- 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
- Tompkins Community Bank (Pittsford, NY)
- … wealth management services including planning, investments and trust services; lead wealth management business development efforts within the ... market; oversee or manage assigned wealth management accounts in accordance with legal...financial services and products provided by the Company. + Lead TFA business development efforts within the… 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
- Deloitte (Rochester, 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
- Morgan Stanley (Rochester, NY)
- POSITION SUMMARY: The Wealth Management Analyst/Associate is often the first point of contact with clients on a broad array of services related to account ... quickly and accurately to client questions and concerns. The Wealth Management Analyst/ Associate is an integral...consider * Collaborates with the Financial Advisor / Private Wealth Advisor to develop an overall business … 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
- Bank of America (Pittsford, NY)
- …and policiesinobtaining or determining solutions. Hasworkingknowledge of the Merrill Lynch Wealth Management business and specializedteamfunctions for which ... business , and within our employees and clients. Our Wealth Management team represents an array of...Possess and demonstrate strong communication skills + Ability to lead through collaboration and influence without direct authority +… 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
- Ballston Spa National Bank (Ballston Spa, NY)
- …candidate will have a minimum of 10 years' progressive experience in Wealth Management , with a 4-year degree in Business , Finance or related field. Certified ... achievement | Ballston Spa, NY, USA | Salary | Wealth Management Solutions | Full Time Invest... Solutions Department. In this role, y ou will lead all aspects of the department including business… 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