- Citigroup (Tampa, FL)
- …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 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...or consulting industry, change management, process re-engineering or payment strategy role specifically within Operations + Track… 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
- 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
- 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
- Charles Schwab (Austin, TX)
- …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
- City National Bank (Jersey City, NJ)
- * SENIOR COUNSEL- LEGAL & WEALTH MANGEMENT* WHAT IS THE OPPORTUNITY? Senior Counsel will provide general regulatory and transactional support to the Bank and ... its wealth management operations and subsidiaries. Substantial expertise...provide advice in connection with implementation of overall business strategy for the Bank and its wealth … 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