- Morgan Stanley (Purchase, NY)
- …* * *Responsibilities Include* The primary responsibilities for the Employee Conduct Risk & Wealth Management Administration Business Control Unit ... Stanley sponsored benefit programs. **Job:** ** Wealth Management* **Title:** * Employee Conduct Risk & Wealth Management Administration Business… more
- Citigroup (Greenwich, CT)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at… more
- Morgan Stanley (Purchase, NY)
- …as well as the design of metrics, processes, and controls to identify and supervise conduct risk analysis of field service roles. The role will work closely with ... firm providing a wide range of investment banking, securities, investment management and wealth management services. The Field Service team is part of the WM Client… more
- Tompkins Community Bank (Mount Kisco, NY)
- …- meet regularly with fund managers and research analytics of fund performance, risk -based measures, and attribution reporting. + Stay abreast of current news and ... understanding of the macroeconomic environment and the impact on portfolio risk exposures. + Have in-depth knowledge of portfolio construction, asset allocation,… more
- Citigroup (Stamford, CT)
- …branches, which comprise of branch stakeholders and other Area partners (eg Wealth Management, Mortgage) + Partner with cross retail segment Area peers spanning ... Wealth Management, Consumer and Mortgage and initiate collaboration to...to deepen client relationships. + Work closely with the credit/ risk team and Branches to facilitate loan closings, including… more
- JPMorgan Chase (Fishkill, NY)
- …and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new ... of their businesses + Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the… more
- Morgan Stanley (Greenwich, CT)
- …all pre-approvals, event logistics/planning and accounting for meetings including employee , management, Councils, National Sales partners, external wholesalers, and ... HR systems (I-9 processing, New Hire onboarding, internal transfers and employee termination paperwork) * Proactively participate in firm initiatives directed by… more
- JPMorgan Chase (Greenwich, CT)
- …and conduct new and existing business by adhering to risk /control expectations, procedures, and processes + Leverages and understands the generated Branch ... of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for… more