I.#Summary of Position This job description provides information essential to understanding the scope of the position and is not intended to be an exhaustive list of skills, efforts, duties, responsibilities or working conditions associated with...
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 individuals and family offices through Citi Private Bank, operates in the affluent and...
Asset & Wealth Management Operations- Liquidity Management- Vice President, New York location_on New York, New York, United StatesOpportunity OverviewCORPORATE TITLE: Vice PresidentOFFICE LOCATION(S): New YorkJOB FUNCTION: Liquidity...
Requisition ID: 211204 Salary Range: 180,000.00 - 301,500.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant...
The Company Our client, a well-established and highly respected regional bank, is looking to add a Managing Director of Wealth Management to their team in Rochester, NY. This position is a great...
POSITION SUMMARY: Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting...
Position SummaryManager, Operations & Technology Transformation - Investment & Wealth ManagementWhat we doOperations and Technology Transformation delivers market leading expertise and industry depth by harnessing deep sector knowledge, scaling the...
J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the...
Job Title: Senior Vice President, Senior Vice President, Financial Planning ...
For this 6 month contract, the consultant will be responsible for coordinating the full on-boarding from end to end for new clients. The consultant will perform OFAC and negative neews screening, along with complying with allbank policies and...