- Citigroup (New York, NY)
- The Wealth Data Lead is a leadership position in Citi's Enterprise Data Office (EDO), within the Technology and Business Enablement function. The EDO ... Data Office and Data Transformation who reports to our Head of Technology. ** Wealth Data Lead :** This position will support the Head of Wealth … more
- Capco, a Wipro Company (New York, NY)
- …so that our clients can emerge as industry leaders. **About the Job:** As a Managing Principal on the Wealth & Asset Management leadership team, you will work ... helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as...setting, alongside client partners and capability leads (eg digital, data , tech) to define and lead go-to… more
- Citigroup (New York, NY)
- …and capture wealth where it is created. The **Business Execution Lead ** is responsible for ensuring delivery, alignment, and consistency of initiatives for the ... Integrated Client Engagement organization. Core responsibilities of the Business Execution Lead includes coordinating and managing activities related to… more
- Citigroup (New York, NY)
- The individual in this Citi Wealth role will work as a senior leader across the Citi Global Wealth businesses and functions coordinating regulatory examinations, ... will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations, Technology,… more
- Citigroup (New York, NY)
- Wealth Business Treasury is a global team that partners with Wealth business seniors, LFO teams, 2LoD and broader finance teams on topics related to FTP, ... management, IRR and overall B/S return optimization. With the recent re-organization, Wealth business constitutes of Citigold, Citi Private Bank (CPB) and Wealth… more
- Citigroup (New York, NY)
- **Job Description:** The Wealth Business Management Lead is responsible for overseeing operational readiness and governance for the digital investments business, ... audits, and financials related to critical and complex wealth initiatives. The role requires a deep understanding of...across Risk, Legal, Control and Service, and at times, managing relationships with external vendors. The ideal candidate will… more
- Guardian Life (New York, NY)
- The ** Lead Financial Analy** **st** is responsible for financial projections and analysis of Individual Markets insurance and wealth management products, with ... of business outcomes and drivers in ways that are strategically useful. The Lead Financial Analyst will work across the business with members of various finance,… more
- Citigroup (New York, NY)
- … CCR and specifically on: + Defining and implementing EWI metrics and analytics for Wealth CCR exposures; + Managing the EWI process as it relates to metric ... escalating to 1LOD and 2LOD stakeholders for remediation; + Lead the execution and delivery of the Technology solution...and streamline CCR risk management processes, risk measures, systems, data and reporting for Wealth portfolio risks;… more
- Citigroup (New York, NY)
- …or compliance within the financial services industry, with a strong focus on Wealth Management. + Proven experience in managing teams across multiple locations, ... are seeking a highly skilled and experienced professional to lead our NAM Regulatory Reporting and Client Tax Operations...Regulatory Reporting and Client Tax Operations team within the Wealth division. The Head of NAM Regulatory Reporting and… 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 ... to improve products, processes or services + Acts as a technical expert/ lead integrating cross-function understanding within their own field of specialty; may manage… more
- Citizens (New York, NY)
- …desire to work well within a team and test and learn + Experience managing indirectly/influencing + Ability to review data , interpret results and create ... Description As the Growth Strategist for Private Bank/Private Wealth , your primary responsibilities are to nurture and build brand equity for Citizens Private Bank… more
- Deloitte (New York, NY)
- Manager, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market leading ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team… more
- Citigroup (New York, NY)
- …a clear focus on client deepening, onboarding, and engagement processes. + Managing end-to-end Impact to wealth banking segments (Citigold/Citigold Private ... **Job Description:** The Citigold/Citigold Private Client Banking Segmentation Program Lead is a strategic professional who stays abreast of developments within own… more
- Citigroup (Jersey City, NJ)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... of everything we do from keeping the bank safe, managing global resources, and providing the technical tools our...enable growth and progress together. The Program Management Senior Lead is a strategic professional who is an expert… more
- Citigroup (New York, NY)
- The Client Data & Returns Attributions Lead Analyst is a VP level position under the Citigroup wide Client Analytics & Lead Finance Officer team. This team ... Private Bank, Financial Institutions), product heads (Markets, Banking, Services, Wealth , US Personal Banking), and geographical leads (country and cluster… more
- JPMorgan Chase (New York, NY)
- …key principles, and proactively managing risks. The Chief Risk Officer of Asset Wealth Management (AWM CRO) reports directly to the firm wide CRO and is a member ... JP Morgan Asset & Wealth Management delivers industry-leading investment management and private...approval policies. This role offers you the chance to lead a team that reports to the Asset Management… more
- JPMorgan Chase (Jersey City, NJ)
- …status quo and striving to be best-in-class. As a Technical Operational Risk Management Lead for the Tech & Cyber team, you will provide independent oversight of ... technology and cyber risks for Asset and Wealth Management. You will be adept at evaluating technology...performance + Challenge how developers and product teams are managing operational and cyber risk + Provide independent oversight… more
- S&P Global (New York, NY)
- …building strong relationships with clients, prospecting for new index customers and managing /expanding the commercial footprint of S&P Dow Jones Indices within their ... relationships with investment banks, asset managers, ETF issuers, market data consumers and redistributors, insurance companies, proprietary trading firms, exchanges… more
- Bank of America (New York, NY)
- …are met and exceeded while balancing the risk and exposure for Merrill + Managing the branch's Wealth Management Client Associates and Service Support Staff + ... delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working...and enterprise capabilities. Additionally, the MCRM serves as the Lead and Referral Coordinator for the market and manages… more
- S&P Global (New York, NY)
- …capabilities. As a key Leader of the Technology Organization, the Head of Software Engineering: Data Platforms will lead the execution of the data platform ... Data Ingestion Platform, evaluating next-generation GenAI capabilities. + Lead the evolution of data architecture and...technical understanding of building Big Data & Data Platforms. + Prior experience managing large… more