- 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
- 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)
- The Wealth Data Lead is a leadership...expertise in Data Governance. + Deep knowledge of the Wealth Management business . + Previous ... to take ownership and accountability for data governance and management . The EDO organization includes Business and...and implement data governance and operating model for Citi's Wealth business . + Assess the data governance… 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
- 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 (Jersey City, NJ)
- …to be best-in-class. As a Compliance, Conduct and Operational Risk (CCOR) Surveillance Lead ( Wealth Management Trade Surveillance) Vice President, you will ... Line of Business Compliance and Line of Business Management , as well as global/regional Surveillance...+ Bachelor's Degree or equivalent experience + Familiarity with Wealth Management investment strategies and products including… more
- Citigroup (New York, NY)
- …investments, portfolio management , lending, and banking. Job Background/Context: The Wealth Lending business offers a diverse product range including ... clients of the different business segments of Wealth . The Wealth Credit Management ...including managing dual reporting lines + Proven ability to lead / integrate global organization + A strong mentor… 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
- JPMorgan Chase (New York, NY)
- JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, ... asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations...firm initiatives and ad hoc reports/projects as needed + Lead , mentor, and manage a team of client service… 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
- Guardian Life (New York, NY)
- …responsible for financial projections and analysis of Individual Markets insurance and wealth management products, with earnings totaling over $1B annually. This ... Plan and periodic re-forecasts, for Guardian's Individual Markets insurance and wealth management products. + Participate in monthly/quarterly management… 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
- Guardian Life (New York, NY)
- …Assist in development and implementation of a comprehensive marketing strategy for the Wealth Management division, aligned with business objectives and ... The Marketing Manager for Wealth Management will play a crucial...This role drives brand awareness, client engagement, and overall business growth through innovative marketing strategies and effective communication… more
- Deloitte (Jersey City, NJ)
- …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
- Citigroup (New York, NY)
- …the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Consumer Bank and Citi Private Bank. **Job ... The role sits within the Wealth Credit Management team of Citi...Background/Context** The Wealth Lending business provides financing against liquid… more
- BlackRock (New York, NY)
- **About this role** Aladdin Wealth Tech's mission is to transform wealth management industry through technology and differentiate BlackRock as a strategic ... partner for our clients. As technology fundamentally reshapes the global wealth management industry, we partner with wealth managers to enhance their value… more
- Truist (New York, NY)
- …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... and client retention goals by acquiring new clients through business development and expanding services and marketing new products...+ 8 or more years of sales and client management experience in Wealth Management … more
- JPMorgan Chase (New York, NY)
- Join the global financial giant, JPMorgan Chase & Co, in our Asset & Wealth Management division, a leader in providing comprehensive financial services to a ... onboarding and handling of traditional investments across our US Private Bank, Chase Wealth Management , and JP Morgan Advisors investment platforms. You'll also… more
- JPMorgan Chase (New York, NY)
- …, including investments, wealth structuring, philanthropy, liquidity and credit management , and tax and estate planning. Our business model focuses ... JP Morgan Wealth Management & Investment Solutions (WMIS)...solutions with a consultative and client driven framework + Lead business reviews for existing clients with… more