• Wealth Business Execution

    Citigroup (New York, NY)
    …in clients' home markets and capture wealth where it is created. The ** Business Execution Lead ** is responsible for ensuring delivery, alignment, and ... initiatives for the Integrated Client Engagement organization. Core responsibilities of the Business Execution Lead includes coordinating and managing… more
    Citigroup (10/30/24)
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  • Client Delivery and Execution , Aladdin…

    BlackRock (New York, NY)
    …client engagements, addressing client inquiries, concerns promptly daily + Help lead client implementations, working to understand their business problems, ... **About this role** Aladdin Wealth Tech's mission is to transform wealth...rapid transformation in the industry. The Client Delivery and Execution team is responsible for representing Aladdin's analytics and… more
    BlackRock (01/25/25)
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  • Wealth Deposits Business Treasury…

    Citigroup (New York, NY)
    Wealth Business Treasury is a global team... decision making efforts, design solutions and partner with business / 2LoD / CTI /LFOs on execution . ... that partners with Wealth business seniors, LFO teams, 2LoD and...and analytics of the balance sheet. This includes + Lead Deposit beta review and hedging process for US… more
    Citigroup (12/13/24)
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  • Wealth Data Lead - Managing Director

    Citigroup (New York, NY)
    The Wealth Data Lead is a leadership...and implement data governance and operating model for Citi's Wealth business . + Assess the data governance ... Data Transformation who reports to our Head of Technology. ** Wealth Data Lead :** This position will support...data transformation efforts (including talent and capabilities) for the Wealth business . + Drive Data stakeholder engagement… more
    Citigroup (01/25/25)
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  • Wealth Business Management…

    Citigroup (New York, NY)
    **Job Description:** The Wealth Business Management Lead is responsible for overseeing operational readiness and governance for the digital investments ... to influence and guide stakeholders effectively. Understanding of investments and the wealth business is crucial to navigate projects through necessary… more
    Citigroup (10/31/24)
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  • SVP Citi Global Wealth Regulatory…

    Citigroup (New York, NY)
    …directing a cross-functional team including, but not limited to, the Citi Global Wealth business (eg, Citi Private Bank, Citigold, Citigold Private Client, ... also with the multiple client constituencies. This person will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance… more
    Citigroup (12/20/24)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (White Plains, NY)
    …solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management, you will support the market and ... and Private Client Investment Associates. You will drive the execution of key strategies and tactics that focus on...will collaborate with key partners across the JP Morgan Wealth Management businesses and One Chase partnerships. This role… more
    JPMorgan Chase (12/20/24)
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  • Wealth - WCM Portfolio Strategy Officer…

    Citigroup (New York, NY)
    …businesses across Consumer Bank and Citi Private Bank. **Job Background/Context** The Wealth Lending business provides financing against liquid and marketable ... The role sits within the Wealth Credit Management team of Citi Global ...escalating to 1LOD and 2LOD stakeholders for remediation; + Lead the execution and delivery of the… more
    Citigroup (12/22/24)
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  • Head of NAM Regulatory Reporting and Client Tax…

    Citigroup (New York, NY)
    **Job Summary:** We are seeking a highly skilled and experienced professional to lead our NAM Regulatory Reporting and Client Tax Operations team within the ... Wealth division. The Head of NAM Regulatory Reporting and...alignment with the global compliance and risk management framework. Lead initiatives to enhance the efficiency, accuracy, and reliability… more
    Citigroup (12/20/24)
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  • Aladdin Wealth Tech Product Manager,…

    BlackRock (New York, NY)
    **About this role** **About Aladdin Wealth Tech** Aladdin Wealth Tech is BlackRock's wealthtech business which delivers technology for private banks, retail ... pride ourselves on getting things done while delivering new business value quickly and frequently. We are passionate about...Team, you'll be responsible for the strategic direction and execution of Aladdin Wealth 's cross-functional roadmap -… more
    BlackRock (01/07/25)
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  • Marketing Manager - Wealth Management

