- 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 (Jacksonville, FL)
- …to end first party fraud risk, including fraud/OD loss mitigation, for our US Wealth Management and Retail Business Banking lines of business. + Support ad-hoc ... skills **Qualifications:** + 5+ years' experience in analytics, policy, risk management , and/or operations, preferably in fraud and/or Wealth domains +… more
- Citigroup (Miami, FL)
- …rollout of Citi Global Wealth Outlook. + Work closely with the sales management , PC Team Leaders, and Product Heads to help them understand and implement the ... propose, and review tailored investment portfolios for Citi Global Wealth 's high net worth clients. A PC will manage...For complementary skills, please see above and/or contact the recruiter . **Anticipated Posting Close Date:** Aug 29, 2025 _Citi… 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 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 (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...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
- Citigroup (Fort Lauderdale, FL)
- …+ Preparing and reviewing facility covenants + Assisting in Portfolio Management , including CA Annual reviews, covenant monitoring and compliance, waivers and ... maintenance + Problem Recognition and assisting with classified loans remedial management + Appropriately assess risk when business decisions are made, demonstrating… more
- Citigroup (Jacksonville, FL)
- …level of support from those teams. + Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers ... for executing specific client contact campaigns as defined by Sales Management /Segments. + Responsible for proactively contacting clients to identify needs and… more
- TD Bank (Fort Lauderdale, FL)
- …setting new industry standards. **U.S. Wealth is a fully integrated wealth management business that provides products and services (designed for ... related questions and have an open dialogue with your recruiter who can provide you more specific details for...multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management… more
- Citigroup (Tampa, FL)
- … management and planning expertise in support of the Private Banking and Wealth Management (PBWM) Data operational model in order improve the integrity and ... data management related initiatives across the Private Banking and Wealth Management including regulatory commitments, policy requirements, and business as… more