- Hired by Matrix (New York, NY)
- …on behalf of other businesses such as Interest Rates, Equities, Private Wealth Management and Commodities. Responsible for monitoring and mitigating the ... If so, our client is hiring a Trade Support Operations Specialist! What You'll Do: Direct support of the...Middle Office / Trading Assistant experience. Experience with risk management of Trader positions. Superior Client Service skill set.… more
- TD Bank (New York, NY)
- …details for this role. **Line of Business :** TD Wealth **Job Description:** The Wealth Operations Business Mgmt . Specialist - Wealth Advisory ... to time. It also manages a diverse portfolio of business management activities for complex or high...infrastructure an in alignment with risk appetite + Ensures business operations are in compliance with applicable… more
- 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
- 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)
- The US Wealth Management ** Business Transformation Office (BTO)** is seeking an experienced Vice President to join their team in New York or Columbus. This ... scope and responsibilities will evolve to ensure alignment with priorities across all Wealth Management channels including Chase Wealth Management … 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
- Citigroup (New York, NY)
- …aimed at achieving the strategic and financial objectives across the US Consumer Wealth Management business . Developed execution, communication and diplomacy ... on issues/activities having critical impact/influence on company revenues, capital, or business operations + Lead strategic product roadmaps, product… 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
- Citigroup (New York, NY)
- …wealth in partnership with Wealth Tech and Design team across wealth management and related digital financial services. + Experience delivering end-to-end ... **Global Head of Wealth Platform and Experience** Be a part of...the organization along with the front office, service & operations , marketing, core product management , and across… more
- JPMorgan Chase (Jersey City, NJ)
- …countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking, Commercial Banking and Consumer ... trillion, over 240,000 employees and operations in over 60...and Community Banking **.** JP Morgan Asset & Wealth Management is a global leader in investment… 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
- 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
- Morgan Stanley (New York, NY)
- …of the technical solutions behind the products and services used by the Morgan Stanley Wealth Management (MSWM) business . The department is comprised of 10 ... financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees… more
- Morgan Stanley (New York, NY)
- …estate loans. Lending activity recorded in the US Bank Subsidiaries from the Wealth Management business segment primarily includes Securities-based lending, ... services firm that maintains significant market positions in each of its business segments- Institutional Securities, Wealth Management , and Investment… more
- Morgan Stanley (Purchase, NY)
- …assets. The group is responsible for driving new assets for the firm's full-service Wealth Management business and managing client relationships across our ... Management manifests itself into the day-to-day business planning, operations and execution for the...interpersonal and leadership skills. A firm understanding of the Wealth Management business is critical… more
- Deloitte (New York, NY)
- …related to one or more of the following Financial Services industries: investment management , wealth management , trust company, insurance provider, or ... Financial Services Investment Operations Risk Management Senior Consultant Our...related service provider + Demonstrated knowledge within asset management , wealth management , hedge funds,… more
- Bank of America (New York, NY)
- …Advisors, Wealth Management Client Associates, and Wealth Management Associates to facilitate daily business needs. Job expectations include driving ... member of the market leadership team and manages the Wealth Management Client Associates, Operations ...management banking strategy of respective markets to drive business growth + Hires, develops, and leads a team… more
- Deloitte (New York, NY)
- …by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique ... utilities, clearing houses, custodians, and companies in commodities-driven businesses. + Deloitte's Wealth Management Advisory Practice: Our Wealth … more
- EPAM Systems (New York, NY)
- …problems. Years of expertise in a combination of information technology, retail banking, wealth management , asset management , and capital markets. If this ... one or more of the following areas: retail banking, wealth management , asset management , or...Serve as the engagement architect, working directly with client's business (product, marketing, operations , etc.,) and IT… more
