- 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
- ManpowerGroup (New York, NY)
- … AIMS Business Execution Specialist is a member of the Client Wealth Business Execution Team which supports the delivery of our Alternatives and ... **Role: Wealth AIMS Business Execution ...**Role: Wealth AIMS Business Execution Specialist with Banking /Financial...and kept up to date. * Coordinate, organize and lead project calls to ensure timely delivery of projects… more
- Citigroup (New York, NY)
- The Head of Business Execution (BE) - Wealth at Work (WaW), will report directly into the COO for Wealth , and matrix into the Head of WaW. It will form ... offers access to a range of responsive banking, investing, wealth management & planning services and access to a...functional strategies requiring coordination and integration across units + Lead business routines & program manage strategic… more
- 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 (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 (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
- 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 (New York, NY)
- …acquisitions across Chase's consumer lines of business - Consumer Bank, Business Bank, Wealth Management, Card Services, Connected Commerce, Home Lending, ... careful consideration as well as a relentless focus on execution . The Banking & Wealth Management team...initiative with minimal guidance and oversight. Job responsibilities: + Lead the evaluation, negotiation, and execution of… more
- Citigroup (New York, NY)
- …their unique goals. **Overview of the Role** As a Design & UX executive supporting our Wealth business lines, you'll lead a team that designs industry and ... obsessed and results-oriented leader to drive strategic direction and execution of design across the business . You...defined metrics and milestones + Strategize and collaborate with Wealth business leaders to establish the design… more
- 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
- HSBC (New York, NY)
- …our people, our investors, our communities and the planet we all share. Wealth Supervisors ("WS") are responsible for overseeing the supervision of the Wealth ... or Office of Supervisory Jurisdiction (OSJ) in conjunction with the Market Manager. Wealth Supervisors work closely with the Market Managers and various Wealth … more
- 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
- Bank of America (New York, NY)
- …strategic projects across the team. The candidate must have in-depth knowledge of Global Wealth & Investment Management business and practices and be able to ... Wealth Management and Bank of America Private Bank business structure, products and services. * 5+ years people...5+ years people management experience and the ability to lead teams * Prior experience leading cross-functional teams *… more
- 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
- Morgan Stanley (Purchase, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... development of new Financial Advisor Associates for Morgan Stanley Wealth Management. The FAA Training Program encompasses a variety...Region. The RTO reports into the FAA Talent Management Lead and the Regional COO to fully execute the… more
- Citigroup (New York, NY)
- …to provide the most transparent Citi customer experience. + Responsible for the execution of Citigold Wealth Centers, Citigold Hubs, and Citipriority sales ... The Wealth Group Executive is accountable for management of...objectives of the function. Applies in-depth understanding of the business impact of technical contributions. Strong commercial awareness is… more
- JPMorgan Chase (New York, NY)
- …of Life Insurance products across the lines of businesses (LoBs) within Wealth Management at JPMorganChase; Chase Wealth Management, JPMorgan Advisors, and ... to the life insurance program. The candidate should be a self-starter, execution -focused and have the ability to drive tasks, projects and initiatives end-to-end.… more
- Citigroup (Jersey City, NJ)
- …implement the AML risk management program for the US broker dealer and consumer wealth business lines, manage a team, utilize in-depth specialty knowledge to ... (AML) Risk Management Director for US Retail Brokerage/Broker-Dealer and Consumer Wealth is a senior management level position responsible for establishing internal… more
- 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
- Citigroup (Queens, NY)
- …Requires thorough understanding of strategic direction of the function within the business , combined with a solid conceptual/practical grounding in both the function ... and the underlying business areas. Excellent communication skills are required in order...(CVA/DVA/FVA for all asset classes), and in Treasury and Wealth Investment functions + Implement requirements and standards of… more