- Citigroup (New York, NY)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- Citigroup (New York, NY)
- …+ Help clients achieve broad financial & investment goals related to the creation, management , and transfer of wealth . + Develop tailored solutions that address ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...clients' unique investment, risk management , and financing/ liquidity needs. + Regularly monitor progress… more
- Citigroup (Miami, FL)
- …+ Help clients achieve broad financial/investment goals related to the creation and management of wealth . + Develop tailored solutions that address clients' ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life...investment, risk management , and financing/liquidity needs. + Set challenging goals, regularly… more
- JPMorgan Chase (New York, NY)
- …in Private Banking or Financial Services industry + Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust ... + Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for… more
- Citigroup (Jacksonville, FL)
- …and has an in-depth understanding of the banking and investment needs of the wealth client as well as a detailed understanding of contact center management ... points, and coordinating with partners to tailor training, communication, campaign management and productivity reporting to meet goals. The Senior Group Manager… more
- Citigroup (Getzville, NY)
- …risk. Its mandate covers all business lines (US Personal Banking, Global Wealth Management , Markets, Services, Banking, Global Functions & EO&T) spanning ... Operational Risk Management (ORM) is an enterprise-level independent risk ... Management (ORM) is an enterprise-level independent risk management function responsible for enterprise-wide oversight and aggregation of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Financial advisory practices and the integration of mortgage solutions into broader wealth management strategies + Sales management principles, including ... **Essential Duties and Responsibilities** + Responsible for the management of others and assists with training efforts to mortgage sales team + Oversees origination… more
- Broadridge Financial Solutions (Newark, NJ)
- …an Engineering Manager to lead the engineering, implementation, and operational management of three mission-critical post-trade software products (Cage, VPS and ... of the integrated platform from a settlements perspective.This role encompasses management of teams within technology engineering, and has responsibility for the… more
- S&P Global (New York, NY)
- …global staff of software engineers across "value streams" and partner with your Product Management and Quality peers to support a large, global group of agile scrum ... business objectives and market demands + Collaborate with product management , design, and other stakeholders to define product roadmaps...for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn… more
- Brunswick (Menomonee Falls, WI)
- …ideal candidate will bring deep expertise in third-party logistics (3PL) management , global supply chain operations, and customer-centric distribution models. **At ... data analytics, automation, and best practices in supply chain management . **Team & Stakeholder Management ** + Lead...growth and development, recognizing that people come with a wealth of experience and talent beyond just the technical… more