- Citigroup (New York, NY)
- The Wealth Client Segments Control Testing Utility is responsible for the testing of controls designed and owned by the Citi's Wealth Segments ... (ie, client -facing) businesses. This position reports to the Wealth Client Segments Control Testing Lead, within the USPB- Wealth -Common … more
- Citigroup (New York, NY)
- The Wealth Client Segments Control Testing Utility is responsible for the testing of controls designed and owned by the Citi's Wealth Segments ... businesses. This position reports to the Wealth Client Segments Control Testing Head within the Control Testing Utility and is an execution-oriented… more
- Morgan Stanley (Purchase, NY)
- …perspectives and needs is an important part of our culture. Client Segments Organization, within Morgan Stanley Wealth Management, is comprised of various ... of defense function responsible for overseeing the operational risks and controls of Wealth Management's Client Segments business units. This team partners… more
- Citigroup (New York, NY)
- …affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... wealth generation. + Anticipate events in a client 's life and business which have significant financial implications....business opportunities and address the unique needs of specific client segments . + Keep abreast of financial… more
- Citigroup (Queens, NY)
- …will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments . Senior Wealth Advisors have access to ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- Citigroup (San Francisco, CA)
- …will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments . Senior Wealth Advisors have access to ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- Citigroup (New York, NY)
- Citi Global Wealth (CGW) is a Division of Citi focused on serving the needs of clients across the entire wealth spectrum. It has been created by combining the ... Wealth Management businesses across Citi Global Consumer Bank and...delivered via tailored offerings across the Citigold, Citi Private Client , and Citi Private Bank brands. **Job Background/Context:** The… more
- Citigroup (New York, NY)
- …affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business… more
- Citigroup (New York, NY)
- …affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work across currencies, asset classes, markets,… more
- Citigroup (New York, NY)
- …affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... Citi Global Wealth brings together the full power of Citi...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (New York, NY)
- … value proposition continuum includes products and services across the different client segments , from affluent to ultra-high-net worth through Citigold/Citigold ... for performing moderately complex audits and assessments of Citi's risk and control environments in coordination with the Audit team. The overall objective is… more
- Morgan Stanley (Miami, FL)
- …services firm that conducts its business through three principal business segments -Institutional Securities, Wealth Management (WM), and Asset Management. Morgan ... Advisors, Complex Management and Risk Officers for existing Banking & Lending client relationships. * Actively identify, measure, control and remediate money… more
- Citigroup (Irving, TX)
- … value proposition continuum includes products and services across the different client segments , from affluent to ultra-high-net worth through Citigold/Citigold ... for performing moderately complex audits and assessments of Citi's risk and control environments in coordination with the Audit team. The overall objective is… more
- Citigroup (New York, NY)
- …affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... Citi Global Wealth brings together the full power of Citi...conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 15+ years of… more
- Citigroup (Jacksonville, FL)
- … client base using financial planning, excellent discovery and profiling skills; segments include of Citi Private Client , Citigold, Priority, and Everyday ... to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.) + Manage client follow-up and adhere to all… more
- Citigroup (Short Hills, NJ)
- …expertise to identify business opportunities and address the unique needs of specific client segments . + Keep abreast of financial industry developments and ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business… more
- Citigroup (Jacksonville, FL)
- …clients interested in becoming new clients. + Responsible for executing specific client contact campaigns as defined by Sales Management/ Segments . + Responsible ... The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or… more
- Truist (Charlotte, NC)
- …will interpret the results of audit work performed, determine internal control weaknesses, and make value-added recommendations. On occasion, the Truist Senior ... Internal Auditor may lead segments or primary elements of smaller audits or special...time to time. 1. Prepare for and lead effective client interviews and document interview results via narratives, flowcharts… more
- Citigroup (Queens, NY)
- … Wealth policies, standards, procedures, leading appropriate levels of alignment across client segments / product/ regions. + Develop and drive credible plans ... Citi's Wealth business serves the needs of clients across...their goals. The Investments and Insurance Risk Assessment and Control Design Managing Director will be responsible for leading… more
- Morgan Stanley (Tampa, FL)
- …services firm that conducts its business through three principal business segments -Institutional Securities, Wealth Management (WM), and Asset Management. Morgan ... services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities,… more