- Citigroup (New York, NY)
- The Wealth Trust and Planning and COO Control Testing Team is responsible for the testing of controls that are designed and owned by Citi's Wealth ... above scope of controls testing. The Wealth Trust and Planning and COO ...quality-checking routines to ensure compliance with all relevant policies, operating guides, and owned control testing. + Supports team… more
- Amalgamated Bank (New York, NY)
- …will report directly to the Director of Trust Operations and is part of the Chief Operating Officer organization. The individual plays a key role as a ... Trust Operations department. + Assist management with overall direction of the Trust Operations providing feedback and support around planning , strategy, and… more
- Morgan Stanley (Purchase, NY)
- …seeking a high potential candidate (Training Associate), who will support the office of the Chief Operating Officer ( COO ). The Training Associate will ... and services to its clients including brokerage, investment advisory, financial and wealth planning , credit & lending, deposits & cash management, annuities,… more
- HUB International (Burlington, NC)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+ ... The Agency Management Systems Trainer (Epic/Benefit Point) works with the COO /Director of Training, Operations Managers, Regional and Local Operations Leaders,… more
- Morgan Stanley (Tempe, AZ)
- …a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including ... is an important part of our culture. The Virtual Engagement organization within Wealth Management focuses on supporting the growth and overall success of Morgan… more
- Zions Bancorporation (Charlotte, NC)
- …(NYSE: ZION) is a premier financial services company with ~$100B in assets operating through 8 brands in Arizona, California, Colorado, Idaho, Nevada, New Mexico, ... in small and middle-market banking, the Bank's 500+ client managers and 200+ wealth advisors have vigorous client development strategies that feed into Zions Capital… more