• Wealth Management Finance

    Morgan Stanley (Purchase, NY)
    …packages, and other Morgan Stanley sponsored benefit programs **Job:** ** Finance * **Title:** * Wealth Management Finance Group - Investment Solutions* ... the outside investment community. The role will reside within Wealth Management Finance which is... Group , MSWM's Advisory Platform. Members of the Wealth Management Finance team can… more
    Morgan Stanley (11/08/24)
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  • Senior Wealth Management

    Citigroup (New York, NY)
    …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... LL.M.) or certifications (CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors. + Extensive experience… more
    Citigroup (12/18/24)
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  • USPB & Wealth Treasury - Balance Sheet Mgmt…

    Citigroup (New York, NY)
    …Economics, Engineering, Mathematics, or other relevant degree **Job Family Group :** Finance **Job Family:** Balance Sheet Management **Time Type:** Full time ... point of contact into Treasury for the USPB & Wealth business and finance teams, ensuring that...Branded Cards, Retail Banking, Mortgages, and Retail Services) and Wealth Management (including Private Bank, Wealth more
    Citigroup (10/19/24)
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  • Wealth - WCM Portfolio Strategy Officer…

    Citigroup (New York, NY)
    …the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Consumer Bank and Citi Private Bank. **Job ... The role sits within the Wealth Credit Management team of Citi...partners and technology teams; **Education:** + Post-graduate education in Finance , Financial Risk Management , or other quantitative… more
    Citigroup (12/22/24)
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  • President, Affluent Wealth

    US Bank (New York, NY)
    …what you excel at-all from Day One. **Job Description** The President, Affluent Wealth Management /USBI & USBA CEO is responsible for leading approximately 1,300 ... include: + Driving and evolving the strategic direction of the Affluent Wealth Management business + Refining and executing business strategies and… more
    US Bank (11/27/24)
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  • Asset & Wealth Management Global…

    JPMorgan Chase (New York, NY)
    …relationship management . You'll gain exposure to every facet of wealth management , including planning, investing, borrowing, and banking. Throughout the ... summer, you will learn the fundamentals of the wealth management business by partnering with a...our clients achieve their financial goals. Our dedicated program management group will provide guidance and feedback… more
    JPMorgan Chase (11/16/24)
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  • Wealth Deposits Business Treasury Lead…

    Citigroup (New York, NY)
    …**Education:** + Bachelors degree, potentially Masters degree **Job Family Group :** Finance **Job Family:** Balance Sheet Management **Time Type:** Full time ... Wealth business seniors, LFO teams, 2LoD and broader finance teams on topics related to FTP, Liquidity ...finance teams on topics related to FTP, Liquidity management , IRR and overall B/S return optimization. With the… more
    Citigroup (12/13/24)
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  • Sr. Wealth Advisor

    Truist (New York, NY)
    …firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize objective and sound personal ... based approach to deliver the full suite of Truist Wealth solutions. + Team and peer group ...+ 8 or more years of sales and client management experience in Wealth Management more
    Truist (12/26/24)
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  • Private Bank and Wealth at Work VP FP &…

    Citigroup (New York, NY)
    …the team + Coordinate and partner with teams located globally **Job Family Group :** Finance **Job Family:** Financial Planning & Analysis **Time Type:** Full ... Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi's financial...of Citi's financial results in coordination with the broader Finance team. The overall objective is to contribute to… more
    Citigroup (12/10/24)
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  • Citi Wealth at Work - Financial Planner…

    Citigroup (New York, NY)
    …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... navigate your financial goals. You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private… more
    Citigroup (11/28/24)
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  • Head of NAM Regulatory Reporting and Client Tax…

    Citigroup (New York, NY)
    …knowledge of global regulatory frameworks, tax regulations, and the intricacies of wealth management products and client structures. The ideal candidate will ... reconciliations, payments, reporting, and documentation across a diverse range of wealth management products in NAM. Ensure oversight over compliance… more
    Citigroup (12/20/24)
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  • Wealth - Integrated Client Engagement…

    Citigroup (New York, NY)
    …for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with ... on NAM region + Responsible for the partnership between Banking and Wealth Investment Solutions to optimize retail participation in Direct Private Investment… more
    Citigroup (11/21/24)
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  • Citi Wealth - Investment Support Team…

    Citigroup (New York, NY)
    …+ The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and solutions, including investment strategies, ... circumstances require more coverage + Strong organizational skills, multi-tasking and time management very important + Manage high call volume, screen and prioritize… more
    Citigroup (11/19/24)
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  • Senior Manager / Director, US Leveraged…

    Scotiabank (New York, NY)
    …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... of wholesale products and services offered by the Scotiabank Group . Be part of an innovative, Global Capital Markets...considerations; + Help refine and implement a US leveraged finance credit risk management framework, including the… more
    Scotiabank (11/27/24)
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  • Associate, Investment Banking, Leveraged…

    Scotiabank (New York, NY)
    …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Associate, Investment Banking, Leveraged Finance / Non-Investment Grade Finance -...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
    Scotiabank (12/19/24)
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  • Director, Infrastructure & Project Finance

    Scotiabank (New York, NY)
    …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Director, Infrastructure & Project Finance - US **Requisition ID:** 211304 **Salary Range:** 300,000.00 - 300,000.00 _Please note that the Salary Range shown is a… more
    Scotiabank (11/20/24)
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  • VP Finance , Sales & Marketing

    Broadridge Financial Solutions (Newark, NJ)
    …strategic planning + Strong collaborator and communicator. Excellent analytical, financial and management skills + Deep understanding of Finance process and ... the way, come join the Broadridge team. The VP Finance , Sales & Marketing will deliver data driven insight...all to inform decision-making on the ongoing development and management of the GSMS operating budget and alignment to… more
    Broadridge Financial Solutions (12/10/24)
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  • Senior Manager, US Finance & Regulatory…

    Scotiabank (New York, NY)
    …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Senior Manager, US Finance & Regulatory Reporting - Audit **Requisition ID:**...a full range of investment banking, credit and risk management products and services relevant to the financing and… more
    Scotiabank (11/23/24)
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  • Associate Director - ABS Structured Finance

    S&P Global (New York, NY)
    …S&P Global Ratings is seeking an Associate Director to join its Structured Finance practice, which provides credit ratings and opinions for securitizations backed by ... quantitative and qualitative analytical skills, client-facing interactions, and project management . Daily tasks include completing the end-to-end ratings process,… more
    S&P Global (12/08/24)
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  • Director, Sales - Fund Finance

    S&P Global (New York, NY)
    …Salesforce data to monitor pipeline and opportunity status for revenue management + Understand customer problems, identify ways and collaborate internally to ... + Provide the pulse of the market to senior management + Collaborate with internal stakeholders to deliver an...business. **Basic Qualifications:** + Ideally possess a Bachelor's degree ( Finance , Economics, or related field preferred) + An S&P… more
    S&P Global (12/15/24)
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