- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth ... all Citi clients. The role reports into the Lead Finance Officer of Wealth Products, and works...Risk and others **Qualifications:** + Good working knowledge of wealth management businesses; knowledge and experience in… more
- Citigroup (New York, NY)
- …outcomes. **Key Responsibilities:** **Project manage the Book of Work within Risk Wealth Management segment, in partnership with other Program Management ... Group is looking for a strong **Risk Program Management Leader** for the Wealth Risk segment...initiatives with multiple stakeholders (Businesses and other functions like Finance , Technology etc.) as well as strong partnership, collaboration… more
- US Bank (New York, NY)
- …of more than 70,000 employees serve our millions of retail, business, wealth management , payment, commercial and corporate, and investment services customers ... the CDP "A" List for climate change action. The Finance Data Management team at US Bank...new regulation implementation, daily liquidity process and analysis, spot balance sheet assimilation and enhancement, and finance … more
- Tradeweb (New York, NY)
- …ability to communicate financial information in a concise and accessible manner to non- finance personnel and management + Knowledge of SEC and FINRA regulations ... Tradeweb is seeking a Finance Operations professional to join our growing ...data + Daily revenue tracking for estimates and internal management queries + Prepare ad hoc requests from Dealerweb… more
- Broadridge Financial Solutions (New York, NY)
- … technologies and practices. Qualifications: + Minimum of 5 years of experience in a finance or data management role, with at least 2 years focused on data ... the BBD and BRCC businesses. You will work alongside senior leaders in Finance in a fast-paced environment, assisting in high profile projects to drive… more
- Citigroup (New York, NY)
- …degree or equivalent experience + Master's degree preferred **Job Family Group:** Finance **Job Family:** Balance Sheet Management **Time Type:** ... Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi's financial...of Citi's financial results in coordination with the broader Finance team. The overall objective is to contribute to… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... You'll Do** + Undertake on-going analysis of the CUSO balance sheet to review and proactively seek out new...At least 8-10 years of verifiable progressive experience in finance . Capital planning, reporting or management and… more
- Bank of America (New York, NY)
- …(eg, LMA, ISBL, PCL, Custom Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These responsibilities are achieved by ... ensuring wealth management clients are knowledgeable of the...existing GWIM credit relationships with the intent of generating balance and revenue growth with appropriate risk adjusted returns.… more
- JPMorgan Chase (New York, NY)
- …risk impacts for 3 lines of business (Consumer and Community Bank, Asset & Wealth Management and Commercial & Investment Bank) for Banking products (eg loans, ... As part of Risk Management and Compliance, you are at the center...potential vulnerabilities and risks + Undertake analysis of material balance sheet changes and supervise analysts/associates to assess liquidity… more
- MUFG (New York, NY)
- …and investment, commercial, and consumer banking, as well as transaction banking, securities, wealth management , and more. Our 13,000 colleagues in the Americas ... the MUFG brand. MUBK Treasury organization is responsible for managing funding, liquidity, balance sheet, and interest rate risk for MUFG's US operations. The team… more
- Citigroup (New York, NY)
- The Financial Planning and Analysis Senior Group Manager is a senior management level position responsible for providing management with an analysis and insight ... of Citi's financial results in coordination with the broader Finance team. The overall objective is to manage professional...Financial Planning and Analysis team in support of the Wealth business which is comprised of the Private Bank,… more
- AON (New York, NY)
- …regional and boutique organizations that operate in banking and capital markets, investment management , commercial banking, and wealth . We have a singular focus: ... regional and boutique organizations that operate in banking and capital markets, investment management , commercial banking, and wealth . We have a singular focus:… more
- AON (New York, NY)
- …team, research prospect and clients using analyst reports, SEC data, Yahoo! Finance and other sources to identify prospect- and client-specific risk profile ... Grow into the role of authority on Aon's client management tool to provide orientation as well as in-depth...revenue and pipeline composition analytics in conjunction with US Finance for office sales meetings and monthly national forecast… more
- Scotiabank (New York, NY)
- …range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and ... Director, US Trade Floor Risk Management **Requisition ID:** 200548 **Salary Range:** 174,700.00 -...You'll Bring:** + Undergraduate degree required but preferably in Finance /Accounting, Economics, Engineering, Math, or the hard sciences. Graduate… more
- AON (Stamford, CT)
- …financial services firm, including alternative and traditional asset managers, insurers, banks and wealth management . Our business model is based on creating and ... financial services firm, including alternative and traditional asset managers, insurers, banks and wealth management . Our business model is based on creating and… more
- Morgan Stanley (New York, NY)
- …financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees ... an important part of our culture. Department Profile The Finance Division reports to the Chief Financial Officer and...and records, and by contributing to firm wide risk management and risk reduction. This division maintains relationships with… more
- JPMorgan Chase (Brooklyn, NY)
- …+ Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management , Middle Market and One Chase to identify new opportunities ... the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate… more
- MassMutual (New York, NY)
- …operations, corporate finance data and systems management as well as wealth management finance activities. We are seeking engaging professionals with ... of credibility and control of the core financial information leveraged across Finance to communicate with leadership, key business partners and regulators on the… more
- Broadridge Financial Solutions (Newark, NJ)
- …team. The Senior Director, Corporate Segment Controllership will take a key finance leadership role in the Global Accounting Operations Organization at Broadridge ... while ensuring strong internal control environment. + Partner with corporate technology finance leadership as well as technology within the business to understand… more
- JPMorgan Chase (New York, NY)
- …clients; build collaborative relationships with partners across lines of business (Chase Wealth Management , Home Lending, Branch Teams) to connect clients with ... circumstances of their businesses + Use knowledge of business, finance , banking, credit, and risk management to...to build relationships with clients and internal partners + Balance needs of clients with associated risks and interests… more