- Citigroup (Tampa, FL)
- … operations efficiently meets service commitments and supports business growth. The Wealth Management Operations Lead Analyst applies in-depth ... Citi Wealth Operations Business Intelligence provides critical...all lines of business and regions within Citi's Global Wealth Management organization. The team drives value… more
- Manulife (Boston, MA)
- …Capabilities: Retirement, Retail, Institutional Investment Management + Asset and Wealth management operations platforms and technologies + Cloud ... for an experienced and highly motivated Enterprise Architect to join Manulife's Global Wealth and Asset Management Enterprise Architecture team. Our purpose in… more
- Scotiabank (New York, NY)
- …+ Partners with Global Asset Management and International Wealth Management leadership to transform and lead the strategy roadmap, planning and ... Managing Director, Engineering & International Wealth Lead **Requisition ID:** 198264 **Employee...+ Experience driving global transformation programs with depth in Wealth & Asset Management Operations … more
- Citigroup (Tampa, FL)
- …leading large-scale programs and projects within the financial services sector, preferably in wealth management operations . + Proven track record of ... accountability for successful delivery. **Key Responsibilities** Leadership and Team Management + Lead and inspire a team...Wealth Operations Transformation. **Job Family Group:** Operations - Management Operations **Job… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... consistency in global program design and execution across our wealth management activities. This individual acts as...a must, while knowledge of AML and financial services operations across all business lines is a plus. As… more
- MassMutual (Boston, MA)
- **The Opportunity** The Wealth Management business is a key area of focus for MassMutual and we are growing and expanding capabilities for our Financial Advisor ... well as respond proactively to regulatory developments and all manner of risks across Wealth Management . **The Team** As the needs of advisors and clients change… more
- HUB International (Denver, CO)
- …property, casualty, risk management , life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means ... Solver **Preferred Qualifications** + Financial Service Knowledge, specifically 401(k) & Wealth Management + Understand compliance and regulatory framework for… more
- US Bank (Minneapolis, MN)
- … Management , SEC Regulations, FINRA Regulations, 12CFR9 Regulation, Investments, Wealth Operations , Private Banking) * Laws and regulations applicable to ... to non-compliance business partners and key stakeholders in the following areas: * Wealth Management laws and regulations (eg, Broker Dealer, Trust Services, … more
- Zions Bancorporation (Salt Lake City, UT)
- …we bring the opportunity. Zions Bancorporation is currently hiring an experienced Wealth Management Client Account Manager within the Enterprise Wealth ... position is located in Salt Lake City, UT. The Wealth Management Client Account Manager will oversee...and strong client relationship skills. Additionally, the role will lead operational initiatives in support of key strategic objectives.… more
- Citigroup (New York, NY)
- …at achieving the strategic and financial objectives across the US Consumer Wealth Management business. Developed execution, communication and diplomacy skills ... issues/activities having critical impact/influence on company revenues, capital, or business operations + Lead strategic product roadmaps, product development,… more
- M&T Bank (Los Angeles, CA)
- …and implementation of policies and procedures that align with all aspects of Wealth Management . **Primary Responsibilities:** + Oversee the servicing of the ... areas of Client Service, as well as Product and Operations management to influence product and service...minimum of 5 years' experience working with clients in Wealth Management or financial services, or in… more
- Kestra Financial (Fort Worth, TX)
- Summary The Operations Manager reports to the lead financial advisor and is critical to appropriately leveraging the advisor's time. Strong leadership and ... project management skills are required for this position. In this...position. In this role, you will oversee the day-to-day operations of a retail financial services practice specializing in… more
- Truist (Atlanta, GA)
- …emphasis in operations or administration 2. Demonstrates strong investment, wealth management , treasury services, consumer and commercial credit and deposit ... States of America) **Please review the following job description:** Lead , develop and coach a team of wealth...multiple priorities 5. Strong knowledge of banking, fiduciary and wealth management systems, solutions, and offerings Preferred… more
- JPMorgan Chase (Plano, TX)
- …with delivery partners across including members in the Business, Technology, Design, Operations , Servicing, Digital Wealth Management , and Control functions ... risk posture, and reliability + Partner across the US Wealth Management organization to build features of...families in the advisor and client service space. + Lead and define the advisor and client service desktop… more
- JPMorgan Chase (Columbus, OH)
- …knowledge of the financial services industry and businesses (eg, wealth management , retail, wholesale as well as operations and technology functions); even ... Level **Positing description** As a Data Owner in JPMorgan Wealth Management , you will be responsible for...requirements of the business + Partnering with an Analytics Lead to identify data required to be integrated into… more
- HUB International (New York, NY)
- …and adoption of RPW programs and initiatives amongst retirement plan and wealth management -focused advisors within a geographic location, using a highly ... throughout the insurance community. **About HUB Retirement & Private Wealth (RPW):** We lead our communities with...the securities industry, preferably in the retirement plan and/or wealth management space (Preferred) + At least… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management , a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on ... helping families multiply, manage and enjoy wealth . The Portfolio Trader will serve in multiple roles...products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor.… more
- Wells Fargo (Charlotte, NC)
- …skills. + Experience in portfolio management , investment strategy, broker/dealer operations , wealth management , fiduciary and trust services. **Job ... seeking a Audit Manager - Executive Director on the Wealth and Investment Management (WIM) Audit Team...Advice and Planning, WIM Control, WIM Marketing, and WIM Operations . Learn more about our career areas and lines… more
- Wellington (San Francisco, CA)
- …bring broad asset management expertise and a keen understanding of the wealth distribution process. We're also looking for someone who can provide insights on ... **About Us** **Wellington Management ** offers comprehensive investment management capabilities...collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As… more
- Citigroup (Jacksonville, FL)
- The Wealth Mgmt Group Manager is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. ... + Robust investment and insurance sales experience; prior investment/insurance sales management required Demonstrated ability to lead , motivate, and influence… more