- Boston Consulting Group (Atlanta, GA)
- …portfolio across our messaging, collaboration, and productivity platforms. You will provide key architecture vision and roadmap direction for our Microsoft 365 and ... Google Workspace platforms, as well as a wealth of other products in this space, ensuring alignment...Working well independently as well as part of a team Building relationships and reliable team player,… more
- Boston Consulting Group (Boston, MA)
- …portfolio across our messaging, collaboration, and productivity platforms. You will provide key architecture vision and roadmap direction for our Microsoft 365 and ... Google Workspace platforms, as well as a wealth of other products in this space, ensuring alignment...Working well independently as well as part of a team * Building relationships and reliable team … more
- Charles Schwab (Kyle, TX)
- …Retail Experience and Specialized Relationships organization, the Business Accommodation Team is responsible for supporting complex client retention and acquisition ... Our mandate is to deliver an intuitive, innovative and differentiated wealth management experience that drives growth and builds meaningful relationships with… more
- Tradeweb (New York, NY)
- …into Internal Audit's risk assessment process + Collaborate with the second line (eg Risk) team to leverage off synergies, identify key areas of audit focus and ... the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel… more
- Principal Financial Group (Des Moines, IA)
- …for a Director of Enterprise Architecture to lead our Retirement and Income Solutions team . In this role, you'll play a critical leadership role in defining and ... our solutions are scalable, secure, and compliant with industry regulations! ** Key Responsibilities:** + Architectural Strategy: Define and lead the enterprise… more
- Tradeweb (Jersey City, NJ)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... highly motivated Third Party Risk Management Analyst to join our Risk Operations team . The successful candidate will focus primarily on our vendor risk management… more
- Somatus (Fairfax, VA)
- …and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves, ... Navigator is a critical member of the Somatus care team , serving both as a patient advocate and a...collaborates with local leadership and case management teams at key facilities identified by the Operations Manager to strengthen… more
- Somatus (Kansas City, MO)
- …and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves, ... opportunities + And more! The Field Operations Manager supervises an interdisciplinary team of clinical and non-clinical field team members and directs… more
- Somatus (Mclean, VA)
- …and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves, ... - and translating these insights into actionable strategies with the executive team . + Build and scale HR infrastructure, compensation frameworks, and strategic… more
- Somatus (Mclean, VA)
- …**The Impact** **You'll** **Make:** + **Lead** performance management tied to key metrics and business drivers that inform strategic decisions. + Deliver ... consolidate product line budgets into a **unified** financial plan. + **Streamline** systems and processes to improve efficiency and quality. + Support capital… more
- Neuberger Berman (Chicago, IL)
- Neuberger Berman's Global Trade Management team provides critical middle-office support to Equity and Fixed Income Trading Desks, Portfolio Managers, and Wealth ... to ensure seamless trade execution and settlement. The Chicago Middle Office team supports the US Institutional Fixed Income business, overseeing $250+ billion in… more
- Somatus (Mclean, VA)
- …and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves, ... Specialist will serve as a champion of teammate experience and is a key driver of organizational health. Responsibilities + Prepare content with leaders, prepare… more
- KeyBank (Brooklyn, OH)
- …responsibilities as assigned. **Job Description** The Wealth Systems Administrator Team Lead role within Key Wealth Management is primarily ... This role will be expected to be working with Wealth leadership team delegates and partners across...assigned applications and systems + Ensure that Key Wealth Systems comply with… more
- KeyBank (Brooklyn, OH)
- …on system usage, best practices, and troubleshooting common issues. + Ensure that Key Wealth Systems comply with relevant regulations and standards. ... Tiedeman Road - Brooklyn, Ohio 44144-2302 **Job Summary** The Wealth Systems Administrator role within Key...can filter/adapt information to differing roles (required) + Strong team player with a positive can-do attitude and desire… more
- TD Bank (Mount Laurel, NJ)
- …a more resilient and scalable compliance risk management function. As part of our team , you'll play a key role in reshaping compliance structures and processes, ... and/or controls via action plans or projects. Supports the Wealth Compliance team and the US ...**Proactively managing regulatory change in collaboration with the US Wealth business key stakeholders and risk owners.**… more
- First National Bank of Omaha (Omaha, NE)
- …and implementation of third-party financial technology solutions + Ensure integration of wealth management and capital markets systems with core banking ... infrastructure + Lead technology modernization initiatives to replace legacy systems with current solutions ** Team Leadership** + Manage a team of technology… more
- Citigroup (New York, NY)
- **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 ... to transform the way we serve clients across the wealth spectrum, delivering the full range of high tech...of investments processes. This role will manage a small team and will also be responsible for identifying and… more
- US Bank (Atlanta, GA)
- …communicate requirements of laws and regulations to non-compliance business partners and key stakeholders in the following areas: * Wealth Management laws ... **Job Description** The Corporate Audit Services (CAS) Senior Audit Manager - Wealth , Commercial, Capital Markets is a senior level management position that supports… more
- Bank of America (Portland, OR)
- …diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring ... Wealth Management Banking Specialist Portland, Oregon **To proceed...they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes… more
- Neuberger Berman (New York, NY)
- …influence cross-functional teams. This role requires close collaboration with Private Wealth leadership team , Payroll, Fund Admin, Legal, Operations, Technology, ... among others. ** Key Responsibilities:** **Client Billing Operations:** + Oversee all aspects...revenue and balance sheet accounts + Partner with Private Wealth leadership team to design and implement… more
