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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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The Marketing Specialist on the Wealth Marketing Team, you will be responsible for the day-to-day management of marketing programs for our Wealth Management Division, which consists of Private Wealth Management, Corporate Trust, Global Capital Markets and Personal Trust.
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1-3 years of experience in financial services marketing, wealth/investment management preferred. Support the growth of our brand as a thought-leader within the wealth management industry by working with research analysts, portfolio managers, consultants and members of the investment committee on quarterly economic and product commentaries, webinars, and media/column contributions.
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3-5+ years related CPG industry category management experience in the sales arena or a combination of sales and syndicated data experience (IRI/Circana, Nielsen) Wealth: great pay, incentive opportunity, matching 401(k) and stock purchase plan.
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Tradeweb is seeking an Operational and Technology Risk Manager to join the Enterprise Risk Management ("ERM") team. The successful candidate will support and operationalize the Risk Management Framework program elements (e.g., risk identification and assessment, risk measurement, control testing, risk event management, issue management, scenario analysis, and risk reporting etc.
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A fintech company serving approximately 2,500 clients - including the world's largest banks, asset managers, hedge funds, insurance companies, wealth managers and retail clientsin more than 65 countries across the globe.
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Assist in the escalation of non-financial and financial crime matters for Wealth Management, US Banks and ETRADE customers to Senior Management as well as a working group for review.
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Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, mortgage, and title insurance services.
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Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management.
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CIBC has a strategic growth initiative focused primarily in the U.S. and recently completed the ~US$5 billion acquisition of The PrivateBank, a publicly traded commercial bank, as well as the ~US$200 million acquisition of Geneva Advisors, a private wealth management company.
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Escalating matters through one of the appropriate channels identified in the CIBC Code of Conduct (i.e., HR, management, Ethics Hotline, Whistleblower, etc.) Assist in the management of all procedures and controls within the Operations team.
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CIBC's Fixed Income, Currencies & Distribution group provides institutional clients in Canada, the U.S., Europe and Asia with a range of fixed income services including commodities, research, advisory, private placement, origination, securitization and syndication, trading and sales of fixed income, money market, foreign exchange index, metals and energy products.
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Founded in 2002, SCS Financial is a well-established and growing investment and wealth management firm serving ultra-high net worth families, family offices, and institutional investors.
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Alcentra is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.
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Broad knowledge of the FS industry with deep experience in one or more sub verticals (banking, payments, wealth / asset management, market data) Ensure that the team adheres to the clear processes and procedures that support all activities relating to Client management and development, Sales Support, Service.
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