- TD Bank (New York, NY)
- …colleagues dedicated to setting new industry standards. **Department Overview:** **U.S. Wealth Compliance acts as an independent regulatory compliance and conduct ... and/or controls via action plans or projects Supports the Wealth Compliance team and the US Wealth ...Investment Risk Specialist (CFIRS) or Certified Trust and Fiduciary Advisor (CTFA).** + **Familiarity with Office of the Comptroller… more
- Comerica (New York, NY)
- …Manages most routine accounts under the direct supervision of a Trust Advisor in accordance with the terms of the various governing documents, applicable ... review of investment programs. Works under the direct supervision of a Trust Advisor in developing solutions to most issues brought forth by principals, income… more
- JPMorgan Chase (New York, NY)
- …at the forefront of the industry. You will also serve as a trusted advisor and thought partner for senior leaders, providing strategic insights and ... alignment with firmwide goals. + Serve as a trusted advisor and thought partner for senior leaders,...field, with a strong analytical background. + Experience in financial services across consumer and business banking, wealth… more
- JPMorgan Chase (New York, NY)
- …and securities services. The world's most important corporations, governments, financial institutions, pensions, sovereign wealth organizations, states and ... to an environment of collaboration and mutual responsibility + Develop \"trusted advisor \" relationships with senior stakeholders + Simultaneously work on… more
- JPMorgan Chase (New York, NY)
- …& Wealth Management (AWM) Technology Strategy team partners with senior leaders to define and execute technology priorities, drive strategic initiatives, and ... global operations. As a Principal Technical Program Manager in Asset & Wealth Management Technology Team, you will lead complex, multi-functional technology projects… more
- Guardian Life (New York, NY)
- …supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values. ... applicable laws, regulations, and compliance standards impacting Guardian's retail wealth management business, including its affiliated broker-dealer and investment… more
- Citigroup (New York, NY)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides...frequently seek strategic advice regarding financial matters. + Build relationships with client families that… more
- Citigroup (New York, NY)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... required in order to negotiate internally, often at a senior level, and externally. Developed communication and diplomacy skills...frequently seek strategic advice regarding financial matters. + Build relationships with client families that… more
- Citigroup (New York, NY)
- …generation. + Anticipate events in a client's life and business, which have significant financial implications. + Serve as a trusted advisor to clients who ... The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job...frequently seek strategic advice regarding financial matters. + Build relationships with client families that… more
- Citigroup (New York, NY)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...frequently seek strategic advice regarding financial matters. + Build relationships with client families that… more