- Capco, a Wipro Company (Dallas, TX)
- …to the firm. We are experts in capital markets, banking and payments and wealth and asset management. We have a deep knowledge in financial services offering, ... agile and entrepreneurial culture. **About the Job:** As a Senior Consultant on the Banking and Payments team, you...of organizations (eg Front Office, Middle Office, Risk - Operations /Market/Credit, Operations - including Cash & Collateral… more
- Capco, a Wipro Company (New York, NY)
- …leveraging expertise in financial processes, strategic advisory, cyber programs, and security operations . **About the Job:** As a Senior Consultant at Capco, ... with clients on transformative projects within Investment Banking, Retail Banking, Wealth Management, and Insurance sectors. You will collaborate with industry… more
- Capco, a Wipro Company (Chicago, IL)
- …solving our client's most difficult challenges related to digital and marketing strategy , operations , transformation, and expansion. Our industry experts work ... **Marketing Technology and Operations Lead** \#LI-SG1 **About the team:** Capco Marketing...closely with Capco's strategy teams and core delivery domains, including Banking and… more
- Somatus (Mclean, VA)
- …and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves, ... leadership across the organization. You'll be the architect of a people strategy that drives performance, fosters accountability, and creates a culture where… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... and/or willingness to learn + Understanding of trading life cycle and operations workflow + Fundamental understanding of fixed income, electronic trading and/or… more
- 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 ... the specified locations.** Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and...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
- M&T Bank (Burlington, VT)
- **Overview:** The Banking Services Operations Development Program enables participants to gain in-depth professional and analytical experience with development of ... provide analytical and operational support under guidance of a manager or more senior analyst. **Banking Services: Who are We?** Banking Services is the primary… more
- Bank of America (San Antonio, TX)
- Wealth Management Specialist San Antonio, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Antonio/ Wealth -Management-Specialist\_25041383) **Job Description:** Merrill Wealth Management is… more
- Citigroup (Los Angeles, CA)
- …who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized ... complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects… more
- Citigroup (New York, NY)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. ... regions. Excellent communication skills required to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the… more
- JPMorgan Chase (Columbus, OH)
- The JP Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth ... and 20 offices. As the Line of Business Corrections Lead within JPMorgan Wealth Management, you will oversee the entire lifecycle of customer correction cases,… more
