- Citigroup (New York, NY)
- …unit of Citi Private Bank's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the strategic direction ... of the product, as well as implementation and execution of new business development initiatives and sales plans to drive growth in the product. The role also requires. an in depth understanding of the industry, the structure of the product, and direct… more
- Citigroup (New York, NY)
- …**Framework Development:** + Design and implement a comprehensive testing and evaluation framework for GenAI model outputs. + Develop standards and patterns for ... We are seeking an innovative and detail-oriented professional to lead the development and management of the Generative AI (GenAI) testing and evaluation framework. This role focuses on creating patterns, methodologies, and iterative structures to optimize the… more
- Citigroup (New York, NY)
- …The core function of this roles revolves around overseeing operational processes for client onboarding and account management across various products and platforms. A ... **Executive Summary** The Client Experience Group Manager is a leadership role and specializes in onboarding, focusing on delivering an exceptional client experience and ensuring efficient, scalable operational processes specific to client onboarding and… more
- JPMorgan Chase (New York, NY)
- …+ Qualify new searches, ensuring information is accurate and job descriptions align with global guidance + Lead requirement intake calls with hiring managers and ... offer guidance on the recruitment processes, controls and policies + Proactively map talent, create, add to, and manage candidate talent pools and operate as a specialist within your market + Source and pipeline qualified candidates through a wide variety of… more
- JPMorgan Chase (New York, NY)
- …+ Collaborate with the Global Head of Mortgage Solutions and key stakeholders, including US Mortgage Operations, to set and execute the vision of the product strategy ... for mortgage and HELOC home lending products, emphasizing an AI-native approach, innovation, deep intellectual curiosity, and a desire to drive change. + Lead the development and enhancement of mortgage financial products/features from ideation to launch,… more
- Citigroup (New York, NY)
- …+ Directly supports a C16 level manager and generally supports an entire department + Manages day to day calendar(s) of senior management + Coordinates all aspects of ... executive level manager appointments, meetings, receptions and conference calls + May prepare and review materials and correspondence for meetings + Assist with creation/modification of presentations, spreadsheets, and other various documents + Coordinates… more
- TD Bank (Brooklyn, NY)
- …provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is a three-year program with ... to service the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment...with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts + Serves… more
- Bank of America (New York, NY)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/NEW-YORK/Merrill-Market-Client-Relationship-Manager\_25046849) **Job Description:** Merrill Wealth Management is a ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (Melville, NY)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_24007333) **Job Description:** Merrill Wealth Management is a ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Insight Global (New York, NY)
- …to leverage their experience to service the unique and complex needs of wealth clients by reviewing financial goals and making investment recommendations aligned to ... with an enhanced agenda focused on the client's overall wealth needs, as well as pro-active contacts * Serves...* Serves as the primary point of contact for Wealth client relationships; manages all aspects of the client's… more