- Citigroup (Tampa, FL)
- …manage Tech Book of Work as well as drive strategy across the Wealth program for operations . Closely liaising with the Operational leads to drive synergies ... Client business (net worth of ~$200k v. $1mm). The Wealth Operations organization are looking to harmonize...+ Partner with the Ops product teams to update Operations process flows and lead process reengineering… more
- Citigroup (Tampa, FL)
- …strategies and synergies across their people, product, and platform. The Strategy Lead 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...in today's fast-paced, ever changing business landscape. **Responsibilities:** + Lead projects across their lifecycle: identifying and structuring the… more
- TIAA (New York, NY)
- The Wealth CIO team is seeking an experienced Sr. Director of Operations , Execution, and Risk. This person would ensure that investment and business processes ... that track exposure levels, identify trends, and inform risk strategy . + Maintain Risk & Control inventory + Act...Qualifications:** + 5+ years of risk management experience in wealth management, trust and/or brokerage as well as product… 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 ... regulatory, and strategic support to the businesses in the Institutional Services Wealth Management (ISWM). Those businesses include Wealth Management, Global… 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 ... Department. The PWCRM is responsible for delivering firm strategy through the execution of the Market Strategy...ongoing development of the Elite Growth Practice roles, Private Wealth Management Client Associates, and the Operations … 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 , ... - CIO will report directly into the COO for Wealth and Matrix report into the CIO for ...of Business Execution - CIO will manage the day-to-day operations and assist in the re-design and implementation of… 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 (Wilmington, DE)
- …compliance. + Identify emerging technologies and evaluate their applicability to enhance wealth management operations . + Oversee the integration of wealth ... as the leader of the agile cross-functional technology team in M&T Wilmington Trust's Wealth line of business. Reporting directly to the Divisional CIO for Wealth… more
- JPMorgan Chase (Jersey City, NJ)
- …products that resonate with clients. We are seeking a highly skilled Product Lead with deep expertise in Wealth Management Advisor Compensation within a ... + Lead the development and enhancement of tools supporting Wealth Management Advisor Compensation, ensuring alignment with incentive models and business… more
- First National Bank of Omaha (Omaha, NE)
- …our organization's success.** **Summary of the Job:** Lead FNBO's technology strategy and execution for Wealth Management and Capital Markets divisions, ... objectives with technological solutions to enhance client experience, optimize operations , and maintain competitive advantage in rapidly evolving financial services… 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 (New York, NY)
- …with the Program Lead to develop and execute the overall program strategy , roadmap, and delivery plan + Drive rigorous program governance, including risk and ... teams in a matrixed environment + Strong business acumen and understanding of wealth management products, operations , and technology + Bachelor's degree in a… more
- Citigroup (San Francisco, CA)
- …Commercial Bank, and Capital Markets. + Represents Citi at industry conferences and lead discussions regarding Citi strategy and overall market presence. + ... The Wealth Group Executive is accountable for management of... Group Executive's primary focus is to ensure corporate strategy execution on a regional level. + Visible to… more
- JPMorgan Chase (Newark, DE)
- …to achieve the best outcomes across multiple roadmaps to reach desired outcomes + Lead the product strategy and development lifecycle by owning and writing ... vision and leadership will drive innovation, transform products, and shape the future of wealth management at every level. As the Product Director within the Asset &… more
- Citigroup (Tampa, FL)
- …registration, assessment, maintenance, monitoring, and risk reduction/retirement. + Support and lead planning and execution of the Annual Wealth EUC ... The Wealth End User Computing and IT Enabled Smart...will have responsibility for supporting all aspects, phases and strategy related to the EUC/ITeSS Framework and end-to-end EUC/ITeSS… more
- JPMorgan Chase (Jersey City, NJ)
- The JPMorgan Wealth Management Statements & Tax reporting team defines and executes on the strategy for 3 client facing reporting products that impact 5+ million ... owners, delivery managers and stakeholder and legal risk and control partners lead all aspects of disclosure and client communications delivered through Wealth… 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
- Citigroup (Miami, FL)
- The Senior Wealth Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering ... Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area,...ideas with the Bankers and the clients that will lead to the growth of the asset base. +… more
- JPMorgan Chase (New York, NY)
- …with the Head of EMEA Mortgage Solutions is essential to align product strategy . The product team aims to drive mortgage and HELOC growth by innovating, ... The team partners closely with Mortgage Specialists (LO's), Mortgage Operations teams, and Global Private Bank (sales) functions, as...to set and execute the vision of the product strategy for mortgage and HELOC home lending products, emphasizing… more
- Citigroup (Jacksonville, FL)
- …who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized ... Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area,...drive actions to address the root causes that persistently lead to operational risk losses by challenging both historical… more
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