- Citigroup (Tampa, FL)
- …Tax Operations Quality Assurance (QA) team in our Wealth division. The Global Regulatory Reporting & Client Tax Operations Quality Assurance (QA) VP will ... Regulatory Reporting & Client ...and accuracy of information across a broad range of wealth management products and client portfolios. The ideal… more
- Citigroup (Jersey City, NJ)
- …skilled and 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...regulatory frameworks, tax regulations, and the intricacies of wealth management products and client structures. The… more
- Bank of America (San Francisco, CA)
- …Manager** (PWCRM) is a direct report to the Private Wealth Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private ... Private Wealth Client Relationship Manager San Francisco,...Wealth Management experience strongly preferred + Self-motivated and client centric + Expert knowledge of regulatory … more
- CIBC (New York, NY)
- …**Senior Client Service Associate** , you will support Private Wealth relationship management efforts by delivering exceptional service to clients. You'll ... respond to client inquiries, coordinate onboarding and account maintenance, and collaborate...address changes, and ensuring documentation and transactions align with regulatory and internal standards. You'll also support Relationship Managers… more
- Citigroup (Tampa, FL)
- … client /transaction-related compliance escalations. + Represent Citi on critical regulatory and operational risk management matters as required. Serve as liaison ... + Analyze and scope the impact including applicability of new and complex regulatory developments across the assigned Global Wealth SBL Product, including… more
- Truist (Chattanooga, TN)
- …as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through ... attorneys and CPAs. + Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within...needed + 8 or more years of sales and client management experience in Wealth Management and… more
- Truist (Mclean, VA)
- …as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through ... attorneys and CPAs. * Maintain appropriate legal, operating and regulatory controls to manage risk and compliance. Works within...needed * 8 or more years of sales and client management experience in Wealth Management and… more
- Citigroup (New York, NY)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ... and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...Acquire new clients through converting referral leads + Manage client follow-up and adhere to all Regulatory … more
- Citigroup (Downey, CA)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ... and investment advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...Acquire new clients through converting referral leads . Manage client follow-up and adhere to all Regulatory … more
- Citigroup (Los Angeles, CA)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi ... an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client...and report illegal or improper transactions, complying with all regulatory policies and control procedures regarding client … more
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