- Citizens (Tarrytown, NY)
- …individuals, their families and businesses. In supporting this vision, we are looking for a Wealth Strategic Reporting Manager who will be responsible ... for reporting on strategic progress across the Wealth Management business. The individual will need to analyze the current state of the business, assess… more
- Citigroup (New York, NY)
- The Client Development Manager is a strategic professional who will be primarily responsible for driving cross-division collaboration and business development ... and client conversion from the Banking division to the Wealth division and from the Wealth division...focus on NAM region + Responsible for tracking for reporting purposes and managing revenue share agreements around partnership… more
- Citigroup (New York, NY)
- 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, ... critical leader within the Deposits Business Execution team and requires a strategic professional who can drive cross-functional projects and processes. This role… more
- Citigroup (New York, NY)
- …highest ethical standards and making a positive impact on the communities we serve. Wealth brings together the full power of Citi to serve the entire continuum of ... wealth clients, from affluent to ultra-high net worth to...hands-on, experienced, client obsessed and results-oriented leader to drive strategic direction and execution of design across the business.… more
- Citigroup (New York, NY)
- …Supports the Wealth Client Segments Control Testing Utility by leading strategic rollouts, managing the area's book of work, and tracking performance against ... The Wealth Client Segments Control Testing Utility is responsible...initiative progress/status tracking tools. + Identifies and proposes improved strategic initiatives progress/status tracking tools, mechanisms, reporting ,… more
- Citizens (Tarrytown, NY)
- Description This is a high impact senior position within Citizens Private Wealth reporting to our Wealth Management Chief Compliance Officer. This newly ... created role is responsible for creating and executing a strategic plan to address evolving compliance and regulatory requirements related to brokerage, investment… more
- BMO Financial Group (New York, NY)
- …Builds a relationship development plan for all assigned clients under the direction of wealth advisor / relationship manager to maximize client lifetime value. + ... external advisors of clients on behalf of the private wealth advisor / relationship manager . + Understands...for prospects and clients. + Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.… more
- JPMorgan Chase (New York, NY)
- …of Life Insurance products across the lines of businesses (LoBs) within Wealth Management at JPMorganChase; Chase Wealth Management, JPMorgan Advisors, and ... life insurance subject matter expert around both tactical and strategic initiatives related to the life insurance program. The...and expert insights for our clients across the entire wealth spectrum by supporting the ongoing review of product… more
- Scotiabank (New York, NY)
- Senior Manager , US GTB Strategic Support **Requisition ID:** 205643 **Salary Range:** 110,700.00 - 211,800.00 _Please note that the Salary Range shown is a ... committed to results, in an inclusive and high-performing culture. Position: Senior Manager , US Global Transaction Banking (GTB) Strategic Support Global… more
- Scotiabank (New York, NY)
- Manager , US FP&A Lead - Management Reporting **Requisition ID:** 211000 **Salary Range:** 90,000.00 - 167,200.00 _Please note that the Salary Range shown is a ... industries! We work together to drive ambition for every future! **Purpose** The Manager , US FP&A Lead- Management Reporting is responsible for the delivery… more
- Scotiabank (New York, NY)
- Manager , US Credit Risk, Risk Reporting **Requisition ID:** 210733 **Salary Range:** 90,000.00 - 167,200.00 _Please note that the Salary Range shown is a ... credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity… more
- Morgan Stanley (Purchase, NY)
- …packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management* **Title:** * Reporting Analyst* **Location:** *New York-Purchase* ... providing a wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over… more
- Morgan Stanley (New York, NY)
- …a change to the agreed scope of project * Ensure effective communication and reporting to functional teams, manager , and stakeholders * Support key program leads ... incentive packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management* **Title:** *Project Manager - Business Transformation… more
- Citigroup (Queens, NY)
- …May be involved or responsible for diverse (cross-discipline) activities to drive strategic direction. **Responsibilities:** + Manage the Wealth Enterprise Risk ... The Business Risk Sr Group Manager manages multiple risk management activities through direct...Wealth geographies, products, services, and clients + Develop strategic vision for integration of target state risk management… more
- Broadridge Financial Solutions (New York, NY)
- …programs, you will bring innovative products to market, ensuring they meet strategic goals and deliver substantial returns on investment. Your role will also ... manufacturing teams to facilitate timely launches. + Develop and implement strategic plans for product introductions in collaboration with sales, advertising, and… more
- Morgan Stanley (New York, NY)
- …equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *VP MSPBNA Lending COO Manager * ... that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management. The WM network includes… more
- Citigroup (Queens, NY)
- …owned by Citi's Wealth departments. The Business Risk Officer is a strategic professional who stays abreast of developments within own field and contributes to ... wealth management in the workplace through Citi Global Wealth at Work. This position a strategic -...ie controls performance assurance/testing - which includes design, results reporting , and insight sharing related to the above scope… more
- Bank of America (New York, NY)
- …and enable data-driven solutions. While this role requires the ability to layout a strategic vision & strategy for data, the manager would also document data ... Client Quantitative Analytics Manager - AML Charlotte, North Carolina;Belfast, Maine; Seattle,...one or more senior executives with functional responsibility across Wealth and Consumer channels, products, marketing Ensures appropriate focus… more
- Bank of America (New York, NY)
- …business strategies. . Serves as a liaison between the data, technology, and reporting teams in support of strategic initiatives affecting multiple Risk ... Risk Analysis Sr. Manager Charlotte, North Carolina;New York, New York **Job...initiatives for management of all aspects of risk, including strategic , market, credit, compliance, liquidity, operational, model, and reputational… more
- Citigroup (New York, NY)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and a soul, Citi ... offers and payments. As a **Product Management Senior Group Manager of Digital Technology** , you will be working...You will play a crucial role in driving the strategic objectives of the function, with a deep understanding… more