- Morgan Stanley (Purchase, NY)
- … Management Operational Risk and Non-Financial Risk.** * * The role of Wealth Management Growth Monitoring Analyst - Assistant Vice President ... sponsored benefit programs. **Job:** ** Wealth Management * **Title:** * Wealth Management Growth Monitoring Analyst - Assistant Vice President*… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and...consistency in global program design and execution across our wealth management activities. This individual acts as… more
- Bank of America (New York, NY)
- …for overseeing the Global Financial Crimes Risk program for Merrill Lynch Wealth Management , Merrill Edge/Consumer Investments, Bank of America Private Bank ... lives better through the power of every connection. Responsible Growth is how we run our company and how...**Required Qualifications** * In depth knowledge of Merrill Lynch Wealth Management and Bank of America Private… more
- Wells Fargo (New York, NY)
- …+ 2+ years of experience in financial services including but not limited to wealth management , asset management and community banking + Experience creating ... The **Client Relationship Group (CRG)** Product Management organization within Wealth and Investment...the Advisor Desktop experience and Advisor tools to enable growth across WIM's full-service and independent advisor channels. The… 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
- City National Bank (New York, NY)
- …GOVERNANCE** **WHAT IS THE OPPORTUNITY?** The Senior Manager of IT Program Management Office (PMO) Governance defines and manages the governance processes to plan, ... processes through effective Policies and Procedures and through appropriate monitoring practices. Projects may include annual SDLC (Software Development Lifecycle)… more
- EPAM Systems (New York, NY)
- …problems. Years of expertise in a combination of information technology, retail banking, wealth management , asset management , and capital markets. If this ... one or more of the following areas: retail banking, wealth management , asset management , or...Analytics, etc + Develop and Execute Account Plans for growth , delivery excellence, client satisfaction, and employee satisfaction +… more
- TD Bank (Melville, NY)
- …is at the center of the Private Client Services model supporting an integrated Wealth Management offering by providing day-to-day account management , ... provide you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high-touch… more
- Bank of America (New York, NY)
- …strong communication skills + Thorough knowledge and understanding of the suite of Wealth Management products and services + Strong analytical and portfolio ... lives better through the power of every connection. Responsible Growth is how we run our company and how...Management + Price Verification and Valuation + Trade Monitoring + Trading + Client Investments Management … more
- S&P Global (New York, NY)
- …maintain Salesforce data to monitor pipeline and opportunity status for revenue management ; + Understand customer problems and identify ways to help clients address ... and market positioning; + Provide the pulse of the market to senior management ; + Collaborate with internal stakeholders to deliver an optimized customer experience;… more
- Bank of America (New York, NY)
- …activity in Global Markets - Bank of America Securities ("BofAS), and Global Wealth Investment Management - Merrill Lynch, Pierce, Fenner & Smith ("MLPFS") ... lives better through the power of every connection. Responsible Growth is how we run our company and how...risks in alignment with the Compliance and Operational Risk Management (CORM) Program, the Financial Crimes and Global Compliance… more
- S&P Global (New York, NY)
- …and the successful candidate will be responsible for supporting the implementation and monitoring of the Compliance Program primarily for S&P Global Ratings in North ... service, in the education program, in reporting to regional senior management on compliance developments, and in conducting investigations, logging and tracking… more
- S&P Global (New York, NY)
- …drive value internally and for our customers. S&P is a leader in risk management solutions leveraging automation and AI/ML. This role is a unique opportunity for a ... design, development, and implementation of Enterprise AI platform + System Infrastructure Management : Ensure the deployment, and management of scalable and… more
- Bank of America (Fort Lee, NJ)
- …team client service strategy. Requires a thorough knowledge of the Merrill Lynch Wealth Management business functional area and products. Requires a working ... lives better through the power of every connection. Responsible Growth is how we run our company and how...+ Thorough knowledge and understanding of the suite of Wealth Management products and services + Proven… more
- Bank of America (New York, NY)
- …activity in Global Markets - Bank of America Securities ("BofAS), and Global Wealth Investment Management - Merrill Lynch, Pierce, Fenner & Smith ("MLPFS") ... lives better through the power of every connection. Responsible Growth is how we run our company and how...risks in alignment with the Compliance and Operational Risk Management (CORM) Program, the Financial Crimes and Global Compliance… more
- Bank of America (New York, NY)
- …tasks and priorities at once + Thorough knowledge and understanding of the suite of Wealth Management products and services + Proven ability to manage risk and ... contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the… more
- WTW (New York, NY)
- …role resides in our Financial Planning & Analysis (FP&A) Practice within Health Wealth and Careers Finance and will report jointly to Employee Experience (EX) and ... the business manage all aspects of Finance, including financial performance management (month end/quarterly close, budgeting, forecasting, reporting, etc.), ad hoc… more
- Citigroup (New York, NY)
- The US Personal Banking and Wealth Management Marketing organization drives all aspects of the customer lifecycle, from Acquisition to Engagement to Retention, ... Personal Bank - Branded Cards and Lending, Retail Bank and Mortgage and Wealth . The Existing Customer Marketing (ECM) team within this organization is a critical… more
- S&P Global (New York, NY)
- …Science - NLP, LLM and GenAI **The Team:** S&P is a leader in risk management solutions leveraging automation and AI/ML. This role is a unique opportunity for an ... strategies, best practices, and standards to enhance AI ML model deployment and monitoring efficiency. Develop roadmap and strategy for NLP, LLM, Gen AI model… more
- Bank of America (New York, NY)
- …: + Familiarity with one of the following areas - Trading, Consumer Banking, Wealth Management , Transaction Banking + Big Data Architecture, Cloud Data Platforms ... lives better through the power of every connection. Responsible Growth is how we run our company and how...+ Conducts execution of risk framework activities including independent monitoring and testing of controls and risk management… more