- Citigroup (New York, NY)
- **Job Description:** The Wealth Business Management Lead is responsible for overseeing operational readiness and governance for the digital investments ... and guide stakeholders effectively. Understanding of investments and the wealth business is crucial to navigate projects... Strategy, Management & Administration **Job Family:** Business Management **Time Type:** Full time **Primary… more
- Citigroup (New York, NY)
- … business units at Citi working closely with key stakeholder inside and outside Wealth . + Responsible for business management and planning for the ICE ... capture wealth where it is created. The ** Business Execution Lead ** is responsible for ensuring... Strategy, Management & Administration **Job Family:** Business Management **Time Type:** Full time **Primary… more
- Citigroup (New York, NY)
- Wealth Business Treasury is a global...management goals and importantly align them to the business strategy. The role also provides Treasury coverage on ... team that partners with Wealth business seniors, LFO teams, 2LoD and...broader finance teams on topics related to FTP, Liquidity management , IRR and overall B/S return optimization. With the… more
- Citigroup (New York, NY)
- …working relationships with the Deposit Sales and Product teams, and other Wealth business leaders. As Pricing Strategy Lead you will need to combine an ... growth and profitability for the Wealth Deposit business . To do so, the Pricing Strategy Lead...strategy and/or management consulting with expertise in Wealth Management and/or Deposit Business .… more
- Citizens (Tarrytown, NY)
- …experience with extensive knowledge of relevant securities laws, fiduciary standards, and wealth management business operations.. + Experience reading and ... broker-dealer and trust activities. The role ensures that the business is operating in accordance with federal and state...implementation of Compliance management throughout Citizens Private Wealth . While in this role, you will lead… more
- Citigroup (New York, NY)
- …will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations, Technology, ... response to regulatory supervisory letters. + Establish and lead formal communication processes with the regulatory agencies to...business experience in audit, control, compliance or regulatory management in the banking or wealth … more
- JPMorgan Chase (White Plains, NY)
- …investment solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management , you will support the ... client experience. You will collaborate with key partners across the JP Morgan Wealth Management businesses and One Chase partnerships. This role requires you… more
- Morgan Stanley (Purchase, NY)
- …of defense function responsible for overseeing the operational risks and controls of Wealth Management 's Client Segments business units. This team partners ... a shared / utility function supporting all Client Segment Business Units, select MS Wealth Management... and oversight of the ECR program for selected business units, such as: o Actively lead … more
- Citigroup (New York, NY)
- …+ This role is part of the Financial Planning and Analysis team in support of the Wealth business which is comprised of the Private Bank, Wealth at Work and ... The Financial Planning and Analysis Lead Analyst is a senior professional role responsible...Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi's financial… more
- JPMorgan Chase (New York, NY)
- …and acquisitions across Chase's consumer lines of business - Consumer Bank, Business Bank, Wealth Management , Card Services, Connected Commerce, Home ... ecosystem. You will have the opportunity to develop and lead these strategic initiatives which require careful consideration as...as a relentless focus on execution. The Banking & Wealth Management team in Corporate Development is… more
- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... managers and key strategic investment partners for the Citi Wealth business . Citi Wealth has...(CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.… more
- Capco, a Wipro Company (New York, NY)
- …oversight for the delivery of complex, large-scale initiatives + Drive commercial growth of business across wealth and asset management segments + Develop ... helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry... go-to market differentiated solution offerings. You will help lead local office business development, as well… more
- Broadridge Financial Solutions (New York, NY)
- …on financial services or wealth management . + Deep understanding of wealth management business processes and regulatory environment. + Expertise in ... the business strategies and objectives of the wealth management division. This role involves working...and ensure that architecture adheres to compliance requirements. Project Management : + Lead technology projects from an… 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 ... financial relationship with a higher level of service and wealth management . Citi Private Bank is dedicated...defined metrics and milestones + Strategize and collaborate with Wealth business leaders to establish the design… more
- Citigroup (New York, NY)
- …of new products to the end-to-end customer experience. + **Strong knowledge of wealth management front office and operations preferred.** + **Ideal candidate ... Audit and Regulatory standards + Review and approve the Business Monitoring Quarterly summary and serve as lead...assurance over the key risks and processes for Citi's Wealth line of business and associated servicing… more
- Guardian Life (New York, NY)
- …Assist in development and implementation of a comprehensive marketing strategy for the Wealth Management division, aligned with business objectives and ... The Marketing Manager for Wealth Management will play a crucial...This role drives brand awareness, client engagement, and overall business growth through innovative marketing strategies and effective communication… more
- Deloitte (New York, NY)
- …the specialized needs of the ultra-affluent, including families with multigenerational wealth , entrepreneurs, family offices, and closely-held business owners. ... trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues? Do… more
- BlackRock (New York, NY)
- … Wealth team leverages the same risk analytics used by Institutional investors to equip wealth management clients with business & risk management , and ... **About this role** ** Business Unit Overview:** Aladdin is uniquely positioned to...interested in Financial Technology who has experience working with Wealth Management clients across complex relationships. **Key… more
- Bank of America (New York, NY)
- …as strategic projects across the team. The candidate must have in-depth knowledge of Global Wealth & Investment Management business and practices and be able ... In depth knowledge of Merrill Lynch Wealth Management and Bank of America Private Bank business... structure, products and services. * 5+ years people management experience and the ability to lead … more
- Citigroup (New York, NY)
- …the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Consumer Bank and Citi Private Bank. **Job ... The role sits within the Wealth Credit Management team of Citi...Background/Context** The Wealth Lending business provides financing against liquid… more