- Citigroup (Tampa, FL)
- …manage Tech Book of Work as well as drive strategy across the Wealth program for operations . Closely liaising with the Operational leads to drive synergies ... Client business (net worth of ~$200k v. $1mm). The Wealth Operations organization are looking to harmonize...+ Partner with the Ops product teams to update Operations process flows and lead process reengineering… more
- Citigroup (Tampa, FL)
- …strategies and synergies across their people, product, and platform. The Strategy Lead Analyst will be working on the Operations Change Management team to ... as well as drive strategy across the Wealth program for operations . You will closely...in today's fast-paced, ever changing business landscape. **Responsibilities:** + Lead projects across their lifecycle: identifying and structuring the… more
- Citigroup (Tampa, FL)
- …manage the Tech Book of Work, as well as drive strategy across the Wealth program for operations . You will closely liaise with the Operational leads to drive ... Client business (net worth of ~$200k - $1mm). The Wealth Operations organization are looking to harmonize...and synergies across their people, product, and platform. The Strategy Senior Analyst will be working on the … more
- Citigroup (New York, NY)
- …experienced professional to lead our NAM Regulatory Reporting and Client Tax Operations team within the Wealth division. The Head of NAM Regulatory Reporting ... and Client Tax Operations will be responsible for overseeing the end-to-end regulatory...global regulatory frameworks, tax regulations, and the intricacies of wealth management products and client structures. The ideal candidate… more
- Citigroup (Jersey City, NJ)
- …technology stack and infrastructure. Reporting into the Citi Technology Business Execution Lead and directly supporting the Citi Global Wealth Technology (CGWT) ... with Pride, and We Succeed Together. **About Citi Global Wealth ** Citi Global Wealth (CGW) is focused...Business Execution Lead (BEL) is responsible to lead executive-level strategic and operational analysis across the global… more
- Bank of America (San Francisco, CA)
- …functions as a member of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's ... Department. The PWCRM is responsible for delivering firm strategy through the execution of the Market Strategy...ongoing development of the Elite Growth Practice roles, Private Wealth Management Client Associates, and the Operations … more
- Citigroup (New York, NY)
- …key member of the HR Business Execution team for US Personal Banking HR and Wealth HR, that support 2 of Citi's 5 core businesses. The US Personal Banking ... of approx. 25K employees, predominately in the US. The Wealth organization brings together the full power of Citi...The HR Business Execution team drives the overall organizational operations of the HR Advisory team, leads strategic planning… more
- Citigroup (New York, NY)
- …owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms and attorneys. From investment strategy , ... - CIO will report directly into the COO for Wealth and Matrix report into the CIO for ...of Business Execution - CIO will manage the day-to-day operations and assist in the re-design and implementation of… more
- TD Bank (Mount Laurel, NJ)
- …team member has a chance to make a tangible impact - both in day-to-day operations and in the design of a future-focused compliance program. This not just about ... collaborative and creative in your approach. You will manage day-to-day operations while also helping design and implement a forward-thinking compliance program… more
- TD Bank (Mount Laurel, NJ)
- …the finance industry + Strong technology acumen, comfortable with IT systems that support wealth management operations + S7, S24, S27, Life & Health with ... can provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Head of Wealth Business Management / Administration… more