- Wellington (New York, NY)
- … Wealth Channel. The ideal candidate will possess a deep understanding of the wealth management industry and have a proven track record of creating and ... strategy and management , preferably within the financial services or wealth management industry. + **Education:** Bachelor's degree in Marketing,… more
- Citigroup (New York, NY)
- … Studio. The ideal candidate will bring strong expertise in product development, wealth management platforms, and enterprise technology delivery. Success in this ... seeking a highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface between the CIO… more
- Citigroup (New York, NY)
- …with cross-functional teams. + Strong understanding of client engagement and wealth management processes. + Excellent communication and interpersonal skills. ... communicate a compelling product vision for NBA targeting, AI solutions, query management and publishing platforms. + Build solutions to seamlessly create and… more
- Broadridge Financial Solutions (Edgewood, NY)
- …+ Experience with digital onboarding. + Understanding of wealth management products. + Knowledge of regulatory and compliance frameworks in wealth ... Product Owner to participate in the development of our reimagined wealth management communications solution. This individual will collaborate closely… more
- M&T Bank (Buffalo, NY)
- …control environment compliance . + Serve as subject matter expert for Digital Money Movement in Consumer, Business and Wealth segments understanding the ... Experience Required:** Bachelor's degree and a minimum of 4 years' digital , product management , financial, strategy and/or operations experience, or in lieu of a… more
- JPMorgan Chase (New York, NY)
- …focus on providing Compliance support for the firm's JP Morgan Wealth Management (JPMWM) organization, specifically the JP Morgan Self-Directed Investing ... your expertise to JPMorgan Chase. As part of Risk Management and Compliance , you are at the...attorney or audit in a large financial institution offering wealth management , private banking, asset management… more
- Bank of America (New York, NY)
- …is responsible for leading the overall service delivery model to include the bank's digital offerings and wealth management banking strategy in the market ... 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/International-Client-Relationship-Manager\_25033861) **Job Description:** Merrill Wealth Management is a leading provider of… more
- S&P Global (New York, NY)
- …standards of performance and compliance . **The Role** Reporting to Head of Vendor Management , you will play a key part in the management of vendor and ... + Oversee the Affiliate Risk Assessment, including the Vendor Compliance Controls Assessment and implement solutions to any issues...timely data and information to Engagement Owners and Ratings' management . + Liaise with Digital Solutions for… more
- Citigroup (New York, NY)
- Citibank, NA seeks a Product Management Senior Lead Analyst for its New York, NY location. Duties: Drive efforts to dramatically improve our customers' experiences, ... banking branches across various formats including traditional, compact, pop-up, and digital ; Identifying and evaluating consumer and business retail banking customer… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... including but not limited to responsibilities under the + Operational Risk Management Framework, Regulatory Compliance Risk Management Framework, AML/ATF… more