- US Bank (Greenwich, CT)
- …service and support representative functioning as the primary, daily contact between Wealth Management Trust, Banking, or Investment customers and US Bank. Working ... problem resolution, escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to identify… more
- Scotiabank (New York, NY)
- …results, in an inclusive and high-performing culture. Title: Associate Director, Execution and Structuring-US Corporate Banking - Financial Institutions Group Global ... is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and...with a unique geographic footprint that puts capital to work for our clients across industries! We work… more
- BDO USA (New York, NY)
- …banking professionals Supports Managing Directors in all aspects of firm marketing, business development, and deal execution Oversees the preparation, analysis, ... Advisors is an integral part of the transaction and business development team. This role oversees the preparation of...due diligence, develops marketing materials, and participates in the execution of a wide variety of transactions. This position… more
- Capco (New York, NY)
- …line of business projects delivering against critical regulatory and business -driven data management commitments Work with various cross-functional teams, ... plans across various working groups Provide change management and execution support across various workstreams and business ...help our clients navigate complex change. As consultants, we work on the front-end business design all… more
- KPMG (New York, NY)
- …culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading ... practices and industry frameworks informed by regulations, identifying gaps in design/ execution and communicate issues and recommendations to engagement leads and… more
- iCapital (Greenwich, CT)
- …investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend ... of Global Equity Operations and Financial Wellness to oversee the management and execution of global retirement and equity programs. This leader will drive the… more
- NFP (New York, NY)
- …environment that's truly unique. NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star ... Who We Are Lenox Advisors brings together sophisticated solutions in wealth management and insurance services to high-net-worth individuals and their families. As a… more
- 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
- S&P Global (New York, NY)
- …Role:** **Grade Level (for internal use):** 13 **About the Role:** Director, Wealth Benchmarks Product Management **The Team:** The Product Management team oversees ... Impact:** We are seeking a Director to support our Wealth Benchmark initiatives in the US and globally. This...needs and gather product innovation ideas. + Own tactical execution of the product roadmap including new index development,… 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
- Citigroup (Jersey City, NJ)
- …address compliance issues and develop robust controls. + **Stakeholder Collaboration:** Work closely with business units, operations, technology, legal, ... to lead our NAM Regulatory Reporting and Client Tax Operations team within the Wealth division. The Head of NAM Regulatory Reporting and Client Tax Operations will… more
