- 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
- JPMorgan Chase (Newark, DE)
- …needs, driving data strategy , quality, and risk mitigation across Wealth Management. Collaborating closely with operations , advisors, and business ... As a driving force behind data excellence in Wealth Management, the Product Manager for Client and...the Product Manager for Client and Account Data shapes strategy , innovation, and high-impact results. As a Client and… more
- JPMorgan Chase (Columbus, OH)
- …seeking someone who will be responsible for determining the technology investment strategy for the Wealth Management business, building multi-year investment ... Our Planning team is part of the JP Morgan Wealth Management (JPMWM) Product & Technology (PXT) Finance office,...with key stakeholders spanning the Business, Finance, Technology, Digital, Operations , Strategy , and Field Management to deliver… more
- JPMorgan Chase (New York, NY)
- …teams in a matrixed environment + Strong business acumen and understanding of wealth management products, operations , and technology + Bachelor's degree in a ... lasting impact on our organization while gaining exposure to senior leadership and honing your skills in driving large-scale,...environments and are passionate about shaping the future of wealth management, this is the role for you. **Key… 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 a Vice President… more
- Citigroup (Tampa, FL)
- The Wealth End User Computing and IT Enabled Smart Solution Champion provides strategic oversight, guidance and support related to End User Computing (EUC) and IT ... Smart Solutions (ITeSS) policy compliance, execution, and maintenance across the Wealth Business Globally. The individual should possess an in-depth understanding of… more