- JPMorgan Chase (New York, NY)
- 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 ... located across 3,500 branches and 20 offices. As the Wealth Management Referral Vice President you will...success metrics and recommend opportunities for improvement + Coordinate performance and reporting updates for key stakeholders,… more
- Guardian Life (Stamford, CT)
- …onboarding & servicing to financial planning, portfolio management and aggregated wealth & protection reporting + Drive transformation from design to ... As the lead of Wealth Management Technology & Digital Platforms...diversity of thought, an engaging work environment and overall performance improvement **You Have:** + 15+ years of experience… more
- Citigroup (New York, NY)
- … wealth , law firms and attorneys. From banking and cash management to lending, investment strategies, trust, and wealth advisory services, ... deep local insight and help deliver the complete financial management strategies that today's wealth requires. **The...Develop strategy to build advanced analytics capabilities for best-in-class reporting on performance and trends + Create… more
- Bank of America (New York, NY)
- …Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a ... Relationship Manager New York, New York **Job Description:** Merrill Wealth Management is a leading provider of...supervise and delegate **Desired Skills:** + Compensation Analysis + Performance Management + Process Performance … more
- Citigroup (New York, NY)
- …high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through Citi Global Wealth ... team members on topics ranging from testing design and execution to performance management andcontrol testing platforms basics. + Helps driving continuous… more
- Bank of America (New York, NY)
- …are appropriately addressed + Produces and/or oversees independent financial crimes risk management reporting to Global Compliance & Operational Risk (GC&OR) ... Global Financial Crimes Manager - Global Markets and Global Wealth & Investment Management Risk New York,...Planning and Development + Written Communications + External Resource Management + Reporting + Talent Development **Required… 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... Management Success Coaching, handle all aspects of performance management and timely performance … more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... You could access a range of responsive banking, investing, wealth management & planning services and access...for Private Bank NA organization + Produce and deliver reporting that clearly communicate the financial performance … more
- Citigroup (New York, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... navigate your financial goals. You could access a range of responsive banking, investing, wealth management & planning services and access to a dedicated Private… more
- JPMorgan Chase (New York, NY)
- …including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management , Retail Financial Services and Card Services. The ... Global Wealth Management business offers individuals and families...'s Chief Investment Officer Team (Private Bank CIO Team), reporting to the Head of US Equities. The Equity… more
- JPMorgan Chase (New York, NY)
- …and closed-end registered investment companies (RICs) for clients of JP Morgan Wealth Management and Investment Solutions (WMIS). Currently, JPMPI provides ... reporting is a plus. + Review vendor key performance indicators, follow internal escalation protocol related to the...experience is preferred. + CPA is preferred JP Morgan Wealth Management Solutions comprises a workforce of… more
- Banco Popular Puerto Rico (New York, NY)
- …York, NY, US, 10004 Company: Popular Workplace Type: On-site Administrative Officer - Wealth Management and Private Banking AtPopular,we offer a wide variety of ... role involves providing comprehensive administrative support to our managers in the Wealth Management & Private Banking Division. The successful candidate will… more
- Citigroup (New York, NY)
- …and review results + Perform analysis and deliver presentations related to the financial performance of the Private Bank and Wealth at Work + Generate analytics ... Financial Planning and Analysis Group Manager is a senior management level position responsible for providing management ...and analyze reports that gauge Citi's alignment with forecasted performance . This role is part of the Financial Planning… more
- CIBC (New York, NY)
- …independent second line oversight to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these lines of ... strong, innovative and relationship-oriented bank for a modern world. CIBC Private Wealth Management ("PWM") conducts an investment advisory business, which… more
- Citigroup (Glen Head, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... Citi Global Wealth brings together the full power of Citi...services to others in area of specialization. Work and performance of all teams in the area are directly… more
- Citigroup (New York, NY)
- …opportunities, prepare client pitches, and deliver Citi's full suite of banking and wealth management solutions to our clients + Provide complete service support ... services to others in area of specialization. Work and performance of all teams in the area are directly...3-7 years of relevant experience + Prior experience in wealth management or other financial services roles… more
- US Bank (New York, NY)
- …audit programs which provide sufficient guidance for testing control performance effectiveness and making evaluations which effectively achieve audit objectives. ... 5. Assisting the managers in reporting and wrap-up phases of audits. Includes appropriate disposition of issues and drafting audit reports which include issues. 6.… more
- Citigroup (New York, NY)
- … of all teams in the area are directly affected by the performance of the individual. **Responsibilities:** + Provide reporting , planning, forecasting and ... project launch and execution + Produce monthly & quarterly Management Reports related to investment products for Private Bank...for Private Bank NA organization + Produce and deliver reporting that clearly communicate the financial performance … more
- Deloitte (Stamford, CT)
- …by financial services clients across sectors, including banking, capital markets, retail wealth management , investment management , and insurance. The unique ... utilities, clearing houses, custodians, and companies in commodities-driven businesses. + Deloitte's Wealth Management Advisory Practice: Our Wealth … more
- Scotiabank (New York, NY)
- …Finance activities (specifically, banking/broker-dealers), including financial close, financial and management reporting , booking model, financial projection and ... financial and reporting controls, specifically, financial close, financial and management reporting , booking model, financial projection & analysis, and… more