- Citigroup (New York, NY)
- The Wealth Data Lead is a leadership position in Citi's Enterprise Data Office (EDO), within the Technology and Business Enablement function. The EDO ... Data Office and Data Transformation who reports to our Head of Technology. ** Wealth Data Lead :** This position will support the Head of Wealth … more
- Capco, a Wipro Company (New York, NY)
- …so that our clients can emerge as industry leaders. **About the Job:** As a Managing Principal on the Wealth & Asset Management leadership team, you will work ... helping our clients succeed in an ever-changing industry. Capco's Wealth & Asset Management practice welcomes industry change as...setting, alongside client partners and capability leads (eg digital, data , tech) to define and lead go-to… more
- Citigroup (New York, NY)
- …and capture wealth where it is created. The **Business Execution Lead ** is responsible for ensuring delivery, alignment, and consistency of initiatives for the ... Integrated Client Engagement organization. Core responsibilities of the Business Execution Lead includes coordinating and managing activities related to… more
- Citigroup (New York, NY)
- The individual in this Citi Wealth role will work as a senior leader across the Citi Global Wealth businesses and functions coordinating regulatory examinations, ... will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management (ICRM), Legal, Operations, Technology,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …need and identify solution recommendations to business problems at a business unit level. Lead the improvement efforts to be made that are within span of control at ... this level. + Develop straightforward business cases or lead feasibility and assessment work for proposed and current projects to support the development and… more
- Citigroup (New York, NY)
- Wealth Business Treasury is a global team that partners with Wealth business seniors, LFO teams, 2LoD and broader finance teams on topics related to FTP, ... management, IRR and overall B/S return optimization. With the recent re-organization, Wealth business constitutes of Citigold, Citi Private Bank (CPB) and Wealth… more
- Citigroup (New York, NY)
- **Job Description:** The Wealth Business Management Lead is responsible for overseeing operational readiness and governance for the digital investments business, ... audits, and financials related to critical and complex wealth initiatives. The role requires a deep understanding of...across Risk, Legal, Control and Service, and at times, managing relationships with external vendors. The ideal candidate will… more
- Guardian Life (Bethlehem, PA)
- The ** Lead Financial Analy** **st** is responsible for financial projections and analysis of Individual Markets insurance and wealth management products, with ... of business outcomes and drivers in ways that are strategically useful. The Lead Financial Analyst will work across the business with members of various finance,… more
- Bank of America (Miami, FL)
- …Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as ... and enterprise capabilities. Additionally, the MPWCRM serves as the Lead and Referral Coordinator for the market and manages...while balancing the risk and exposure for Merrill + Managing the branch's Private Wealth Management Client… more
- Citigroup (New York, NY)
- Wealth is a Division of Citi focused on serving...managing dual reporting lines + Proven ability to lead / integrate global organization + A strong mentor and ... the needs of clients across the entire wealth spectrum. It serves over 500,000 clients through its...captured and monitored + Accuracy and completeness of Credit Data : ensure that data captured in our… more