• Global Wealth Securities Backed…

    Citigroup (Tampa, FL)
    Wealth Securities Backed Lending (SBL) Independent Compliance Risk Management (ICRM) and Global Wealth Deposits and Lending Operational Risk ... Wealth Deposits and Lending businesses. **Responsibilities:** + Provide compliance product coverage to Global Wealth...of best-in-class Global Wealth SBL Compliance , programs, policies, and risk management practices… more
    Citigroup (03/06/25)
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  • Credit Manager, Global Wealth

    Bank of America (Charlotte, NC)
    Credit Manager, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina **Job Description:** At Bank of America, we are guided by a ... to end credit process for a portfolio of Private Wealth Management clients and works with the...approval of ultra-high-net-worth clients (individuals, family offices, trusts, special wealth vehicles, etc.) in compliance with policy,… more
    Bank of America (04/15/25)
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  • Senior Credit Underwriter, Global

    Bank of America (Charlotte, NC)
    Senior Credit Underwriter, Global Wealth & Investment Management Custom Lending Charlotte, North Carolina **Job Description:** At Bank of America, we are ... balance sheets and income streams + 3 - 5+ years of commercial/private wealth management credit experience + Strong negotiation and communication skills +… more
    Bank of America (04/25/25)
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  • Senior Compliance Business Oversight…

    TD Bank (Mount Laurel, NJ)
    …with a team of enthusiastic colleagues dedicated to setting new industry standards. **U.S. Wealth Compliance acts as an independent regulatory compliance and ... challenge.** **U.S. Wealth is a fully integrated wealth management business that provides products and...**Prior success in building and developing a team within wealth compliance ** + **Experience working in an… more
    TD Bank (05/02/25)
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  • Citi Global Wealth (CGW) Chief…

    Citigroup (Jersey City, NJ)
    …approaches and strategies for the area. This role will support the Citi Wealth Controls team responsible for the Issue Management Program including Issue ... Quality Coordinator (IQC) activities. **Responsibilities:** *Drive proactive and timely identification, management , and oversight of issues across Citi Wealth in… more
    Citigroup (03/17/25)
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  • Wealth Compliance Administration…

    TD Bank (Mount Laurel, NJ)
    …with a team of enthusiastic colleagues dedicated to setting new industry standards. **U.S. Wealth Compliance acts as an independent regulatory compliance and ... challenge.** **U.S. Wealth is a fully integrated wealth management business that provides products and...enhance transparency and decision-making. A strong background in regulatory compliance management , risk, or audit within the… more
    TD Bank (04/23/25)
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  • Risk Management - Asset Wealth

    JPMorgan Chase (Columbus, OH)
    …**Job summary** As a Special Credits Executive - Managing Director within Asset and Wealth Management Credit Risk team, you will play a significant role in ... Credits Executive and play a pivotal role in Risk Management and Compliance , ensuring JPMorgan Chase remains...managing risk and supporting the global lending practice. As the AWM Global more
    JPMorgan Chase (03/26/25)
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  • Insurance and Wealth Management

    JPMorgan Chase (Columbus, OH)
    The US Wealth Management Legal team is seeking an attorney to support its dynamic annuities, life insurance and wealth management business, who thrives ... and strategy, and providing valuable regulatory insight. As an Insurance and Wealth Management Attorney - Vice President, Assistant General Counsel within… more
    JPMorgan Chase (03/09/25)
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  • Global Wealth Operations Analyst

    Athene (Conshohocken, PA)
    …environment at our various locations. Purpose: This position will be part of the Global Wealth team, focusing on expanding the Apollo IDF business through Athene ... third-party carriers. The role will provide operational support to sales partners within Global Wealth , Athene, and Apollo, while also coordinating with external… more
    Athene (04/29/25)
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  • VP, Engineering & Architecture ( Wealth

    Broadridge Financial Solutions (New York, NY)
    …drive the technology architecture roadmap, aligning it with Wealth Management goals and fostering innovation, regulatory compliance , and long-term ... trading platforms, and financial data systems used in wealth management including financial regulations and compliance requirements. Familiarity with modern… more
    Broadridge Financial Solutions (03/22/25)
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  • Director, Family Office - Citi Wealth

    Citigroup (San Francisco, CA)
    The Global Family Office Group ("the Group") is a global strategic segment anchored within Citi Wealth . The Group works in close partnership with regional ... coverage and product partners, coordinating Wealth 's engagement across the Global...to middle market family office clients with more traditional wealth and asset management needs ("Core Family… more
    Citigroup (04/25/25)
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  • Citi Wealth - VP, Portfolio Consultant

    Citigroup (Miami, FL)
    …Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth 's high net worth clients. A PC will manage the ... implementation of Citi Global Wealth investment products to identify unusual...Wealth Outlook. + Work closely with the sales management , PC Team Leaders, and Product Heads to help… more
    Citigroup (04/30/25)
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  • Wealth at Work - Institutional Investment…

    Citigroup (San Francisco, CA)
    …+ Work with various Wealth product partners - Citi Investment Management , Investment Counselor, Service, Risk, Compliance to onboard new clients + ... at Work Enterprise Team is part of the Global Citi Wealth organization. We focus on providing wealth management for busy professionals and their firms.… more
    Citigroup (03/09/25)
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  • Wealth Center Manager-Bilingual…

    HSBC (New York, NY)
    …regulatory, global environment. Ensure the effective implementation of a wealth management planning-led strategy to drive and grow profitable Premier ... HSBC brand in market served + Promote the Group's global brand; promote the bank's profile in the community...Refer to the HNAH Code of Ethics policy and Wealth Management Staff. For this role, HSBC… more
    HSBC (04/30/25)
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  • Senior Wealth Advisor SAFE Act - Forest…

    Citigroup (New York, NY)
    …worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. ... Citi Global Wealth brings together the full...+ Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
    Citigroup (04/25/25)
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  • Senior Wealth Advisor

    Citigroup (Downey, CA)
    …worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. ... Citi Global Wealth brings together the full.... Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
    Citigroup (04/17/25)
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  • Citi Wealth at Work - Investment Counselor…

    Citigroup (San Francisco, CA)
    …worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. ... Citi Global Wealth brings together the full...You could access a range of responsive banking, investing, wealth management & planning services and access… more
    Citigroup (03/12/25)
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  • Wealth Management and Consumer…

    JPMorgan Chase (Chicago, IL)
    …at JP Morgan, where your expertise in litigation will drive impactful outcomes in wealth management and consumer banking litigation . Be part of a prestigious ... in managing complex litigation matters, including for JP Morgan's wealth management business. You will collaborate with...firm, and advises the firm on other matters. Our global team is made up of 2,000 lawyers and… more
    JPMorgan Chase (03/22/25)
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  • Internal Auditor with Trust and Wealth

    ManpowerGroup (New York, NY)
    …, and internal control processes within a financial institution's wealth management and trust operations. This role ensures compliance with regulatory ... Audit Committee or Board of Directors. + Partner with wealth management , trust, and compliance ...business performance. We serve clients, including Fortune 500 and Global 1000 companies, from offices worldwide leveraging the workforce… more
    ManpowerGroup (03/12/25)
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  • Wealth FP & A Group Manager - SVP

    Citigroup (New York, NY)
    …of the larger Global FP&A team. The teams is responsible for providing management with an analysis and insight of Wealth 's financial results in coordination ... from a total Wealth perspective across the segments and produce senior management decks with financials and insights around the performance of the Wealth more
    Citigroup (03/28/25)
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