- Citigroup (New York, NY)
- …execution-oriented individual contributor position accountable for driving controls testing performance and improvement initiatives. The Wealth Client Segments ... Leader is a subject matter expert on projects, initiatives management , use of analytics and tracking to keep the...of responsibility over technical strategy. Responsible for supporting the Wealth Client Control Testing Head on performance … more
- Guardian Life (New York, NY)
- …onboarding & servicing to financial planning, portfolio management and aggregated wealth & protection reporting + Drive transformation from design to ... As the lead of Wealth Management Technology & Digital Platforms...diversity of thought, an engaging work environment and overall performance improvement **You Have:** + 15+ years of experience… more
- Citigroup (New York, NY)
- … wealth , law firms and attorneys. From banking and cash management to lending, investment strategies, trust, and wealth advisory services, ... deep local insight and help deliver the complete financial management strategies that today's wealth requires. **The...Develop strategy to build advanced analytics capabilities for best-in-class reporting on performance and trends + Create… more
- Bank of America (New York, NY)
- …Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a ... Relationship Manager New York, New York **Job Description:** Merrill Wealth Management is a leading provider of...supervise and delegate **Desired Skills:** + Compensation Analysis + Performance Management + Process Performance … more
- Citigroup (New York, NY)
- …high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi Global Wealth ... team members on topics ranging from testing design and execution to performance management andcontrol testing platforms basics. + Helps driving continuous… more
- TD Bank (New York, NY)
- …and handling complex/high-risk matters and escalations. This role will support the US Wealth Management group and serves as a crucial safeguard against financial ... in AML laws and regulations as they apply to Wealth Management , Private Banking and Broker-Dealers. **Depth...to business management , including developing and maintaining management reporting and analysis + Coordinates/Manages the… more
- Citizens (Tarrytown, NY)
- …immediate opening for a First Line Risk Senior Manager supporting our Private Wealth Management - RIA and Trust Fiduciary businesses with direct responsibility ... types of risk with specific focus on aspects of compliance and operational risk for Wealth Management . This includes aspects of material risk related to how … more
- Citigroup (Jersey City, NJ)
- …high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi Global Wealth ... controls performance assurance/testing - which includes design, execution, results reporting , and insight sharing related to the above scope of controls testing.… more
- Citizens (Tarrytown, NY)
- …Lead will have responsibilities within the compliance program for the Citizens Private Wealth segment of Citizens Wealth Management , including its registered ... understanding of the regulatory environment, strong leadership skills, and experience working in Wealth Management . At Citizens, we're more than a bank and here… more
- JPMorgan Chase (Jersey City, NJ)
- The JP Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth ... 20 offices. (MC(U1) As a Sr. Associate, Investment Product Analyst within the JP Morgan Wealth Management team, you will be a key player in supporting the… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...for Private Bank NA organization + Produce and deliver reporting that clearly communicate the financial performance … more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... navigate your financial goals. You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private… more
- JPMorgan Chase (New York, NY)
- …including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management , Retail Financial Services and Card Services. The ... Global Wealth Management business offers individuals and families...'s Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of US Equities. The Equity… more
- JPMorgan Chase (New York, NY)
- …and closed-end registered investment companies (RICs) for clients of JP Morgan Wealth Management and Investment Solutions (WMIS). Currently, JPMPI provides ... reporting is a plus. + Review vendor key performance indicators, follow internal escalation protocol related to the...experience is preferred. + CPA is preferred JP Morgan Wealth Management Solutions comprises a workforce of… more
- Citigroup (New York, NY)
- …+ Supports team members on topics ranging from control testing design to performance management and control testing platforms basics. + Helps drive continuous ... The Wealth Client Segments Control Testing Utility is responsible...performance assurance/testing - which includes design, execution, results reporting , and insight sharing related to the above scope… more
- Citigroup (New York, NY)
- …and review results + Perform analysis and deliver presentations related to the financial performance of the Private Bank and Wealth at Work + Generate analytics ... Financial Planning and Analysis Group Manager is a senior management level position responsible for providing management ...and analyze reports that gauge Citi's alignment with forecasted performance . This role is part of the Financial Planning… more
- BMO Financial Group (New York, NY)
- …advisor / relationship manager. + Understands and communicates emerging market trends in wealth management . + Develops an understanding of the customer needs and ... + Ensures alignment between stakeholders. + Monitors and tracks performance , and addresses any issues. + Designs and produces...and experience. + In-depth knowledge of financial planning and wealth management . + Certified Financial Planner is… 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 lines of ... strong, innovative and relationship-oriented bank for a modern world. CIBC Private Wealth Management ("PWM") conducts an investment advisory business, which… more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... Citi Global Wealth brings together the full power of Citi...services to others in area of specialization. Work and performance of all teams in the area are directly… more
- Citigroup (New York, NY)
- …opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service support ... services to others in area of specialization. Work and performance of all teams in the area are directly...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles… more