- Bank of America (New York, NY)
- …service model. Job expectations include assisting with client meetings related to investment strategy , account performance, new products, and market developments ... Management is a leading provider of comprehensive wealth management and investment products and services for...in developing and monitoring the team's client book segmentation strategy **Required Qualifications:** + Series 7 & 66 or… more
- Citigroup (Jersey City, NJ)
- …expertise, strong leadership capabilities, and a profound understanding of the investment management industry, particularly in middle office operations. ... Insight: Stay abreast of the latest developments in post-trade services, investment management industry trends, regulatory changes, and competitive landscape.… more
- Citigroup (New York, NY)
- …executives, next generation/inherited wealth, law firms and attorneys. From investment strategy , to banking, to lending and cash management we are here ... informed by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored… more
- Warner Bros. Discovery (Atlanta, GA)
- … Management Office (IMO). + Experience in technology assessment, strategy development, technology performance improvement, and cost reduction initiatives + ... team within the Technology & Operations (T&O) Enterprise Architecture and Technology Strategy (EAS) organization. This position will report directly into the Senior… more
- JPMorgan Chase (New York, NY)
- …and other retail deposit themes, along with the associated data and platform strategy . + Partner effectively with Finance, Treasury, Risk , and other ... In this role, you'll drive innovation in research strategy and financial reporting, focusing on liquidity and...Investment Office, Corporate and Line of Business Finance, Risk , Product and other business stakeholders, Tech, Data, etc.)… more
- CIBC (Newport Beach, CA)
- …growth field. + You have demonstrated knowledge of credit, lending, investment strategy , trust administration and wealth management solutions. + You put our ... & Administration. + Individual will be the lead overall strategy of the relationship, serving as a trusted advisor,...with internal policies, processes and procedures to effect prudent risk management and judgment. Recognizes relationship … more
- TD Bank (New York, NY)
- … systems, execution platforms, and market data feeds). + Regulatory Compliance & Risk Management : Ensure TDS meet regulatory requirements as it related to ... Officer (CDO), Data and Delivery Initiatives (DDI) team, Compliance Technology, First-Line Risk and Control, and Front Office Technology to deliver a Surveillance… more
- Fifth Third Bank, NA (Cincinnati, OH)
- …Enterprise Risk and Audit partners). Supports Business Controls in advancing risk management , structure, processes, and tools in support of the ... organization's Enterprise Risk Management (ERM) framework. Transforms data into...plan implementation. + Provides oversight to overall LOB Supplier/Outsourcing strategy and Review LOB business case for outsourcing &… more
- JPMorgan Chase (Plano, TX)
- …initiatives. Work closely with Third Party Oversight teams to ensure effective technology risk management of vendors engaged by technology partners, with a focus ... your product's strategy and roadmap as well as its key investment programs. Identify unfamiliar technology components, capabilities, and business concepts and be… more
- JPMorgan Chase (Jersey City, NJ)
- …initiatives. Work closely with Third Party Oversight teams to ensure effective technology risk management of vendors engaged by technology partners, with a focus ... your product's strategy and roadmap as well as its key investment programs. Identify unfamiliar technology components, capabilities, and business concepts and be… more