• Wealth Business Execution

    Citigroup (New York, NY)
    …in clients' home markets and capture wealth where it is created. The ** Business Execution Lead ** is responsible for ensuring delivery, alignment, and ... initiatives for the Integrated Client Engagement organization. Core responsibilities of the Business Execution Lead includes coordinating and managing… more
    Citigroup (10/30/24)
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  • Wealth AIMS Business

    ManpowerGroup (New York, NY)
    … AIMS Business Execution Specialist is a member of the Client Wealth Business Execution Team which supports the delivery of our Alternatives and ... **Role: Wealth AIMS Business Execution ...**Role: Wealth AIMS Business Execution Specialist with Banking /Financial...and kept up to date. * Coordinate, organize and lead project calls to ensure timely delivery of projects… more
    ManpowerGroup (12/21/24)
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  • Wealth Deposits Business Treasury…

    Citigroup (New York, NY)
    Wealth Business Treasury is a global team... decision making efforts, design solutions and partner with business / 2LoD / CTI /LFOs on execution . ... that partners with Wealth business seniors, LFO teams, 2LoD and...and analytics of the balance sheet. This includes + Lead Deposit beta review and hedging process for US… more
    Citigroup (12/13/24)
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  • Wealth Business Management…

    Citigroup (New York, NY)
    **Job Description:** The Wealth Business Management Lead is responsible for overseeing operational readiness and governance for the digital investments ... to influence and guide stakeholders effectively. Understanding of investments and the wealth business is crucial to navigate projects through necessary… more
    Citigroup (10/31/24)
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  • SVP Citi Global Wealth Regulatory…

    Citigroup (New York, NY)
    …directing a cross-functional team including, but not limited to, the Citi Global Wealth business (eg, Citi Private Bank, Citigold, Citigold Private Client, ... also with the multiple client constituencies. This person will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance… more
    Citigroup (12/20/24)
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  • JP Morgan Wealth Management - Private…

    JPMorgan Chase (White Plains, NY)
    …solutions to meet their financial needs. As a Private Client Investment Advisor Team Lead in JP Morgan Wealth Management, you will support the market and ... and Private Client Investment Associates. You will drive the execution of key strategies and tactics that focus on...will collaborate with key partners across the JP Morgan Wealth Management businesses and One Chase partnerships. This role… more
    JPMorgan Chase (12/20/24)
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  • Americas Wealth Markets Head - C16

    Citigroup (New York, NY)
    …Structured Products) will have a sole line of reporting into this role. Additionally, WM Business Execution will have a matrix line of reporting into this role ... The **Americas** ** Wealth Markets (WM) Head** will be responsible for...in each product area + Work with HR and Business Execution to implement appropriate scorecard metrics… more
    Citigroup (01/07/25)
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  • Banking Wealth Management Corporate…

    JPMorgan Chase (New York, NY)
    …acquisitions across Chase's consumer lines of business - Consumer Bank, Business Bank, Wealth Management, Card Services, Connected Commerce, Home Lending, ... careful consideration as well as a relentless focus on execution . The Banking & Wealth Management team...initiative with minimal guidance and oversight. Job responsibilities: + Lead the evaluation, negotiation, and execution of… more
    JPMorgan Chase (12/06/24)
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  • Head of Wealth Design & UX

    Citigroup (New York, NY)
    …their unique goals. **Overview of the Role** As a Design & UX executive supporting our Wealth business lines, you'll lead a team that designs industry and ... obsessed and results-oriented leader to drive strategic direction and execution of design across the business . You...defined metrics and milestones + Strategize and collaborate with Wealth business leaders to establish the design… more
    Citigroup (12/13/24)
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  • Wealth - WCM Portfolio Strategy Officer…

    Citigroup (New York, NY)
    …businesses across Consumer Bank and Citi Private Bank. **Job Background/Context** The Wealth Lending business provides financing against liquid and marketable ... The role sits within the Wealth Credit Management team of Citi Global ...escalating to 1LOD and 2LOD stakeholders for remediation; + Lead the execution and delivery of the… more
    Citigroup (12/22/24)
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  • Global Head of Wealth Credit Management

