- BlackRock (New York, NY)
- …Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment management platform that enables wealth managers to accelerate growth ... client portfolios. Aladdin is uniquely positioned to address the industry's risk management , portfolio construction and financial technology demands. The… more
- Wells Fargo (New York, NY)
- …analysis. Wells Fargo is seeking a Lending Director within the Wealth and Investment Management division, supporting the National Sales organization. This role ... and sales support roles. + Strong knowledge of credit structuring, underwriting, and risk management , with the ability to translate complex lending products into… more
- Dow Jones (New York, NY)
- …on our services for their anti-money laundering, counter terrorist financing and third party risk management programs globally. **About the Role** As part of our ... Mansion Global, Financial News, Investor's Business Daily, Factiva, Dow Jones Risk & Compliance, Dow Jones Newswires, OPIS and Chemical Market Analytics.… more
- Citigroup (New York, NY)
- … management of wealth. + Develop tailored solutions that address clients' investment , risk management , and financing/liquidity needs. + Set challenging ... appropriate people involved to expedite resolution. + Understand and communicate the risk involved with various investment strategies. + Establish credibility… more
- Lumen (Albany, NY)
- …of large/complex/cross-functional strategic programs and technical initiatives, workflow management and investment optimization functions from strategic ... using PM best practices processes and policies to ensure alignment with corporate strategy and goals. **Location** This is a remote opportunity open to candidates… more
- Broadridge Financial Solutions (Edgewood, NY)
- …and deliver the vision for our Universal Client Portal into a data strategy that drives modernization, creates summary dashboards, enables reporting and expands into ... oversees multiple global cross-functional agile teams while embedding enterprise data strategy into product planning to ensure a scalable data consumption model.… more
- Citigroup (New York, NY)
- …, and transfer of wealth. + Develop tailored solutions that address clients' unique investment , risk management , and financing/ liquidity needs. + Regularly ... growing the existing client business, along with an acquisition strategy for UHNW & HNW target names. Thus thorough...involved to expedite resolution. + Understand and communicate the risk involved with various investment strategies. +… more
- SMBC (New York, NY)
- …its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects ... the preparation / presentation of executive summaries and recommendations to the management of the Credit Department. + The coverage includes lending transactions… more
- SMBC (New York, NY)
- …guideline setting & issue management for Specialized Finance Department. + Performs risk management framework and related risk assessments of Specialized ... Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal...operationalization of risk mitigants. + Ensure that risk management considerations are embedded in Specialized… more
- Bank of America (New York, NY)
- …service model. Job expectations include assisting with client meetings related to investment strategy , account performance, new products, and market developments ... Management is a leading provider of comprehensive wealth management and investment products and services for...in developing and monitoring the team's client book segmentation strategy **Required Qualifications:** + Series 7 & 66 or… more