- Citigroup (New York, NY)
- …and creativity in addressing complex challenges. **Desirable:** Familiarity with Wealth Management business processes and front office users is extremely ... desirable. This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. **Job Family Group:** Decision Management **Job Family:** Business Analysis **Time Type:** Full time **Primary… more
- Citigroup (Huntington, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as… more
- JPMorgan Chase (Brooklyn, NY)
- As an Alternative Investment Fund Controller within JP Morgan Wealth Management Solutions Group, you will provide oversight, but not limited, to the accounting, ... reporting and financial statements for alternative investment products in multiple jurisdictions working in collaboration with third party service providers and internal stakeholders. We are seeking an individual that is driven, inquisitive and analytical… more
- JPMorgan Chase (New York, NY)
- …Associate to join our dynamic Financial Institutions Group to focus on FinTech, Wealth and Asset Management coverage. **Job Summary** As an Associate in the ... Financial Institutions Group, you will be a key player in our business strategy and execution. You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing… more
- TD Bank (New York, NY)
- …line management **Preferred** : We're specifically looking for someone that has Wealth Internal Audit experience. Experience with audit in-charged would be preferred ... but not required. The licenses that could be applicable is CPA, CISA, CIA, and CRMA. Certifications related to accounting or auditing. **Education & Experience:** + Undergraduate degree required + 5+ years of related Audit experience required **Customer… more
- JPMorgan Chase (New York, NY)
- …have found the right team. As a Product Owner Sr. Associate in our Wealth Management Solutions division, you will spend each day defining, refining, and delivering ... innovative products and platforms to unlock efficiency and maximize growth potential across a number of client segments. You will partner with stakeholders across various lines of business, functions and subject matter experts to understand products,… more
- Citigroup (New York, NY)
- …with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills. + ... Proficiency in data analysis and optimization techniques. **Key Attributes** + Visionary Leader: Able to create and drive a compelling vision for the Next Best Action Platform. + Client-Centric: Focused on delivering personalized, high-quality advice and… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as… more
- Citigroup (Hewlett, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as… more
- TD Bank (New York, NY)
- …The Project Manager provides leadership and guidance to project related staff and business lines. Effectively manages project resources and/or vendors in coordination ... **Work Location:** New York, New York, United States of America **Hours:** 40 **Pay Details:** $86,840- - $139,360 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are… more