    Citigroup (New York, NY)
    …managed investments, portfolio management, lending, and banking. Job Background/Context: The Wealth Lending business offers a diverse product range including ... tailored solutions to target market clients of the different business segments of Wealth . The Wealth...due diligence for the credit approval, 1LOD approval, deal execution and closing as well as ongoing portfolio monitoring,… more
    Citigroup (01/08/25)
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  • Wealth Management, Private Markets Product…

    Morgan Stanley (Purchase, NY)
    …products.This position affords the opportunity to gain a broad perspective of the Wealth Management business , and will require close partnership with Alternative ... wide range of investment banking, securities, investment management and wealth management services. Morgan Stanley Wealth Management...As part of the PO&D team, you will help lead and manage the onboarding and product lifecycle of… more
    Morgan Stanley (01/11/25)
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  • Head of NAM Regulatory Reporting and Client Tax…

    Citigroup (New York, NY)
    **Job Summary:** We are seeking a highly skilled and experienced professional to lead our NAM Regulatory Reporting and Client Tax Operations team within the ... Wealth division. The Head of NAM Regulatory Reporting and...alignment with the global compliance and risk management framework. Lead initiatives to enhance the efficiency, accuracy, and reliability… more
    Citigroup (12/20/24)
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  • Aladdin Wealth Tech Product Manager,…

    BlackRock (New York, NY)
    **About this role** **About Aladdin Wealth Tech** Aladdin Wealth Tech is BlackRock's wealthtech business which delivers technology for private banks, retail ... pride ourselves on getting things done while delivering new business value quickly and frequently. We are passionate about...Team, you'll be responsible for the strategic direction and execution of Aladdin Wealth 's cross-functional roadmap -… more
    BlackRock (01/07/25)
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  • Marketing Manager - Wealth Management

    Guardian Life (New York, NY)
    …will play a crucial role in supporting the strategic planning, development, and execution of marketing initiatives for our Wealth Management division. This role ... in development and implementation of a comprehensive marketing strategy for the Wealth Management division, aligned with business objectives and growth targets.… more
    Guardian Life (12/31/24)
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  • Regional Training Officer ( Wealth

    Morgan Stanley (Purchase, NY)
    …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... development of new Financial Advisor Associates for Morgan Stanley Wealth Management. The FAA Training Program encompasses a variety...Region. The RTO reports into the FAA Talent Management Lead and the Regional COO to fully execute the… more
    Morgan Stanley (11/02/24)
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  • Group Risk Specialist (US) ORM Wealth

    TD Bank (New York, NY)
    …Indicators for the US Wealth , Epoch, IDA businesses. Reporting to the Segment Risk Lead for US Wealth , Epoch and Insured Deposit account, the focus of the ... the following: * Provide primary oversight and challenge the Business in the execution of the Risk...products, processes or services + Acts as a technical expert/ lead integrating cross-function understanding within their own field of… more
    TD Bank (01/07/25)
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  • Health, Wealth & Careers Solution Advisor

    WTW (New York, NY)
    …complex issues. This role will have strong internal connections and interactions with: Lead Relationship Managers (LRMs), HWC business sellers, and IGS Regional ... exciting, client-facing opportunity in our Integrated and Global Solutions business that is an expert client advisor who will...an expert client advisor who will position, sell, and lead opportunities across all our integrated and global solutions… more
    WTW (12/11/24)
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  • External Assets - Performance Reporting Associate…

    Morgan Stanley (New York, NY)
    …Reporting Team Lead . In the Operations division, we partner with business units across the Firm to support financial transactions, devise and implement effective ... is responsible for providing transaction support and managing post execution processes. Morgan Stanley is an industry leader in...legacy and shape our future, helping to strengthen our business and bring value to clients around the world.… more
    Morgan Stanley (01/11/25)
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  • Head of Business Execution

    Citigroup (New York, NY)
    …drive incremental commercial opportunity. ICE also leads the market planning function across Citi Wealth . The Head of Business Execution - Integrated Client ... The Head of Business Execution - Integrated Client Engagement,...functional strategies requiring coordination and integration across units + Lead business routines & program manage strategic… more
    Citigroup (01/10/25)
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