- 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 ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- 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 ... all three client segments including Citi Private Bank, Wealth at Work, Citi ...presentations and reports to communicate findings and recommendations to senior management and stakeholders. + Lead the… more
- JPMorgan Chase (New York, NY)
- …referrals processes between the JPMorgan Private Client (JPMPC) and JPMorgan Wealth Management (JPMWM) organizations. You will have strong attention to ... to partner with and influence key internal stakeholders and senior leadership across the Wealth Management...between JPMorgan Private Client and JP Morgan Wealth Management + Establish and manage regular… more
- KeyBank (Amherst, NY)
- …strong focus on risks and controls. + Functional knowledge of wealth management products and services (eg - trust, private banking, securities/investment ... this role assist in the design and execution of wealth management testing and continuous monitoring to...Develop and maintain strong, collaborative relationships with mid to senior level management , other internal clients and… more
- KeyBank (Amherst, NY)
- …analysis skills, and acumen (ie - retrieving, combining, and analyzing data specific to wealth management , trust, private banking, and related securities and ... and/or testing activities. + Practical working knowledge of wealth management products and services (eg - trust, private banking, securities/investment… more
- KeyBank (Amherst, NY)
- … experience preferred. + Demonstrated in-depth knowledge of wealth management products and services (eg - trust, private banking, securities/investment ... the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business,...Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well… more
- 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 ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- 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 ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- Citigroup (New York, NY)
- …including quarterly updates + Provide timely and frequent updates to global senior management . + Understand and provide investment solutions to rapidly ... equity and real estate opportunities for distribution to Citi Wealth 's client base. The position will involve the analysis,...preferred. + 8-10 years relevant experience in real estate, private equity, or investment management . + Prior… more
- 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 ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more