- Citigroup (Queens, NY)
- …Mortgage/ABS) and XVA (CVA/DVA/FVA for all asset classes), and in Treasury and Wealth Investment functions + Implement requirements and standards of Citi Model ... Grp Mgr role resides in Citi's Global Model Risk Management (MRM) group and manages multiple teams of highly...different theories and practices relevant to the Model Risk Management function. In-depth knowledge of the industry and relevant… more
- Citigroup (New York, NY)
- … wealth spectrum. Citi Wealth covers all of Citi's go-to-market approaches in Wealth Management - Citi Private Bank, Citi Wealth at Work, and ... consulting, private banking, financial services + Ability to lead large projects within Wealth Management + Demonstrated record of team leadership - managing… more
- Guardian Life (New York, NY)
- The Head of Wealth Management Marketing will own the strategic planning, development, and execution of marketing initiatives for our Wealth Management ... Compliance, Legal, and Digital. This position reports to the Head of IM Marketing Strategy, who, in turn, reports...Develop and implement a comprehensive marketing strategy for the Wealth Management division, aligned with business objectives… more
- JPMorgan Chase (Tampa, FL)
- …As the Head of Testing within the Monitoring and Testing team for Wealth Management (WM) Solutions, you will play a crucial role in supporting the ... Solutions sub-line of business (LOB) within the Asset and Wealth Management (AWM) organization. As the first...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Citigroup (New York, NY)
- …of our global investment product organization, which includes Citi Investment Management , Markets, Alternative Investments and Insurance. The Office of ... and Citi Private Bank brands _._ **Job Description:** The Head of Business Execution - Investment Solutions...& CIO, will report directly into the COO for Wealth , and matrix into the Investment Solutions… more
- Morgan Stanley (Purchase, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's ... is an important part of our culture. Morgan Stanley Wealth Management (MSWM) is one of the...team of seven capital markets lawyers reporting to the head of the Capital Markets legal team. The Capital… more
- Charles Schwab (Lone Tree, CO)
- …will report to the Managing Director, SCFR Head of Financial Planning & Wealth Management Research & Advice [Rob Williams, CFP(R), RICP(R), CPWA(R)] and will ... the economy, financial and retirement planning, portfolio management , wealth management , and investment strategy. SCFR also produces Schwab's stock… more
- Truist (Atlanta, GA)
- …sales, presentation and relationship management skills previously demonstrated in wealth management in the high net worth marketplace * Excellent ... the delivery and integration of a broad range of wealth products and services (financial planning, asset management...offer strategic advice and competitive analysis to the Truist Wealth Division Director and the Head of… more
- JPMorgan Chase (New York, NY)
- …Investment Analyst you will be a member of the Global Equity group within Wealth Management 's Chief Investment Officer Team (Private Bank CIO Team), ... Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management , Retail Financial Services and Card Services. The Global … more
- Citigroup (New York, NY)
- …across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank. ... are in place. + Support the WCM NAM Portfolio Head , Investment Finance Product and Regional teams,...and complex CRE underwritings, capital commitments, derivatives within a Wealth Management or a Corporate CRE and… more
- Citigroup (New York, NY)
- …investment plan and partner for their business activities. The breadth of Investment Solutions across Citi Investment Management , Alternative Investments, ... into clients' portfolios. The Analyst will report into the Wealth Investments Head of Business Performance, who...business performance management , and expense and headcount management . + Support the Heads of Investment … more
- Citigroup (Tampa, FL)
- …high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi Global Wealth ... and alternative investments, managed account strategies, world-class research and investment guidance. The Wealth business serves ultra-high-net-worth… more
- Citigroup (Jersey City, NJ)
- …high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi Global Wealth ... and alternative investments, managed account strategies, world-class research and investment guidance. The Wealth business serves ultra-high-networth individuals… more
- JPMorgan Chase (New York, NY)
- …of the Global Private Bank (GPB) Chief Product Office team, reporting directly to the Wealth Management (WM) Solutions Head of Product. You will oversee the ... delivers products (eg, US Private Bank , International Private Bank, JPM Wealth Management , Chase). + Influence decision-making across Solutions and GPB… more
- Aegon Asset Management (Philadelphia, PA)
- … products , including mutual funds, annuities, stable value solutions, as well as investment management services. What We Do Transamerica is organized by lines ... partner for the business. + Work closely with global Head of Financial Risk on maintenance of ERM framework,...in the insurance industry + Knowledge and experience in investment and mismatch risk management , derivatives, insurance… more
- Citigroup (New York, NY)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... accessing the capital markets on behalf of our clients. **Senior Head of Category Management ** is responsible for procuring products and services for Citigroup… more
- Morgan Stanley (Alpharetta, GA)
- …we support the breadth of the Firm's global business and functions from Wealth Management and Institutional Securities to Technology and Operations, Finance and ... seeking someone to join our team as a Sub-Regional Head of Capital Management , Director. In the...its largest footprint in Alpharetta, Morgan Stanley super-charged its Wealth Management business to deliver a first-class… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's ... its workforce (M/F/Disability/Vet)./ **Job:** ** Investment Banking/Sales/Trading/Research* **Title:** *ISG Management - FCR Head of Policies, Procedures and… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's ... workforce (M/F/Disability/Vet)./ **Job:** ** Investment Banking/Sales/Trading/Research* **Title:** *ISG Management , Financial Crimes Head of Policies, Procedures… more
- University of Pennsylvania (Philadelphia, PA)
- …, Electronic Access and Discovery serves as one of the leaders of the AAL management team. The Head , Electronic Discovery and Access plays a critical role in ... variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted… more