- Citigroup (New York, NY)
- **Citi Wealth Lending - Global Head of Securities Based Lending** Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ... and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families,… more
- City National Bank (New York, NY)
- * WEALTH ANALYST I* WHAT IS THE OPPORTUNITY? The Wealth Analyst is responsible for providing analytical support to the Wealth Advisory Team (WAT). Through ... person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients and… more
- Citigroup (New York, NY)
- **Director, Wealth Communications** The Enterprise Services and Public Affairs (ESPA) team's mission is to enhance how our internal and external stakeholders - ... looking for an experienced and driven strategic leader to join our Citi Wealth Communications team. The individual in this role will be responsible for developing… more
- KeyBank (Amherst, NY)
- …through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities. ... on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as well as a strong understanding of audit… more
- KeyBank (Amherst, NY)
- …Individuals in this role assist in the design and execution of wealth management testing and continuous monitoring to evaluate Key's compliance with regulatory ... and testing. The ideal candidate has a functional knowledge of wealth management, trust/fiduciary compliance laws and regulations, risks and supporting operational… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, ... and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families,… more
- Charles Schwab (New York, NY)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... progress toward achieving their goals. + Openness to manage wealth on behalf of our clients including: Retirement ...wealth on behalf of our clients including: Retirement Planning , Education Planning , Investment Management, Banking &… more
- Citigroup (New York, NY)
- The ** Wealth FP&A Head** reports directly to the Global Head of FP&A, leading the delivery of strategic financial insights and analytics to internal and external ... role is a key member of the FP&A and ** Wealth ** CFO leadership teams and central to driving informed...+ **Process Efficiency** : Streamline, automate and integrate firmwide planning and reporting, led by a high-performing team +… more
- HUB International (New York, NY)
- …strategic planning , and client service. You will deliver tailored wealth strategies, manage relationships, and help creatives make informed financial decisions ... property, casualty, risk management, life and health, employee benefits, investment, and wealth management products and services. A subsector of HUB, Trusted Capital… more
- JPMorgan Chase (New York, NY)
- The JP Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of Chase Wealth ... located across 3,500 branches and 20 offices. As a Vice President in Wealth Management Banking Business Development, you will be responsible for managing core… more