- Citigroup (Jersey City, NJ)
- …strategies and synergies across their people, product, and platform. The Strategy Senior 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...and collaborative work environment and have exposure to our senior leaders. You will work on high impact and… 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 Lead Analyst will be working on the … more
- Charles Schwab (Lone Tree, CO)
- …complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income ... **Your opportunity** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations ...generation, risk mitigation, and liquidity needs. As a ** Senior Regional Manager** you will coach and counsel a… 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 , to ... relationship with US Personal Banking in partnership with our Wealth Operations team. This role reports into...a newly created role the Global Head of Business Strategy and Governance, which is a member of the… more
- Citigroup (New York, NY)
- The Senior Executive Assistant provides support to members of the Wealth COO leadership team (Business Execution Leads) by handling correspondence, managing ... to three C16 level managers + Manages day to day calendar(s) of senior management + Coordinates all aspects of executive level manager appointments, meetings,… more
- JPMorgan Chase (New York, NY)
- …are sponsored by C-suite executives and span growth, regulatory, and location strategy . The team works cross-functionally with Senior Management, Front Office ... Advisors, Product Specialists, Legal, Risk, Compliance, Operations , Marketing, and Technology to implement complex, transformational change. As an Associate within… more
- Huntington National Bank (Columbus, OH)
- Description The Wealth Segment Risk Officer Senior plays a key role in the delivery of risk strategy and execution for Huntington's Broker/Dealer, Preferred ... a team of experienced risk professionals and partners with senior leaders to ensure effective risk governance, regulatory compliance,...or Operational Risk. + 7+ years' experience within the Wealth industry dealing with operations , laws and… 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
- Bank of America (Atlanta, GA)
- …functions as a member of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's ... the market expenses. The MPWCRM partners closely with the Senior Private Wealth Client Relationship Manager (SPWCRM)...ongoing development of the Elite Growth Practice roles, Private Wealth Management Client Associates, and the Operations … 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
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