- Citigroup (New York, NY)
- The Organization: Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our ... and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families,… more
- Citigroup (New York, NY)
- ** Wealth Client Segments Control Testing Head Director** The Wealth Products and Operations Control Testing Utility is responsible for the testing of controls ... designed and executed by the Wealth Segments (ie, client-facing) business teams. Citi Wealth business delivers a comprehensive wealth solution to clients… more
- HSBC (New York, NY)
- …our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth Relationship Manager and ... provide an outstanding customer experience to valuable banking and wealth clients. The goal of this role is to...time spent on process and administrative tasks by the Wealth Relationship Manager to increase their capacity to address… more
- Bank of America (New York, NY)
- Executive Wealth Strategist Charlotte, North Carolina;New York, New York; Chicago, Illinois; Dallas, Texas; Los Angeles, California **Job Description:** At Bank of ... power to make a difference. Join us! **Job Description:** The Executive Wealth Strategist works with corporate clients and individual executives of those companies… more
- Arrow Financial Corporation (Glens Falls, NY)
- The Arrow Financial Corporation is seeking a leader for our company's Wealth Management Division! This role is a great fit for someone with a strong understanding of ... investment products, portfolio management, wealth planning and risk management; proven leadership skills and...a center of excellence for client relationships. Director of Wealth Management This opportunity requires a desire and ability… more
- Guardian Life (New York, NY)
- ** Wealth Management Specialist** Park Avenue Securities strives to offer a comprehensive platform to support wealth management needs of Guardian policy holders ... and diversify their practices, clients, and income streams. The Wealth Management Associate is an integral part of Park...of Park Avenue Securities. Reporting to the Head of Wealth Management Associates, who in turn reports to the… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ...wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor… more
- Citigroup (New York, NY)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, ... laws and regulations. **Role** The Global Head of AML Risk Management - Wealth reports to Citi's Chief Compliance Officer (CCO) Anti-Money Laundering (AML) / Bank… more
- Citigroup (New York, NY)
- **The Organization:** Citi Global Wealth is a leading provider of financial solutions for affluent, high net worth and ultrahigh net worth clients around the world. ... Citi Global Wealth prides of its commitment to service and its...see and seize opportunities for our clients through the wealth continuum. Our Private Bankers, Financial Advisors, and Product… more
- Morgan Stanley (Purchase, NY)
- …providing a wide range of investment banking, securities, investment management and wealth management services.With offices in more than 41 countries, the Firm's ... perspectives and needs is an important part of our culture. * Wealth Management Operational Risk**Analytics, Reporting, and Governance Wealth Management… more