, WA)
    …working within a team environment + Educate clients and prospects on the Wealth Management platform offerings of JP Morgan Asset management. **Required ... to meet their financial needs. As a Select Financial Advisor in Chase Wealth Management, you will offer financial planning and advice to complex investment… more
    JPMorgan Chase (09/28/24)
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  • Wealth Management Solutions, Private Bank…

    JPMorgan Chase (New York, NY)
    …Morgan Private Bank is seeking an experienced Executive Director to serve as the Treasurer/ Principal Financial Officer for a fund complex within JP Morgan Wealth ... and financial reporting, with a proven track record of managing complex fund structures and leading diverse teams. This...role within the mutual funds structure serves as the Principal Financial Officer of the Trust, overseeing all operational… more
    JPMorgan Chase (11/24/24)
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  • JP Morgan Wealth Management Securities…

    JPMorgan Chase (Newark, DE)
    …dedicated to the seamless delivery of the Securities Based Lending products to Wealth Management + Provide the highest level of service to our internal partners ... to resolve exceptions as soon as possible. These exceptions include effectively managing under margin situations, past review facilities, past due principal more
    JPMorgan Chase (09/27/24)
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  • Principal Data Engineer - Director

    Citigroup (Tampa, FL)
    …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our...Citi. **The Role** We are looking for a hands-on Principal Data Engineer who is passionate about solving business… more
    Citigroup (10/05/24)
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  • Risk Internal Audit and Internal Controls Senior…

    Plante Moran (Southfield, MI)
    Risk Internal Audit and Internal Controls Senior Manager or Principal + Location: United States, Michigan, Southfield + Location: United States, Illinois, Chicago ... include, but not be limited to: . Technical . Managing and leading engagements by providing internal audits for...risks and mitigating factors of potential investments, such as asset types and values, legal and ownership structures, professional… more
    Plante Moran (10/19/24)
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  • Speciality Lines Program Manager- Principal

    Capco, a Wipro Company (New York, NY)
    …full suite of services that we can deliver to our clients. We are insurance, wealth & asset management and group benefits domain experts, trusted by our clients ... strategy and then making that strategy a reality. **About the Job:** As a Principal Consultant on the US Insurance team, you will work in a fast-paced environment… more
    Capco, a Wipro Company (11/22/24)
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  • Investment Trading Principal - Municipal…

    Citigroup (New York, NY)
    Citi Investment Management (CIM) is a group within Citi Global Wealth Investments that manages assets on a discretionary and advisory basis for clients of Citi. With ... CIM manages a broad suite of investment strategies within single and multi- asset class products. CIM is currently seeking an experienced municipal bond trader… more
    Citigroup (11/26/24)
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  • Assistant Vice President: Anti-money Laundering…

    Morgan Stanley (Houston, TX)
    …its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides ... due diligence (EDD) program with a specific focus on source of wealth analysis and corroboration; * Managing data and trend analysis related to the source of … more
    Morgan Stanley (11/14/24)
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  • EDD (Enhanced Due Diligence) Operations- ED- Team…

    Morgan Stanley (New York, NY)
    …business through three principal business segments Institutional Securities, Wealth Management, and Asset Management. Morgan Stanley provides comprehensive ... services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities,… more
    Morgan Stanley (11/13/24)
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  • Executive Director: Anti-money Laundering Risk…

    Morgan Stanley (Purchase, NY)
    …its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides ... services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities,… more
    Morgan Stanley (10/31/24)
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  • Executive Director: Anti-money Laundering Risk…

    Morgan Stanley (Miami, FL)
    …its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides ... services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities,… more
    Morgan Stanley (10/16/24)
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  • KYC Office: WM and US Banks Risk and Control Lead…

    Morgan Stanley (Tampa, FL)
    …its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides ... services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities,… more
    Morgan Stanley (11/05/24)
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  • Financial Crimes Program Design: The Architecture…

    Morgan Stanley (Miami, FL)
    …its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides ... services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities,… more
    Morgan Stanley (11/28/24)
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  • KYC Office: WM and US Banks Risk and Control…

    Morgan Stanley (Tampa, FL)
    …its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides ... services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities,… more
    Morgan Stanley (11/09/24)
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  • Vice President, WM and US Banks Capacity Planning…

    Morgan Stanley (Tampa, FL)
    …its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides ... services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities,… more
    Morgan Stanley (11/02/24)
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  • Manager - Securities Based Lending

    JPMorgan Chase (Columbus, OH)
    …transactions. **Job Summary** As a Manager of the Securities Based Lending team in Wealth Management Operations, you will guide operations to handle a high volume of ... dedicated to the seamless delivery of the Securities Based Lending products to Wealth Management + Provide the highest level of service to our internal partners… more
    JPMorgan Chase (09/25/24)
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