• Wealth Regulatory Reporting & Client Tax…

    Citigroup (Tampa, FL)
    …for managing the integrity and accuracy of information across a broad range of wealth management products and client portfolios. The ideal candidate will possess ... financial regulations & taxes, a keen understanding of the intricacies of wealth management . **Key Responsibilities:** **Quality Assurance:** Support the QA… more
    Citigroup (07/24/25)
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  • Wealth - Operational Risk Group Manager…

    Citigroup (Tampa, FL)
    …in relevant field, additional qualifications beneficial + Strong familiarity with the Wealth Management product suite, and at least intermediate understanding of ... The Business Risk Manager, based in New York, will join the global Wealth Investment Solutions Business Risk Team as a Senior Vice President, and will report to the… more
    Citigroup (06/26/25)
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  • Registered Wealth Investment Services…

    Citigroup (Jacksonville, FL)
    The Registered Wealth Investment Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or ... from those teams. + Provides timely feedback to senior management to identify client pain points and barriers to...For complementary skills, please see above and/or contact the recruiter . **Anticipated Posting Close Date:** Jul 25, 2025 _Citi… more
    Citigroup (07/19/25)
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  • Financial Advisor-Doral, Florida

    TD Bank (Doral, FL)
    …+ Ability to commute within assigned territory + Strong understanding of wealth management business development techniques + Strong understanding and experience ... related questions and have an open dialogue with your recruiter who can provide you more specific details for...specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor (FA) role is… more
    TD Bank (07/31/25)
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  • Financial Advisor

    TD Bank (Aventura, FL)
    …to obtain within Licensing & Registration Schedule + Advanced understanding of wealth management business development techniques, products, services and overall ... related questions and have an open dialogue with your recruiter who can provide you more specific details for...specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor role is a… more
    TD Bank (07/31/25)
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  • VP, Operations Strategy Lead Analyst

    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 v. $1mm). The Wealth Operations organization are looking to harmonize their processes...The candidate will be working on the Operations Change Management team, to govern and manage Tech Book of… more
    Citigroup (07/23/25)
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  • Private Client Financial Advisor

    Citizens (Naples, FL)
    …identify prospective opportunities. Primary responsibilities include + Develop a high-quality wealth management practice that provides a personalized wealth ... and engagement. + Proactive client and prospect outreach promoting Citizens Wealth Management capabilities. + Grow existing relationships through partnership… more
    Citizens (06/25/25)
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  • US Compliance - Regulatory Issue Management…

    TD Bank (Fort Lauderdale, FL)
    …and taxonomies related to consumer and commercial banking, securities (broker-dealer), and wealth management + Experience working with lines of business ... related questions and have an open dialogue with your recruiter who can provide you more specific details for...to build a more resilient and scalable compliance risk management function. As part of our team, you'll play… more
    TD Bank (07/31/25)
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  • Central Supervision Analyst

    TD Bank (Coral Gables, FL)
    …US registered Investment Advisory Service and a US Broker Dealer and TD Wealth Management Services Inc. (TDWMSI). The Central Supervision Analyst performs ... related questions and have an open dialogue with your recruiter who can provide you more specific details for...specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Central Supervision Analyst is a… more
    TD Bank (07/31/25)
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  • Director, Credit Approval Sr. Group Manager…

    Citigroup (Fort Lauderdale, FL)
    …a senior management -level position responsible for managing a Citi Global Wealth credit portfolio within an assigned geographic scope through the management ... line of business. **Responsibilities:** + Lead a team/organization responsible for risk management activities associated with Citi Global Wealth credit portfolio… more
    Citigroup (07/18/25)
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