- Citigroup (New York, NY)
- **Job Description:** The Wealth Business Management Lead is responsible for overseeing operational readiness and governance for the digital investments ... and guide stakeholders effectively. Understanding of investments and the wealth business is crucial to navigate projects... Strategy, Management & Administration **Job Family:** Business Management **Time Type:** Full time **Primary… more
- Tompkins Community Bank (Pittsford, NY)
- … wealth management services including planning, investments and trust services; lead wealth management business development efforts within the ... market; oversee or manage assigned wealth management accounts in accordance with legal...financial services and products provided by the Company. + Lead TFA business development efforts within the… more
- Citigroup (New York, NY)
- Wealth Business Treasury is a global...management goals and importantly align them to the business strategy. The role also provides Treasury coverage on ... team that partners with Wealth business seniors, LFO teams, 2LoD and...broader finance teams on topics related to FTP, Liquidity management , IRR and overall B/S return optimization. With the… more
- Citigroup (New York, NY)
- The Wealth Data Lead is a leadership...expertise in Data Governance. + Deep knowledge of the Wealth Management business . + Previous ... to take ownership and accountability for data governance and management . The EDO organization includes Business and...and implement data governance and operating model for Citi's Wealth business . + Assess the data governance… more
- Wells Fargo (San Francisco, CA)
- …outstanding talent. It all begins with you. **About this role:** Wells Fargo is seeking a Lead Wealth Management Banker (SAFE) Working at Wells Fargo | Jobs ... Wells Fargo (wellsfargojobs.com) **In this role, you will:** + Lead complex initiatives to develop new and manage existing...act as key participant in large scale planning for Wealth Management Banking + Work as part… more
- Citigroup (New York, NY)
- …will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations, Technology, ... response to regulatory supervisory letters. + Establish and lead formal communication processes with the regulatory agencies to...business experience in audit, control, compliance or regulatory management in the banking or wealth … more
- Citigroup (Jacksonville, FL)
- …designed and owned by Citi's Wealth Deposits and Lending departments. The Citi Wealth business delivers a comprehensive wealth solution to clients across ... managed account strategies, world-class research and investment guidance. The Wealth business serves ultra-high-net-worth individuals and family offices… more
- JPMorgan Chase (Irvine, CA)
- …lives of our customers through financial solutions, education, and advice. As a Regional Support Lead in Chase Wealth Management , you will act as a ... + Demonstrated ability to collaborate with other areas of Consumer Banking, Wealth Management & Business Banking + Strong communication skills, attention to… more
- Citigroup (New York, NY)
- …+ This role is part of the Financial Planning and Analysis team in support of the Wealth business which is comprised of the Private Bank, Wealth at Work and ... The Financial Planning and Analysis Lead Analyst is a senior professional role responsible...Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi's financial… more
- JPMorgan Chase (Jersey City, NJ)
- …to be best-in-class. As a Compliance, Conduct and Operational Risk (CCOR) Surveillance Lead ( Wealth Management Trade Surveillance) Vice President, you will ... Line of Business Compliance and Line of Business Management , as well as global/regional Surveillance...+ Bachelor's Degree or equivalent experience + Familiarity with Wealth Management investment strategies and products including… more