- Citigroup (Jersey City, NJ)
- The Head of Wealth Operations Strategic Execution Lead is a key leadership role within the organization, responsible for driving the strategic ... of programs and initiatives that align with the strategic goals of Wealth Operations ,...development and execution of end-to-end solutions across Wealth Operations . + Act as a key… more
- Citigroup (New York, NY)
- …leadership, direction and driving greater 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 plus. As...thought leader for Citi for AML matters relevant to Wealth .** **Set, develop, and implement strategic AML… more
- Citigroup (New York, NY)
- **Global Head of Wealth Platform and Experience** Be a part of the work we do to enable progress around the globe **Location: NYC** Citi, the leading global bank, ... positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving...the organization along with the front office, service & operations , marketing, core product management, and across varied technology… more
- US Bank (New York, NY)
- …Financial Industry Regulatory Authority (FINRA) Regulations, 12CFR9 Regulation, Investments, Wealth Operations , Private Banking) * Capital Market laws ... Wealth Management, SEC Regulations, FINRA Regulations, 12CFR9 Regulation, Investments, Wealth Operations , Private Banking) * Laws and regulations applicable… more
- Citigroup (New York, NY)
- …the strategic and financial objectives across the US Consumer Wealth Management business. Developed execution , communication and diplomacy skills are ... The NAM Citigold/Citigold Private Client team of Citi Wealth , has ambitious growth targets to deliver against...having critical impact/influence on company revenues, capital, or business operations + Lead strategic product roadmaps, product… more
- JPMorgan Chase (New York, NY)
- …of an internal consulting group responsible for the end-to-end strategy definition and execution for the firm's top strategic initiatives. BTO partners across ... The US Wealth Management **Business Transformation Office (BTO)** is seeking an experienced Vice President to join their team in New York or Columbus. This role will… more
- Neuberger Berman (New York, NY)
- …The VP of Strategy & Execution will lead change management projects of strategic priority to Private Wealth . Central to this will be understanding business ... **Summary** NP Private Wealth is Neuberger Berman's direct-to-client wealth ...and innovation, the business has embarked on a multi-year strategic plan to elevate all aspects of the client… more
- Scotiabank (New York, NY)
- Associate Director, US Structuring & Execution , Lev Fin **Requisition ID:** 201590 **Salary Range:** 185,000.00 - 185,000.00 _Please note that the Salary Range shown ... and high-performing culture. **Title: Associate Director, US Non-Investment Grade Execution and Structuring-US Corporate Banking** **Global Banking and Markets**… more
- Morgan Stanley (Purchase, NY)
- …Home Office:* internal "corporate" team is responsible for managing and driving strategic initiatives for the broader Wealth Management Field organization; ... firm providing a wide range of investment management and wealth management services. The Firm's employees serve clients worldwide... Management manifests itself into the day-to-day business planning, operations and execution for the Field. We… more
- Morgan Stanley (New York, NY)
- …& Compliance, Operations , Finance, etc. * * Support the Bank's execution of key projects and initiatives, including process, risk, and control identification and ... market positions in each of its business segments- Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley, through its subsidiaries… more
- Bank of America (Jersey City, NJ)
- …within the brokerage or institutional offering. Responsibilities may include managing strategic initiatives from idea creation through execution & ... as enrollment docs, contract, disclosure documents, and procedure manuals, partner with Operations and other ad hoc issues The Investment Solutions Group is… more
- Scotiabank (New York, NY)
- …and weaknesses of the processes reviewed. + Assist in the development and execution of a comprehensive and strategic audit plan. Ensure auditable entities ... management products and services relevant to the financing and strategic development needs of our clients. Our products include...for all aspects of the audit, including the planning, execution , and reporting phases. They will also be involved… more
- S&P Global (New York, NY)
- …services enabling clients to extract value out of their data and streamline their operations by pulling disparate data types from multiple sources into a central hub ... EDM business. The team: + Specializes in evaluating and managing new strategic business opportunities. + Oversees market analysis, monitors competitive activity, and… more
- Morgan Stanley (New York, NY)
- …Graystone Consulting, Retirement & Nonqualified Deferred Compensation Solutions (RS) and Wealth Management Operations . IIS is responsible for all client ... execution processes including: Client Onboarding & Maintenance, Investment Execution , Asset Aggregation, Reporting & Analytics, Billing and ERISA Broker of… more
- Wells Fargo (New York, NY)
- …Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 47 on Fortune's 2023 ... and non-reporting processes, including internal controls, corporate tax, general ledger operations , and general and specialty accounting. In this role, the Senior… more
- WTW (New York, NY)
- …role resides in our Financial Planning & Analysis (FP&A) Practice within Health Wealth and Careers Finance and will report jointly to Employee Experience (EX) and ... been identified. **The Role** + Act as a key strategic financial advisor to the North America EX and...Develop and manage strong working relationships across the Health, Wealth & Career (HWC) Finance team as well as… more
- Morgan Stanley (New York, NY)
- …and actioned appropriately * Oversee document handling by conducting quality assurance reviews on execution within operations area as well as the entire branch * ... for the supervision, management of Service Associates & Receptionists, and execution of all operational service functions within the assigned branches. These… more
- S&P Global (New York, NY)
- …will entail Functional & Business Pre-Sales Consultancy, Solution Demos, Workshop Execution , RFX Coordination, POC Execution , Implementation team transition, ... will also include helping to identify opportunities in existing strategic accounts where there are areas to expand our...experience in financial markets with a strong focus on operations and corporate actions + Have the credibility and… more
- Bank of America (Jersey City, NJ)
- …within the brokerage or institutional offering. Responsibilities may include managing strategic initiatives from idea creation through execution & ... as enrollment docs, contract, disclosure documents, and procedure manuals, partner with Operations and other ad hoc issues The Senior IRA Product Specialist role… more
- Citigroup (New York, NY)
- …cross-functional partners including Product, Digital, Customer Experience, Risk, Analytics, and Operations . Lastly, this individual will lead the execution and ... - Branded Cards and Lending, Retail Bank and Mortgage, Wealth and Citi Retail Services. The Existing Customer Marketing...controls and budget. **Responsibilities** + Develop and refine the strategic vision and roadmap for New and At Risk… more