• Wealth Issue Management

    Citigroup (Miami, FL)
    …to influence and guide issue owners through the issue management lifecycle.** **Proactive engagement with control functions to ensure understanding of ... Wealth , which is to be the leading wealth management provider globally. As we embark... colleagues to identify and adopt best practices for issue management .** **Liaise within the organization to… more
    Citigroup (10/24/24)
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  • Registered Wealth Service Associate

    Citigroup (Jacksonville, FL)
    The Registered Wealth Service Associate is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external ... via telephone or email. + Provides exceptional support and issue resolution- all client issues will be owned end...from those teams. + Provides timely feedback to senior management to identify client pain points and barriers to… more
    Citigroup (10/10/24)
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  • Business Fraud Operations Risk and Control

    Citigroup (Tampa, FL)
    …the implementation of the Control Framework, including Risk Control Policy, Control Standard, Issue Management Policy, Lesson Learned Policy and ... Wealth Financial Crimes & Fraud Prevention ("FCFP") Control is an organization of 40+ control ...and challenge to ensure appropriate escalation in according with Issue Management and Escalation Policies. + Support… more
    Citigroup (11/08/24)
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  • Business Risk Officer - C13

    Citigroup (Jacksonville, FL)
    …the implementation of the Control Framework, including Risk Control Policy, Control Standard, Issue Management Policy, Lesson Learned Policy and ... corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a...in performing a detailed analysis on the identification of issue root cause, partnering with control and… more
    Citigroup (11/15/24)
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  • Financial Crimes Risk Governance and Change…

    Morgan Stanley (Miami, FL)
    …financial services firm providing a wide range of investment banking, securities, investment management , and wealth management services. The Firm's employees ... incentive packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** *Financial Crimes Risk Governance and Change… more
    Morgan Stanley (09/16/24)
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  • Financial Crimes Program Design: Oversight,…

    Morgan Stanley (Miami, FL)
    …firm that conducts its business through three principal business segments-Institutional Securities, Wealth Management (WM), and Asset Management . Morgan ... incentive packages, and other Morgan Stanley sponsored benefit programs. **Job:** ** Wealth Management * **Title:** *Financial Crimes Program Design: Oversight,… more
    Morgan Stanley (08/29/24)
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  • Loyalty Product Operational Management (VP)

    Citigroup (Jacksonville, FL)
    …new servicing tools, products, or enhancements * Participate in issue management processes, including root cause identification and control enhancement or ... credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending… more
    Citigroup (11/17/24)
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  • IAM Client & Product Service Delivery Coordinator…

    Citigroup (Tampa, FL)
    …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... Channels used for communications + Works with stakeholders to provide client and management reporting (eg Seamless, CitiSFT Metrics, Level 1 Regulatory issue ) +… more
    Citigroup (11/07/24)
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  • Principal Review Analyst II

    TD Bank (Tampa, FL)
    …a US registered Investment Advisory Service and a US Broker Dealer and TD Wealth Management Services Inc.(TDWMSI), with a focus on new account review and ... States of America **Hours:** 40 **Line of Business:** TD Wealth **Pay Detail:** $68,640 - $112,320 USD TD is...help identify trends areas of concern * Executes centralized control report activity used to issue inquiries… more
    TD Bank (11/15/24)
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  • Epic Beaker Specialist

    Deloitte (Miami, FL)
    …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... design, configuration, testing, and implementation as well as application support and issue resolution + Interacts with Operational and IT personnel in identifying,… more
    Deloitte (11/16/24)
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