• Wealth Trust and Planning

    Citigroup (New York, NY)
    The Wealth Trust and Planning and COO Control Testing Team is responsible for the testing of controls that are designed and owned by Citi's Wealth ... above scope of controls testing. The Wealth Trust and Planning and COO ...quality-checking routines to ensure compliance with all relevant policies, operating guides, and owned control testing. + Supports team… more
    Citigroup (09/06/24)
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  • Institutional Wealth Management Service…

    Amalgamated Bank (New York, NY)
    …will report directly to the Director of Trust Operations and is part of the Chief Operating Officer organization. The individual plays a key role as a ... Trust Operations department. + Assist management with overall direction of the Trust Operations providing feedback and support around planning , strategy, and… more
    Amalgamated Bank (08/26/24)
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  • Global Head of Wealth Platform…

    Citigroup (New York, NY)
    …the full range of wealth products across investments, banking, lending, insurance, trust services and financial planning & advice. Citi Wealth ... capabilities and modernizing our overall technology stack and infrastructure. Reporting to the Wealth COO , the Global Head of Wealth Platform and Experience… more
    Citigroup (09/11/24)
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  • Citi Wealth - Head of Lending - MD

    Citigroup (New York, NY)
    …law firms and attorneys. From banking and cash management to lending, investment strategies, trust , wealth advisory services, we are here to support our clients ... **The Organization:** Citi Global Wealth is a leading provider of financial solutions...The Head of Lending manages the employees, budget, business planning and execution activities of all lending products. The… more
    Citigroup (09/12/24)
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  • Head of Business Execution - Investment Solutions…

    Citigroup (New York, NY)
    …into the Investment Solutions and Chief Investment Officer (CIO) for Wealth . It will form part of the COO and Investment Solutions/CIO leadership team. ... wealth products across investments, banking, lending, insurance, trust services and financial planning & advice....Loss (P&L) and understanding of end to end business operating systems. + Customer focus; record of achievement in… more
    Citigroup (09/14/24)
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