- Citigroup (Florence, KY)
- The Wealth Products and Operations Control ...of controls that are designed and owned by Citi's Wealth Product and Operations departments. ... Wealth at Work. This position reports to the Wealth Products and Operations Control Testing Head within the Citi COO organization's Central Testing… more
- JPMorgan Chase (Columbus, OH)
- …across 3,500 branches and 20 offices. As a Vice President, Online Investing Business Operations Manager within the JP Morgan Wealth Management, you will be a ... of JPM Online Investing processes, trading for all investment products , operational controls, and regulatory matters to ensure that...skills** + At least 7 years of experience in Wealth Management, Operations or Process Improvement +… more
- Citigroup (New York, NY)
- …**Serve as AML Representative to Senior Governance meetings for including the Wealth Product Approval Committee. Represent Citi as appropriate to external ... a must, while knowledge of AML and financial services operations across all business lines is a plus. As...wealth management clients.** **Maintain sufficient understanding of the products and services to recognize AML risks and vulnerabilities… more
- JPMorgan Chase (Plano, TX)
- …management and incentive programs. **Job Responsibilities** + Establish the scope and operations for a new product space dedicated to Advisor Performance ... retirement, and career progression programs. **Job summary:** As the ** Product & Experience Sr Product Associate for...and status updates. Monitor ongoing health or success of products post-launch. + Expand our vision of incentive compensation… more
- Bankers Trust (Des Moines, IA)
- …play a pivotal role in ensuring the integrity and compliance of our Wealth Management business operations . This position will be collecting supporting ... Assists as a backup for generating reports (BOXI reporting) . Provides training for Wealth Management employees on new products and processes, as needed .… more
- US Bank (Minneapolis, MN)
- …seven to ten years of applicable experience + Knowledge of consumer, payments, wealth , fiduciary and commercial banking products + Subject matter expert level ... of business + Subject matter expert level of understanding of bank operations , products /services, systems, and associated risks/controls + Considerable knowledge… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global ...Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area,… more
- US Bank (St. Paul, MN)
- …team of Fee Analysts within the Global Fee Management team focused on Wealth Management & Investment Services European client billings and Global Fee Management risk ... assigned functional area(s)/regions(s). Ensures quality service and effective securities operations activities for all supported internal and external customers.… more
- Bank of America (Atlanta, GA)
- Audit Supervisor - Consumer and Wealth Management Operations Charlotte, North Carolina;Stamford, Connecticut; Atlanta, Georgia; East Hartford, Connecticut; ... control environment, fostering an inclusive work environment, applying product , business, and technical expertise, and supporting team members with development.… more
- JPMorgan Chase (New York, NY)
- The JP Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth ... and ~5,000 advisors located across 3,500 branches and 20 offices. As the Wealth Management Referral Vice President you will be responsible for managing and… more