- Citigroup (New York, NY)
- …and Regulatory requirements, and driving Strong Risk Management - for USPB Risk , Wealth Risk and Legacy Franchises/Banking & International Retail ... Risk Management. The Wealth Risk Reporting Director role and function...Wholesale Credit Risk (WCR), and Retail Credit Risk Management (RCR) and related Technology partners… more
- JPMorgan Chase (New York, NY)
- …* Present analyses and recommendations to senior stakeholders, including Chief Risk Officers, Wealth Management executives, and other decision-making forums ... Join the dynamic team at JP Morgan Wealth Management (WM), a line of business within...complex business challenges, and maintaining a relentless focus on risk data and insights. As a Risk … more
- US Bank (New York, NY)
- …activities related to the fiduciary products and services within US Bank's Wealth Management and Investment Services businesses. This role supports the Audit ... Director for Wealth Management and Investment Services, the Senior Audit Director...services designed to evaluate and improve the effectiveness of risk management, control, and governance processes of US Bancorp… more
- Scotiabank (New York, NY)
- …International Wealth Lead will be accountable for creating a Data practice within Wealth Technology . The VP will also lead the evolution of the Advisor ... VP will be responsible for transforming the operating model for International Wealth technology which includes the timely identification, development and… more
- US Bank (New York, NY)
- …is responsible for providing strategic direction, leadership, and coordination of compliance risk coverage for USB's Wealth , Commercial, Capital Markets business ... Audit Director in developing and driving the execution and coordination of the risk -based Annual Audit Plan for Wealth , Commercial, Capital Markets. Includes… more
- HUB International (New York, NY)
- …and certifications (Preferred) + Working knowledge of retirement and private wealth technology platforms (Required) + Expertise with Microsoft Office ... This role will require a background in consulting/practice management, process development/ enhancements, facilitating technology adoption, and product… more
- Charles Schwab (New York, NY)
- …can help themselves, and our clients, create a better future. Schwab Private Wealth Services (SPWS) is a complimentary branded program for ultra-high net worth ... service with a complimentary suite of benefits including a team of seasoned wealth and trust specialists, top-priority response times, and a dedicated Senior Banker.… more
- Morgan Stanley (Purchase, NY)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... books and records, and by contributing to firm wide risk management and risk reduction. This division...demand for timely and insightful analysis and planning for Wealth Management net interest income (NII). A new centralized… more
- HUB International (New York, NY)
- …5th largest global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth ... passionate about our talent! **About HUB Retirement & Private Wealth (RPW):** We lead our communities with integrity, driven...Lead, you will be responsible for driving the business process , adoption and optimization of our CRM platform while… more
- JPMorgan Chase (New York, NY)
- 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 strategic ... business. As a Senior Associate in the Business Transformation Team at JP Morgan Wealth Management, you will be integral to the strategy definition and execution for… more
- US Bank (New York, NY)
- …Analytics and Technology teams. They will oversee the CAS Payments, Wealth , and Investment Products team analytics plan, coordinating with team managers. The ... a systemic approach to evaluate and improve the effectiveness of risk management, control, and governance processes. Our comprehensive scope of responsibilities… more
- JPMorgan Chase (Queens, NY)
- …investment product and thought leadership platform along with cutting edge digital technology , you will be front and center representing our brand and interacting ... meet their financial needs. As a Market Director of Wealth in JP Morgan Wealth Management, you...+ Be a visionary who influences the use of technology to meet the customers' needs of today and… more
- JPMorgan Chase (New City, NY)
- …investment product and thought leadership platform along with cutting edge digital technology , you will be front and center representing our brand and interacting ... financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, operational marketing and administrative… more
- JPMorgan Chase (White Plains, NY)
- …investment product and thought leadership platform along with cutting edge digital technology , you will be front and center representing our brand and interacting ... and administrative support to primarily Private Client Advisor(s) within JP Morgan Wealth Management **Job responsibilities** + Aid the Advisor(s) by building and… more
- Morgan Stanley (New York, NY)
- …and other risks. Background on the Position The role will reside within the Wealth Management (WM) and US Banks Risk Department, which provides enterprise ... Enterprise Risk initiatives as well as the day-to-day operation of the Wealth Management and US Banks Risk Department. Primary Responsibilities: The role… more
- Morgan Stanley (New York, NY)
- …for information and cyber security, fraud, resilience, response and recovery, and technology risk and controls. The organization also includes Morgan Stanley's ... Firmwide Data Office, International Technology offices, and the Non-Financial Risk Technology organization. Non-Financial Risk Technology provides… more
- Citigroup (New York, NY)
- …and Regulatory requirements, and driving Strong Risk Management - for USPB Risk , Wealth Risk and Legacy Franchises/Banking & International Retail ... risk reporting for USPB CRO organization, and consumer/retail risk reporting for Wealth CRO, Legacy Franchises...of 6+ direct staff in US, and partner with technology /data/analytics peers within USPB Risk CAO, and… more
- Morgan Stanley (New York, NY)
- …market positions in each of its business segments Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley, through its subsidiaries ... to corporations, governments, financial institutions, and ultra-high net worth clients. Wealth Management provides a comprehensive array of financial services and… more
- S&P Global (New York, NY)
- **About the Role:** **Grade Level (for internal use):** 12 **The Team** : Risk Solutions is a suite of Product Lines that combines Data, Analytics and Workflow to ... to assess, manage, monetize, and monitor credit and vendor risk . The Product Lines include the Risk ...ongoing market feedback to the product strategy and development process through client interaction, dedicated market outreach, and distilling… more
- Deloitte (New York, NY)
- …cashflows + Demonstrate understanding of business processes, regulatory requirements, internal control risk management, process , data and technology controls ... large, complex engagements for financial services clients. Typical engagements include process improvement, operating model design and implementation, risk … more