- JPMorgan Chase (New York, NY)
- …to enhance overall client service and operational efficiency. + Collaborate with senior leadership to align solution goals with broader business objectives. + ... research to identify trends, opportunities, and competitive threats related to wealth management solutions. + Develop strategies to differentiate our Addepar… more
- AON (New York, NY)
- …and financing. + Act as a project manager on client accounts and supports senior colleagues on complex projects for clients. + Produces high quality work on complex ... + Uses discipline specific best practices. + Uses International Wealth delivery models, tools and resources. + Able to...as a project manager on client accounts and supports senior colleagues on complex projects for clients. + Produces… more
- Scotiabank (New York, NY)
- …and supporting supervisory interactions, including exam management, continuous monitoring, senior management discussions with supervisors. The incumbent will work ... with senior stakeholders in the three lines of defense, including...advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,… more
- Citigroup (New York, NY)
- …Corporate and Investment Banking, Securities Brokerage, Transaction Services, and Wealth Management. Our core activities are safeguarding assets, lending money, ... culminate in consistent messaging. In addition, there is opportunity to provide Senior Management with themes that emerge from the feedback received through these… more
- Huntington National Bank (New York, NY)
- …client relationship growth. This position reports to the Head of CMFG, or another senior leader determined by the Head of the group. In this role, you will ... for Corporate Mortgage Finance and across the bank. + Develop and implement senior management approved team strategy to meet assigned goals, mitigate and maintain… more
- JPMorgan Chase (New York, NY)
- …breadth of JPMorgan Chase's expertise and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager. JP Morgan Private ... experience working with affluent clients and/or subject matter expertise in the affluent wealth market + Knowledge of affluent market and key drivers of client… more
- Citigroup (New York, NY)
- The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad and comprehensive understanding of the different systems, ... reviews. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business, which… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... + Create interactive and compelling briefs for internal and external senior executive presentations or industry panel participation **Qualifications** + 10+ years'… more
- Citigroup (New York, NY)
- …of the AML screening process across all lines of Business such as Retail, Wealth and Credit Cards. Understand Controls and monitoring process and have the ability to ... risks and help mitigate them across Retail, Cards and Wealth SMEs. Organize the management of exception reporting and...Retail Bank businesses. Provide updates to all levels of senior management on issues and remediation plans related to… more
- Comerica (New York, NY)
- …monitors and tracks tax reporting activities, coordinating with more senior Trust Administrators COMPLIANCE Meets all compliance requirements under the ... training. Stays current on fiduciary/tax/legal changes that effect a client's wealth plan or administration of account TEAM MEMBER RESPONSIBILITIES Assists with… more