- CIBC (New York, NY)
- …resulting in a great summer experience. **What You'll Be Doing** + Working with Family Office Executives in supporting clients **Who You Are** + Excel mastery ... complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office ). Our goal for the application process is to get to know more… more
- Deloitte (Morristown, NJ)
- …answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our ... Private Wealth Tax practice, you will perform...specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business… more
- Deloitte (Morristown, NJ)
- …answered "Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What you'll do As a Tax Senior Manager in our ... Private Wealth Tax practice, you will perform...specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business… more
- Citigroup (New York, NY)
- …from affluent to ultra-high net worth to family offices. + Support the Private Bank and Wealth at Work businesses across all FP&A activities including ... + Proficient computer skills with a focus on Microsoft Office applications + Effective verbal and written communication skills...Financial Planning and Analysis team in support of the Wealth business which is comprised of the Private… more
- Citigroup (New York, NY)
- …of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent 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
- Citigroup (New York, NY)
- …requires directing a cross-functional team including, but not limited to, the Citi Global Wealth business (eg, Citi Private Bank, Citigold, Citigold Private ... The individual in this Citi Wealth role will work as a senior leader...skills are essential + Should have proficiency in Microsoft Office - particularly Excel (metrics and data analysis), PowerPoint… more
- Citigroup (New York, NY)
- …across the different client segments, from affluent to ultra-high-net worth through Citigold/Citigold Private Clients, Wealth at Work and Citi Private Bank. ... of new products to the end-to-end customer experience. + **Strong knowledge of wealth management front office and operations preferred.** + **Ideal candidate… more
- Citigroup (New York, NY)
- …of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent 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
- Citigroup (New York, NY)
- …management, IRR and overall B/S return optimization. With the recent re-organization, Wealth business constitutes of Citigold, Citi Private Bank (CPB) and ... Wealth Business Treasury is a global team that partners...Treasury Ld Analyst - C13 sits in the NY office and supports the US Deposit franchise for the … more
- Citigroup (Jersey City, NJ)
- …firm, or a combination thereof; experience in Private Banking Front Office processes, Deposits, Lending, and/or Wealth Operations. ; Advanced degree a ... laws, and regulations, and specific regulatory requirements + Demonstrated knowledge in Private Banking, Deposits, Lending, and/or Wealth Operations + Strong… more
- Citigroup (New York, NY)
- …which eventually affects the overall performance and effectiveness of the sub-function/job family . **Responsibilities:** + The Private Bank at Citi (CPB) is ... to the S7) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Product Services **Job Family :**… more
- JPMorgan Chase (New York, NY)
- …with clients, internal Middle Office teams and required third parties ( Family office representatives, notaries, couriers, and borrowers counsel) to manage ... a first-class experience to clients within JP Morgan's US Private Bank. If you have an entrepreneurial mindset and...Capabilities and Skills** + 2 years of experience in Wealth Management + Demonstrated ability for sales and client… more
- M&T Bank (New York, NY)
- …Growth opportunities include developing further into a leadership role within a specific wealth vertical: Family Wealth , Affluent Business Segments, ... Wealth Markets. These markets are managed by Area Executives who oversee wealth advisors, investment advisors, private bankers, financial planners, and client… more
- JPMorgan Chase (New York, NY)
- …investment opportunities, and asset growth. Responsibilities will include providing local family office and nonprofit clients with consultative, objective ... strategy and portfolio positioning on a regular basis to clients, including Principals, Family Office staff, Boards, and Investment Committees. The candidate is… more
- Citigroup (New York, NY)
- …of the Citi Global Wealth franchise. This role will partner closely across the Private Bank, Wealth at Work, and Citigold businesses, as well as the product ... risk-approved visibility framework Lead initiatives to expand tool adoption across the Wealth franchise, including trainings, office hours, use cases, etc.… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Manager, Data Lead, GBM Data Office **Requisition ID:** 212694 **Salary Range:** 90,000.00 -...benefit programs are designed to help support your unique family , financial, physical, mental, and social health needs. Location(s):… more
- Citigroup (New York, NY)
- …experience in the financial services industry is preferable **Travel (YES/NO)** No **Job Family Group:** Private Client Coverage **Job Family :** Client ... A Service Officer provides service support to the Citi Private Latin America businesses. Their focus is to ensure...**Service Maintenance and Contribute to Business Growth** + Deliver wealth management services to CPB Latam clients with guidance… more
- Citigroup (New York, NY)
- …management, IRR and overall B/S return optimization. With the recent re-organization, Wealth business constitutes of Citigold, Citi Private Bank (CPB) and ... are directly affected by the performance of the individual. Wealth Business Treasury is a global team that partners...Business Treasury role - C12 sits in the NY office and supports the US Mortgage franchise. The role… more
- Tradeweb (Jersey City, NJ)
- …jobs are fully remote. The Tradeweb Technology hub is in our Jersey City office , which can be used for team meetings and collaboration efforts. There may be ... days where travel to the Jersey City office is recommended for organizational off-sites. **Job Responsibilities** +...such as Amazon Identity and Access Management (IAM), Virtual Private Cloud (VPC), Key Management System (KMS), CloudHSM, AWS… more
- Citigroup (New York, NY)
- …and credit products **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Coverage **Job Family :** ... integrate with others in accomplishing the objectives of the subfunction/ job family . Applies analytical thinking and knowledge of data analysis tools and… more