- JPMorgan Chase (Plano, TX)
- … Product and Platform. **Job Responsibilities** + Establish the scope and operations for a new product space dedicated to Advisor Performance Management ... incentives, Advisor retirement, and career progression programs. **Job summary:** The ** Product & Experience Sr Product Associate for Advisor Compensation… more
- Bank of America (Dallas, TX)
- Audit Supervisor - Consumer and Wealth Management Operations Charlotte, North Carolina;Stamford, Connecticut; Atlanta, Georgia; East Hartford, Connecticut; ... control environment, fostering an inclusive work environment, applying product , business, and technical expertise, and supporting team members with development.… more
- Citigroup (Irving, TX)
- This is a key role within Internal Audit Wealth Team that incorporates Governance, Reporting, and Strategy working with team leadership. This role includes ... development, support and delivery of high-quality reporting related to control testing, corrective action validation, regulatory reporting, governance reporting and… more
- Kestra Financial (Fort Worth, TX)
- …in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products , including but not limited to: ... Symonds Wealth Management, a comprehensive financial planning and investment...a strong understanding of the financial services industry and products , and is critical in handling the day-to-day client… more
- Citigroup (Irving, TX)
- …your work, come join us. We'll enable growth and progress together. The Production Operations **Governance & Control Senior Analyst** role sits within the CTI ... corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment… more
- Citigroup (Irving, TX)
- US Personal Banking & Wealth Financial Crimes & Fraud Prevention ("FCFP") Control is an organization of 40+ control professionals dedicated to the design, ... compliance risk management. + Apply knowledge of the business, products or services to identify and implement control... products or services to identify and implement control points and processes throughout the business. + Appropriately… more
- Citigroup (Irving, TX)
- US Personal Banking & Wealth Financial Crimes & Fraud Prevention ("FCFP") Control is an organization of 40+ control professionals dedicated to the design, ... sound operational and compliance risk management. + Apply knowledge of the business, products or services to identify and implement control points and processes… more
- Citigroup (Irving, TX)
- … products and services, and liaison with the ICRM team supporting wealth products (eg investments/insurance). This position will also provide coverage for ... + Collaborating with other internal areas including: Legal, Business Management, Operations , Technology, Finance, other Control Functions, and In-Business Risk… more
- Citigroup (Irving, TX)
- …corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment ... banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and...every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission… more
- Citigroup (Irving, TX)
- …corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment ... banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and...and every sector that shapes your daily life, our Operations & Technology teams are charged with a mission… more
- Stanley Black and Decker (Farmers Branch, TX)
- …assessments, and promote a safe working environment. + Establish and maintain quality control measures to ensure that products meet or exceed customer ... ** Operations Manager - Farmers Branch, TX, United States...tangible and intangible benefits for the business. + Monitor, control , and reduce manufacturing costs, including labor, materials, and… more
- Wolters Kluwer (Coppell, TX)
- Manager, Operations - Trust Tax TAA US Preparer Market is looking for a Manager, Operations - Trust Tax to join our diverse team of professionals. Today, tax and ... the tax and accounting compliance ecosystem. As the Manager, Operations - Trust Tax, you will be responsible for...operation which is the tax preparation service provided to bank/ wealth management firms. This includes: + Production and filing… more
- Citigroup (Irving, TX)
- …a positive impact on the communities we serve. Citi's Personal Banking and Wealth Management (PBWM) division is building a purpose-driven team to serve its globally ... Role Citi's PBWM Technology (PBWMT) organization serves the PBWM global suite of products providing a full range of innovative and comprehensive set of services. Our… more
- Citigroup (Irving, TX)
- …functions meet business goals + Define necessary system enhancements to deploy new products and process enhancements + Recommend product customization for system ... corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment… more
- Citigroup (Irving, TX)
- …of the world and every sector that shapes your daily life, our **Enterprise Operations & Technology** teams are charged with a mission that rivals any large tech ... architecture and ensure our platforms provide a first-class customer experience. Our operations teams manage risk, resources, and program management. We focus on… more
- Citigroup (Irving, TX)
- …corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment ... banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and...every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission… more
- Citigroup (Irving, TX)
- The Personal Banking & Wealth Management (PB&WM) Data Risk and Control team is a critical function within the Chief Data Office (CDO) and is responsible for and ... PB&WM business. **About this Role** The Data Risk and Control - Data Governance Foundation Sr. Analyst (AVP) will...Data Governance Policy, Data Controls Framework, and PB&WM business products / operations a plus. + Comprehensive… more
- Citigroup (Irving, TX)
- …corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment ... banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and...every sector that shapes your daily life, our Enterprise Operations & Technology teams are charged with a mission… more
- Citigroup (Irving, TX)
- …functions meet business goals + Define necessary system enhancements to deploy new products and process enhancements + Recommend product customization for system ... corporations, governments, and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment… more
- Wells Fargo (Addison, TX)
- … Investment Management data including Brokerage, Trust (IFS), Private Bank, and Wealth products . + Extensive knowledge and understanding of data research, ... Wells Fargo is seeking a Data Analytics Audit Manager as part of our Wealth and Investment Management (WIM) Audit Innovation & Analytics team. The WIM team audits… more