- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... you will become a subject matter expert in financial reporting software in the wealth management...Funds, SMA/UMA + Alternative investments + Performance reporting calculations and methodologies + Portfolio management … more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... Our reporting teams have in-depth knowledge of wealth management products and technology applications, so...of financial instruments -Ability to think critically through complex performance management reporting issues and… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... The Solutions group is Mirador's consulting arm and specializes in working across the wealth management industry to engage in both long and short-term projects… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... The Solutions group is Mirador's consulting arm and specializes in working across the wealth management industry to engage in both long and short-term projects… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... you will become a subject matter expert in financial reporting software in the wealth management...Funds, SMA/UMA + Alternative investments + Performance reporting calculations and methodologies + Portfolio management … more
- US Bank (New York, NY)
- …to non-compliance business partners and key stakeholders in the following areas: * Wealth Management laws and regulations (eg, Broker Dealer, Trust Services, ... Wealth Management , Securities and Exchange Commission (SEC)...and second lines of defense, including: risk identification, change management , risk assessments, management reporting ,… more
- JPMorgan Chase (New York, NY)
- …offices), such as client relationship management , account opening, consolidated client reporting , enhanced performance and risk reporting + Think ... 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… more
- Citigroup (New York, NY)
- …at achieving the strategic and financial objectives across the US Consumer Wealth Management business. Developed execution, communication and diplomacy skills ... The NAM Citigold/Citigold Private Client team of Citi Wealth , has ambitious growth targets to deliver against...and prepare agreements + Manage acquisition targets, product financial performance , revenue performance , and expense management… more
- JPMorgan Chase (New York, NY)
- …analysis, developing business cases, and reporting for top priorities within Wealth Management . Acting as a finance thought partner to various stakeholders ... fast-paced environment where collaboration & strategic thinking are the norm? As a Wealth Management Strategic Initiatives Finance Team lead - Vice President… more
- Bank of America (New York, NY)
- …Supervision Executive (BSSE), with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWSM's functions as a ... make a difference. Join us! **Job Description:** Merrill Private Wealth Division provides comprehensive wealth management...or any other factor that is irrelevant to the performance of our teammates. To view the "EEO is… more
- Citizens (New York, NY)
- Description Citizens Wealth Management is seeking a highly skilled and experienced Wealth Strategy and Distribution Manager, who will drive and communicate ... strategy as well as partner across the Consumer Bank to infuse Citizens Wealth Management products and services into the client relationship. The individual… more
- Bank of America (New York, NY)
- …acts as a member of the team to deliver the full suite of wealth management services. The strategist answers client's estate and financial planning questions ... and priorities to match them with a suitable advisor team to deliver wealth management solutions Complements the company annual enrollment by providing education… 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
- JPMorgan Chase (New York, NY)
- …fast-paced environment where collaboration & strategic thinking are the norm? As a Wealth Management Functional Finance - Vice President in the Strategic ... propelling strategies that support high-growth businesses and initiatives across JP Morgan Wealth Management . Your role will encompass financial analysis and … more
- Citigroup (New York, NY)
- …outcomes. **Key Responsibilities:** **Project manage the Book of Work within Risk Wealth Management segment, in partnership with other Program Management ... Group is looking for a strong **Risk Program Management Leader** for the Wealth Risk segment... Management Success Coaching, handle all aspects of performance management and timely performance … more
- Citizens (Tarrytown, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... expertise and research, while intimately focusing on each client's unique circumstances. The Wealth Portfolio Management Group is responsible for the day-to-day … more
- JPMorgan Chase (New York, NY)
- …As a Compliance, Conduct and Operational Risk (CCOR) Vice President within the JPM Wealth Management team, you will partner effectively with the Line of Business ... member of the Compliance team you will support JPM Wealth Management trading desks inclusive of executing...to fixed income trading with focus on regulatory trade reporting , best execution, distribution of fixed income new issues,… more
- JPMorgan Chase (New York, NY)
- …you'll oversee credit risk for the Global Private Bank and Wealth Management , managing marketable-securities-backed lending programs, capital markets activities, ... and activities within the Global Private Bank (GPB) and Wealth Management (WM). You'll be instrumental in...values, margin requirements, and clients; Produce oversight analytics & reporting , as needed; Lead event driven risk reviews; Present… more
- Citigroup (New York, NY)
- …Analysis Senior Manager is a senior professional position responsible for providing management with an analysis and insight of Citi's financial results in ... and analyze reports that gauge Citi's alignment with forecasted performance . This role is part of the Financial Planning...Financial Planning and Analysis team in support of the Wealth business which is comprised of the Private Bank,… 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