- Citigroup (Los Angeles, CA)
- Job Description Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a ... partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor is the primary wealth… more
- US Bank (Atlanta, GA)
- …what you excel at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. ... the PWA also acts as a conduit for Private Wealth Management 's strategic partners in the region....compensation expectations will be discussed with a US Bank recruiter if you are contacted to discuss the role… more
- Citizens (San Francisco, CA)
- …will play a pivotal role in delivering exceptional client service and support within the wealth management space. You will work closely with Wealth Managers ... similar + Previous client service and administrative experience within Wealth Management + 3+ Years of relevant...If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity… more
- Citigroup (New York, NY)
- …that cater to the increasing demand for digital assets within a holistic wealth management framework. Through expert guidance and proactive engagement, the team ... **About the Digital Assets Group** The Citi Wealth Digital Assets team serves as subject matter...stakeholders. **Qualifications** + 3+ years' experience in strategy, product management , or capital markets. + Strong understanding of and… more
- Citigroup (Charlotte, NC)
- …and back-office operations. + Basic understanding of fiduciary principles and wealth management industry regulations (ie OCC Regulation 9, Investment ... ability to remain unbiased in a diverse working environment. + Experience/familiarity with wealth , asset management and investment advisory products/services… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business (net ... worth of ~$200k - $1mm). The Wealth Operations organization are looking to harmonize their processes...Lead Analyst will be working on the Operations Change Management team to govern and manage the Tech Book… more
- Citizens (Johnston, RI)
- …conducting risk assessments to identify potential risks and control gaps within the wealth management division. + Additionally, the incumbent is responsible for ... 90 days of hire). + 3+ years prior back-office Wealth Management Operations or Wealth ...If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity… more
- Citigroup (San Francisco, CA)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. ... in short- to medium-term planning of actions and resources for own area. Full management responsibility of a team or multiple teams, including management of… more
- US Bank (Tampa, FL)
- …management issues, providing counsel and expert advice in all areas of Wealth Management . This position requires National Mortgage Licensing System (NMLS) ... compensation expectations will be discussed with a US Bank recruiter if you are contacted to discuss the role...of experience in high and ultra-high net worth client wealth management activities **Preferred Skills/Experience** - Excellent… more
- Citigroup (New York, NY)
- …data driven solutions. You will work closely with the Investments business in Wealth Management to gather requirements, analyze complex datasets and deliver ... in in a business/data analyst role, ideally within the Wealth Management environment. + Strong coding and...For complementary skills, please see above and/or contact the recruiter . **Anticipated Posting Close Date:** Oct 28, 2025 _Citi… more