• Relationship Manager (EGP)

    Bank of America (New York, NY)
    …process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Relationship-Manager--EGP-\_25036077) **Job Description:** Merrill Wealth Management is a leading provider of comprehensive … more
    Bank of America (08/28/25)
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  • Private Banker LATAM (Mexico)

    Citigroup (New York, NY)
    The Private Banker Sr . Lead is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the ... communication skills required in order to negotiate internally, often at a senior level, and externally. Developed communication and diplomacy skills are required in… more
    Citigroup (08/08/25)
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  • Compliance Business Oversight Manager - Fiduciary…

    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
    TD Bank (09/30/25)
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  • Global Private Bank Investment Solutions Program…

    JPMorgan Chase (New York, NY)
    …in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client ... relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment… more
    JPMorgan Chase (09/30/25)
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  • Citi Private Bank - UHNW Investment Counselor

    Citigroup (New York, NY)
    The Invst Counselor Sr Principal is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability,… more
    Citigroup (07/03/25)
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  • Trading Services Manager III

    JPMorgan Chase (New York, NY)
    …continuous improvement in our operating platform. Your advanced understanding of wealth management technologies and data literacy will be crucial in optimizing ... execution with operational policies and procedures. + Utilize advanced knowledge of wealth management and market products to identify trends and potential risks. +… more
    JPMorgan Chase (09/13/25)
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  • Trust Administrator II

    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
    Comerica (08/12/25)
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  • Privacy and AI Governance Compliance Officer

    Tradeweb (New York, NY)
    …Processing Activities (RoPAs) and ensure audit readiness. + Act as a trusted advisor to senior management on emerging risks and regulatory expectations. ... the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel… more
    Tradeweb (09/05/25)
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  • Compliance Analyst

    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
    Guardian Life (08/27/25)
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  • Lead Finance Officer - Citi Private Bank

    Citigroup (New York, NY)
    …achieve the firm's overall Finance objectives. The LFO is also a strategic advisor to the Private Bank business team. **Responsibilities** + Responsible for all ... and execution of CCAR, Recovery and Resolution planning activities. + Partner with senior management to deliver on financial objectives, including a broad set of P&L… more
    Citigroup (08/01/25)
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