- HSBC (New York, NY)
- Wealth and Premier Banking - Senior Equity Portfolio Manager Brand: HSBC Area of Interest: Investment Banking , Markets, and Research Location: New York, ... the planet we all share. The Senior Equity Portfolio Manager is responsible for the ongoing management of the...requirements + Develop and oversee the implementation of risk control measures and procedures + Adhere to processes and… more
- HSBC (Beverly Hills, CA)
- Wealth Relationship Manager Brand: HSBC Area of Interest: Branch and Retail Banking Location: Beverly Hills, CA, US, 90210 Work style: Office Worker Date: 7 ... our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with...+ Conduct full needs assessments with current and potential wealth customers and recommend appropriate banking , investment… more
- HSBC (San Francisco, CA)
- Wealth Relationship Manager Brand: HSBC Area of Interest: Branch and Retail Banking Location: San Francisco, CA, US, 94111 Work style: Hybrid Worker Date: 31 ... our communities and the planet we all share. The Wealth Relationship Manager works closely with the...+ Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking , investment… more
- JPMorgan Chase (Columbus, OH)
- …a significant impact on our operations and safeguard our firm's integrity. As a Control Manager within JPMorganChase, you will lead the charge in identifying and ... Step into a pivotal role at JPMorganChase, where your expertise in control management will shape our compliance and risk strategies. Elevate your career with… more
- Citizens (Westwood, MA)
- Description The Manager will be responsible for the oversight of the RCSA and Controls Assessment Framework and will be a strategic partner to Operational Risk ... Management leadership, First Line and Second Line stakeholders, and other control partners. This role provides independent challenge and oversight of first line risk… more
- M&T Bank (Burlington, VT)
- …work on projects, and provide analytical and operational support under guidance of a manager or more senior analyst. ** Banking Services: Who are We?** Banking ... **Overview:** The Banking Services Operations Development Program enables participants to...strategic support to the businesses in the Institutional Services Wealth Management (ISWM). Those businesses include Wealth … more
- ServiceNow, Inc. (Orlando, FL)
- …we pursue our purpose to make the world work better for everyone. The Senior Manager , Expert Services is a key member of the Customer Outcomes leadership team - ... regional revenue attainment, KPI analysis and new hire on-boarding. The Customer Delivery Manager works closely with the Services Sales team in Pre and Post sales… more
- US Bank (Minneapolis, MN)
- …what you excel at-all from Day One. **Job Description** SUMMARY US Bank Wealth , Corporate, Commercial and Institutional Banking (WCIB) Risk Management is seeking ... role will report to the WCIB Risk Data Analytics Manager . WCIB focuses on helping clients work towards their...and effectiveness. The successful candidate will have familiarity with wealth , commercial and institutional banking functions and… more
- US Bank (Minneapolis, MN)
- …audit activities at the direction of the lead auditor and/or primary audit manager , including assisting in planning of projects and development of audit testing ... programs. The Staff Auditor is expected, with support from others, to perform control testing and document work performed in conformance with internal audit policies… more
- KeyBank (Amherst, NY)
- …with other members of REA team on projects and testing. The Senior Compliance Manager must have in-depth knowledge of wealth and trust risk management as ... through the execution of compliance monitoring and testing across Key's Wealth Management and Trust lines of business, products, and functional activities.… more
- JPMorgan Chase (Jersey City, NJ)
- …and shape the future of risk management in a dynamic industry. As an Internal Audit Manager on the Asset Wealth and Management team, you will lead audits in Risk ... that combines leadership, expertise, and innovation? As an Audit Manager , Vice President, you'll be at the forefront of...President, you'll be at the forefront of Asset & Wealth Management products and risk management, driving excellence and… more
- JPMorgan Chase (New York, NY)
- **J** **ob Summary** As the **Family Wealth Services Program Manager ** within our Family Wealth Services team at JPMorgan Advisors, you will spend each day ... aimed at ultra-high-net-worth clients + Experience in event management + Familiarity with wealth management or banking **To be eligible for this position, you… more
- JPMorgan Chase (Jersey City, NJ)
- We are on the lookout for a talented Audit Manager to join our Asset Management Internal Audit team. This is your opportunity to play a crucial role in enhancing our ... organization's governance and operational excellence! As an Audit Manager within our Asset Management Internal Audit Team, you will execute the annual audit plan,… more
- JPMorgan Chase (Plano, TX)
- …billion in assets and ~4,000 advisors nationwide. As the Vice President, Affluent Operations Manager within J. P. Morgan Wealth Management, you will oversee a ... J. P. Morgan Wealth Management empowers investors to achieve long-term financial...with One Chase partners, including but not limited to Banking , Lending, and digital. + Promote the firm's commitment… more
- Citigroup (Miami, FL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals to provide holistic financial… more
- Citigroup (Oakbrook Terrace, IL)
- The Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new ... With the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals in order to provide holistic… more
- M&T Bank (Boston, MA)
- …OJT responsibilities vary by department and are assigned by the department manager . The position may be responsible for additional projects as assigned by ... the department manager or Leadership Development Manager -MDP. **Department Description:**...our clients need financial services outside of their core wealth management solutions, we have the resources to help.… more
- Citigroup (Hewlett, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... With the support of product specialists, intuitively recognize and understand a client's banking , credit and investment needs and goals in order to provide holistic… more
- JPMorgan Chase (Jersey City, NJ)
- …Vice President and Assistant General Counsel. Support our Private Bank / Wealth Management Investment Solutions team and collaborate in developing innovative managed ... account solutions for each our wealth management businesses, including for the private bank and Chase branches. You will guide our business through ever-evolving… more
- TD Bank (New York, NY)
- …management regarding audit scope, status, and findings + Works at direction of Audit Manager + May perform testing procedures for more critical areas of audits + ... + Works independently but receives assistance/coaching from the audit manager + May be Auditor in Charge on an...profile, customer and employee experience agendas and risk and control culture + Creates an extraordinary place to work… more
