- Citigroup (New York, NY)
- The Customer Service Senior Analyst is an intermediate-level position responsible for providing clients with resolutions and support in coordination with the ... necessary to meet client requirements + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation… more
- JPMorgan Chase (New York, NY)
- …and Separately Managed Accounts (SMAs) offered through the Private Bank, Chase Wealth Management, and JP Morgan Advisors investment platforms. These platforms offer ... delivery of new investment products to the US Private Bank, Chase Wealth Management, and JP Morgan Advisors platforms, including negotiating with investment managers… more
- Wells Fargo (New York, NY)
- **About this role:** The Senior Lead Wealth Planning Strategist plays a significant role in deepening and broadening relationships with existing clients, as well ... stock option analysis, asset allocation analysis, income tax planning, charitable planning, business succession, asset protection, and estate and wealth transfer… more
- TD Bank (New York, NY)
- …and manage regulatory compliance risk and conduct risk;** **Job Summary:** The Senior Compliance Business Oversight Analyst provides objective guidance, ... and discretion in interacting and communicating with staff and senior management of the Bank with respect to significant...Background & Experience** + **Experience working in an integrated wealth business as a bank subsidiary, a… more
- JPMorgan Chase (New York, NY)
- …experienced hire roles across the Revenue Generating Business in Asset & Wealth Management, with positions ranging from Analyst to Executive Director. In ... experience? Apply today! As a Recruiter in Asset & Wealth Management, you will play a critical role in...work. The ability to foster strong client relationships with senior managers and candidates is essential, and your consultative,… more
- Deloitte (Jericho, NY)
- AML Consultant-Project Delivery Senior Analyst - Regulatory, Risk & Forensic Operate Are you an experienced, passionate pioneer in technology who wants to work in ... a collaborative environment? As an experienced AML Project Delivery Senior Analyst you will have the ability...Wealth Management. + Bachelor's degree preferably in Finance, Business , Law, Criminal Justice, or a related field; or… more
- City National Bank (New York, NY)
- * SENIOR FIDUCIARY BUSINESS CONTROLS ANALYST * WHAT IS THE OPPORTUNITY? This position will work directly with the City National Bank's ("CNB") Business ... ("BCO") and Business Control Managers ("BCM"s) for Fiduciary and Wealth Management and will partner with the Risk Framework leadership team. Responsibilities… more
- Carrington (Albany, NY)
- …or equivalent work experience. + Eight (8) plus years of experience as a Business Analyst . Experience must include working independently on large and complex ... home!** **What you'll do:** Supporting the Project Manager, the Senior BSA will be responsible for engaging with the... BSA will be responsible for engaging with the business to gather and document requirements, understand standard … more
- Deloitte (Rochester, NY)
- …who wants to work in a collaborative environment? As an experienced AML Project Delivery Senior Analyst you will have the ability to share new ideas and ... 2+ Years Experience submitting written and oral reports to senior management and clients + 2+ Year Experience of...Wealth Management. + Bachelor's degree preferably in Finance, Business , Law, Criminal Justice, or a related field; +… more
- S&P Global (New York, NY)
- …innovative index solutions to the global investment community. The role will allow the Senior Analyst to have impactful exposure to multiple groups within S&P ... Role:** **Grade Level (for internal use):** 13 **Job Description** **Title: Director, Wealth Benchmarks Product Management** **The Impact** : S&P Dow Jones Indices… more