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The 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 Wealth Management Associate is an integral part of Park Avenue Securities. Be responsible for product questions/solutioning and current rate expertise via phone support to the registered FRs in the Field, in addition to providing large case support, FR book analysis and segmentation assistance (to help FRs identify and parse out Wealth Management opportunities), pre and post Wealth Management Consultant (WMC) agency visit support, and deliver Wealth Management training to groups of FRs (and agency management) via Video Conference.
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This role sits at the intersection of these two teams: divisionally aligned to meet the goals of Wealth Management Marketing, and a valuable member of the paid media COE driving specialty expertise and a unified approach to media across the firm.
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The Financial Services Group is seeking to support its quickly growing Asset and Wealth Management practice with an experienced Investment Banking Associate or Vice President. Houlihan Lokey's Asset and Wealth Management practice within the Financial Services Group offers M&A, capital raising, valuation, and corporate restructurings advice to public and private companies.
$225,000 - $250,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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.
$110,000 - $120,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). At least 1 professional security management or risk management certification: Certified Information Systems Security Professional (CISSP), Certified Information Security Manager (CISM), Certified Informations Systems Auditor (CISA), Certified Risk & Information Systems Control (CRISC), Certified Information Privacy Professional (CIPP) or Open FAIR Certified.
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As a community development finance institution (CDFI), we work with nonprofits, partners, and systems to build racial equity and community wealth and well-being. Our team consists of a diverse group of passionate professionals who care deeply about racial equity and community wealth and well-being.
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Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.
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Hurley Capital is a New York-based Financial Planning and Investment Management Firm. A client of Retensa is looking to hire a Client Service Manager (Wealth Management)based in New York City. Local candidates preferred to apply as this position requires being in office.
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Senior Tax Manager - Tax Director - Business Management Firm - Remote OK. Experience in Fund Administration, Asset Management or equivalent is an advantage; Must be a Certified Public Accountant (CPA), Chartered Accountant (CA), Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA.
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Ares is seeking an Associate Vice President (AVP) to join our Enterprise Risk Management (ERM) team in New York. Within ERM, we strive to execute sound risk management strategies in support of the firm.
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The target salary range for this position is between $X and $Y. Base salary is part of a competitive total rewards package that includes health and welfare benefits, a 401k retirement savings plan, tuition reimbursement, and incentive compensation for eligible roles.
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5-7 or more years of litigation management experience at a law firm, government, and/or in-house role. The ideal candidate will have at least 5 years of relevant substantive experience in a law firm or large in-house legal department.
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As part of the Business Operations & Strategy team, this role will be a critical builder of the Sales Incentive Compensation (SIC) program, supporting the Advertising business. Determine the effectiveness and impact of global sales incentive compensation models, producing data insights and making design recommendations to a steering committee.
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We offer deep sector expertise across a full range of products and services in investment banking, equities, fixed income, asset and wealth management in the Americas, Europe and the Middle East and Asia.
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law firm incentive compensation wealth management jobs Company: Morgan Stanley in New York, Peoria, Arizona
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