- Broadridge Financial Solutions (New York, NY)
- …will oversee a robust portfolio of tools and platforms/customers, including leading Investment Banks, Wealth Managers, Custodians and Asset Managers. Youll ... report to the ASTRID Head of Product Programme Scope Delivery and work closely...environments. + Strategic thinker with excellent communication and stakeholder management . + Experience in fintech, banking, and especially corporate… more
- Matter Family Office (St. Louis, MO)
- …on helping families thrive for generations through three distinct service offerings: Investment Management , Wealth Planning and Coordination, and Family ... equivalent to a Vice President of Finance) who will head and lead the Finance function as a proactive...annual budget, EVA plan, and board decks, to guide investment decisions and performance improvement. Design and implement a… more
- Citigroup (Jacksonville, FL)
- …teams through team managers 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 and technology enablement. Leads teams, processes and projects...exponential growth expected in the plan. Reports to the Head of the National Investor Center and serves as… more
- Citigroup (Wilmington, DE)
- …fintech or a payments organization. + Business understanding of the consumer lending, wealth management and Payment products that Citi offers and how risk ... Function Group Manager - C16)** 2nd LOD Fraud Risk Management is seeking to hire a Head ...Regional & Business Executives to ensure appropriate levels of investment are made in controls, in relation to business… more
- Wells Fargo (Hagerstown, MD)
- **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... administrative functions for the Profit Formula Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, coordinating, and… more
- Citigroup (New York, NY)
- …corporate and investment banking, securities brokerage, transaction services, and wealth management . We enable clients to achieve their strategic financial ... such as -payments control services, global reconciliations, reg. reporting, liquidity management , and strategic general ledger. We are seeking a visionary leader… more
- S&P Global (New York, NY)
- …Sustainability data on Capital IQ and Pronto. This role is reporting into the Head of North America Sell Side D&R Sales. **Responsibilities and Impact:** + Develop ... sales for all Sell-Side clients within the North America, including Investment /Commercial Banks, Regional Banks, Insurance and Fixed Income Asset Managers, and… more
- Broadridge Financial Solutions (New York, NY)
- …are seeking an experienced VP, Sales. In this position you will report to the Head of Sales. We are looking for a high energy, driven sales professional whose ... solve their most pressing business needs.We have a full suite of portfolio/order management technology and middle office services that enable our clients to focus on… more
- Chick-fil-A (Atlanta, GA)
- …that often requires an understanding of complex family structures, trusts, and wealth management . A successful candidate must be comfortable giving advice ... may impact the family office's tax strategy. Advise senior management on new tax laws, regulations, and opportunities for...and opportunities for tax planning. + Capability to provide head of tax, proactive tax planning opportunities that support… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... large animal hospital, including performing treatments, basic procedures, emergency management , and teaching. Job Description A Day in the...it was like to be in your shoes. You head to rounds together and start reviewing the caseload… more