- Tradeweb (New York, NY)
- …into Internal Audit's risk assessment process + Collaborate with the second line (eg Risk) team to leverage off synergies, identify key areas of audit focus and ... the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel… more
- Somatus (Mclean, VA)
- …and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves, ... - and translating these insights into actionable strategies with the executive team . + Build and scale HR infrastructure, compensation frameworks, and strategic… more
- Somatus (Kansas City, MO)
- …and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves, ... opportunities + And more! The Field Operations Manager supervises an interdisciplinary team of clinical and non-clinical field team members and directs… more
- Somatus (Mclean, VA)
- …**The Impact** **You'll** **Make:** + **Lead** performance management tied to key metrics and business drivers that inform strategic decisions. + Deliver ... consolidate product line budgets into a **unified** financial plan. + **Streamline** systems and processes to improve efficiency and quality. + Support capital… more
- Somatus (Mclean, VA)
- …and partners. Showing Up for You We offer more than 25 Health, Growth, and Wealth Work Perks to help teammates learn, grow, and be the best version of themselves, ... Specialist will serve as a champion of teammate experience and is a key driver of organizational health. Responsibilities + Prepare content with leaders, prepare… more
- KeyBank (Brooklyn, OH)
- …responsibilities as assigned. **Job Description** The Wealth Systems Administrator Team Lead role within Key Wealth Management is primarily ... This role will be expected to be working with Wealth leadership team delegates and partners across...assigned applications and systems + Ensure that Key Wealth Systems comply with… more
- KeyBank (Brooklyn, OH)
- …on system usage, best practices, and troubleshooting common issues. + Ensure that Key Wealth Systems comply with relevant regulations and standards. ... Tiedeman Road - Brooklyn, Ohio 44144-2302 **Job Summary** The Wealth Systems Administrator role within Key...can filter/adapt information to differing roles (required) + Strong team player with a positive can-do attitude and desire… more
- KeyBank (Tacoma, WA)
- …is responsible for growing sales and assets within a defined territory through a team of Private Client Advisors. The Wealth Market Leader Position requires an ... lead lists, and closing on referrals. + Develop a complete understanding of Key Investment Services solutions to support cross- selling opportunities and learn the… more
- M&T Bank (Wilmington, DE)
- Join our dynamic team as the leader of the agile cross-functional technology team in M&T Wilmington Trust's Wealth line of business. Reporting directly to ... the opportunity to build and expand the current IT team supporting the Wealth group. Wealth...lead high-impact projects and drive technological advancements. **As the Wealth Technology Leader, your key responsibilities will… more
- First National Bank of Omaha (Omaha, NE)
- …and implementation of third-party financial technology solutions + Ensure integration of wealth management and capital markets systems with core banking ... infrastructure + Lead technology modernization initiatives to replace legacy systems with current solutions ** Team Leadership** + Manage a team of technology… more
- Citigroup (New York, NY)
- **About Citi Wealth ** Citi Wealth is focused on serving the needs of clients across the entire wealth spectrum. By building on the strengths and capabilities ... to transform the way we serve clients across the wealth spectrum, delivering the full range of high tech...of investments processes. This role will manage a small team and will also be responsible for identifying and… more
- KeyBank (Amherst, NY)
- …laws and regulations through the execution of compliance monitoring and testing across Key 's Wealth Management and Trust lines of business, products, and ... Road, Brooklyn Ohio **About the Job** As part of Key 's second-line-of-defense Compliance Risk Management function, the Risk Evaluation...quo. The ideal candidate will have experience managing a team of wealth management and trust testing… more
- City National Bank (San Francisco, CA)
- …Solutions and Programs. This role will be part of CNB's Private Banking and Wealth Management team , and responsibilities will span across all Wealth ... * WEALTH MANAGEMENT PRODUCT AND PROGRAM STRATEGY MGR* *WHAT...client needs. * Product Development and Innovation: Plays a key role in the development and launch of new… more
- Bank of America (Portland, OR)
- …diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring ... Wealth Management Banking Specialist Portland, Oregon **To proceed...they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes… more
- S&P Global (New York, NY)
- …** **Value** **Stream** , which underpins S&P DJI's Multi-Asset, Custom, and Wealth Management franchises. The team partners closely with Product, Technology, ... Platforms Design Value Stream Lead - Multi Assets & Wealth , S&P Dow Jones Indices **The Location:** US/New York;...play a crucial role in the investment landscape. **The Team ** The Product and Operations team oversees… more
- Neuberger Berman (New York, NY)
- …influence cross-functional teams. This role requires close collaboration with Private Wealth leadership team , Payroll, Fund Admin, Legal, Operations, Technology, ... among others. ** Key Responsibilities:** **Client Billing Operations:** + Oversee all aspects...revenue and balance sheet accounts + Partner with Private Wealth leadership team to design and implement… more
- Citigroup (Los Angeles, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ...setting the technical direction of technical areas that are key to the business. Decisions made at this level… more
- Truist (Tampa, FL)
- …of America) **Please review the following job description:** Lead, develop and coach a team of wealth support specialists and oversee the daily service, sales ... 1. Supervise, lead, train and coach a geographically disbursed team of wealth support specialists 2. Oversee...multiple priorities 5. Strong knowledge of banking, fiduciary and wealth management systems , solutions, and offerings Preferred… more
- JPMorgan Chase (Columbus, OH)
- Our Planning team is part of the JP Morgan Wealth Management (JPMWM) Product & Technology (PXT) Finance office, focused on helping investors achieve their ... Wealth Management business, building multi-year investment roadmaps for key strategic initiatives, tracking specific deliverables, prioritizing all projects in… more
- Vanguard (Malvern, PA)
- …visionary Head of Architecture to lead technology design for our Advice & Wealth Management (AWM) Technology division. This new role will shape the long-term roadmap ... into scalable technology that delivers exceptional client and advisor experiences. Key Responsibilities: . Develop a multi-year architecture strategy aligned with… more
