- Citigroup Inc. (New York, NY)
- …to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues ... things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of...an in-depth understanding of clients' businesses and sources of wealth generation. Anticipate events in a client's life and… more
- JPMorgan Chase & Co. (New York, NY)
- …are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and ... developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base… more
- Sorren, Inc. (Florida, NY)
- …lasting relationships and delivering strategic solutions in accounting, tax, advisory, and wealth management.At Sorren, we believe that success is a shared journey. ... Promote continuous improvement by refining tax processes, strengthening internal controls , and advancing documentation and workflow tools for scalability Manage… more
- S&P Global (New York, NY)
- …using advanced SQL and PL/SQL. Participate in code reviews, version control , and enforce best development practices. Collaborate with cross-functional teams, ... including business users, product owners, and IT stakeholders. Compensation/Benefits Information...energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn… more
- JPMorgan Chase (New York, NY)
- The Business Development Consultant Manager - Team Lead leads a team of 14 Business Development Implementation Specialists responsible for the successful rollout ... and adoption of new products, services, and processes across the Chase Wealth Management organization. This role is accountable for team leadership, strategic… more
- Citigroup (New York, NY)
- …line of control lending opportunities. The Lending Advisors partner with in- business Underwriting team and 2nd line risk to pre-screen requests and structure ... Citi Wealth is a leading provider of financial solutions...are tailored to individuals and families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next… more
- Citigroup (New York, NY)
- …to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues ... minded leader to serve as Global Head of Digital Strategy & Execution for Citi Wealth . This individual will define and lead the future of how Citi Wealth … more
- Citigroup (New York, NY)
- …role owns the full marketing lifecycle. It also partners closely with institutional business leads, digital teams, and the broader wealth marketing organization ... client segment. **Responsibilities:** + Define the global marketing strategy for Citi's Wealth at Work business , spanning brand, product, education, and client… more
- Citigroup (New York, NY)
- …emphasizing process improvement, risk management, and team development to achieve business objectives and maintain regulatory compliance. The position demands a ... and a commitment to continuous improvement to drive both client satisfaction and business growth. **Job Summary** The core function of this roles revolves around… more
- Citigroup (New York, NY)
- …to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues ... is a senior level responsible for executing functional strategy and new business origination in areas managed. Full management responsibility for multiple teams… more
