• Wealth Management Finance

    Morgan Stanley (Purchase, NY)
    …packages, and other Morgan Stanley sponsored benefit programs **Job:** ** Finance * **Title:** * Wealth Management Finance Group - Investment Solutions* ... the outside investment community. The role will reside within Wealth Management Finance which is... Group , MSWM's Advisory Platform. Members of the Wealth Management Finance team can… more
    Morgan Stanley (11/08/24)
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  • Global Head of Wealth Credit…

    Citigroup (New York, NY)
    …of products and services covering capital markets, managed investments, portfolio management , lending, and banking. Job Background/Context: The Wealth Lending ... target market clients of the different business segments of Wealth . The Wealth Credit Management ...in working in multiple geographies of benefits **Job Family Group :** Risk Management **Job Family:** Credit Decisions… more
    Citigroup (01/08/25)
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  • USPB & Wealth Treasury - Balance Sheet Mgmt…

    Citigroup (New York, NY)
    …Economics, Engineering, Mathematics, or other relevant degree **Job Family Group :** Finance **Job Family:** Balance Sheet Management **Time Type:** Full time ... point of contact into Treasury for the USPB & Wealth business and finance teams, ensuring that...Branded Cards, Retail Banking, Mortgages, and Retail Services) and Wealth Management (including Private Bank, Wealth more
    Citigroup (10/19/24)
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  • Americas Wealth Markets Head - C16

    Citigroup (New York, NY)
    …strategy, and implementation, driving Tech partners to deliver business-directed goals **4. Management Reporting:** + Work closely with Finance to ensure ... The **Americas** ** Wealth Markets (WM) Head** will be responsible for...Trading desks across all asset classes and the Multi-Asset Group ). The candidate should also have good connectivity to… more
    Citigroup (01/07/25)
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  • Wealth - WCM Portfolio Strategy Officer…

    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...partners and technology teams; **Education:** + Post-graduate education in Finance , Financial Risk Management , or other quantitative… more
    Citigroup (12/22/24)
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  • Wealth Deposits Business Treasury Lead…

    Citigroup (New York, NY)
    …**Education:** + Bachelors degree, potentially Masters degree **Job Family Group :** Finance **Job Family:** Balance Sheet Management **Time Type:** Full time ... Wealth business seniors, LFO teams, 2LoD and broader finance teams on topics related to FTP, Liquidity ...finance teams on topics related to FTP, Liquidity management , IRR and overall B/S return optimization. With the… more
    Citigroup (12/13/24)
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  • Sr. Wealth Advisor

    Truist (Greenwich, CT)
    …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... based approach to deliver the full suite of Truist Wealth solutions. + Team and peer group ...+ 8 or more years of sales and client management experience in Wealth Management more
    Truist (12/26/24)
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  • Private Bank and Wealth at Work VP FP &…

    Citigroup (New York, NY)
    …the team + Coordinate and partner with teams located globally **Job Family Group :** Finance **Job Family:** Financial Planning & Analysis **Time Type:** Full ... Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi's financial...of Citi's financial results in coordination with the broader Finance team. The overall objective is to contribute to… more
    Citigroup (12/10/24)
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  • Citi Wealth at Work - Financial Planner…

    Citigroup (New York, NY)
    …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... navigate your financial goals. You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private… more
    Citigroup (11/28/24)
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  • Head of NAM Regulatory Reporting and Client Tax…

    Citigroup (New York, NY)
    …knowledge of global regulatory frameworks, tax regulations, and the intricacies of wealth management products and client structures. The ideal candidate will ... reconciliations, payments, reporting, and documentation across a diverse range of wealth management products in NAM. Ensure oversight over compliance… more
    Citigroup (12/20/24)
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  • Wealth - Integrated Client Engagement…

    Citigroup (New York, NY)
    …for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with ... introductions + Responsible for maintaining effective controls around privacy information ( Wealth ) and MNPI (Banking). This individual will be a "wall straddler"… more
    Citigroup (10/30/24)
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  • Community Development Finance , Compliance…

    Morgan Stanley (New York, NY)
    …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management * **Title:** *Community Development Finance , ... financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees… more
    Morgan Stanley (01/10/25)
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  • Associate, Investment Banking, Leveraged…

    Scotiabank (New York, NY)
    …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate, Investment Banking, Leveraged Finance / Non-Investment Grade Finance -...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
    Scotiabank (12/19/24)
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  • Director, Infrastructure & Project Finance

    Scotiabank (New York, NY)
    …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Director, Infrastructure & Project Finance - US **Requisition ID:** 211304 **Salary Range:** 300,000.00 - 300,000.00 _Please note that the Salary Range shown is a… more
    Scotiabank (11/20/24)
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  • Senior Manager, US Finance & Regulatory…

    Scotiabank (New York, NY)
    …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Senior Manager, US Finance & Regulatory Reporting - Audit **Requisition ID:**...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
    Scotiabank (11/23/24)
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  • Associate Director - ABS Structured Finance

    S&P Global (New York, NY)
    …S&P Global Ratings is seeking an Associate Director to join its Structured Finance practice, which provides credit ratings and opinions for securitizations backed by ... quantitative and qualitative analytical skills, client-facing interactions, and project management . Daily tasks include completing the end-to-end ratings process,… more
    S&P Global (12/08/24)
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  • Associate Director - Analytical Finance

    S&P Global (New York, NY)
    …Officials or Managers (EEO-2 Job Categories-United States of America), FINANC103.2 - Middle Management Tier II (EEO Job Group ) **Job ID:** 310887 **Posted On:** ... Level (for internal use):** 12 **The Team:** The Analytical Finance Team is a global team with members based...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
    S&P Global (01/10/25)
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  • Director, Sales - Fund Finance

    S&P Global (New York, NY)
    …Salesforce data to monitor pipeline and opportunity status for revenue management + Understand customer problems, identify ways and collaborate internally to ... + Provide the pulse of the market to senior management + Collaborate with internal stakeholders to deliver an...business. **Basic Qualifications:** + Ideally possess a Bachelor's degree ( Finance , Economics, or related field preferred) + An S&P… more
    S&P Global (12/15/24)
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  • Consultant - Finance , Risk, and Compliance

    Capco, a Wipro Company (New York, NY)
    **About the Team:** As a member of the Finance , Risk, and Compliance (FRC) group at Capco you will play a role delivering projects, ranging from short-term ... for leading clients across financial services-including investment banking, retail banking, wealth /asset management , and insurance clients. Capco FRC is a… more
    Capco, a Wipro Company (12/07/24)
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  • Senior Consultant - Finance , Risk,…

    Capco, a Wipro Company (New York, NY)
    **About the Team:** As a member of the Finance , Risk, and Compliance (FRC) group at Capco you will play a role delivering projects, ranging from short-term ... for leading clients across financial services-including investment banking, retail banking, wealth /asset management , and insurance clients. Capco FRC is a… more
    Capco, a Wipro Company (12/07/24)
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