- JPMorgan Chase (New York, NY)
- …in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust ... + Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for… more
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- BlackRock (New York, NY)
- …businesses across the US, Latin America, and Canada, encompassing institutional, investments, wealth , and insurance sectors to better serve our clients and drive ... our comprehensive product suite. **Key Responsibilities:** + **Client Relationship Management :** Build and maintain strong relationships with key stakeholders,… more
- S&P Global (New York, NY)
- …use):** 12 **About the Role** : Sr. Lead Software Developer - Enterprise Data Management **The Team** : We are seeking a highly skilled Lead Enterprise Data ... Management (EDM) Software Developer to join our dynamic team....environment with CI/CD pipelines. + Proven leadership skills in managing and mentoring a team of developers. **About S&P… more
- Citigroup (New York, NY)
- …and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . We enable clients to achieve their strategic ... such as -payments control services, global reconciliations, reg. reporting, liquidity management , and strategic general ledger. We are seeking a visionary leader… more
- Citigroup (Queens, NY)
- …across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank. ... achieve their goals. The Investments and Insurance Risk Assessment and Control Design Managing Director will be responsible for leading a team that identifies… more
- Wellington (New York, NY)
- …and strategic Media Relations Manager to lead external communications for our US Wealth Management business. This is a newly created position responsible for ... executives and investment professionals as thought leaders in the wealth management space. This position is a... expansion plans. This individual will report to the Director , Corporate Communications and work closely with other senior… more
- Wellington (New York, NY)
- …deadlines. Key qualifications for this role include: + 3-5 years of relevant experience; wealth management experience is a strong plus but not required. + ... of a product coverage team led by an Investment Director . This product team works closely with the investment...and consultants. BUSINESS MANAGEMENT Contributing to business management , including managing risk, capacity, pricing, and… more
- City National Bank (New York, NY)
- … Director of Business Affairs to support various activities across the wealth management business, including client service and operations, portfolio ... rules, and risk management requirements. * At the direction of CNR Director of Business Affairs, assist in the operations of the affiliated family of mutual… more
- Citigroup (New York, NY)
- The Audit Director is a senior level management position responsible for contributing to the strategic direction of Citi's Internal Audit (IA) function, in ... coordination with the Audit team. This role is also responsible for managing multiple teams of professionals. The overall objective of this role is to direct audit… more