- Scotiabank (New York, NY)
- …Global RFP / Proposals will lead the strategic and operational direction of the Bank 's centralized Request for Proposals (RFP) unit. This role is pivotal in managing ... global client-centric culture design to deepen client relationships and leverage broader Bank relationships and practices. + Develop and lead a global strategy for… more
- Scotiabank (New York, NY)
- …work with senior stakeholders in the three lines of defense, including Bank management and governance committees on regulatory topics. The role includes partnering ... focused culture to deepen regulatory relationships while leveraging broader Bank relationships, systems and knowledge: + Manages coordination of interactions… more
- Citigroup (New York, NY)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... that cross generations to establish long-term connections to the Citi Private Bank . + Effectively manage client expectations regarding what can and cannot be… more
- Citigroup (Brooklyn, NY)
- …branches, which comprise of branch stakeholders and other Area partners (eg Wealth Management, Mortgage) + Partner with cross retail segment Area peers spanning ... Wealth Management, Consumer and Mortgage and initiate collaboration to...to achieve scorecard results, drive acquisition of new to bank clients and target industry/sectors maximizing the highest potential… more
- Citigroup (New York, NY)
- Citi Global Wealth (CGW) is a partnership between the Global Consumer Bank (GCB) and the Institutional Clients Group (ICG) and offers a wide range of products ... specialized services. CGW delivers solutions to help meet the wealth needs and aspirations of our affluent and HNW/UHNW...tailored to their unique needs and aspirations. Citi Global Wealth offers a wide range of products and services… more
- Principal Financial Group (Albany, NY)
- …to design, develop, and maintain software solutions that support wealth management platforms and client-facing applications specifically for our advising ... + Design, develop, and maintain software solutions that support wealth management platforms and client-facing applications including Salesforce CRM and… more
- Citizens (Tarrytown, NY)
- …Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. ... glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a… more
- Scotiabank (New York, NY)
- …independent, and objective assurance over the design and operations of the Bank 's internal controls, risk management and governance processes. We are professionals ... themes, audit staff training shortfalls, audit focus priorities, and emerging risks to the Bank . + Supporting the GBM&T Audit COO Director and Senior Manager in the… more
- Scotiabank (New York, NY)
- …exam management, continuous regulatory monitoring interactions, and reporting to internal Bank senior management and committees on regulatory topics. The role ... focused culture to deepen regulatory relationships while leveraging broader Bank relationships, systems and knowledge: + Manages coordination of interactions… more
- Scotiabank (New York, NY)
- …Risk Management (GRM) function. You will also work in applying and maturing Bank technology and systems by leveraging your technical skills for various core cloud ... customer focused culture to deepen client relationships and leverage broader Bank relationships, systems and knowledge. + **Cloud Technologist:** leverage your Cloud… more