- 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
- Wells Fargo (Charlotte, NC)
- …& Client Experience, Chief Administration Office & Transformation, WIM Diverse Client Segments and WIM Marketing. **Banking, Lending & Trust (BL&T) Track:** ... and related strategic initiatives focused primarily on affluent and high-net-worth (HNW) client segments . + **Product Development** **:** This team executes… more
- Citigroup (Pleasant Hill, CA)
- …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 (Paramus, NJ)
- …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
- Wells Fargo (Minneapolis, MN)
- …WIM Advisory & Client Experience, Chief Administration Office & Transformation, WIM Control Management, WIM Diverse Client Segments , and WIM Marketing ... **2025 Wealth & Investment Management Summer Internship - Early...with confidence. We accomplish this by: + Building enduring client relationships through sound, thoughtful, and objective advice +… 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 (Greenwich, CT)
- …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 (Jacksonville, FL)
- … client base using financial planning, excellent discovery and profiling skills; segments include of Citi Private Client , Citigold, Priority, and Everyday ... to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, Digital Wealth Solutions, etc.) + Manage client follow-up and adhere to all… 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
- Citigroup (Jacksonville, FL)
- …clients interested in becoming new clients. + Responsible for executing specific client contact campaigns as defined by Sales Management/ Segments . + Responsible ... The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or… more
- Truist (Charlotte, NC)
- …will interpret the results of audit work performed, determine internal control weaknesses, and make value-added recommendations. On occasion, the Truist Senior ... Internal Auditor may lead segments or primary elements of smaller audits or special...time to time. 1. Prepare for and lead effective client interviews and document interview results via narratives, flowcharts… more
- Citigroup (Queens, NY)
- … Wealth policies, standards, procedures, leading appropriate levels of alignment across client segments / product/ regions. + Develop and drive credible plans ... Citi's Wealth business serves the needs of clients across...their goals. The Investments and Insurance Risk Assessment and Control Design Managing Director will be responsible for leading… more