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RoleThe Global Head of AML Risk Management - Wealth reports to Citi’s Chief Compliance Officer (CCO) Anti-Money Laundering (AML) / Bank Secrecy Act (BSA) and will be responsible for driving change and the primary face-off to the Wealth line-of-business, including providing thought leadership, direction and driving greater consistency in global program design and execution across our wealth management activities.
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The Private Client Wealth Strategist provides expert advice and thought leadership for high-net-worth and ultra-high-net-worth clients. Check us out on YouTube, Money Talk on WTMJ; The Investment Show on WISN; and The Annex Wealth Management Show on WHBY and WFSX.
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This includes:Serve as key risk management thought leader for Citi for AML matters relevant to Wealth. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
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Sunflower Bank N.A. is seeking a seasoned Wealth Management Advisor responsible for providing thoughtful and meaningful wealth planning and investment management advice to high-net-worth individuals, families, businesses, and non-profit organizations.
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Ability to support/perform grants management related thought leadership/knowledge management actions – attending/organizing conferences/workshops/webinars/abstracts/writing white papers and articles.
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As the Finance Director, you will provide valuable financial leadership and direction for the Private Wealth Manager Team within Citizens Bank, playing a key role in it's current expansion and future growth and development.
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The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
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Experience in wealth management (Broker/Dealer, RIA), banking, asset management industry a plus. Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.
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Utilizes quantitative and qualitative analysis to provide thought-leadership on evolving industry trends, market developments, USAA's strategic direction, regulatory environment, and macroeconomic trends for the business unit.
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Covr Financial Technologies is a well-funded, venture capital-backed company with a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels.
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5+ years of experience in thought leader engagement; medical affairs, marketing, sales/sales leadership or clinical experience. Thought Leader Liaison, Ophthalmology, Southeast. As a Thought Leader Liaison, you will play a crucial role in building and maintaining relationships with key opinion leaders (KOLs) across Ophthalmology.
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You will aid in the growth of our energy trading team, author thought leadership material, develop our “Go to Market” strategy, develop sales collateral and solution material to position EY in the market.
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Detailed technical and solution design for ETRM (ION products, SAP Commodity Management, etc.) You will be a thought leader leveraging your experience in mature and robust energy trading markets, coupled with your vision and experience with the future of energy to be a key contributor, shaping our strategy, offerings, and delivery of operating model transformation for our clients that enable the people, process, and technology capabilities for this challenging market model transition.
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Highly seasoned project management skills and ability to complete multiple tasks in a fast-paced environment. Commodity management vision setting. The oil and gas industry are facing unprecedented challenges through volatile energy prices, changes to the geopolitical landscape, supply and demand imbalances, and evolving consumption patterns due to the energy transition.
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Our mission is to lead every client to financial security by providing exceptional client service and advice with our customized, in-house portfolio management. Fort Pitt Capital Group – an award-winning independent Registered Investment Advisor (RIA) with a supportive and collaborative culture – has a unique opportunity that offers advisors multiple avenues for growth.
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wealth management thought leadership jobs Title: specialist investment
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