- HSBC (New York, NY)
- …a Risk Steward for a number of non-financial risks in accordance with HSBC Group 's risk framework. The Director of Wealth , Private Banking and Insurance ... Director of Wealth , Private Banking and Insurance Regulatory Compliance Brand:...responsible for reviewing and challenging the activities of the Group 's businesses (also referred to as "the First LOD")… more
- Neuberger Berman (New York, NY)
- **Summary:** The Neuberger Berman Estate and Wealth Planning Group , comprised of in-house certified financial planners and estate planning attorneys, is the ... centralized planning group responsible for constructing and delivering estate planning advice...responsible for constructing and delivering estate planning advice and wealth planning analyses to high-net-worth clients of the firm.… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... drive efficiency, connectivity, and transparency in electronic trading. https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf ** Group Details** As the senior member of the FP&A… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... drive efficiency, connectivity, and transparency in electronic trading. https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf ** Group Details** The Tradeweb Communications team is responsible for… more
- Tradeweb (New York, NY)
- …the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel ... drive efficiency, connectivity, and transparency in electronic trading. https://www.dol.gov/ofccp/regs/compliance/posters/pdf/eeopost.pdf ** Group Details** The Assistant Vice President of FP&A role,… more
- Capco, a Wipro Company (New York, NY)
- …Capco's strategy teams and core delivery domains, including Banking and Payments, Wealth and Asset Management, Insurance, and Capital Markets to define, design, and ... several of Capco's largest clients by establishing and managing trusted executive relationships, understanding the client's needs, and working collaboratively across… more
- Citigroup (New York, NY)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of ... compensation, hiring, disciplinary actions and terminations and budget approval. **Responsibilities:** + Wealth Group Executive 's primary focus is to ensure… more
- JPMorgan Chase (Summit, NJ)
- …you with the opportunity to take your career to the next level. As a Wealth Strategist you will be responsible for delivering the firm's wealth planning ... internal and client facing advocate for the use our Wealth Strategy Engagement Model and all Advice capabilities the...and Capabilities** + Strong presentation skills in one-on-one and group meetings + Ability to coach colleagues, client advisors… more
- Citigroup (New York, NY)
- … Executive Assistant provides support to another individual or group of individuals by handling correspondence, managing calendars and appointments, arranging ... to day calendar(s) of senior management + Coordinates all aspects of executive level manager appointments, meetings, receptions and conference calls + May prepare… more
- TD Bank (New York, NY)
- …to develop and manage marketing strategies for customer acquisition and account management of wealth and TD Premier clients. The Senior Group Manager, Wealth ... this role. **Line of Business:** Marketing **Job Description:** The Wealth & TD Premier product marketing team develops, implements...or select levels of the marketing funnel. This Senior Group Manager role will work with business partners from… more
- Raymond James Financial, Inc. (New York, NY)
- …with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management divisions, ... **Ability to:** . Author policies, procedures, and prepare risk reports for the Executive Committee, Board of Directors, and regulatory agencies as required . Read,… more
- Citigroup (New York, NY)
- …+ Drive a strategic media relations strategy for Citi Private Bank, Citigold, Wealth at Work through proactive media engagement, executive communications and ... **Director, Wealth Communications** The Enterprise Services and Public Affairs...brand. The Global Communications team is an agile, high-impact group that nimbly covers a broad scope of responsibilities… more
- Citigroup (New York, NY)
- **About the Digital Assets Group ** The Citi Wealth Digital Assets team serves as subject matter experts, driving the strategic development and implementation of ... comprehensive digital asset initiatives for Citi Wealth clients. Our core mission is to help deliver...track record of leading cross-functional strategic initiatives. + Strong executive presence with the ability to influence across senior… more
- Citigroup (New York, NY)
- …minded leader to serve as Global Head of Digital Strategy & Execution for Citi Wealth . This individual will define and lead the future of how Citi Wealth ... and differentiated digital experience for both clients and advisors across the full wealth continuum. As Citi builds new digital platforms for both clients and… more
- Citigroup (New York, NY)
- …Citi Wealth Marketing. This individual will lead internal and executive communication efforts across the marketing organization - crafting a clear, consistent, ... in high-visibility communications. **Responsibilities:** + Craft and manage internal and executive communications for the Global Head of Wealth Marketing,… more
- Citigroup (New York, NY)
- …is a senior leadership role that will define, build, and scale Citi Wealth 's global content marketing agenda. This leader will own the full content ecosystem- ... ensuring Citi Wealth leads the industry in how content drives client...CIO insights, product innovation, and digital capabilities. + Amplify executive thought leadership, flagship events, and signature campaigns to… more
- Citigroup (New York, NY)
- …and strategic leader to serve as Head of Brand & Creative Strategy for Citi Wealth . This role will shape the future of our global brand, leading the development and ... audiences. This leader will serve as the brand steward for Citi Wealth -owning our visual identity, creative expression, media strategy, and brand narrative across… more
- Citigroup (New York, NY)
- **About the Digital Assets Group ** The Citi Wealth Digital Assets team serves as subject matter experts, driving the strategic development and implementation of ... comprehensive digital asset initiatives for Citi Wealth clients. Our core mission is to help deliver...with digital asset and crypto industry stakeholders. + Develop executive materials and client-facing content, including briefing notes, internal… more
- JPMorgan Chase (New York, NY)
- The JP Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth ... partners and contacts + Expert knowledge navigating Chase product and sales systems + Executive presence with strong presentation skills in small and large group … more
- WTW (New York, NY)
- **Description** As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering ... your thought leadership to the overall development of the Executive Compensation practice and act as a coach and...solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align… more
