- Citigroup (New York, NY)
- The Wealth Data Lead is a leadership position in Citi's Enterprise Data Office (EDO), within the Technology and Business Enablement function. The EDO ... Data Office and Data Transformation who reports to our Head of Technology. ** Wealth Data Lead :** This position will support the Head of Wealth … more
- Capco, a Wipro Company (New York, NY)
- …so that our clients can emerge as industry leaders. **About the Job:** As a Managing Principal on the Wealth & Asset Management leadership team, you will work ... helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as...setting, alongside client partners and capability leads (eg digital, data , tech) to define and lead go-to… more
- Citigroup (New York, NY)
- …and capture wealth where it is created. The **Business Execution Lead ** is responsible for ensuring delivery, alignment, and consistency of initiatives for the ... Integrated Client Engagement organization. Core responsibilities of the Business Execution Lead includes coordinating and managing activities related to… more
- Citigroup (New York, NY)
- The individual in this Citi Wealth role will work as a senior leader across the Citi Global Wealth businesses and functions coordinating regulatory examinations, ... will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations, Technology,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …need and identify solution recommendations to business problems at a business unit level. Lead the improvement efforts to be made that are within span of control at ... this level. + Develop straightforward business cases or lead feasibility and assessment work for proposed and current projects to support the development and… more
- Citigroup (New York, NY)
- Wealth Business Treasury is a global team that partners with Wealth business seniors, LFO teams, 2LoD and broader finance teams on topics related to FTP, ... management, IRR and overall B/S return optimization. With the recent re-organization, Wealth business constitutes of Citigold, Citi Private Bank (CPB) and Wealth… more
- Citigroup (New York, NY)
- **Job Description:** The Wealth Business Management Lead is responsible for overseeing operational readiness and governance for the digital investments business, ... audits, and financials related to critical and complex wealth initiatives. The role requires a deep understanding of...across Risk, Legal, Control and Service, and at times, managing relationships with external vendors. The ideal candidate will… more
- Guardian Life (Bethlehem, PA)
- The ** Lead Financial Analy** **st** is responsible for financial projections and analysis of Individual Markets insurance and wealth management products, with ... of business outcomes and drivers in ways that are strategically useful. The Lead Financial Analyst will work across the business with members of various finance,… more
- Bank of America (Miami, FL)
- …Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as ... and enterprise capabilities. Additionally, the MPWCRM serves as the Lead and Referral Coordinator for the market and manages...while balancing the risk and exposure for Merrill + Managing the branch's Private Wealth Management Client… more
- Citigroup (New York, NY)
- Wealth is a Division of Citi focused on serving...managing dual reporting lines + Proven ability to lead / integrate global organization + A strong mentor and ... the needs of clients across the entire wealth spectrum. It serves over 500,000 clients through its...captured and monitored + Accuracy and completeness of Credit Data : ensure that data captured in our… more
- Citigroup (New York, NY)
- … CCR and specifically on: + Defining and implementing EWI metrics and analytics for Wealth CCR exposures; + Managing the EWI process as it relates to metric ... escalating to 1LOD and 2LOD stakeholders for remediation; + Lead the execution and delivery of the Technology solution...and streamline CCR risk management processes, risk measures, systems, data and reporting for Wealth portfolio risks;… more
- KeyBank (Cleveland, OH)
- … Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary ... and their beneficiaries. As a member of the Family Wealth relationship management team, they proactively collaborate with team...the case of legacy relationships, may function as the lead contact on a UHNW relationship while engaging a… more
- Citigroup (New York, NY)
- …or compliance within the financial services industry, with a strong focus on Wealth Management. + Proven experience in managing teams across multiple locations, ... are seeking a highly skilled and experienced professional to lead our NAM Regulatory Reporting and Client Tax Operations...Regulatory Reporting and Client Tax Operations team within the Wealth division. The Head of NAM Regulatory Reporting and… more
- Plante Moran (Southfield, MI)
- Wealth Management - Dynamics CRM Manager + Location: United States, Michigan, Southfield + Location: United States, Michigan, Grand Rapids + Location: United States, ... largest and most well-respected audit, tax, and advisory firms, Plante Moran Wealth Management proudly serves as a trusted advisor to individuals, families,… more
- Citigroup (Jacksonville, FL)
- Citi's US Personal Banking and Wealth Management (USPBWM) businesses are global leaders in credit cards, consumer banking, and wealth management, serving as a ... goals of the company to deliver a remarkable customer experience, all while effectively managing risk and minimizing risk to our clients and our franchise. With the… more
- Wellington (Boston, MA)
- …that aligns our perspectives with those of our clients. **About the Role** The US Wealth Marketing Strategist will serve as a strategic thought partner for our US ... Wealth client-facing team as we expand and deepen relationships...digital, email, social, events, PR, and paid media. + Managing budget and internal resources effectively with a focus… more
- DXC Technology (Columbia, SC)
- …Job Description: As the Insurance Product Management Leader for Life and Wealth Portfolio at DXC Technology's Insurance Software and BPS business (ISB), you ... role in overseeing our extensive portfolio of Life and Wealth insurance products and leading a team of talented...the insurance industry. Key Responsibilities: Product Portfolio Management: . Lead the strategic planning and execution of the Life… more
- TD Bank (Mount Laurel, NJ)
- …Indicators for the US Wealth , Epoch, IDA businesses. Reporting to the Segment Risk Lead for US Wealth , Epoch and Insured Deposit account, the focus of the ... to improve products, processes or services + Acts as a technical expert/ lead integrating cross-function understanding within their own field of specialty; may manage… more
- Citizens (New York, NY)
- …desire to work well within a team and test and learn + Experience managing indirectly/influencing + Ability to review data , interpret results and create ... Description As the Growth Strategist for Private Bank/Private Wealth , your primary responsibilities are to nurture and build brand equity for Citizens Private Bank… more
- Deloitte (New York, NY)
- Manager, Operations & Technology Transformation - Investment & Wealth Management What we do Operations and Technology Transformation delivers market leading ... including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our OTT team… more