- Neuberger Berman (New York, NY)
- The Associate General Counsel - Private Wealth will play an integral role within Neuberger Berman's Legal & Compliance Department, specifically with respect to ... wealth management and asset management business, including the Investment Advisers Act, FINRA rules, Investment Company...Act, Securities Act, and ERISA, and serve as the lead attorney and work with various colleagues to implement… more
- Citigroup (Tampa, FL)
- …Assessment Team to support new, changing, and steady state governance/controls of global investment and insurance products for Wealth . The role will primarily ... on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the...+ Third party vendor management preferred. Demonstrated ability to lead global team efforts + Excellent problem solving skills… more
- Citigroup (Atlanta, GA)
- The Investment Assoc Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the ... project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of...of the individual. **Responsibilities:** + The role of the Investment Associate is to provide a wide variety of… more
- Bank of America (Los Angeles, CA)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- Citigroup (Beverly Hills, CA)
- The Investment Strategy Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by ... sub-function/job family. **Responsibilities:** + Responsible for identifying short- and long-term investment opportunities and Global Markets for Citi Wealth … more
- First Horizon Bank (TX)
- …On site in Louisiana or Texas location. **Summary** : We are seeking an outstanding Wealth Leader to join our growing team. The Managing Director will lead teams ... compliance to the firm's policies and procedures. The Managing Director will also lead recruiting efforts in their markets. The Managing Director is a key leadership… more
- JPMorgan Chase (Columbus, OH)
- …**Job summary** As a Special Credits Executive - Managing Director within Asset and Wealth Management Credit Risk team, you will play a significant role in managing ... the AWM Global Head of Special Credits, you will lead a team of Special Credits Executives in managing...decision-making. + Collaborate closely with internal and external legal counsel to maximize recovery on distressed assets and mitigate… more
- Citigroup (New York, NY)
- The Investment Strategy Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by ... Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts… more
- Citigroup (San Francisco, CA)
- The Investment Counselor Lead is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by ... Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts… more
- Citigroup (Orland Park, IL)
- …Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts ... Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client...ideas with the Bankers and the clients that will lead to the growth of the asset base. +… more
- Scotiabank (New York, NY)
- …and covenants for purpose of reviewing transaction feasibility and distribution prospects. Lead dialogue with external counsel during drafting process. + ... viewed as a valuable team resource. + 2-4 years' work experience in Investment Banking, preferably with lead -left execution experience in a Financial Sponsors… more
- Scotiabank (New York, NY)
- …and covenants for purpose of reviewing transaction feasibility and distribution prospects. Lead dialogue with external counsel during drafting process. + ... range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and… more
- Citigroup (New York, NY)
- …financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage and wealth management. The Balance ... The Financial Planning and Analysis Senior Lead Analyst is a senior level position responsible...as well as utilize in-depth specialty knowledge to provide advice/ counsel on the evaluation of financial reports of Citi's… more
- Bank of America (Houston, TX)
- …Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through… more
- KeyBank (Columbus, OH)
- …+ Pursues and implements broad asset allocation strategies consistent with the Wealth Segment's investment strategy guidance. + Reviews portfolios to analyze ... 43215 ABOUT THE JOB (JOB BRIEF): Manages and constructs investment portfolios in accordance with client investment ...to offer the complete breadth and depth of the Wealth Segment suite of capabilities. Position may manage Portfolio… more
- Citigroup (New York, NY)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... The Apps Sup Tech Lead Analyst is a strategic professional who stays...on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the… more
- Wells Fargo (Charlotte, NC)
- …Chief Risk Officers (CROs) for Consumer and Small Business Banking, Commercial Banking, Wealth and Investment Management, Corporate and Investment Bank and ... in you. Apply today. **About this role:** Wells Fargo is seeking a Lead Control Management Officer for Corporate Risk Control team within the Control Management… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... past. **Overview of the Role:** The IT Project Tech Lead is a strategic professional who stays abreast of...on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the… more
- Citigroup (Irving, TX)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... join us. We'll enable growth and progress together. The ** Lead Cloud Architect, VP** is a strategic professional who...on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the… more
- Citigroup (Tampa, FL)
- …products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth ... advantage for Citi. **About the Job:** The Architecture Senior Lead Analyst is a strategic professional who stays abreast...on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the… more