- Citigroup, Inc. (Hewlett, 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 ... assets Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...but not limited to Small Business Partners, Home Lending Officer , etc.) Acquire new clients through converting referral leads… more
- State Street Corporation (Boston, MA)
- SVP, Senior Compliance Officer of Independent Risk Management Who we are looking for: Corporate Compliance is seeking a dedicated and knowledgeable Senior ... Compliance Officer (SCO) to oversee compliance activities related to ensuring...the second line of defense, the SCO for Independent Risk Management (IRM) will work with a… more
- Wintrust (Chicago, IL)
- Wintrust Wealth Management serves the financial needs of private clients, including high net worth individuals, business owners, and institutions. Since our ... LLC, and The Chicago Deferred Exchange Company LLC, we offer comprehensive wealth management solutions, including investment, trust, and asset management… more
- Citigroup, Inc. (New York, NY)
- …consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management . Citi Bank Retail Mortgage provides home lending ... The Mortgage Lending Officer role is a developing professional role. This...partners when appropriate (including but not limited to Bank, Wealth Management , Small Business, Cards, etc. Keep… more
- First Citizens Bank (Raleigh, NC)
- …focus on relationship expansion and retention. Consults on estate and tax planning, wealth transfer, and asset management needs. Implements and fulfills the ... team and other interested parties with respect to fiduciary decisions. Manages risk inherent to fiduciary accounts. Relationship Management - Drives ongoing… more
- Morgan Stanley (San Francisco, CA)
- …exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ... clients with details around their account information (eg, investment objectives, risk tolerance) Accept or enter unsolicited orders and/or enter solicited orders… more
- Morgan Stanley (Cleveland, OH)
- …exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions ... clients with details around their account information (eg, investment objectives, risk tolerance) *Accept or enter unsolicited orders and/or enter solicited orders… more
- Scotiabank (New York, NY)
- …Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic ... range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and… more
- Citigroup, Inc. (Irving, TX)
- …the Citigroup Chief Risk Officer , the Citigroup Chief Credit Officer , senior management and regulators over the effectiveness of credit, capital and ... Master's degree preferred Senior Credit Officer designation preferred. Job Family Group: Risk Management Job Family: Credit Review Risk Management … more
- NFP (Austin, TX)
- …We help companies and individuals around the globe address their most significant risk , workforce, wealth management and retirement challenges through custom ... visit: https://www.NFP.com. The Administrative Assistant reports to the Chief Compliance Officer and Associate General Counsel for Litigation while also supporting… more
- Holmes Murphy (Minneapolis, MN)
- …with agency management systems and solid technical foundation in insurance risk management . Understanding and application of PC Claims principles and ... This role will provide high-quality property casualty claim process management , advocacy and analysis to company clients and internal...brokerages. It is our mission to promote health, protect wealth , and deliver peace of mind to our clients.… more
- NYL - Matthews (Charlotte, NC)
- …advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business ... We're proud of the training we offer. Chief Learning Officer : 2023 CLO Learning Elite Gold award We're proud...Licensed Insurance Agency, and a New York Life company. Wealth management and advisory services are offered… more
- Live Nation Entertainment, Inc. (New York, NY)
- …bring fans closer to the artists they love. THE ROLE As Chief Financial Officer of Merch Traffic, you will lead all aspects of financial strategy, operations, ... legal, tax, and other corporate stakeholders. Oversee revenue recognition, inventory management , cost-of-goods tracking Review and submission of artist contracts and… more
- JPMorgan Chase (New York, NY)
- …**Job summary:** As a Managing Director, Chief Credit Officer in the Asset and Wealth Management Credit Risk team, you will play a pivotal role in ... managing risk and supporting the JPM Wealth Management business. You will lead the risk management process, analyze credit risk , and monitor… more
- JPMorgan Chase (New York, NY)
- …and striving to be best-in-class. As a Compliance Risk Management Senior Officer within the JPM Wealth Management team and the Compliance Conduct and ... Bring your expertise to JPMorgan Chase. As part of Risk Management and Compliance, you are at...with regulatory best practices. Additionally, you will support JPM Wealth Management trading desks inclusive of executing… more
- JPMorgan Chase (New York, NY)
- …including trusts and estates, loans, mortgages and deposits. **Job Summary:** As a Settlement Officer VP in Wealth Management Solutions, Trust & Estates, you ... JP Morgan Asset & Wealth Management , with client assets of...with a diverse team and engage in problem-solving and risk management activities. **Job Responsibilities:** + Oversee… more
- First Horizon Bank (Memphis, TN)
- …and/or Work Experience Requirements:** + Bachelor's Degree + Minimum of 3 years Trust Management and Risk Management Experience + In-depth knowledge of ... duties. **Essential Duties and Responsibilities:** + Develop, implement, and monitor a risk -based compliance management program + Provide audit support and… more
- JPMorgan Chase (New York, NY)
- …role to oversee the administration of the trust. **Job Responsibilities:** Technical and Risk Management + Analyze trust documents for legal, tax, administrative ... families personalized, comprehensive financial solutions that integrate sophisticated investment management , capital markets, trusts & estates and banking capabilities.… more
- Citigroup (New York, NY)
- …**Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... the performance of the individual. This individual will serve as the Relationship Officer for Citi Employees within Citi Global Wealth at Work.… more
- Citigroup (Washington, DC)
- …**Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... The Investment Relationship Officer is a developing professional role. Deals with...and appropriately prioritized and executed accurately + Appropriately assess risk when business decisions are made, demonstrating consideration for… more
