- Citigroup (New York, NY)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. ... regions. Excellent communication skills required to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the… more
- TIAA (New York, NY)
- …Qualifications:** + University degree + Significant risk management experience within a wealth , trust and/or brokerage business as a senior risk leader ... The Wealth CIO team is seeking an experienced Sr....audit / oversight needs + Respond to requests and service BAU needs of LRC, auditors, and oversight bodies… more
- JPMorgan Chase (New York, NY)
- …matrix organization + Familiarity with end-to-end bank infrastructure, including advisors, client service , product, technology, operations and controls + ... model for business changes and roadmap for implementation + Leverage understanding of client and advisor wealth management processes (front, middle, and back… more
- HUB International (New York, NY)
- …insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in revenue ... company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer:… more
- JPMorgan Chase (New York, NY)
- …their clients. You will establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client ... offers US based clients and their advisors the personalized service of a dedicated wealth management business...customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 11 **The Role:** Senior Associate, Client Coverage Asset Management **The Team:** The North American ... usage in your territory + Provide focused and excellent service to existing products/billing/ client queries within assigned...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Deloitte (Jericho, NY)
- …(PDM) is a talent model that is tailored specifically for long-term, onsite client service delivery. Work you'll do/Responsibilities In this interesting and ... AML Consultant-Project Delivery Senior Analyst- Regulatory, Risk & Forensic Operate Are...work with our AML and sanctions team to support client service delivery. Through your participation in… more
- TD Bank (New York, NY)
- …investment advisory and insurance) through multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management Services Inc) with ... colleagues dedicated to setting new industry standards. **Department Overview:** **U.S. Wealth Compliance acts as an independent regulatory compliance and conduct… more
- City National Bank (New York, NY)
- …territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal ... ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth ...tandem with an assigned SFA to provide sales and client and colleague service support coverage. The… more
- Parexel (Albany, NY)
- …of expertise with fully proven rainmaking skills and relationships at the most senior levels within client organizations. A Senior /Vice President Technical ... Review Officer who is looking to draw upon their wealth of experience in clinical trial design and drug...Demonstrated ability to interact professionally at multiple levels including senior and executive management within a client … more
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