- Ballston Spa National Bank (Ballston Spa, NY)
- … Management Solutions Department at BSNB continues to grow! We are seeking a Wealth Management Senior Operations Administrator to play a key role ... to ongoing transactions. Join a growing team where you can make an impact! Wealth Management Senior Operations Administrator In this role you will: +… more
- JPMorgan Chase (New York, NY)
- …that create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite ... growth, regulatory, and location strategy. The team works cross-functionally with Senior Management , Front Office Advisors, Product Specialists, Legal, Risk,… more
- Citigroup (New York, NY)
- …competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our team provides lending solutions across ... deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our...relationship with US Personal Banking in partnership with our Wealth Operations team. This role reports into… more
- Citigroup (New York, NY)
- …two to three C16 level managers + Manages day to day calendar(s) of senior management + Coordinates all aspects of executive level manager appointments, ... The Senior Executive Assistant provides support to members of the Wealth COO leadership team (Business Execution Leads) by handling correspondence, managing… more
- M&T Bank (Buffalo, NY)
- …processing, regulatory, and strategic support to the businesses in the Institutional Services Wealth Management (ISWM). Those businesses include Wealth ... **Overview:** The Banking Services Operations Development Program enables participants to gain in-depth...operational support under guidance of a manager or more senior analyst. **Banking Services: Who are We?** Banking Services… more
- TIAA (New York, NY)
- …Qualifications:** + University degree + Significant risk management experience within a wealth , trust and/or brokerage business as a senior risk leader or an ... Level** 9IC **Required Qualifications:** + 5+ years of risk management experience in wealth management ,...to work collaboratively with cross functional groups and support senior management . + Ability to evaluate appropriate… more
- M&T Bank (Buffalo, NY)
- …participation in classroom training, observations of departmental presentations, interaction with senior management , peer networking, and working in teams on ... our clients need financial services outside of their core wealth management solutions, we have the resources...as with project sponsors, internal and external contacts, and senior management . Teams make a presentation to… more
- JPMorgan Chase (New York, NY)
- ** Wealth Management , Product Development, Vice President** Job Description: JPMorgan Asset & Wealth Management delivers industry-leading investment ... full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more… 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 ... environments and are passionate about shaping the future of wealth management , this is the role for...operations transformation context + Deep knowledge of program management best practices, including Agile methodologies, risk management… more
- Neuberger Berman (New York, NY)
- …and project-related requests, and special analyses to identify actionable insights for senior management **Compensation Management :** + Oversee the monthly ... new compensation frameworks + Produce tailored, data-driven analyses to support senior management decision-making and emerging business needs **Process… more
- JPMorgan Chase (New York, NY)
- …that create tangible value for clients and advisors in the $6B+ revenue Wealth Management business. Our transformation programs are sponsored by C-suite ... growth, regulatory, and location strategy. The team works cross-functionally with Senior Management , Front Office Advisors, Product Specialists, Legal, Risk,… more
- JPMorgan Chase (New York, NY)
- …project management . As a Content Operations Associate within JP Morgan Wealth Management , you will help drive the delivery of market commentary and ... and execute on tight deadlines; + Prepare presentations for meetings with senior business leaders and stakeholders; + Ensure all published or distributed content… more
- JPMorgan Chase (New York, NY)
- …and Separately Managed Accounts (SMAs) offered through the Private Bank, Chase Wealth Management , and JP Morgan Advisors investment platforms. These platforms ... new investment products to the US Private Bank, Chase Wealth Management , and JP Morgan Advisors platforms,...effectively partner with all levels of an organization, from senior management to process participants + Ability… more
- Neuberger Berman (New York, NY)
- …& Governance - Private Wealth ** **Location:** New York, NY **Department:** Private Wealth Management (PWM) **Reports to:** Head of Private Wealth Client ... enhancements + Prepare and deliver reports and presentations to senior management , regulators, and relevant committees on...controls, risk management , audit, or compliance within Wealth Management , Private Banking, or a similar… more
- Raymond James Financial, Inc. (New York, NY)
- …including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management divisions, serving as a ... management strategies to the Board of Directors, senior management and various risk committees. ....financial services experience required . Experience in broker-dealer or wealth management firms preferred, especially with exposure… more
- Citigroup (New York, NY)
- …is to ensure corporate strategy execution on a regional level. + Visible to CBNA/CPWM senior management and is a clear ambassador to the overall growth and ... The Wealth Group Executive is accountable for management...within the Retail Bank. + Direct contact for CPWM Senior Management for market results and regular… more
- HUB International (New York, NY)
- …business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion ... company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer:… more
- Raymond James Financial, Inc. (New York, NY)
- …others on achieving full compliance with applicable rules and regulations in management and/or operations . Uses comprehensive knowledge and skills to work ... Develop and/or deliver a plan for significant aspects of the financial management and/or control process. Analyze, assess, and quantify the risks associated with… more
- Bank of America (New York, NY)
- Regulatory Reporting Operations Senior Professional Charlotte, North Carolina;New York, New York **To proceed with your application, you must be at least 18 ... make an impact. Join us **Description:** The Regulatory Reporting Operations Senior Professional is part of the...notices and industry limits) for the Global Markets and Wealth Management business divisions. They are responsible… more
- TD Bank (New York, NY)
- …guidance and independent challenge;** **U.S. Wealth is a fully integrated wealth management business that provides products and services (designed for ... multiple legal entities (TD Bank NA, TD Private Client Wealth LLC and TD Wealth Management...and discretion in interacting and communicating with staff and senior management of the Bank with respect… more