- Northwestern Mutual Careers (Milwaukee, WI)
- …We invest in our people. We care and make a positive difference. Summary Lead the development and execution of the strategic direction of various advisory ... others around deadlines and prioritization of work. Demonstrated ability to lead large, cross-departmental initiatives; driving design and business value.… more
- Citigroup (New York, NY)
- …directing a cross-functional team including, but not limited to, the Citi Global Wealth business (eg, Citi Private Bank, Citigold, Citigold Private Client, ... also with the multiple client constituencies. This person will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance… more
- Truist (Atlanta, GA)
- …Net Worth or Ultra High Net Worth clients within the Truist Private Banking Wealth Management segment or Specialty clients, such as Medical Practices or Law Firms. ... Leads the day-to-day operation of the designated team, focused on consistent execution of the credit process, related activities and behaviors. Assumes overall… more
- Citigroup (San Francisco, CA)
- Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our Lending ... aviation, fine art and collectibles. **Responsibilities include** : + Lead the West Coast Lending Advisor Team in establishing...the US and Internationally. + Establish a reputation of execution and excellence. + Create a strong partnership with… more
- Citigroup (Irving, TX)
- ** Wealth Technology Book of Work reporting and Intake lead ** The primary purpose of this role is to support governance and facilitation of end to end ** Wealth ... Technology Book of Work (BoW) reporting and handling communication with business and technology partners.** Playing a role of single point of contact for … more
- BlackRock (New York, NY)
- **About this role** ** Business Unit Overview:** Aladdin Wealth is an investment management platform that enables wealth managers to accelerate growth across ... same risk analytics used by Institutional investors to equip wealth management clients with business & risk...& Technical Assessment meetings + Deliver Proposal deck & lead Exec Summary, Execution Strategy, and E&A… more
- Citigroup (New York, NY)
- …businesses across Consumer Bank and Citi Private Bank. **Job Background/Context** The Wealth Lending business provides financing against liquid and marketable ... The role sits within the Wealth Credit Management team of Citi Global ...escalating to 1LOD and 2LOD stakeholders for remediation; + Lead the execution and delivery of the… more
- Citigroup (New York, NY)
- …managed investments, portfolio management, lending, and banking. Job Background/Context: The Wealth Lending business offers a diverse product range including ... tailored solutions to target market clients of the different business segments of Wealth . The Wealth...due diligence for the credit approval, 1LOD approval, deal execution and closing as well as ongoing portfolio monitoring,… more
- Citigroup (New York, NY)
- …on the investment relationship in partnership with the Banker. + Arrange and lead regular (quarterly) investment and business reviews with assigned clients. + ... The Investment Counselor Team Lead manages a team of Investment Counselors and...requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This… more
- Citigroup (Tampa, FL)
- …and Lending businesses. **Responsibilities:** + Provide compliance product coverage to Global Wealth SBL business . Provide compliance guidance on SBL rules and ... the assigned Global Wealth Deposits and Lending businesses. + Support the Global Wealth SBL business in performing timely compliance and Global Wealth … more
