- 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
- Citigroup (Fort Lauderdale, FL)
- …related remediation. Collaborating with other internal areas including: Legal, Business Management , Operations , Technology, Finance, other Control Functions, and ... senior business & product compliance risk manager for Independent Compliance Risk Management (ICRM) coverage of the US Citigold/CPC business segment within Wealth… more
- US Bank (Charlotte, NC)
- … 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
- Bank of America (San Francisco, CA)
- …Business Segment Supervision Executive (BSSE), with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWSM's ... the power to make a difference. Join us! **Job Description:** Merrill Private Wealth Division provides comprehensive wealth management services to affluent… more
- Bank of America (Chicago, IL)
- …Division Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM ... as a member of the market leadership team. The PWCRM manages the Wealth Management Client Associates, Operations support staff, and the branch's … more
- Zions Bancorporation (Las Vegas, NV)
- …You bring the talent; we bring the opportunity. We are currently seeking a Wealth Management Portfolio Manager to join our team. This position is located ... in Las Vegas, NV and reports up to the Director of Investment Management . The Portfolio Manager...is 30-40% client facing and works closely with other Wealth Management team members, especially wealth… more
- Kestra Financial (Novi, MI)
- …system (Goals-Based Analysis and E-Money) + Other responsibilities as assigned by the Wealth Advisor and Director of Operations . Knowledge, Skills, and/or ... The Wealth Associate position is a client service position...skills, both verbally and in writing. + Strong time management and organizational skills; able to work independently and… more
- CIBC (New York, NY)
- …independent second line oversight to the US Capital Markets, US Commercial Banking and Wealth Management lines of business. US Compliance supports these lines of ... and relationship-oriented bank for a modern world. CIBC Private Wealth Management ("PWM") conducts an investment advisory...**Working** with the US Chief Compliance Officer and the Director of US Compliance Programs to develop, implement and… more
- Kestra Financial (Columbus, OH)
- The Client Service Coordinator reports to the Operations Director and is critical to providing superior client experience. This position utilizes excellent ... management skills. Essential Duties and Responsibilities: + Supports Financial Advisor/ Operations Director of a large book of business including handling… more
- University of Pennsylvania (Philadelphia, PA)
- … of health and wellness programs and resources, and much more. Posted Job Title Director of Academic Operations - Office of Academic Services - Penn Engineering ... Director of the Office of Academic Services, the Director of Academic Operations is a collaborative...management . They will manage and develop a high-performing Operations team, guiding them and the entire OAS staff… more
- University of Pennsylvania (Philadelphia, PA)
- …Description Job Responsibilities + Assists the Associate Director , Facility Operations with supervision and management of recreation facilities, including ... and wellness programs and resources, and much more. Posted Job Title Assistant Director , Recreation Facility Operations Job Profile Title Associate Director … more
- University of Pennsylvania (Philadelphia, PA)
- …and wellness programs and resources, and much more. Posted Job Title Executive Director of Advancement Operations , Wharton External Affairs Job Profile Title ... Director D, Development, Services Job Description Summary The Executive Director of Advancement Operations for the Division of Development and Alumni… more
- University of Pennsylvania (Philadelphia, PA)
- …health and wellness programs and resources, and much more. Posted Job Title Director , Clinical Research Operations (Department of Dermatology) Job Profile Title ... Director , Clinical Research Operations Job Description Summary The Director of...of research. Direct the development and implementation of clinical operations quality systems, including SOPs, document management ,… more
- Brokers International (Urbandale, IA)
- Job Title: Director of Operations Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original ... BI on a new journey of accelerated growth and success. Job Summary The Director of Operations is accountable for the overall success of operational processes… more
- HUB International (Chicago, IL)
- …business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion ... **ABOUT THE ROLE** At HUB International the _Technology and Operations Delivery PMO Director_ holds both the leadership and... Delivery PMO Director_ holds both the leadership and management roles of a program management office… more
- University of Pennsylvania (Philadelphia, PA)
- …and wellness programs and resources, and much more. Posted Job Title Associate Director of Academic Operations (Department of Biostatistics and Epidemiology) Job ... D, Academic Affairs Job Description Summary Supporting the Director of Academic Operations (DAO), the Divisional...major initiatives developed by the OFC and oversee personnel management and training of technical staff associated with these… more
- EPAM Systems (Weehawken, NJ)
- …problems. Years of expertise in a combination of information technology, retail banking, wealth management , asset management , and capital markets. If this ... be the perfect opportunity to join EPAM as a ** Director , Account Management (Financial Services)** . Scroll...one or more of the following areas: retail banking, wealth management , asset management , or… more
- University of Pennsylvania (Philadelphia, PA)
- …and wellness programs and resources, and much more. Posted Job Title ISSS Assistant Director of IT Operations Job Profile Title Business Systems Analyst Senior ... Job Description Summary Reporting to the Director of Advising, Compliance, IT and Operations ...required by federal regulations. + DESIRED: Experience with database management and ColdFusion strongly desired; hands on experience with… more
- University of Pennsylvania (Philadelphia, PA)
- …wellness programs and resources, and much more. Posted Job Title Associate Director , Regional Clinical Research Operations (Abramson Cancer Center) Job Profile ... Summary Penn Medicine's Abramson Cancer Center (ACC) seeks a full-time Associate Director of Regional Clinical Research Operations ("AD-RCRO") to support the… more
- CH Robinson (Plainfield, IN)
- CH Robinson is seeking a Director of Warehouse Operations based in our Plainfield, IN offices. In this role, you will lead the warehouse and consolidation field ... and resource alignment + Accountable for the financial performance of warehouse operations , including budgeting and expense management + Oversee warehouse … more