- JPMorgan Chase (Jacksonville, FL)
- …marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management . **Job responsibilities** + Work as a team with ... relationships; prepare timely and accurate performance reports + Actively engage in Risk Management ; including Know Your Customer procedures, Account Reviews and… more
- Truist (Winter Park, FL)
- …5. Ensure compliance with internal controls, operational procedures, relationship management support and risk management policies through regular ... with multiple priorities 5. Strong knowledge of banking, fiduciary and wealth management systems, solutions, and offerings Preferred Qualifications: 1.… more
- Citigroup (Tampa, FL)
- …+ Identify opportunities for growth or optimization of businesses, including operational management , capital allocation, profitability enhancement, etc. + ... The Citi Wealth Business provides services for clients in Private...Senior Analyst will be working on the Operations Change Management team to govern and manage the Tech Book… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business (net ... worth of ~$200k - $1mm). The Wealth Operations organization are looking to harmonize their processes...Lead Analyst will be working on the Operations Change Management team to govern and manage the Tech Book… more
- Truist (Miami, FL)
- …sales goals, identifying and delivering on client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth ... relationship strategies and teamwork. 11. Develop process to mitigate risk within individual practice to include emphasis around the...wealth families. 9. Has strong consultative and client management skills with the ability to sell a wide… more
- BMO Financial Group (West Palm Beach, FL)
- …+ Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management . + In-depth / expert knowledge of Bank products, services and ... Provides advisory-based sales and relationship management to attract, retain and grow a portfolio...reports that demonstrate the value provided and assesses clients at- risk for retention. + Makes recommendations to senior leaders… more
- Citigroup (Tampa, FL)
- Operational Risk Management (ORM) is an enterprise-level independent risk management function responsible for enterprise-wide oversight and ... data programs in a large-scale, distributed organization. + Extensive experience applying operational risk management frameworks in a global organization.… more
- First Horizon Bank (Starke, FL)
- …key risk indicators (KRIs), issue management , operational loss management , and third party risk management . + Coordinate and support business ... + Bachelor's degree and 5 or more years of operational and enterprise risk management ...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital… more
- JPMorgan Chase (Tampa, FL)
- …assess the design and operating effectiveness of controls within the Asset and Wealth Management LOB. + Ensure compliance with internal policies, procedures, and ... detailed compliance testing review reports. + Foster collaboration with Compliance and Operational Risk Officers on various engagements. This includes supporting… more
- First Horizon Bank (Starke, FL)
- …Product, TM Sales, Operations, Compliance, Credit and Technology, to promote effective ACH risk management practices. 6. Aid in the investigation and resolution ... to identify patterns and trends indicative of potential fraud, operational errors, or regulatory risk . 2. Review...and best practices. 10. Prepare, analyze, and distribute ACH risk management reports to management … more