    Guardian Life (New York, NY)
    …will play a crucial role in supporting the strategic planning, development, and execution of marketing initiatives for our Wealth Management division. This role ... in development and implementation of a comprehensive marketing strategy for the Wealth Management division, aligned with business objectives and growth targets.… more
    Guardian Life (01/22/25)
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  • Group Risk Specialist (US) ORM Wealth

    TD Bank (New York, NY)
    …Indicators for the US Wealth , Epoch, IDA businesses. Reporting to the Segment Risk Lead for US Wealth , Epoch and Insured Deposit account, the focus of the ... the following: * Provide primary oversight and challenge the Business in the execution of the Risk...products, processes or services + Acts as a technical expert/ lead integrating cross-function understanding within their own field of… more
    TD Bank (01/07/25)
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  • Growth Strategist for Private Bank/Private…

    Citizens (New York, NY)
    …This is both a strategic and executional role in which you will lead the development, advocacy, execution , assessment, and continuous improvement of integrated ... lead marketing strategies and plans to achieve overall business objectives and revenue goals + Influence and partner...and competitive differentiators + Partner with Private Bank and Wealth leadership teams as well as key business more
    Citizens (01/19/25)
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  • Wealth - Next Best Action Product Owner…

    Citigroup (New York, NY)
    **Position Overview:** We are seeking an innovative and results-oriented Product Owner to lead the development and execution of our Next Best Action (NBA) ... + Develop a roadmap to enhance platform capabilities and align with broader business strategies. **Product Ownership & Development** + Lead the end-to-end… more
    Citigroup (01/24/25)
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  • Health, Wealth & Careers Solution Advisor

    WTW (New York, NY)
    …complex issues. This role will have strong internal connections and interactions with: Lead Relationship Managers (LRMs), HWC business sellers, and IGS Regional ... exciting, client-facing opportunity in our Integrated and Global Solutions business that is an expert client advisor who will...an expert client advisor who will position, sell, and lead opportunities across all our integrated and global solutions… more
    WTW (01/21/25)
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  • Product Owner - GenAI Model Onboarding and RAG…

    Citigroup (New York, NY)
    …We are seeking a forward-thinking and technically skilled Product Owner to lead the development and implementation of Generative AI (GenAI) model onboarding and ... Retrieval-Augmented Generation (RAG) solutions across diverse business use cases. This role requires a deep understanding...for future use cases. **Solution Design and Deployment:** + Lead the design and delivery of RAG-based solutions tailored… more
    Citigroup (01/25/25)
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  • Deposits Business Execution

    Citigroup (New York, NY)
    …Manager - New York** 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 , helping clients meet their banking and treasury management...role will be a critical leader within the Deposits Business Execution team and requires a strategic… more
    Citigroup (12/04/24)
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  • Associate, Corporate Banking, Financial…

    Scotiabank (New York, NY)
    Associate, Corporate Banking, Financial Institutions - Structuring and Execution **Requisition ID:** 209570 **Salary Range:** 135,000.00 - 155,000.00 _Please note ... high-performing culture. **Title** : Associate, Corporate Banking, Structuring and Execution , US Financial Institutions **Global Banking and Markets** Global Banking… more
    Scotiabank (01/24/25)
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  • Associate, Structuring & Execution , US…

    Scotiabank (New York, NY)
    Associate, Structuring & Execution , US Corporate Banking - New York, NY **Requisition ID:** 214469 **Salary Range:** 135,000.00 - 155,000.00 _Please note that the ... in an inclusive and high-performing culture. **Associate,** **Structuring & Execution , US Corporate Banking - New York, NY** **Global...is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and… more
    Scotiabank (01/17/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (New York, NY)
    …Resident Directors, Financial Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job ... delivery model to include the bank's digital offerings and wealth management banking strategy in the market while working...MCRM is responsible for delivering firm strategy through the execution of the Market Strategy Plans. MCRMs partner closely… more
    Bank of America (12/11/24)
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