- Citigroup (Jersey City, NJ)
- The Head of Wealth Operations Strategic Execution Lead is a key leadership role within the organization, responsible for driving the strategic ... of programs and initiatives that align with the strategic goals of Wealth Operations ,...development and execution of end-to-end solutions across Wealth Operations . + Act as a key… more
- City National Bank (Jersey City, NJ)
- …of technology solutions tailored to our banking and wealth management operations . Your key responsibilities will include: + ** Strategic Leadership:** Develop ... this role, you will be instrumental in driving the technological direction and execution within our banking and wealth management divisions. Your leadership will… more
- Citigroup (New York, NY)
- … business delivers a comprehensive wealth solution to clients across the wealth continuum, with integrated advice and execution , as well as traditional and ... Wealth at Work. This position reports to the Wealth Products and Operations Control Testing Head...Citi COO organization's Central Controls Capabilities; and is a strategic - and execution -oriented leadership role accountable for… more
- Citigroup (New York, NY)
- …leadership, direction and driving greater 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...thought leader for Citi for AML matters relevant to Wealth .** **Set, develop, and implement strategic AML… more
- US Bank (New York, NY)
- …Financial Industry Regulatory Authority (FINRA) Regulations, 12CFR9 Regulation, Investments, Wealth Operations , Private Banking) * Capital Market laws ... Wealth Management, SEC Regulations, FINRA Regulations, 12CFR9 Regulation, Investments, Wealth Operations , Private Banking) * Laws and regulations applicable… more
- JPMorgan Chase (New York, NY)
- …of an internal consulting group responsible for the end-to-end strategy definition and execution for the firm's top strategic initiatives. You will partner ... We are seeking a seasoned Vice President for our US Wealth Management Business Transformation Office (BTO) based in New York or Columbus. This role is a part of an… more
- Citigroup (New York, NY)
- …to clients and understand impact on bank's balance sheet + Full engagement & execution on all Strategic Business Development Initiatives + Nurture and deepen ... which help them improve and streamline their business banking operations . This person will be in constant contact with...sales associate or sales specialist in Private Banking / Wealth Management a plus + BA/BS(required) + MBA a… more
- Neuberger Berman (New York, NY)
- …The VP of Strategy & Execution will lead change management projects of strategic priority to Private Wealth . Central to this will be understanding business ... **Summary** NP Private Wealth is Neuberger Berman's direct-to-client wealth ...and innovation, the business has embarked on a multi-year strategic plan to elevate all aspects of the client… more
- Morgan Stanley (New York, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The firm's employees serve clients worldwide, including ... the Head of Global Media. This role will be responsible for leading*Media Operations & Activation*across all Morgan Stanley campaigns - spanning our global brand… more
- Morgan Stanley (New York, NY)
- …or Product Management * In-depth understanding of financial services industry, and wealth management operations and branch processes * Experience and knowledge ... financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41… more
- Morgan Stanley (New York, NY)
- …conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. Morgan Stanley provides ... services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities,… more
- Bank of America (New York, NY)
- …business plan. Captures and analyses client data to drive innovative of new wealth management solutions. Ensures that operations are consistent in supporting the ... particular focus for this executive is defining and driving strategic transformation and simplification across all wealth ...who can build business case for change and drive execution of strategic priorities + Seamless ability… more
- Wells Fargo (New York, NY)
- …Wells Fargo is seeking a Principal Engineer in technology as part of The Wealth and Investment Management Technology (WIMT) team. The Wealth and Investment ... Management Technology (WIMT) DevSecOps Engineering Enablement team provides support for Wealth and Investment Management (WIM) line of business applications. This… more
- Scotiabank (New York, NY)
- …areas which include Funding, Balance Sheet Management, Regulatory Reporting and Analytics, and Strategic Initiatives. + Lead in formulation and execution of all ... Business Strategy - Play a critical role in the execution of the Bank's global liquidity strategy. + Lead...Liquidity Operations Management and short-term BNS Toronto operations . + Lead the development of strategic … more
- Wells Fargo (New York, NY)
- …business initiatives and market trends, and clearly and expertly, communicate analysis, strategic solutions and execution roadmaps to the business and enterprise ... Consumer Banking and Lending, Corporate and Investment Banking, Commercial Banking and Wealth and Investment Management. In the communities we serve, the company… more
- Bank of America (Jersey City, NJ)
- …within the brokerage or institutional offering. Responsibilities may include managing strategic initiatives from idea creation through execution & ... as enrollment docs, contract, disclosure documents, and procedure manuals, partner with Operations and other ad hoc issues The Investment Solutions Group is… more
- Scotiabank (New York, NY)
- …credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity ... Cyber/IT Audit COEs strategy and collaborate with other audit teams on strategy execution . + Establishes and leads the audit strategy, universe, risk assessment and… more
- Morgan Stanley (New York, NY)
- …Graystone Consulting, Retirement & Nonqualified Deferred Compensation Solutions (RS) and Wealth Management Operations . IIS is responsible for all client ... execution processes including: Client Onboarding & Maintenance, Investment Execution , Asset Aggregation, Reporting & Analytics, Billing and ERISA Broker of… more
- S&P Global (New York, NY)
- …to interlock all of our teams to centralize, manage and coordinate the execution of multiple project workstreams. This position will report to Mastermind's head of ... operations and will collaborate with stakeholders enterprise-wide to ensure...collaborate with stakeholders enterprise-wide to ensure organizational goals and strategic objectives are accomplished within scope, on time, and… more
- Bank of America (Jersey City, NJ)
- …within the brokerage or institutional offering. Responsibilities may include managing strategic initiatives from idea creation through execution & ... as enrollment docs, contract, disclosure documents, and procedure manuals, partner with Operations and other ad hoc issues The Senior IRA Product Specialist role… more