- Citigroup (New York, NY)
- The Wealth Client Segments Control Testing Utility is responsible for the testing of controls designed and owned by the Citi's Wealth Segments ... (ie, client -facing) businesses. This position reports to the Wealth Client Segments Control Testing Lead, within the USPB- Wealth -Common … more
- Citigroup (New York, NY)
- The Wealth Client Segments Control Testing Utility is responsible for the testing of controls designed and owned by the Citi's Wealth Segments ... businesses. This position reports to the Wealth Client Segments Control Testing Head within the Control Testing Utility and is an execution-oriented… more
- Citigroup (New York, NY)
- …in the workplace through Citi Global Wealth at Work. This position reports to the Wealth Client Segments Control Testing Head within the Citi COO ... The Wealth Private Bank (ex-Trust) Control Testing Team is responsible for the testing of controls that are designed and owned by Citi's Wealth Private Bank… more
- Citigroup (New York, NY)
- …affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... wealth generation. + Anticipate events in a client 's life and business which have significant financial implications....business opportunities and address the unique needs of specific client segments . + Keep abreast of financial… more
- Citigroup (New York, NY)
- …will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R) Private Client segments . Senior Wealth Advisors have access to ... affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global… more
- Citigroup (New York, NY)
- Citi Global Wealth (CGW) is a Division of Citi focused on serving the needs of clients across the entire wealth spectrum. It has been created by combining the ... Wealth Management businesses across Citi Global Consumer Bank and...delivered via tailored offerings across the Citigold, Citi Private Client , and Citi Private Bank brands. **Job Background/Context:** The… more
- Citigroup (New York, NY)
- …affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business… more
- Citigroup (New York, NY)
- … Wealth is responsible for defining an ambitious, growth-focused strategy across all wealth client segments and products, leading and executing our ... Citi Wealth is a Division of Citi focused on...in-depth analysis of our business, infrastructure and risk and control functions to simplify our global operating model. The… more
- JPMorgan Chase (New York, NY)
- …and operations in over 160 global markets. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, ... Commercial Banking and Consumer and Community Banking **.** JP Morgan Asset & Wealth Management is a global leader in investment and wealth management. Its… more
- Citigroup (New York, NY)
- …affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... with wealth planning and private banking services to optimize client service and cross-marketing opportunities. + Work across currencies, asset classes, markets,… more
- Citigroup (New York, NY)
- …affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... Citi Global Wealth brings together the full power of Citi...skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of… more
- Citigroup (New York, NY)
- …affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ... Citi Global Wealth brings together the full power of Citi...conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + 15+ years of… more
- Citigroup (Short Hills, NJ)
- …expertise to identify business opportunities and address the unique needs of specific client segments . + Keep abreast of financial industry developments and ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client 's life and business… more
- Morgan Stanley (New York, NY)
- …personal lifestyles, perspectives and needs is an important part of our culture. The Client Segments Risk (CSR) COO team supports ongoing operations of the 600 ... Risk Officers, Business Control Units, and Conduct & Governance functions across all client segments . The unit is a first line of defense risk function… more
- Morgan Stanley (New York, NY)
- …services firm that conducts its business through three principal business segments -Institutional Securities, Wealth Management (WM), and Asset Management. WM's ... network includes approximately 15,000 Financial Advisors with total client assets of over $5 trillion. WM provides comprehensive financial advice and services to its… more
- Citigroup (New York, NY)
- …ethical standards and making a positive impact on the communities we serve. **About Citi Wealth ** Citi Wealth is focused on serving the needs of clients across ... the entire wealth spectrum. By building on the strengths and capabilities...delivered via tailored offerings across the Citigold, Citi Private Client , International Private Bank and Citi Private Bank brands… more
- Morgan Stanley (New York, NY)
- …activation and servicing. Our goal will be to drive growth across all client segments , including the Mass-Affluent, with new digital capabilities. The Workplace ... progress. -Write requirements/epics/stories for integrating the stock plan experience into the wealth management client experience and lead teams of technology… more
- Morgan Stanley (New York, NY)
- …services firm that conducts its business through three principal business segments -Institutional Securities Group ("ISG"), Global Wealth Management via ... Management. WM's network includes approximately 15,000 Financial Advisors with total client assets of over $1.5 trillion. WM provides comprehensive financial advice… more
- Scotiabank (New York, NY)
- …liquidity management solutions, supporting clients in the Corporate and Commercial segments . **What You'll Do:** + Conceptualizes, develops, leads, supports and ... and drives a customer focused culture throughout their team to deepen client relationships and leverage broader Bank relationships, systems, and knowledge. +… more
- Deloitte (Morristown, NJ)
- …and manage day-to-day stakeholder relationships + Demonstrate appropriate compliance and control of interest rate and liquidity risk + Implement programs, measures, ... risk management framework and supporting processes across legal entities, business segments and on-and-off balance sheet products. + Knowledge across financial… more