- Wells Fargo (New York, NY)
- …challenges requiring in depth evaluation across multiple areas or the enterprise, delivering solutions that are long term + Manage defined audits within one or more ... segments of the Audit Plan + Ensure audit engagements are risk based, and executed according to Wells Fargo Audit Services policies and guidance + Assist in planning and organizing work in an annual cycle and project cycle + Supervise and oversee assigned… more
- JPMorgan Chase (New York, NY)
- …responsible for creating and managing investment and non- investment products, solutions , and services across wealth management . This includes areas ... will be on the $3.0 Trillion Assets Under Supervision Wealth Management Solutions business, which...research, and working extensively with colleagues across Asset and Wealth Management , including investment professionals,… more
- Citigroup (New York, NY)
- …standards and regulations and to work with business leaders to determine solutions for emerging issues. Responsibilities: + Consistently develop, execute and deliver ... auditing concepts and technology adoption + Recommend interventions to issues, propose solutions for risk and control problems, partner with Directors and Managing… more
- S&P Global (New York, NY)
- … landscape. + Execute product development strategy, focusing on a suite of indexing solutions designed for Wealth Management . + Conduct market research and ... and leading benchmark provider, bringing independent, transparent, innovative index solutions to the global investment community. The...into the investment process, particularly within Asset Management and Wealth Management +… more
- JPMorgan Chase (Rochester, NY)
- …over 60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, ... offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management , capital… more
- JPMorgan Chase (New York, NY)
- …over 60 countries. It operates across four business segments including Asset & Wealth Management , Corporate and Investment Banking Commercial Banking, ... offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management , capital… more
- JPMorgan Chase (New York, NY)
- …and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions , Trust & Estates, you will oversee the ... assets of $2.8 trillion, is a global leader in investment and wealth management . Its...one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many… more
- Citigroup (New York, NY)
- …solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across all three client ... Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net...investment strategy, to banking, to lending and cash management we are here to support our clients comprehensively.… more
- JPMorgan Chase (New York, NY)
- …Qualifications:** + Minimum 5 years of experience in financial services, with deep expertise in wealth management or investment management + 6+ years of ... environments and are passionate about shaping the future of wealth management , this is the role for...one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many… more
- Citigroup (New York, NY)
- … business. Citi Wealth has an open architecture approach to delivering investment solutions . This leadership role is critical to help the team identify ... Bank and Citi Private Bank brands _._ The Senior Wealth Management Relationship Manager is responsible for...solutions for key partners aligned to the Citi Wealth strategy. + Facilitate feedback from internal stakeholders on… more