• Senior Portfolio Advisor

    Citigroup (New York, NY)
    …internal stakeholders and external clients, generating actionable investment content, risk management ideas, and helping create new product solutions. **Role:** ... targets. + **Be a strategic partner** **to broader CIO Team** (research, portfolio management , the Lab, product ) on messaging, advisor needs, and product more
    Citigroup (08/14/25)
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  • Financial Services Manager - Regulatory…

    Deloitte (New York, NY)
    …risk-related, technological, or operational evolutions + Direct working experience related to product management , regulatory compliance, risk management or ... liaise with client counterparts, and actively participate in discussions on project management and work delivery needs + Manage project teams in providing… more
    Deloitte (06/25/25)
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  • Citi Wealth - Head of Wealth Planning Specialists…

    Citigroup (New York, NY)
    …a range of potential solutions including wealth structuring, insurance, trust management , and various investment and lending opportunities. This individual ... an individual with extensive Wealth Planning knowledge, exceptional relationship management , communication and influencing skills, and strong sales experience. **Key… more
    Citigroup (08/16/25)
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  • Chase Leadership Development Program - Summer…

    JPMorgan Chase (New York, NY)
    …Banking, Data & Analytics, Digital Product & Experience, Finance, Home Lending . JP Morgan Wealth Management , Marketing & Communications, Control, Operations, ... a role focused on one of our four program disciplines: Data & Analytics, Product , Project/Program Management , and Strategy & Strategic Initiatives. As a CLDP… more
    JPMorgan Chase (07/05/25)
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  • Data Integration Senior Lead Analyst Senior Vice…

    Citigroup (New York, NY)
    …+ Strong product life cycle knowledge of at least one Consumer Lending Product (Mortgages / Cards / Personal Loans) + Communicates effectively, develops ... business. This role partners with a range of stakeholders, including senior management , and engages in cross functional collaboration to achieve outcomes. An ability… more
    Citigroup (08/27/25)
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  • Financial Planning and Analysis Senior Lead…

    Citigroup (New York, NY)
    …York location. Duties: Perform financial analysis and reporting, financial forecasting and product driven analysis of payment rates, net credit loss ratios, fees, ... Prepare financial reports summarizing trends to provide insights to senior management . Prepare presentations and analysis to support reviews by Chief Financial… more
    Citigroup (09/03/25)
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  • Wealth - Head of Business Execution - Chief…

    Citigroup (New York, NY)
    …generation/inherited wealth, law firms and attorneys. From investment strategy, to banking, to lending and cash management we are here to support our clients ... stakeholders and external clients, generating actionable investment content, risk management ideas, and helping create new product ...risk management ideas, and helping create new product solutions. The Head of Business Execution - CIO… more
    Citigroup (08/27/25)
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  • Relationship Manager Business Banking Sr

    City National Bank (New York, NY)
    …risk management guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions ... develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or...to be further developed or eliminated. Prepares reports for management . * Monitors portfolio for quality, risk and adherence… more
    City National Bank (08/07/25)
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  • Ultra High Net Worth / High Net Worth Relationship…

    HSBC (New York, NY)
    …AUM and Gross Revenue. Here's what you can expect: Combine client relationship management with strong risk assessment and management capabilities ensuring the ... of our team, originating target market clients focused on investment AUM, lending , and Advisory services from own network. Grow revenues across allocated portfolio,… more
    HSBC (08/23/25)
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  • Credit Risk Analyst

    Coinbase (Albany, NY)
    …experience across centrally cleared derivatives and credit products (derivatives, secured lending , and/or prime brokerage), and with a strong understanding in risk ... analysis / mitigants for levered product offerings. The right candidate will enjoy exploring the...notional, while striking a balance between growth and risk management . This role will report to the Head of… more
    Coinbase (08/09/25)
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