- Citigroup (New York, NY)
- …directing a cross-functional team including, but not limited to, the Citi Global Wealth business (eg, Citi Private Bank, Citigold, Citigold Private Client, ... also with the multiple client constituencies. This person will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance… more
- BlackRock (New York, NY)
- **About this role** ** Business Unit Overview:** Aladdin Wealth is an investment management platform that enables wealth managers to accelerate growth across ... same risk analytics used by Institutional investors to equip wealth management clients with business & risk...& Technical Assessment meetings + Deliver Proposal deck & lead Exec Summary, Execution Strategy, and E&A… more
- Citigroup (New York, NY)
- …managed investments, portfolio management, lending, and banking. Job Background/Context: The Wealth Lending business offers a diverse product range including ... tailored solutions to target market clients of the different business segments of Wealth . The Wealth...due diligence for the credit approval, 1LOD approval, deal execution and closing as well as ongoing portfolio monitoring,… more
- Citigroup (New York, NY)
- …on the investment relationship in partnership with the Banker. + Arrange and lead regular (quarterly) investment and business reviews with assigned clients. + ... The Investment Counselor Team Lead manages a team of Investment Counselors and...requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families,… more
- Truist (New York, NY)
- …term (3 year) strategies to meet and exceed Truist financial goals and grow each business in existing and new markets. Lead a national dispersed across the ... with the Strategic Client Group in the case of business transitions, in order to acquire new family clients...Exchange Commission) as a senior leadership representative for Truist Wealth . Lead a culture of continuous improvement… more
- Citigroup (New York, NY)
- **Job Summary:** We are seeking a highly skilled and experienced professional to lead our NAM Regulatory Reporting and Client Tax Operations team within the ... Wealth division. The Head of NAM Regulatory Reporting and...alignment with the global compliance and risk management framework. Lead initiatives to enhance the efficiency, accuracy, and reliability… more
- Guardian Life (New York, NY)
- …Wealth Management will play a crucial role in supporting the development and execution of marketing initiatives for our Wealth Management division. This role ... + Assist in implementation of a comprehensive marketing strategy for the Wealth Management division, aligned with business objectives and growth targets.… more
- TD Bank (New York, NY)
- …Indicators for the US Wealth , Epoch, IDA businesses. Reporting to the Segment Risk Lead for US Wealth , Epoch and Insured Deposit account, the focus of the ... the following: * Provide primary oversight and challenge the Business in the execution of the Risk...products, processes or services + Acts as a technical expert/ lead integrating cross-function understanding within their own field of… more
- Nuveen Investments (New York, NY)
- The VP of Alternatives Marketing, Global Wealth Alternatives works alongside the Global Head of Alternatives Marketing, and the respective Wealth Client ... and financial advisors, supporting fundraising efforts for the firm's expanding wealth alternatives offering globally. Based in Nuveen's New York or Charlotte… more
- Citizens (New York, NY)
- …This is both a strategic and executional role in which you will lead the development, advocacy, execution , assessment, and continuous improvement of integrated ... lead marketing strategies and plans to achieve overall business objectives and revenue goals + Influence and partner...and competitive differentiators + Partner with Private Bank and Wealth leadership teams as well as key business… more
- Citigroup (Jersey City, NJ)
- …implement the AML risk management program for the US broker dealer and consumer wealth business lines, manage a team, utilize in-depth specialty knowledge to ... (AML) Risk Management Director for US Retail Brokerage/Broker-Dealer and Consumer Wealth is a senior management level position responsible for establishing internal… more
- JPMorgan Chase (Jersey City, NJ)
- We are on the lookout for a talented Audit Manager to join our Asset and Wealth Management Internal Audit team. This is your opportunity to play a crucial role in ... excellence! As an Audit Manager on the Asset and Wealth Management Internal Audit Team, you will develop and...in applicable control and governance forums. **Job responsibilities** + Lead and participate on audit engagements, from planning to… more
- Citigroup (New York, NY)
- …We are seeking a forward-thinking and technically skilled Product Owner to lead the development and implementation of Generative AI (GenAI) model onboarding and ... Retrieval-Augmented Generation (RAG) solutions across diverse business use cases. This role requires a deep understanding...for future use cases. **Solution Design and Deployment:** + Lead the design and delivery of RAG-based solutions tailored… more
- Citigroup (New York, NY)
- The Head of Business Execution - Lending, will report... Wealth and the broader Citi organization + Lead business routines & program manage strategic ... fine art and other personal assets. The Head of Business Execution - Lending will assist in...or influence on the global Lending team. + Develop business cases to drive strategic partnership across Wealth… more
- Citigroup (New York, NY)
- …Manager - New York** The Business Manager will report directly to the Business Execution Lead for the Wealth Deposits business . Deposits is a key ... part of the Wealth business , helping clients meet their banking and treasury management...role will be a critical leader within the Deposits Business Execution team and requires a strategic… more
- JPMorgan Chase (New York, NY)
- …at the top of senior management agendas. As a Vice President on the DPS Strategic Execution team, you will take the lead in managing fast-paced projects to solve ... to work on key strategic initiatives on our Digital & Platform Services (DPS) Strategic Execution team. The DPS Strategic execution team is part of JP Morgan's… more
- Scotiabank (New York, NY)
- Associate, CIR (Consumer, Industrial & Retail) Structuring & Execution , US Corporate Banking **Requisition ID:** 214468 **Salary Range:** 135,000.00 - 155,000.00 ... culture. **Associate,** **CIR (Consumer, Industrial & Retail) Structuring & Execution , US Corporate Banking - New York, NY** **Global...is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and… more
- Citigroup (Queens, NY)
- **Citi Wealth Fraud & Cyber Risk Management Lead - C15** Citi's Wealth business serves the needs of clients across the entire wealth spectrum. It has ... to serve as its Fraud & Cyber Risk Management Lead . This role will require expertise in Fraud &...Identify, assess and document inherent fraud risks arising from Wealth business activities on an on-going basis,… more
- Citigroup (Queens, NY)
- **Citi Wealth AML Risk Management Lead - C15** Citi's Wealth business serves the needs of clients across the entire wealth spectrum. It has been ... governance framework + Identify, assess and document inherent AML risks arising from Wealth business activities on an on-going basis, including as part of… more