• Wealth Technology Business Execution Role,…

    Citigroup (Jersey City, NJ)
    …the difference in our success. **Organizational Context** Citi, the leading global bank , has approximately 200 million customer accounts and does business in more ... been created by combining the Wealth Management businesses across Citigold / Citigold Private Client. By building on the strengths and capabilities across Citi, we… more
    Citigroup (06/23/25)
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  • ERM Financial Services Senior Manager - Regulatory…

    Deloitte (Philadelphia, PA)
    …years of experience in a financial services organization (preferably a bank , capital markets organization or broker-dealer), regulatory agency, or consulting firm ... of the structure and roles within the risk function at a bank , capital markets organization or broker-dealer, including execution and oversight processes, risk… more
    Deloitte (08/03/25)
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  • Legal Wealth Advisor II (Houston or Dallas)

    Truist (Houston, TX)
    …in the areas of deposits, loans, and investments. 4. Act as "face" of private practice within LSG firm relationship teams for assigned firms. 5. Identify and "right ... channel" opportunities for clients and prospects-deliver the comprehensive resources of the bank . 6. Coordinate and lead the WRAP process for advice delivery-hold… more
    Truist (07/30/25)
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  • Securities Services - Client Solutions Manager…

    JPMorgan Chase (New York, NY)
    …Administration, Hedge Funds Services, Investment Analytics, Compliance, ETF Services, IMOS, Private Equity Fund Services, Securities Lending , Margin Services, ... business into the Securities Services organization within JP Morgan's Corporate Investment Bank . Your role will involve managing projects that range from single… more
    JPMorgan Chase (07/25/25)
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  • Project Manager, Moderate Rehabilitation…

    City of New York (New York, NY)
    …a commitment to reduce administrative and regulatory barriers, is a multi-pronged strategy to tackle New York City's complex housing crisis, by addressing ... York City. The Division plays a key role in implementing the overall preservation strategy for HPD's Office of Development in support of the Mayor's Blueprint. Your… more
    City of New York (07/11/25)
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  • Medical Wealth Advisor II (Houston or Dallas)

    Truist (Houston, TX)
    …in the areas of deposits, loans, and investments. 4. Act as "face" of private practice within Legal or Medical firm relationship teams for assigned firms or ... channel" opportunities for clients and prospects-deliver the comprehensive resources of the bank . 6. Coordinate and lead the WRAP process for advice delivery-hold… more
    Truist (07/30/25)
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  • VP of Financial Planning and Analysis

    Republic Finance, LLC (Plano, TX)
    …relevant experience at a financial services company, management consulting firm, investment bank and/or private equity firm. Ideally you should have significant ... across the United States! We specialize in providing flexible lending solutions and incomparable customer service. Driven by our...functions, and (iii) lead, motivate and energize a team. Strategy and execution: Capacity to resolve problems in a… more
    Republic Finance, LLC (06/14/25)
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  • Consultant Manager - Strategic Financing Services

    Cherry Bekaert (Montpelier, VT)
    …objectives needs to be developing a sustainable financial plan. + Help secure private investment commitments and a strategy for long-term financial viability. + ... Actively manage a pipeline of community development finance investing, lending , and growth initiatives + Collaborate with GPS and GovCon teams to identify and… more
    Cherry Bekaert (06/11/25)
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