• Head of NAM Regulatory Reporting and Client Tax…

    Citigroup (New York, NY)
    …Play a key role in ensuring compliance and operational excellence across global wealth management markets, safeguarding the integrity of our client ... Reporting and Client Tax Operations, ensuring alignment with the global compliance and risk management ...documentation across a diverse range of wealth management products in NAM. Ensure oversight over compliance more
    Citigroup (07/22/25)
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  • Credit Product Specialist, Global

    Bank of America (New York, NY)
    Credit Product Specialist, Global Wealth & Investment Management New York, New York **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Credit-Product-Specialist-- Global - Wealth Investment- Management \_25030120) **Job Description:** At… more
    Bank of America (07/17/25)
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  • Global Head of Securities Based Lending,…

    Citigroup (New York, NY)
    …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... **Citi Wealth Lending - Global Head of...deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our… more
    Citigroup (08/08/25)
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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 ... offer, and ultimately help them achieve their goals. Citi Wealth serves over 600,000 clients across its global...(CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors.… more
    Citigroup (06/20/25)
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  • VP, Engineering & Architecture ( Wealth

    Broadridge Financial Solutions (New York, NY)
    …drive the technology architecture roadmap, aligning it with Wealth Management goals and fostering innovation, regulatory compliance , and long-term ... trading platforms, and financial data systems used in wealth management including financial regulations and compliance requirements. Familiarity with modern… more
    Broadridge Financial Solutions (06/21/25)
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  • Wealth Management , Product…

    JPMorgan Chase (New York, NY)
    …of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more ... ** Wealth Management , Product Development, Vice President**...lead product launches or changes collaborating across the investment management , business channels, trading, legal, compliance , risk,… more
    JPMorgan Chase (07/25/25)
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  • JP Morgan Wealth Management - Vice…

    JPMorgan Chase (New York, NY)
    The Investment Product and Platform team within JP Morgan Wealth Management oversees the investment platform for over 6,000 advisors and millions of clients. Our ... the team develops business cases, conducts competitive research across the wealth management industry, and prepares detailed analyses and presentations… more
    JPMorgan Chase (07/17/25)
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  • Head of Distribution US Wealth (US)

    TD Bank (New York, NY)
    …strategy and practice around Advisor effectiveness, retention, coordinating with other TDBG/ Wealth management business and functional areas + Provides ... other areas + Represents the business on all Risk Management , Compliance , AML and Audit related initiatives,...+ MBA preferred + 15+ years Must have extensive Wealth Management leadership experience with a proven… more
    TD Bank (07/30/25)
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  • JP Morgan Wealth Management

    JPMorgan Chase (New York, NY)
    Join JP Morgan Asset & Wealth Management , a global leader in investment management and private banking solutions, managing client assets worth $4 ... a dynamic team dedicated to maintaining the integrity and success of our wealth management services, empowering individuals, families, and foundations to achieve… more
    JPMorgan Chase (07/21/25)
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  • Wealth Center Manager-Bilingual…

    HSBC (Flushing, NY)
    …regulatory, global environment. Ensure the effective implementation of a wealth management planning-led strategy to drive and grow profitable Premier ... HSBC brand in market served + Promote the Group's global brand; promote the bank's profile in the community...Refer to the HNAH Code of Ethics policy and Wealth Management Staff. For this role, HSBC… more
    HSBC (07/26/25)
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