- Citigroup (New York, NY)
- The Wealth at Work Business Execution Manager should have in-depth understanding of how own sub-function contributes to achieving the objectives of the ... ability to problem solve, design resolutions) + Business execution / support (directly partner with Wealth at Work leadership team to drive/ execute … more
- Citigroup (Jersey City, NJ)
- …directly supporting the Citi Global Wealth Technology (CGWT) CIO, the CGWT Business Execution Lead (BEL) is responsible to lead executive-level strategic and ... with Pride, and We Succeed Together. **About Citi Global Wealth ** Citi Global Wealth (CGW) is focused...Demonstrated ability to manage and drive large scale, complex business initiatives -taking initiatives from concept to execution… more
- Citigroup (New York, NY)
- The Head of Business Execution - Lending, will report directly into the COO for Wealth and Matrix report into the Head of Lending for Wealth . It will ... Citi Wealth client segments, Citi Private Bank, Wealth at Work and CitiGold/Citi Private Clients,...fine art and other personal assets. The Head of Business Execution - Lending will assist in… more
- Citigroup (New York, NY)
- … Wealth Strategy to work on key strategic priorities for the global wealth business . **Job Description** The Citi's Wealth Strategy team serves as a ... senior leadership to address high-impact strategic issues across Citi Wealth 's lines of business . The team works...is a strategic professional responsible for driving development and execution of Wealth Strategy, contributes to identifying… more
- Citigroup (New York, NY)
- …team provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work , Citi Private Client and Citigold as part of their ... Citi Wealth is a leading provider of financial solutions...under pressure and deliver within tight deadlines to drive execution for the business + Strong negotiation… more
- Bank of America (New York, NY)
- …role-specific considerations. At Merrill, we empower you to bring your whole self to work . We value diversity in our thoughts, business , and within our employees ... ManagementSpecialistisresponsible forperforminga variety of specialized functions across aFinancialAdvisorteamsuch as: Business Management, Business Development, Wealth … more
- Capco, a Wipro Company (New York, NY)
- …Risk & Compliance, Insurance and Wealth and Investment Management. Capco's Wealth practice specializes in strategy to execution client initiatives. We pride ... strategic client engagements and pursuits and building out our Wealth Management practice with a focus on business...help our clients navigate complex change. As consultants, we work on the front-end business design all… more
- Citigroup (New York, NY)
- …team provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work , Citi Private Client and Citigold as part of their ... Citi Wealth is a leading provider of financial solutions...are tailored to individuals and families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next… more
- Bank of America (New York, NY)
- …complex structuring and documentation issues, and effective communications skills to work constructively with business partners and clients. The Credit ... Wealth Management credit experience preferred *Bachelor's degree in business administration, finance, accounting or economics preferred **Skills:** *Adaptability… more
- City National Bank (Jersey City, NJ)
- …and memorandums. Additionally, the position is responsible for the maintenance and execution of the Wealth Management continuous monitoring program in accordance ... *SR AUDIT MANAGER- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The ...Manages staff assigned to the engagement and reviews audit work for sufficient scope, testing, and for accuracy.* Quickly… more
- Broadridge Financial Solutions (New York, NY)
- …skilled Technology Leader to drive the modernization of our platform within the Wealth Management portfolio. This role is a unique opportunity to shape the future ... ensuring it is robust, scalable, secure, and aligned with our strategic business objectives. As a Technology Leader, you will lead innovative initiatives,… more
- JPMorgan Chase (New York, NY)
- …that create tangible value for clients and advisors in the $6B+ revenue Wealth Management business . Our transformation programs are sponsored by C-suite ... ** Business Transformation Office** drives and executes critical change...for implementation + Leverage understanding of client and advisor wealth management processes (front, middle, and back offices), such… more
- JPMorgan Chase (New York, NY)
- … business plans. Regularly engage with the Asset Management Operating Committee to review business plan execution and progress. + Act as a Player Coach in ... The Private Wealth Alternatives market, with an estimated $2 Trillion...alternatives business development at subset of major national accounts, responsible… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- **Product/Project Manager Wealth Management** **Category:** Project Management **Main location:** United States, New York, New York **Position ID:** J0725-0366 ... leading the design, development, and delivery of an industry-leading, end-to-end wealth management platform. This role blends strategic product thinking with … more
- Citigroup (New York, NY)
- …to provide the most transparent Citi customer experience. + Responsible for the execution of Citigold Wealth Centers, Citigold Hubs, and Citipriority sales ... The Wealth Mgmt Group Manager is accountable for management...objectives of the function. Applies in-depth understanding of the business impact of technical contributions. Strong commercial awareness is… more
- JPMorgan Chase (New York, NY)
- JPMorgan is looking for a Private Wealth Alternatives Marketing Director to lead the charge in promoting our cutting-edge alternative investment products to ... financial advisors. As a Private Wealth Alternatives Marketing Director on the Asset & ...they can significantly enhance advisors' portfolios and drive exponential business growth. + Lead high-impact initiatives that span across… more
- Wellington (New York, NY)
- …campaign effectiveness and make data-driven recommendations for improvement. + **Collaboration:** Work closely with the marketing, editorial and business teams ... media marketing across brand and product initiatives in the Wealth Channel. The ideal candidate will possess a deep...our brand presence, engage our target audience, and drive business growth. This is a unique opportunity to define… more
- JPMorgan Chase (Jersey City, NJ)
- …7+ years of internal or external auditing experience, or relevant Asset and Wealth Management business experience + Bachelor's degree (or relevant financial ... a talented Audit Manager to join our Asset and Wealth Management Internal Audit team. This is your opportunity...ensuring audits are completed timely and within budget + Work closely with global Audit colleagues in the early… more
- JPMorgan Chase (New York, NY)
- …Wealth Management- Wealth Engagement - Acquisition product team, you will work with designers, engineers, and other partners to expand and enhance our ... Wealth Management incentive offer capabilities across digital/non-digital platforms to...an array of financial instruments + Extensive experience authoring business requirements, defining user stories and leading execution… more
- Citigroup (New York, NY)
- …in own field and adapts them for application within own job and the business . Recognized subject matter expert within one area. Strong commercial awareness is a ... expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more