- Citigroup (New York, NY)
- …of wealth . + Develop tailored solutions that address clients' investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (New York, NY)
- …opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service support ... **Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability… more
- JPMorgan Chase (New York, NY)
- …Head of US Mortgage Product is responsible for comprehensive product management , including strategic planning, creation, design, launch, and lifecycle management ... teams, and Global Private Bank (sales) functions, as well as Technology, Legal, Risk , Compliance, and Marketing, to design and deliver solutions that enhance client… more
- Raymond James Financial, Inc. (New York, NY)
- …Develop and/or deliver a plan for significant aspects of the financial management and/or control process. Analyze, assess, and quantify the risks associated with ... business activities, and the market to determine whether any risk is within the agreed risk appetite....in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth… more
- Citigroup (New York, NY)
- …**Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... serve as the Relationship Officer for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Lead client onboarding and account opening efforts… more
- JPMorgan Chase (New York, NY)
- …+ Ability to prioritize, multi-task, and meet deadlines. + Problem-solving and risk management capabilities. + Client servicing and relationship management ... administrative responsibilities. Our team, with decades of experience in nonprofit management and grantmaking, oversees over 10,000 grant requests annually. As part… more
- JPMorgan Chase (New York, NY)
- JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading ... Our wide array of financial strategies - equity, fixed income, cash management , currency, asset allocation, and alternative asset classes - allow investors to… more
- Citigroup (New York, NY)
- …functional strategy and new business origination in areas managed. Full management responsibility for multiple teams across several locations, including ... management of people, budget and planning, to include duties...Citi Private Bank's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the… more
- TD Bank (New York, NY)
- …audits + Responsible for planning of audits + Responsible for contact with management regarding audit scope, status, and findings + Works at direction of Audit ... for staff + Supervises findings follow up tasks with management and audit staff + Is a subject matter...**Preferred** : We're specifically looking for someone that has Wealth Internal Audit experience. Experience with audit in-charged would… more
- Citigroup (New York, NY)
- …with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills. ... communicate a compelling product vision for NBA targeting, AI solutions, query management and publishing platforms. + Build solutions to seamlessly create and… more