- Citigroup (Jacksonville, FL)
- The Wealth Products and Operations Control ...of controls that are designed and owned by Citi's Wealth Product and Operations departments. ... Wealth at Work. This position reports to the Wealth Products and Operations Control Testing Head within the Citi COO organization's Central Testing… more
- HSBC (Cupertino, CA)
- …Manager and Field Support Manager to achieve network operational efficiency and operational/ risk control As our Wealth Center Operations Manager you will: + ... our communities and the planet we all share. The Wealth Center Operations Manager oversees the operational,...system, banking policies, procedures, and controls as well as products and services offered within the Wealth … more
- M&T Bank (Wilmington, DE)
- **Overview:** The Banking Services Operations Development Program enables participants to gain in-depth professional and analytical experience with development of ... of a manager or more senior analyst. **Institutional Services Wealth Management (ISWM) Overview:** Shared Services delivers operational excellence, processing,… more
- 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 ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ...Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area,… more
- Citigroup (New York, NY)
- …clients through its global footprint in Asia, EMEA, Mexico, and North America. Citi Wealth delivers a wide range of products and services covering managed ... Wealth is responsible for defining an ambitious, growth-focused strategy across all wealth client segments and products , leading and executing our strategy… more
- Citigroup (Tampa, FL)
- …Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations , Technology, Independent Risk, Internal Audit, and other cross-functional ... Wealth business (eg, Citi Private Bank, Citigold, Citigold Private Client, Wealth at Work), ICRM, Legal, Operations , Independent Risk, Internal Audit, and… more
- JPMorgan Chase (Columbus, OH)
- …analytics, business operations , and reporting. You will spearhead your Product 's Wealth Management Data Strategy, from conceptualization to implementation, ... data quality and protection. Your responsibilities will encompass the data within a Wealth Management product that is generated, provisioned, or utilized to… more
- M&T Bank (Los Angeles, CA)
- …DEPARTMENT DESCRIPTION: When our clients need financial services outside of their core wealth management solutions, we have the resources to help. Our Wealth ... specialized expertise. DEPARTMENT RESPONSIBILITIES: You'll join a small cohort within our Wealth Management division to gain experience on becoming a Wealth … more
- Citigroup (New York, NY)
- …Investment product management and its integration with digital and wealth initiatives to ensure successful execution of projects. Strong communication and ... **Job Description:** The Wealth Business Management Lead is responsible for overseeing...frequent internal negotiation at senior levels across Risk, Legal, Control and Service, and at times, managing relationships with… more
- Citigroup (Jacksonville, FL)
- The Wealth Solutions Advisory Manager provides full leadership and supervisory responsibility. Provides operational/service leadership and direction to team(s). ... well as direction of daily tasks and responsibilities. The Wealth Solutions Advisory Manager will be responsible for insuring...operation and credit to ensure that all sales and operations activities are with high level of performance standards… more
- Morgan Stanley (Purchase, NY)
- …the firm as it relates to projects, financial close and controls (Financial Control Group, Operations , Corporate FP&A, Strategy and Data Analytics). > Monitor ... a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley provides a superior foundation for building… more
- Capco, a Wipro Company (New York, NY)
- …but not limited to financial planning, goals-based planning, investment management, products , practice management, operations , technology and overall market ... large-scale change initiatives for leading clients across Financial Services, within Wealth and Asset Management. Fitting that description, you will also need… more
- Citigroup (Jacksonville, FL)
- The Wealth Solutions Advisor SAFE Act position is a developing professional role. The ideal candidate possesses knowledge of the financial industry, with the ability ... client and offer solutions through a wide range of products , services and tools based on client profiling. +...based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking,… more
- JPMorgan Chase (Newark, DE)
- **Our Business** JP Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and ... of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional… more
- Citigroup (Queens, NY)
- …**Responsibilities:** + Responsible for managing and supporting multiple risk and control programs for Wealth Deposits including, processes, quality, tools ... Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area,...risk management consistency and excellence. + Works closely with Wealth Deposits Product to identify issues and… more
- Truist (Richmond, VA)
- …America) **Please review the following job description:** Responsible for the day to day operations of the F & E specialty support group which includes daily review ... resolve pertinent account issues. + Coordinate and provide quality control reviews for teammates, with an enhanced attention to...issues in a timely manner to F & E Operations & Client Service Manager. + Assists with various… more
- Kestra Financial (Fort Worth, TX)
- …in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products , including but not limited to: ... Symonds Wealth Management, a comprehensive financial planning and investment...a strong understanding of the financial services industry and products , and is critical in handling the day-to-day client… more
- Kestra Financial (Cypress, TX)
- …in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products , including but not limited to ... An established and growing wealth planning firm in Cypress, Texas, is seeking...a strong understanding of the financial services industry and products and is critical in handling the day-to-day client… more
- JPMorgan Chase (New York, NY)
- …are responsible for a wide range of activities including financial control , forecasting and budgeting, analysis of financial/business metrics, delivery of ... how to increase profitability and efficiencies. As a Senior Associate in Wealth Management Planning & Analysis, you will analyze, prepare, and reconcile accounting… more
- Citigroup (Tampa, FL)
- …losses. The individual will support coverage of Citi's US Personal Banking and Wealth organizations on all elements pertaining to data risk in close coordination ... and adoption of data management capabilities.** **Proficiency in risk and control data analysis and visualization, in particular the ability to incorporate… more