• Wealth Risk Program

    Citigroup (New York, NY)
    …as well as other programs aimed at building and enhancing the Risk organization's capabilities. Risk Wealth Program Management leader in the Risk ... Head of Project Management Group is looking for a strong ** Risk Program Management Leader** for the Wealth Risk segment to manage and execute on… more
    Citigroup (06/15/24)
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  • Compliance AML Risk Management Sr…

    Citigroup (New York, NY)
    …which complies with applicable AML laws and regulations. **Role** The Global Head of AML Risk Management - Wealth reports to Citi's Chief Compliance Officer ... global program design and execution across our wealth management activities. This individual acts as...Wealth .** **Set, develop, and implement strategic AML compliance risk management direction for the Wealth more
    Citigroup (07/12/24)
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  • Senior Audit Manager - Wealth

    US Bank (New York, NY)
    …position that supports the Regulatory Compliance Audit Director/Senior Audit Director of the Risk Management and Compliance audit team. This role supports the ... services designed to evaluate and improve the effectiveness of risk management , control, and governance processes of...partners and key stakeholders in the following areas: * Wealth Management laws and regulations (eg, Broker… more
    US Bank (06/08/24)
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  • Wealth Fdic 370 Program Coordinator

    Citigroup (Queens, NY)
    The Wealth FDIC 370 Program Coordinator would...in Wealth Deposit accounts. **Job Family Group:** Risk Management **Job Family:** Business Risk ... Executive and will oversee the E2E Governance of the Wealth FDIC Program . Individual will represent the..., MCA ), and executing strategic plans. -Appropriately assess risk when business decisions are made, demonstrating consideration for… more
    Citigroup (07/18/24)
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  • Head of Wealth Management Data…

    City National Bank (Jersey City, NJ)
    **HEAD OF WEALTH MANAGEMENT , DATA ENGINEERING AND ANALYTICS** **WHAT IS THE OPPORTUNITY?** The ideal candidate for the Head of Wealth Management (WM), ... innovation. **What you will do** As the Head of Wealth Management Data Engineering and Analytics, your...of business vision, and develop the banks data governance program . + Responsible and accountable for appropriate quality controls… more
    City National Bank (08/15/24)
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  • Wealth Management - Project Manager,…

    Morgan Stanley (New York, NY)
    …Change and Readiness, and Regulatory Compliance. The team partners with individual Wealth Management business lines, Legal/ Risk /Compliance, and senior Firm ... providing a wide range of investment banking, securities, investment management and wealth management services....risks and issues that may impact the project / program health, and manage the risk to… more
    Morgan Stanley (08/07/24)
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  • Wealth FDIC Program Lead

    Citigroup (Queens, NY)
    …results. Detailed responsibilities include but are not limited to: -Represent the FDIC Wealth Program Coordinator in various FDIC Meetings/ Forums - Serve as ... The Wealth FDIC Program Lead is responsible...7-10 years relevant work experience in operations, banking compliance, risk management , project management related… more
    Citigroup (07/18/24)
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  • Citi Wealth Investments Solutions…

    Citigroup (New York, NY)
    …and cash trading** **Prime brokerage, financing, credit extension and structuring** ** Risk management (credit, market, operational)** **Corporate & Investment ... Investment Solutions provides holistic investments advice to clients across the wealth continuum, harnessing Citi's leading Investment Management offering,… more
    Citigroup (06/28/24)
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  • Wealth Relationship Manager

    HSBC (New York, NY)
    …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... any other trait protected by applicable law. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-New York-New York **Req… more
    HSBC (08/12/24)
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  • JP Morgan Wealth Management - Vice…

    JPMorgan Chase (Jersey City, NJ)
    …that create tangible value for clients and advisors in the $6B+ revenue Wealth Management (WM) business. Our transformation programs are sponsored by C-suite ... internal communication or training. + Leverage understanding of client and advisor wealth management processes to create and deliver compelling presentations for… more
    JPMorgan Chase (07/13/24)
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  • Wealth Advisor III

    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 ... * 8 or more years of sales and client management experience in Wealth Management ...net worth clients * Graduate of a leadership or management development program (Such as LDP, Banking… more
    Truist (07/05/24)
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  • Chief Compliance Officer, CIBC US Private…

    CIBC (New York, NY)
    …In support of CIBC's core purpose: to make our clients' ambitions a reality, Risk Management is accountable for the independent oversight of risk ... to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance...member of various PWM governance committees (eg, Trust Committee, Management Risk Committee, and Operating Committee). **How… more
    CIBC (05/21/24)
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  • Wealth Relationship Manager

    HSBC (Brooklyn, NY)
    …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the ...and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations. You will represent… more
    HSBC (08/08/24)
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  • Custom Credit Banker 3 (Senior Lead Wealth

    Wells Fargo (Paramus, NJ)
    …Qualifications:** + A Master's degree or higher + Excellent sales and relationship management skills + Credit risk experience + Knowledge of traditional banking ... this role:** Wells Fargo is seeking a Senior Lead Wealth Custom Lending Specialist Working at Wells Fargo |...the business unit's risk appetite and all risk and compliance program requirements. Candidates applying… more
    Wells Fargo (08/06/24)
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  • JP Morgan Wealth Management - Select…

    JPMorgan Chase (White Plains, NY)
    …and administrative support to primarily Private Client Advisor(s) within JP Morgan Wealth Management **Job responsibilities** + Aid the Advisor(s) by building ... Line of Business partnership opportunities + Actively engage in Risk Management ; including Know Your Customer procedures,...set of benefits choices as well as a Wellness Program to help you and your family get healthy… more
    JPMorgan Chase (08/02/24)
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  • Issue Management - Business Risk

    Citigroup (Jersey City, NJ)
    …leading capabilities to support the goal of CGW, which is to be the leading wealth management provider globally. As we embark on this journey, it is imperative ... the areas of in-business controls, controls design, controls testing, internal audit, operational risk management . + Strong understanding of risk assessment… more
    Citigroup (07/31/24)
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  • Advisory Financial Services Risk

    Deloitte (New York, NY)
    Financial Services Risk Management Senior Consultant Our practitioners have the opportunity to engage a diverse and challenging portfolio of projects which ... or structural change management , technology and process transformations, or risk management services. The industry knowledge and experience which candidates… more
    Deloitte (05/19/24)
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  • Privacy Risk Vice President

    Morgan Stanley (New York, NY)
    …personal lifestyles, perspectives and needs is an important part of our culture. Wealth Management Risk is responsible for identifying, measuring and ... with WM's risk appetite and governance framework Wealth Management (WM) Privacy Risk ...framework . Build out Privacy client and employee education program by creating training modules on key privacy risks… more
    Morgan Stanley (07/26/24)
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  • AVP US Banks Business Risk Shared Services…

    Morgan Stanley (New York, NY)
    …significant market positions in each of its business segments- Institutional Securities, Wealth Management , and Investment Management . Morgan Stanley, ... to corporations, governments, financial institutions, and ultra-high net worth clients. Wealth Management provides a comprehensive array of financial services… more
    Morgan Stanley (08/03/24)
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  • AVP Privacy Risk Management

    Morgan Stanley (Purchase, NY)
    …of the US Banks and will be responsible for supporting first line of defense risk management program and activities related to the collection, use, ... an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *AVP Privacy Risk more
    Morgan Stanley (07/30/24)
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