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Lumida offers specialized services including Family Office and Investment Management, along with a pioneering Crypto White Glove Service. Lumida is the leading Private Wealth Advisor focused on the Digital Asset space.
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Experience in the Financial Services, Alternative Investments or Asset and Wealth Management industries preferred. Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.
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They will have a demonstrated track record in operationalizing liquidity management and possess experience working in an alternative investment management setting, within the financial services industry.
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The WM and U.S. Banks Financial Crimes Risk Assistant Vice President (AVP) is part of Wealth Management and the Morgan Stanley Private Bank, National Association and the Morgan Stanley Bank, NA (collectively, the "U.S. Banks") on the WM and U.S. Banks Financial Crimes Risk Team.
$80,000 - $125,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Manage processes set up to complete Enhanced Due Diligence for Wealth Management and US Banks clients including reviewing customer data and documentation to satisfy BSA/ WM and U.S. Banks Financial Crimes Risk Compliance requirements.
$100,000 - $180,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The Director of Finance and Administration (DFA) is a full-time, strategic leadership position in the Center for Health Equity (CHE) and Office of Diversity, Equity, Inclusion and Community Engagement (ODEICE), reporting to the Executive Director of CHE and the Vice Chancellor for ODEICE. The DFA plays a key role in the strategic financial management of these offices at the University of Colorado Anschutz Medical Campus.
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Financial Crimes Analytics AML KYC Platform Management Program Group Manager will support the Personal Bank and Wealth AML KYC Program. Based on Policy changes and new Regulatory requirements work with Personal Bank and Wealth Business, Release Management and Technology to implement well thought through requirements to support overall AML KYC program BoW. Assess AML/KYC policy looking for pragmatic opportunities aligned to business practices to adjust policy to reduce operation impact while still maintain the spirit to the policy.
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As the regional hub of higher education, Sacramento State is dedicated to learning and student success; teaching, research, scholarship and creative activity; justice, diversity, equity and inclusion; resource development and sustainability; dedicated community engagement, and wellness and safety.
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Identify opportunities within the AML/KYC program to reduce operational costs through system process improvements, improved data management and quality and a pragmatic approach to Policy directives.
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Holistically assess requirements including system enhancements and defects, determine priorities based on impact to operations and alignment with Policy and work with Retail Bank and Wealth Business and Technology to drive prioritization, development and implementation.
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Project and Program Management. Develop and manage end to end data process flows from account on-boarding to migration into AML/KYC scoring engine (CitiKYC). Lead AML KYC platform SME (end to end) understanding the holistic data journey through the various systems from On Boarding channels through CitiKYC, Workflow and Customer Outreach.
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Work with 3rd parties and Citi Technology to optimize AML/KYC data collection, minimize customer impact and improve customer experience and data quality. Think outside the box to develop solutions to improve our AML/KYC program with goals of reducing cost and improving customer experience.
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As a Financial Services Industry Advisor, Sr. Director, you will serve as the authoritative voice and expert collaborator for Presidio Sales teams working with prominent FSI organizations, including global banking, capital investments, mortgages and payment services companies.
$150Full-timeExpandApply NowActive JobUpdated 21 days ago - UpvoteDownvoteShare Job
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The Chief of Staff plays a critical role in enhancing the client experience for their Financial Advisor/Private Wealth Advisor team by creating, developing, and executing on strategic plans to ensure the alignment of team priorities and business goals.
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Working knowledge of MS Project, MS Visio and Project Tracking systems like Jira, Confluence and PTS. Project Manage critical business initiatives including project plans, meeting cadence, risk assessment, requirements development, testing and implementation oversight and regular communication/updates to Senior Executives.
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