- Zions Bancorporation (Salt Lake City, UT)
- …of controls to address the risks associated with vendors. We are currently seeking a Wealth Technology and Operations Manager within the EWM Team to manage ... teams and community identities in 11 states. Enterprise Wealth Management (EWM) is a dynamic and...is located in Salt Lake City, Utah. Description The Wealth Technology and Operations Manager… more
- Morgan Stanley (South Jordan, UT)
- …rooted in the community since 1997 and supports the Firm's global Wealth Management , Operations and Technology divisions. With the recent acquisitions of ... someone to join our team as a Reference Data Operations Associate in Shared Services & Banking Operations...E*TRADE and Solium, Morgan Stanley super-charged its Wealth Management and Corporate and Institutional Solutions… more
- Morgan Stanley (South Jordan, UT)
- …rooted in the community since 1997 and supports the Firm's global Wealth Management , Operations and Technology divisions. With the recent acquisitions of ... team as an Associate in Shared Services and Banking Operations to be a member of the Cash Liquidity...E*TRADE and Solium, Morgan Stanley super-charged its Wealth Management and Corporate and Institutional Solutions… more
- M&T Bank (Wilmington, DE)
- …Knowledge - Asset and Investment Management : + Understanding of the product, operations , and technological needs of Wealth and Asset Management ... We are looking for a manager of our Investment Management Technology Team motivated by solving technical...**Job Description** + Reporting to the Head of M&T Wealth Technology , the successful candidate will be… more
- Citigroup (New York, NY)
- …Security Office (ISO). This role is charged to create, lead, and execute portfolio management and service delivery functions for Wealth and Legacy Franchise to ... strong communication skills (both written and verbal) interacting with senior technology and business management , with strong executive presence** **Demonstrated… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... consistency in global program design and execution across our wealth management activities. This individual acts as...a must, while knowledge of AML and financial services operations across all business lines is a plus. As… more
- US Bank (Charlotte, NC)
- … Management , SEC Regulations, FINRA Regulations, 12CFR9 Regulation, Investments, Wealth Operations , Private Banking) * Laws and regulations applicable to ... to non-compliance business partners and key stakeholders in the following areas: * Wealth Management laws and regulations (eg, Broker Dealer, Trust Services, … more
- Citigroup (New York, NY)
- …at achieving the strategic and financial objectives across the US Consumer Wealth Management business. Developed execution, communication and diplomacy skills ... solutions + Oversee all aspects of program life cycle management including market demands, technology trends, and...with direct and indirect reports (eg risk, finance, decision management , marketing, operations ) + Working knowledge of… more
- DXC Technology (Austin, TX)
- **Job Description:** DXC Technology (NYSE: DXC) helps global companies run their mission critical systems and operations while modernizing IT, optimizing data ... public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive new levels of performance, competitiveness, and customer… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …The ideal candidate would have an understanding of fiduciary requirements and/or wealth management business processes. In addition, the candidate will need ... to join our Internal Audit team to support our Wealth and Asset Management processes. This role...Lead the audit team in documenting business processes and technology management processes related to the entity… more
- HUB International (New York, NY)
- …degree preferred. + Proven track record of successfully leading the configuration of wealth management technology from conception to delivery, with a ... focused on the tomorrows for all. We are looking for a dynamic and experienced wealth management industry product manager to join our team. The ideal candidate… more
- US Bank (Chicago, IL)
- …topics and industry best practices desired. * Considerable understanding of the Wealth Management and Investment Services' operations , products/services, ... join our growing team of audit professionals supporting the Wealth Management and Investment Services team. This...activities by integrating other internal audit subject matter teams ( Technology , Operations Compliance, Risk Management ,… more
- JPMorgan Chase (Plano, TX)
- **ASSET WEALTH MANAGEMENT ONBOARDING OPERATIONS ASSOCIATE PRODUCT OWNER** Do you want to make meaningful impact by delivering high-quality products? Are you ... today by contributing to the future innovation of the wealth management onboarding experience. As an Onboarding...the needs and goals of JP Morgan Advisors Client Operations colleagues who use your product. You will help… more
- Citigroup (New York, NY)
- … requires. **The Roles:** The Head of Lending business reports to the Head of Wealth Management and leads a global team of professionals managing Wealth 's ... generation/inherited wealth , law firms and attorneys. From banking and cash management to lending, investment strategies, trust, wealth advisory services, we… more
- Citigroup (Tampa, FL)
- …controls. The Data Senior Risk Officer SVP - US Personal Banking and Wealth Management will be responsible for identifying, anticipating, challenging, and ... Risk Officer - SVP - US Personal Banking and Wealth Management will ideally be an established...manager with experience in providing oversight of data or technology risk, inclusive of governance, in a globally complex,… more
- Brokers International (Urbandale, IA)
- …play a pivotal role in spearheading the standardizing of a comprehensive digital Wealth Management ecosystem for a portfolio that spans multiple locations and ... This role will require strong organizational skills, experience with technology project management , experience with project ...and execution of a major digital initiative within our Wealth Management portfolio. + Define project objectives,… more
- JPMorgan Chase (Columbus, OH)
- …deep knowledge of the financial services industry and businesses (eg, wealth management , retail, wholesale as well as operations and technology ... As a Data Owner - Vice President in JPMorgan Wealth Management , you will be responsible for...can influence people at all levels across business and technology functions + Are passionate about data modernization -… more
- Citigroup (Tampa, FL)
- …on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which ... The Wealth - End User Computing (EUC) governance team...on improving practices. + Develops procedural implementation and change management process with Operations and Reporting team… more
- Citigroup (Fort Lauderdale, FL)
- …related remediation. Collaborating with other internal areas including: Legal, Business Management , Operations , Technology , Finance, other Control Functions, ... senior business & product compliance risk manager for Independent Compliance Risk Management (ICRM) coverage of the US Citigold/CPC business segment within Wealth… more
- Robert Half Finance & Accounting (Norfolk, VA)
- …* Experience in Expense Reporting * Strong knowledge of Finance * Proficiency in Wealth Management * Ability to carry out Account Reconciliation * Experience in ... tasks, and assisting with the training and development of operations analysts. As a key member of our team,...Lead departmental initiatives and communicate issues and risks to management . + Own key operational processes to ensure efficiency.… more