- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... you will become a subject matter expert in financial reporting software in the wealth management...Funds, SMA/UMA + Alternative investments + Performance reporting calculations and methodologies + Portfolio management … more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... Our reporting teams have in-depth knowledge of wealth management products and technology applications, so...of financial instruments -Ability to think critically through complex performance management reporting issues and… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... The Solutions group is Mirador's consulting arm and specializes in working across the wealth management industry to engage in both long and short-term projects… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... The Solutions group is Mirador's consulting arm and specializes in working across the wealth management industry to engage in both long and short-term projects… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... you will become a subject matter expert in financial reporting software in the wealth management...Funds, SMA/UMA + Alternative investments + Performance reporting calculations and methodologies + Portfolio management … more
- Citigroup (New York, NY)
- …for USPB Risk, Wealth Risk and Legacy Franchises/Banking & International Retail Risk Management . The Wealth Risk Reporting Director role and function is ... leadership The Director of the Wealth Risk Reporting team is a senior management level...based stress loss limits, other risk appetite guardrails and performance benchmarks, recession readiness playbooks and for overall assessment… more
- JPMorgan Chase (New York, NY)
- Join the dynamic team at JP Morgan Wealth Management (WM), a line of business within Community Consumer Banking, dedicated to helping investors achieve their ... analyses and recommendations to senior stakeholders, including Chief Risk Officers, Wealth Management executives, and other decision-making forums * Software,… more
- US Bank (New York, NY)
- …to non-compliance business partners and key stakeholders in the following areas: * Wealth Management laws and regulations (eg, Broker Dealer, Trust Services, ... Wealth Management , Securities and Exchange Commission (SEC)...and second lines of defense, including: risk identification, change management , risk assessments, management reporting ,… 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 ... The NAM Citigold/Citigold Private Client team of Citi Wealth , has ambitious growth targets to deliver against...and prepare agreements + Manage acquisition targets, product financial performance , revenue performance , and expense management… more
- JPMorgan Chase (New York, NY)
- JP Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. JP ... JP Morgan is a global leader in asset and wealth management with assets under supervision of...and correcting error as well as completing escalation and reporting + Act as complaint escalation contact, review circumstance… more
- BlackRock (New York, NY)
- … reporting , and storytelling capabilities for financial advisors, bankers, and other wealth management users. The individual will help advance our product ... Tech is BlackRock's technology business serving the global wealth management industry. Our mission is to...product manager or technical professional looking to join a high- performance product team. The role responsibilities include: . Helping… more
- Citigroup (New York, NY)
- … requires. **The Roles:** The Head of Lending business reports to the Head of Wealth Management and leads a global team of professionals managing Wealth 's ... , law firms and attorneys. From banking and cash management to lending, investment strategies, trust, wealth ...attendant performance metrics for the business. Business performance reporting on portfolio performance ,… 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
- JPMorgan Chase (New York, NY)
- …offices), such as client relationship management , account opening, consolidated client reporting , enhanced performance and risk reporting + Think ... Join our dynamic US Wealth Management Business Transformation Office (BTO) in New York as an Associate. This role offers the opportunity to be part of a… more
- Citizens (Tarrytown, NY)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... expertise and research, while intimately focusing on each client's unique circumstances. The Wealth Portfolio Management Group is responsible for the day-to-day … more
- Citigroup (Bronxville, 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
- HUB International (New York, NY)
- …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
- BMO Financial Group (New York, NY)
- …Includes providing lending expertise for a variety of sub-sectors under Asset & Wealth Managers, including but not limited to Fund Finance (BDC and Capital Call ... approvals in support of Trade Finance products. Also provides ongoing management of the lending portfolio. Additional responsibilities including but not limited… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... for the creation of cutting-edge technology that will automate critical wealth management reporting processes and give Mirador a competitive advantage… more
- Mirador (Stamford, CT)
- …for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance - reporting requirements of Family Offices, ... with the ability to prioritize tasks and meet deadlines + Knowledge of Wealth Management 's products, policies, and practices + High attention to detail… more