- US Bank (New York, NY)
- …to non-compliance business partners and key stakeholders in the following areas: * Wealth Management laws and regulations (eg, Broker Dealer, Trust Services, ... Wealth Management , Securities and Exchange Commission (SEC)...and second lines of defense, including: risk identification, change management , risk assessments, management reporting ,… more
- Citigroup (New York, NY)
- …at achieving the strategic and financial objectives across the US Consumer Wealth Management business. Developed execution, communication and diplomacy skills ... The NAM Citigold/Citigold Private Client team of Citi Wealth , has ambitious growth targets to deliver against...and prepare agreements + Manage acquisition targets, product financial performance , revenue performance , and expense management… more
- JPMorgan Chase (New York, NY)
- …role, you will be part of a team that directly supports the Chase Wealth Management Chief Executive Officer and the field organization of approximately 4,000 ... Responsibilities** + Serve as a trusted advisor to the Wealth Management Regional Directors, providing clarity on...'bottom line' performance by creating and analyzing performance tracking and reporting + Contribute to… more
- JPMorgan Chase (New York, NY)
- …analysis, developing business cases, and reporting for top priorities within Wealth Management . Acting as a finance thought partner to various stakeholders ... fast-paced environment where collaboration & strategic thinking are the norm? As a Wealth Management Strategic Initiatives Finance Team lead - Vice President… more
- Citigroup (New York, NY)
- … requires. **The Roles:** The Head of Lending business reports to the Head of Wealth Management and leads a global team of professionals managing Wealth 's ... , law firms and attorneys. From banking and cash management to lending, investment strategies, trust, wealth ...attendant performance metrics for the business. Business performance reporting on portfolio performance ,… more
- Bank of America (New York, NY)
- …Supervision Executive (BSSE), with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWSM's functions as a ... make a difference. Join us! **Job Description:** Merrill Private Wealth Division provides comprehensive wealth management...or any other factor that is irrelevant to the performance of our teammates. To view the "EEO is… more
- Citizens (New York, NY)
- Description Citizens Wealth Management is seeking a highly skilled and experienced Wealth Strategy and Distribution Manager, who will drive and communicate ... strategy as well as partner across the Consumer Bank to infuse Citizens Wealth Management products and services into the client relationship. The individual… more
- Bank of America (New York, NY)
- …acts as a member of the team to deliver the full suite of wealth management services. The strategist answers client's estate and financial planning questions ... and priorities to match them with a suitable advisor team to deliver wealth management solutions Complements the company annual enrollment by providing education… more
- Citigroup (New York, NY)
- … wealth , law firms and attorneys. From banking and cash management to lending, investment strategies, trust, and wealth advisory services, ... deep local insight and help deliver the complete financial management strategies that today's wealth requires. **The...Develop strategy to build advanced analytics capabilities for best-in-class reporting on performance and trends + Create… more
- JPMorgan Chase (New York, NY)
- …fast-paced environment where collaboration & strategic thinking are the norm? As a Wealth Management Functional Finance - Vice President in the Strategic ... propelling strategies that support high-growth businesses and initiatives across JP Morgan Wealth Management . Your role will encompass financial analysis and … more
- Citigroup (New York, NY)
- …outcomes. **Key Responsibilities:** **Project manage the Book of Work within Risk Wealth Management segment, in partnership with other Program Management ... Group is looking for a strong **Risk Program Management Leader** for the Wealth Risk segment... Management Success Coaching, handle all aspects of performance management and timely performance … more
- JPMorgan Chase (New York, NY)
- …As a Compliance, Conduct and Operational Risk (CCOR) Vice President within the JPM Wealth Management team, you will partner effectively with the Line of Business ... member of the Compliance team you will support JPM Wealth Management trading desks inclusive of executing...to fixed income trading with focus on regulatory trade reporting , best execution, distribution of fixed income new issues,… more
- JPMorgan Chase (New York, NY)
- …you'll oversee credit risk for the Global Private Bank and Wealth Management , managing marketable-securities-backed lending programs, capital markets activities, ... and activities within the Global Private Bank (GPB) and Wealth Management (WM). You'll be instrumental in...values, margin requirements, and clients; Produce oversight analytics & reporting , as needed; Lead event driven risk reviews; Present… more
- Citigroup (New York, NY)
- …Analysis Senior Manager is a senior professional position responsible for providing management with an analysis and insight of Citi's financial results in ... and analyze reports that gauge Citi's alignment with forecasted performance . This role is part of the Financial Planning...Financial Planning and Analysis team in support of the Wealth business which is comprised of the Private Bank,… more
- Banco Popular Puerto Rico (New York, NY)
- …York, NY, US, 10004 Company: Popular Workplace Type: On-site Administrative Officer - Wealth Management and Private Banking AtPopular,we offer a wide variety of ... role involves providing comprehensive administrative support to our managers in the Wealth Management & Private Banking Division. The successful candidate will… more
- CIBC (New York, NY)
- …independent second line oversight to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these lines of ... strong, innovative and relationship-oriented bank for a modern world. CIBC Private Wealth Management ("PWM") conducts an investment advisory business, which… more
- Citigroup (Greenwich, CT)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... Citi Global Wealth brings together the full power of Citi...services to others in area of specialization. Work and performance of all teams in the area are directly… more
- Citigroup (New York, NY)
- **The Global Head of Wealth Technology reports to the Co-Chief Information Officers (CIO) and is responsible for delivering innovation in overall product analysis, ... design, development, and production support for the Wealth business. Citi Global Wealth is a...and forward compatibility are essential. This is a senior management level position responsible for accomplishing results through the… more
- JPMorgan Chase (New York, NY)
- …Investments Due Diligence (PIDD) Team sits within JPMorgan Chase & Co's Asset & Wealth Management division (GWM Managed Solutions & Strategies group). The PIDD ... + Closely monitor and document post-investment updates, including manager update calls and client reporting . + Able to travel for work on a limited basis (up to ~2-3… more
- City National Bank (New York, NY)
- …GOVERNANCE** **WHAT IS THE OPPORTUNITY?** The Senior Manager of IT Program Management Office (PMO) Governance defines and manages the governance processes to plan, ... with enterprise priorities and transparency; provide training and guidance * Reporting function: ensure accuracy and completeness of reports to fulfill functions… more