- JPMorgan Chase (New York, NY)
- …decision-making. As a Vice President, Risk Data & Infrastructure within JP Morgan Wealth Management , you will leverage the firm's core data mart to identify ... chance to present analyses and recommendations to senior stakeholders, including Chief Risk Officers, Wealth Management executives, and other decision-making… more
- Raymond James Financial, Inc. (New York, NY)
- **Essential Duties and Responsibilities** . Establishes and oversees the implementation of a risk management framework for the business unit, to include defining ... of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management...of risk information. . Ensures the business risk management practices comply with regulatory requirements… more
- Citigroup (Queens, NY)
- …with end-to-end Investments and Insurance teams. This role will report to the Head of Wealth Controls and Risk Management . **Key Accountabilities** + Lead a ... across the entire wealth spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer Bank and Citi Private Bank.… more
- Citigroup (New York, NY)
- …International Private Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for coordinating and managing ... (CFP(R)) are preferred. + 15+ years of experience in wealth management , financial planning, or related sectors....HNW and UHNW clients. + Strong analytical and portfolio management skills, including risk management … more
- Wells Fargo (New York, NY)
- …management of business risk . **Required Qualifications** + 8+ years of wealth management banking experience or equivalent demonstrated through one or a ... WIM's businesses, we deliver a full range of personalized wealth management , investment, planning, and retirement products...+ Engage and influence WIM Banking business leaders, control management , risk , legal, and audit partners to… more
- Bank of America (Albany, NY)
- Wealth Management Client Associate Albany, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Albany/ Wealth - Management -Client-Associate\_25019110) **Job Description:** Merrill Wealth Management… more
- JPMorgan Chase (New York, NY)
- …challenging the status quo and striving to be best-in-class. As a Compliance Risk Management Senior Officer within the JPM Wealth Management team and the ... Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at...with regulatory best practices. Additionally, you will support JPM Wealth Management trading desks inclusive of executing… more
- Bank of America (New York, NY)
- …(eg, LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ... ensuring wealth management clients are knowledgeable of the...Clients, GWIM Custom Lending Credit Executives, GWIM Credit leadership, Risk Management and other specialist organizations to… more
- JPMorgan Chase (New York, NY)
- ** Wealth Management , Product Development, Vice President** Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment ... full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more… more
- Broadridge Financial Solutions (New York, NY)
- …highly skilled Technology Leader to drive the modernization of our platform within the Wealth Management portfolio. This role is a unique opportunity to shape ... leading a talented team and shaping the future of Wealth Management technology at scale. Key Responsibilities:...empowering team members to drive successful outcomes. Compliance & Risk Management : Ensure all technology solutions comply… more
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