- Citigroup (New York, NY)
- The Wealth Growth Program Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by ... regulatory and risk management requirements are met. + Assembles Growth Accelerator Recruiting input for both CG/CPC Management as...for both CG/CPC Management as well as broader Citi Wealth audiences. + Supports program plans meet… more
- Citigroup (New York, NY)
- …Mortgages with further expansion in these segments as part of the wider Citi Wealth growth strategy. **Responsibilities include** : + Partner with the Heads of ... and Internationally. + Partner with our retail credit risk lead to progress growth agenda across product...in collaboration with segment leadership to support wider Citi Wealth lending growth aspirations. Ensuring effective and… more
- Truist (New York, NY)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new...may change from time to time. + Meet revenue growth , profitability and client retention goals by acquiring new… more
- Broadridge Financial Solutions (New York, NY)
- …skilled Technology Leader to drive the modernization of our platform within the Wealth Management portfolio. This role is a unique opportunity to shape the future ... with our strategic business objectives. As a Technology Leader, you will lead innovative initiatives, collaborate with cross-functional teams, and ensure our systems… more
- US Bank (New York, NY)
- …Wealth Management Advisor position is the investment, investment planning, and insurance products lead on the Wealth Management Team. In This Role You Will: + ... stable, and committed to our clients and employees. At Wealth Management from US Bank and US Bancorp Investments,...and US Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our… more
- Wellington (New York, NY)
- …paid and organic social media marketing across brand and product initiatives in the Wealth Channel. The ideal candidate will possess a deep understanding of the ... wealth management industry and have a proven track record...brand presence, engage our target audience, and drive business growth . This is a unique opportunity to define and… more
- Citigroup (New York, NY)
- We are seeking a highly experienced and visionary Director to lead Portfolio Solutions within Citi Wealth Studio. This role will serve as a key interface between ... by product adoption, advisor satisfaction, proposal conversion rates, and platform-enabled growth . **Job Family Group:** Project and Program Management **Job… more
- HSBC (Buffalo, NY)
- …customers. We're bringing together the people, ideas and capital that nurture progress and growth , helping to create a better world - for our customers, our people, ... the planet we all share. The Managed Accounts Team Lead is a key role that, as a member...role that, as a member of the HSBC Securities Wealth Middle Office, provides servicing for HSBC Wealth… more
- Wellington (New York, NY)
- …our clients. **About the Role** The role of the Global Distribution Enablement Lead is to work with Sales Leaders, Wholesalers, Relationship Managers, and Business ... across our Client Platform. **RESPONSIBILITIES** **Responsibilities include:** + Establish and lead a new sales enablement function, initially focusing on the US… more
- Citigroup (New York, NY)
- …within Citi Wealth . **Responsibilities:** + Senior business leader who will lead and coordinate an integrated approach to manage, measure and mitigate operating ... Citi's Wealth business serves the needs of clients across...risks across the Investments team. Business Risk Director for Program Management will help ensure a continuous improvement mindset… more