- Zions Bancorporation (Salt Lake City, UT)
- …of controls to address the risks associated with vendors. We are currently seeking a Wealth Technology and Operations Manager within the EWM Team to manage ... teams and community identities in 11 states. Enterprise Wealth Management (EWM) is a dynamic and...is located in Salt Lake City, Utah. Description The Wealth Technology and Operations Manager… more
- Morgan Stanley (South Jordan, UT)
- …rooted in the community since 1997 and supports the Firm's global Wealth Management , Operations and Technology divisions. With the recent acquisitions of ... someone to join our team as a Reference Data Operations Associate in Shared Services & Banking Operations...E*TRADE and Solium, Morgan Stanley super-charged its Wealth Management and Corporate and Institutional Solutions… more
- Morgan Stanley (South Jordan, UT)
- …rooted in the community since 1997 and supports the Firm's global Wealth Management , Operations and Technology divisions. With the recent acquisitions of ... team as an Associate in Shared Services and Banking Operations to be a member of the Cash Liquidity...E*TRADE and Solium, Morgan Stanley super-charged its Wealth Management and Corporate and Institutional Solutions… more
- M&T Bank (Wilmington, DE)
- …Knowledge - Asset and Investment Management : + Understanding of the product, operations , and technological needs of Wealth and Asset Management ... We are looking for a manager of our Investment Management Technology Team motivated by solving technical...**Job Description** + Reporting to the Head of M&T Wealth Technology , the successful candidate will be… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... consistency in global program design and execution across our wealth management activities. This individual acts as...a must, while knowledge of AML and financial services operations across all business lines is a plus. As… more
- Robert Half Finance & Accounting (Needham, MA)
- … Wealth Management firm, and they are looking to bring onboard a Wealth Management Operations and Compliance Associate. This position is in-office 1x ... manager and the COO by performing tasks such as management of the firm's portfolio system, CRM, and client...able to handle ad hoc projects to enhance firm operations . At least 3 years of experience in a… more
- US Bank (Charlotte, NC)
- … Management , SEC Regulations, FINRA Regulations, 12CFR9 Regulation, Investments, Wealth Operations , Private Banking) * Laws and regulations applicable to ... to non-compliance business partners and key stakeholders in the following areas: * Wealth Management laws and regulations (eg, Broker Dealer, Trust Services, … more
- JPMorgan Chase (New York, NY)
- We are looking to add a Head of New Advisory Investment Capabilities to Wealth Management Advisory Solutions. Wealth Management Advisory Solutions (WMAS) ... individual who is skillful at diving into complex investment operations in order to develop a vision for going...experience or equivalent expertise in financial services, preferably in wealth management or investments organizations + 8+… more
- Citigroup (New York, NY)
- …at achieving the strategic and financial objectives across the US Consumer Wealth Management business. Developed execution, communication and diplomacy skills ... solutions + Oversee all aspects of program life cycle management including market demands, technology trends, and...with direct and indirect reports (eg risk, finance, decision management , marketing, operations ) + Working knowledge of… more
- Citizens (New York, NY)
- …of federal (FINRA) and state (Insurance) requirements, preferred + Wealth Management sales support or middle office operations , preferred + Demonstrated and ... Description As a Transition Operations Specialist at Citizens Private Wealth ,...newly acquired clients (Account Opening) + Works to organize technology , systems, and tools prior to day one onboarding… more
- DXC Technology (Austin, TX)
- **Job Description:** DXC Technology (NYSE: DXC) helps global companies run their mission critical systems and operations while modernizing IT, optimizing data ... public sector organizations trust DXC to deploy services across the Enterprise Technology Stack to drive new levels of performance, competitiveness, and customer… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …The ideal candidate would have an understanding of fiduciary requirements and/or wealth management business processes. In addition, the candidate will need ... to join our Internal Audit team to support our Wealth and Asset Management processes. This role...Lead the audit team in documenting business processes and technology management processes related to the entity… more
- Citigroup (New York, NY)
- …high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi Global Wealth ... Wealth Client Segments Control Testing Head Director** The Wealth Products and Operations Control Testing Utility...experience. + Experienced in Operational Risk. + Experienced in wealth management products and distribution channels. +… more
- US Bank (Chicago, IL)
- …topics and industry best practices desired. * Considerable understanding of the Wealth Management and Investment Services' operations , products/services, ... join our growing team of audit professionals supporting the Wealth Management and Investment Services team. This...activities by integrating other internal audit subject matter teams ( Technology , Operations Compliance, Risk Management ,… more
- JPMorgan Chase (Plano, TX)
- **ASSET WEALTH MANAGEMENT ONBOARDING OPERATIONS ASSOCIATE PRODUCT OWNER** Do you want to make meaningful impact by delivering high-quality products? Are you ... today by contributing to the future innovation of the wealth management onboarding experience. As an Onboarding...the needs and goals of JP Morgan Advisors Client Operations colleagues who use your product. You will help… more
- Citigroup (New York, NY)
- … requires. **The Roles:** The Head of Lending business reports to the Head of Wealth Management and leads a global team of professionals managing Wealth 's ... generation/inherited wealth , law firms and attorneys. From banking and cash management to lending, investment strategies, trust, wealth advisory services, we… more
- TIAA (Birmingham, AL)
- ** Wealth Management ** The Wealth Management Director job leads an integrated team of advisors for a specific territory and has overall responsibility to ... and management of an assigned group of Wealth Management Advisors, to include compliance and...will establish relationships across all touch points (NCC, Retail Operations , Technology , etc.) to ensure advocacy for… more
- Brokers International (Urbandale, IA)
- …play a pivotal role in spearheading the standardizing of a comprehensive digital Wealth Management ecosystem for a portfolio that spans multiple locations and ... This role will require strong organizational skills, experience with technology project management , experience with project ...and execution of a major digital initiative within our Wealth Management portfolio. + Define project objectives,… more
- JPMorgan Chase (Columbus, OH)
- …deep knowledge of the financial services industry and businesses (eg, wealth management , retail, wholesale as well as operations and technology ... As a Data Owner - Vice President in JPMorgan Wealth Management , you will be responsible for...can influence people at all levels across business and technology functions + Are passionate about data modernization -… more
- JPMorgan Chase (Westerville, OH)
- The Wealth Management - Program Coordinator II will have the following as a Scope of Role and Complexity. As part of a team, individual will participate in the ... with the Front Office, Product, Marketing, Legal, Risk, Compliance, Operations and Technology + The Program Coordination...business changes + Leverage understanding of client and advisor wealth management processes (front and back office)… more