- 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
- JPMorgan Chase (New York, NY)
- We are seeking a seasoned Vice President for our US Wealth Management Business Transformation Office (BTO) based in New York or Columbus. This role is a part ... Services, Investments, or Management Consulting. As a Vice President in the US Wealth Management Business Transformation Office, you will be part of an… 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
- City National Bank (Jersey City, NJ)
- …implementation, and delivery of technology solutions tailored to our banking and wealth management operations . Your key responsibilities will include: ... **HEAD OF BANKING AND WEALTH MANAGEMENT SOLUTIONS DELIVERY** **WHAT IS...overall business goals of our banking and wealth management divisions. Ensure that technology initiatives… 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
- Citigroup (New York, NY)
- …skills (both written and verbal) interacting with senior technology and business management , with strong executive presence** **Demonstrated experience with ... and managing the cyber portfolio and service delivery for Wealth and Legacy Franchise within the Business ,...role is charged to create, lead, and execute portfolio management and service delivery functions for Wealth … more
- Bank of America (New York, NY)
- …+ Business Acumen + Collaboration + Oral Communications + Relationship Building + Business Operations Management + Client Solutions Advisory + Planning + ... the power to make a difference. Join us! **Job Description:** Merrill Private Wealth Division provides comprehensive wealth management services to affluent… more
- HUB International (New York, NY)
- …for driving the business process, adoption and optimization of our Wealth Management tools while supporting the implementation to enhance business ... specifically the Eclipse application. + Collaborate with cross-functional teams including Business Development, Relationship Management , Operations , Sales… 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
- Citigroup (New York, NY)
- The Human Resources (HR) Advisor for USPB Operations and Wealth Operations is a senior management level position responsible for accomplishing results ... Serve as strategic business partner with senior business line management to recommend, develop, and... programs + Direct and plan HR strategy for Operations including policy development and planning + Anticipate, evaluate,… more
- CIBC (New York, NY)
- …4) at times leading internal audit team members. The position will focus on the Wealth Management line of business audit portfolio, which includes fiduciary ... more about CIBC, please visit CIBC.com (https://www.cibc.com/en/about-cibc.html) The Audit Senior - Wealth Management is responsible for: 1) the timely execution… 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
- Morgan Stanley (New York, NY)
- …risk indicators, policies and procedures. The individual will work with Wealth Management business , risk and operations counterparts in managing the ... are factored into business decisions. Position Description Morgan Stanley Wealth Management is seeking qualified candidates for a position in WM Credit to… more