- Citigroup (Tampa, FL)
- … Officer is part of the Wealth Operations Independent Compliance and Operational Risk Management (ICORM) team within the within the Wealth ICORM team ... engagement with a broad range of stakeholders within the Wealth Operations business and functions. The successful candidate will...experience in global financial services and risk management . The Operational Risk Senior Officer… more
- Citigroup (Irving, TX)
- The Wealth Senior Risk Officer will support the day-to-day execution of Wealth 's first-line risk management framework. The professional will ... role will be engaged in driving policy compliance across the Enterprise Risk Management Framework for the Wealth organization. Excellent communication skills… more
- Citigroup (Irving, TX)
- …in BAU capacity / also support on transformation efforts + Support Wealth Risk Framework including executive presentations, programme governance, minutes RAIDs, ... The Risk Policy Officer / Risk...across the BoW and help drive these forward eg Wealth Risk Website + Work together with...autonomous views + Able to work across levels in risk management and also with other operations… more
- Citigroup (New York, NY)
- …Citigroup to align and streamline CCR risk management processes, risk measures, systems, data and reporting for Wealth portfolio risks; **Work experience ... spectrum. It has been created by combining the Wealth Management businesses across Consumer Bank and... management ; + Analyse the sources of counterparty risk in Wealth portfolio, with particular focus… more
- JPMorgan Chase (New York, NY)
- …role to oversee the administration of the trust. **Job Responsibilities:** Technical and Risk Management + Analyze trust documents for legal, tax, administrative ... families personalized, comprehensive financial solutions that integrate sophisticated investment management , capital markets, trusts & estates and banking capabilities.… more
- Citigroup (New York, NY)
- …**Qualifications:** + 3-7 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... the performance of the individual. This individual will serve as the Relationship Officer for Citi Employees within Citi Global Wealth at Work.… more
- Citigroup (Chicago, IL)
- …**Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... The Investment Relationship Officer is a developing professional role. Deals with...and appropriately prioritized and executed accurately + Appropriately assess risk when business decisions are made, demonstrating consideration for… more
- Citigroup (Washington, DC)
- …**Qualifications:** + 2-4 years of relevant experience + Prior experience in wealth management or other financial services roles preferred + Ability ... The Investment Relationship Officer is a developing professional role. Deals with...and appropriately prioritized and executed accurately + Appropriately assess risk when business decisions are made, demonstrating consideration for… more
- JPMorgan Chase (Columbus, OH)
- …summary:** As a Portfolio Credit Officer - Executive Director within the JPMorgan Wealth Management (JPMWM) Credit Risk team, you will play a significant ... business growth and resilience. **Introductory marketing language:** Join JPMorgan Chase's Wealth Management Credit Risk team as an Executive Director and… more
- Citigroup (Getzville, NY)
- …oversight, compliance with Citi Policies and Regulatory requirements, and drives strong risk management - for USPB Risk , Wealth Risk , Investment ... risk reporting for both the USPB and Wealth Chief Risk Officer (CRO)... reports supporting the USPB and Wealth Risk CROs, Regulators, and Risk management… more
- HSBC (Buffalo, NY)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focuses and ability ... Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams...trait protected by applicable law. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-New… more
- HSBC (Arcadia, CA)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focus and ability to ... or status as a protected veteran. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-California-Arcadia **Req ID:**… more
- Citigroup (Irving, TX)
- … risk management to provide oversight all the businesses. Retail Risk Senior Officer will ensure that the Loss Forecasting methodology and forecasted ... collecting information and creating a report for the Senior Risk Management . + Track differences between actuals...to improve forecast techniques. + Participate in the Chief Risk Officer meetings to understand (and challenge… more
- Citigroup (Queens, NY)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... + Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...but not limited to Small Business Partners, Home Lending Officer , etc.) + Acquire new clients through converting referral… more
- Citigroup (San Francisco, CA)
- …and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth ... . Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the...but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… more
- Comerica (Detroit, MI)
- …Divisional BRCO leads a team who are critical to the success of the Risk Management Lifecyle and plays a role in Planning, Identifying, Assessing, Mitigating, ... and drive business relevant implementation of Second Line of Defense (2LOD) risk management frameworks, policies, taxonomies, and inventories. Review, validate,… more
- Citigroup (New York, NY)
- …in-depth regulatory exams and ad hoc requests related to Enterprise Risk Management , Risk Chief Administrative Officer , Data Analytics Reporting & ... corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding...Technology, and CBNA Chief Risk Officer organizations. + Coordination activities include project … more
- HSBC (San Francisco, CA)
- …market developments, and of external regulatory framework relevant to wealth management In compliance with applicable laws, HSBC ... Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams...and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations + Represent the… more
- Citigroup (Jacksonville, FL)
- The Wealth Client Segments Control Testing Utility is responsible for the testing of controls designed and owned by the Citi's Wealth Segments (ie, ... client-facing) businesses. This position reports to the Wealth Client Segments Control Testing Lead, within the USPB-...CDA checklist/procedures for controls and recording results in Citi Risk & Control (CRC). + Owns significant portions of… more
- First Horizon Bank (New Iberia, LA)
- …in Memphis, TN, Naples, FL, Nashville, TN, Knoxville, TN **SUMMARY** The Risk Compliance Officer -Technology develops, administers, and monitors anti-money ... Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed… more