• Citigroup, Inc. (Tampa, FL)
    Risk Management (ICRM) and Global Wealth Deposits and Lending Operational Risk Management (ORM). Responsible for executing Citi's ICRM risk ... Serves as a senior compliance and operational risk manager for Global Wealth Securities Backed...client/transaction-related compliance escalations. Represent Citi on critical regulatory and operational risk management matters as… more
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  • Citigroup, Inc. (Tampa, FL)
    …highly collaborative environment, with a focus on owning and driving results Job Family Group: Risk Management Job Family: Operational Risk Time Type: ... Analytical Thinking, Constructive Debate, Controls Design, Escalation Management , Issue Management , Operational Risk , Policy and Procedure, Policy and… more
    Upward (06/29/25)
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  • Goldman Sachs, Inc. (Chicago, IL)
    …to enhance processes, improve automation, and ensure best practices in trade and risk management . *Utilize coding and automation tools (eg, Python, SQL, VBA) ... team, you will play a crucial role in ensuring operational efficiency, managing risk , and supporting a...with market developments and how they impact trading and risk management processes. Qualifications & Skills: *Bachelor… more
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  • Infosys Limited Digital (Bridgewater, NJ)
    …in management consulting or directly working on advisory business, technology or operational change initiatives in Wealth Management & Trust industry. ... USA Requisition ID 136194BR Job description Business Analyst - Wealth Management & Trust, Infosys Consulting The...investment ideas, service alerts and assessment of client attrition risk Virtual Assistant - Cognitive Assistant Pilot (CAP) to… more
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  • Bank of America (New York, NY)
    Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, ... companies, and institutions. Merrill Wealth Management is one of the largest...operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing… more
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  • Bank of America (Blue Bell, PA)
    Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, ... companies, and institutions. Merrill Wealth Management is one of the largest...operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing… more
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  • Goldman Sachs, Inc. (Seattle, WA)
    Management Professionals work directly with our clients to provide exceptional client service, operational support and risk management . They serve as a ... problem solve and to think outside the box? Our Wealth Management Professionals support all aspects of...of contact for clients, and are responsible for the operational management and oversight of the client… more
    Upward (06/28/25)
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  • Citigroup, Inc. (Smithtown, NY)
    The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... actions and terminations. Will function as an integral member of US Wealth Management senior leadership team. Responsibilities: Regional Director is responsible… more
    Upward (07/15/25)
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  • Forge Global (Denver, CO)
    …thought leaders to elevate Forge Trust's visibility in the alternatives and wealth management space. Qualifications: Recent experience and deep understanding of ... Fund Custody - we increase investor confidence while reducing operational overhead and risk by having funds...alternative investments and wealth management . 5+ years of experience marketing… more
    Upward (07/11/25)
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  • Goldman Sachs, Inc. (New York, NY)
    …servicing and supporting existing client relationships by ensuring exceptional client service, operational support, and risk management , while also looking ... across various teams including Strategic Client Services, Client Implementation, Portfolio Management , Trading, Operations, Controllers, Risk Management ,… more
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  • JPMorgan Chase & Co. (Freehold, NJ)
    …As a Private Client Investment Associate in JP Morgan Wealth Management , you will provide client service, operational marketing and administrative support ... to Private Client Advisors within Wealth Management . Job responsibilities Support Advisors book...prepare timely and accurate performance reports Actively engage in Risk Management ; including Know Your Customer procedures,… more
    Upward (07/19/25)
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  • Goldman Sachs, Inc. (New York, NY)
    …and management of ETF portfolios, including portfolio rebalancing, cash management , risk management and other day-to-day portfolio-related activities. ... Job Description Goldman Sachs Asset Management (GSAM) delivers innovative investment solutions through a...professionals to define solutions and lead change across the operational infrastructure. The Wealth Investment Solutions team… more
    Upward (07/17/25)
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  • Jamie Grayem (Tampa, FL)
    Wealth Management Client Associate / Financial Advisor Support $30.00 - $42.00 /hr. + Team Performance Bonus + Full Benefits MUST HAVE 7/66 (63/65) This job is ... operational excellence, protect the bank's clients, and manage risk Identifies, deepens, and maintains client relationships through emphasizing the bank's… more
    Upward (07/07/25)
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  • Scotiabank (New York, NY)
    …and identify processes, risks, controls and corresponding ratings; Evaluate impact on operational risk management from changes resulting from business ... and conduct risk , including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk more
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  • TD Bank Group (Starke, FL)
    …tracking and resolving gaps Requires business, banking and bank operational process management knowledge and expert knowledge of the risk profile for team ... evolving regulatory requirements and assesses potential impacts Maintains a culture of risk management and control, supported by effective processes in alignment… more
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  • DTCC (Coppell, TX)
    …for DTC, NSCC and FICC. The department also develops and supports Asset Services, Wealth Management & Insurance Services and Master Reference Data applications. ... industry standard platform, to gain more insights into relationships and life cycle management , that more effectively help DTCC manage risk Collaborate with all… more
    Upward (07/23/25)
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  • JPMorgan Chase & Co. (New York, NY)
    … processes, primarily working with Portfolio Managers, Investment Specialists, Traders, Risk Management , Middle Office, Technology, various Operations Teams and ... to manage small team. Partner with portfolio managers, investment specialists, traders, risk management , middle office, technology, various operations teams and… more
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  • Citigroup, Inc. (New York, NY)
    …of wealth . Develop tailored solutions that address clients' investment, risk management , and financing/liquidity needs. Set challenging goals, regularly ... clients. Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. Anticipate events in a client's life and business which have… more
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  • Citigroup, Inc. (Miami, FL)
    …of wealth . Develop tailored solutions that address clients' investment, risk management , and financing/liquidity needs. Set challenging goals, regularly ... clients. Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. Anticipate events in a client's life and business which have… more
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  • Scotiabank (New York, NY)
    … and conduct risk , including but not limited to responsibilities under the Operational Risk Management Framework, Regulatory Compliance Risk ... to and effectiveness of day-to-day business controls to meet obligations with respect to operational risk , regulatory compliance risk , AML/ATF risk more
    Upward (06/26/25)
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