- Citigroup (Jersey City, NJ)
- …and maintain a 3 to 5 year strategic vision for Wealth Operations , aligning operational initiatives with overall business objectives. + Lead the design, ... experience in operations , strategic planning, or related roles, preferably in wealth management or financial services. + Proven experience in leading… more
- City National Bank (Jersey City, NJ)
- …requirements in the financial industry. + **Domain Expertise:** Comprehensive knowledge of wealth management operations , including account management , ... financial advisory services. + Familiarity with industry-specific software and tools used in wealth management operations , such as portfolio management … more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... 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… more
- Amalgamated Bank (New York, NY)
- Amalgamated Bank seeks a highly motivated Institutional Wealth Management Service & Operations Manager that will report directly to the Director of Trust ... the values of our employees and customers. Essential Job Functions: + Lead the Wealth Management Service and Operations team while ensuring performance… more
- JPMorgan Chase (Jersey City, NJ)
- …that create tangible value for clients and advisors in the $6B+ revenue Wealth Management (WM) business . Our transformation programs are sponsored ... Experience with compliance, supervision, controls, and or legal initiatives + Financial services/ business consultancy background in Wealth Management +… more
- US Bank (New York, NY)
- … Management , SEC Regulations, FINRA Regulations, 12CFR9 Regulation, Investments, Wealth Operations , Private Banking) * Laws and regulations applicable to ... partners and key stakeholders in the following areas: * Wealth Management laws and regulations (eg, Broker...of business - Advanced understanding of the business line's operations , products/services, systems, and associated… more
- JPMorgan Chase (New York, NY)
- At JP Morgan Wealth Management , we have an enthusiasm...status reports / updates to the organization and Sr Mgmt . + Provide project or business analysis ... processess) + Manage communication of status updates to stakeholders and Senior Management through risk scorecards, monthly business reviews and leadership… more
- Citigroup (New York, NY)
- …designed and owned by Citi's Wealth Deposits and Lending businesses. The Citi Wealth business delivers a comprehensive wealth solution to clients across ... managed account strategies, world-class research and investment guidance. The Wealth business serves ultra-high-net-worth individuals and family offices… more
- Citigroup (Queens, NY)
- …manage risks inherent in Wealth Deposit accounts. **Job Family Group:** Risk Management **Job Family:** Business Risk & Control **Time Type:** Full time ... Wealth FDIC Program. Individual will represent the Wealth Business at FDIC Steering Committees, CBNA...workstreams including the CBNA FDIC Program Office , Technology, Operations , Product , Finance and partners across the different… more
- Morgan Stanley (New York, NY)
- …with Morgan Stanley Wealth Management and external private wealth distribution channels, including business development, and fundraising activities (idea ... Investing ("MSREI") is the global private real estate investment management business of Morgan Stanley. One of...Development team and work closely with the Morgan Stanley Wealth Management channel as well as external… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...Provides advice and counsel related to the technology or operations of the business . Work impacts an… more
- JPMorgan Chase (Jersey City, NJ)
- …countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking, Commercial Banking and Consumer ... trillion, over 240,000 employees and operations in over 60...and Community Banking **.** JP Morgan Asset & Wealth Management is a global leader in investment… more
- JPMorgan Chase (New York, NY)
- Wealth Management Investment Solutions provides Wealth...and / or private funds) or working in the operations and / or audit departments of an asset ... Diligence team within the Investment & Research Team within Wealth Management Investment Solutions. **Job Responsibilities:** +...diversity is not only a fundamental necessity, but a business imperative and we are committed to building an… more
- JPMorgan Chase (Jersey City, NJ)
- …helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business , JP Morgan Advisors, Personal Advisors and ... while ranking first in customer satisfaction. The JP Morgan Wealth Management (USWM) business is...product feature requirements through the agile framework and assist operations teams and advisors with client inquiries. You Ensure… more
- JPMorgan Chase (New York, NY)
- The JP Morgan Wealth Management Business fits into the larger Consumer Business . We partner closely with our consumer partners to deliver a full suite of ... you will be responsible for supporting the overall program operations of the Advisor Growth Program. You will assist...years broad business experience, preferably in the wealth management industry + A minimum of… more
- Banco Popular Puerto Rico (New York, NY)
- …York, NY, US, 10004 Company: Popular Workplace Type: On-site Administrative Officer - Wealth Management and Private Banking AtPopular,we offer a wide variety of ... role involves providing comprehensive administrative support to our managers in the Wealth Management & Private Banking Division. The successful candidate will… more
- JPMorgan Chase (New York, NY)
- … for a top bank. **Job Summary:** As an Estate Professional within our Wealth Management Solutions, Trust & Estates team, you will have the opportunity ... role in managing fiduciary accounts, assisting in the daily operations of the estate, and terminating trust accounts. This...software quickly **Preferred qualifications, capabilities and skills:** * Prior wealth management and trust or estate … more
- CIBC (New York, NY)
- …independent second line oversight to the US Capital Markets, US Commercial Banking and Wealth Management lines of business . US Compliance supports these ... and relationship-oriented bank for a modern world. CIBC Private Wealth Management ("PWM") conducts an investment advisory business , which primarily focuses… more
- Citigroup (Queens, NY)
- … Operations , Product , Finance and partners across the different Client Business Segments within Wealth to deliver results. Detailed responsibilities include ... degree required - 7-10 years relevant work experience in operations , banking compliance, risk management , project ...to quickly adapt to change **Job Family Group:** Risk Management **Job Family:** Business Risk & Control… more
- Citigroup (New York, NY)
- …area to assist in retaining and generating new banking depository and treasury management business from prospective private bank clients + Directly interface ... positioning solutions which help them improve and streamline their business banking operations . This person will be...sales associate or sales specialist in Private Banking / Wealth Management a plus + BA/BS(required) +… more