• Wealth Issue Management

    Citigroup (Miami, FL)
    …to influence and guide issue owners through the issue management lifecycle.** **Proactive engagement with control functions to ensure understanding of ... Wealth , which is to be the leading wealth management provider globally. As we embark... colleagues to identify and adopt best practices for issue management .** **Liaise within the organization to… more
    Citigroup (10/24/24)
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  • Financial Crimes Risk Governance and Change…

    Morgan Stanley (Miami, FL)
    …financial services firm providing a wide range of investment banking, securities, investment management , and wealth management services. The Firm's employees ... incentive packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** *Financial Crimes Risk Governance and Change… more
    Morgan Stanley (09/16/24)
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  • Financial Crimes Program Design: Oversight,…

    Morgan Stanley (Miami, FL)
    …firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management . Morgan ... incentive packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** *Financial Crimes Program Design: Oversight,… more
    Morgan Stanley (08/29/24)
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  • Client Service Sr. Analyst - C12 - Miami- Hybrid

    Citigroup (Miami, FL)
    …Job Responsibilities** + **Service Maintenance and Contribute to Business Growth** + Deliver wealth management services to CPB Latam clients with guidance from ... to determine when to waive fees or reverse account charges or issue refunds within policy. **Compliance/documentation/ control :** + Thoroughly understand and… more
    Citigroup (10/29/24)
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