- Citigroup (New York, NY)
- …contributes to identifying opportunities for growth and/or optimization, including operational management , profitability enhancement, etc. Requires basic ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are… more
- Wells Fargo (New York, NY)
- …military experience, education **Desired Qualifications:** + Experience in financial services, wealth management , or advisor platforms. + Demonstrated success ... **About this role:** Wells Fargo Wealth & Investment Management is seeking...teams across time zones. + Commitment to Wells Fargo's risk management , compliance, and data privacy standards.… more
- US Bank (New York, NY)
- … Planning and Insurance Strategist (WPIS) is responsible for working with the Wealth Management Advisor to develop and bring new client relationships starting ... at $3MM+ net worth into Private Wealth Management , help with client discovery and...trust and fiduciary advisory, with a special focus on Risk Management . The WPIS will have an… more
- JPMorgan Chase (Lake Grove, NY)
- …As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client service, operational marketing and administrative support ... to Private Client Advisors within Wealth Management . **Job responsibilities** + Support Advisors...timely and accurate performance reports + Actively engage in Risk Management ; including Know Your Customer procedures,… more
- JPMorgan Chase (Brooklyn, NY)
- …offer the best investment solutions to meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management , you will create a culture ... those just starting to save to those with significant wealth . **Job responsibilities** + Have a passion for our...promote Advisors + Drive integration with partners from Branch Management , Business Banking and Home Lending to give our… 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)
- …of wealth . + Develop tailored solutions that address clients' investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Wells Fargo (New York, NY)
- …customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational , Regulatory Compliance), ... Audit Team provides horizontal audit coverage of financial crimes risk across Wells Fargo lines of business. The Financial...of the Audit Plan + Ensure audit engagements are risk based, and executed according to Wells Fargo Audit… more
- Raymond James Financial, Inc. (New York, NY)
- …as subject matter expert in an area of technology, policy, regulation, or operational management for the team. Maintain external accreditations and in-depth ... deliver a plan for significant aspects of the financial management and/or control process. Analyze, assess, and quantify the...business activities, and the market to determine whether any risk is within the agreed risk appetite.… more
- Scotiabank (New York, NY)
- …The candidate will be responsible for implementing and ongoing execution of the US Operational and Data Risk Management Framework. The framework encompasses ... ("RCSAs"), Risk identification, Operational Risk Events, Key Risk Indicators ("KRIs"), Non-Financial Risk Management Committee, and ongoing… more