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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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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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A client of Retensa is looking to hire a Director of Client Services (Wealth Management)based in New York City. Local candidates preferred to apply as this position requires being in office.
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We are seeking a Vice President to focus on Non-Trading Market Risk (or Interest Rate Risk on Banking Book) and Liquidity Risk Management (Treasury/Balance Sheet Risk Management). Ensures the compliance of the Non-Trading Market Risk and Liquidity Risk management processes with both US and OSFI regulations, including Dodd-Frank's Volcker and Enhanced Prudential Standards.
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Grow revenue in our core wealth management accounts and negotiate advantageous contract renewal terms. The successful candidate will serve as the key advocate for our core wealth management accounts by being proactive and understanding client needs.
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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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Fully integrate cybersecurity into third party risk management, ensuring requirements are met by all types of our vendors and suppliers. Minimum of 8+ years of experience in Cyber/IT Risk management.
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Position Overview: Reporting to VP, Executive Director of Commercial & Industrial, the VP, Portfolio Management is responsible for managing the oversight, development, and direct management of real assets located within the Borough of Staten Island that includes assets such as Empire Outlets, Staten Island Stadium, the Lighthouse Museum, Lighthouse Point, St. George Ferry Terminal, Teleport and various others.
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The Vice President of Asset Management (VP), reporting to the Chief Administrative Officer, is responsible for the oversight of BRC's current and growing portfolio of real properties (currently 30) which includes affordable housing, commercial space, leased, city-owned shelter facilities and BRC owned shelter facilities.
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2 or more years of experience in compliance risk management in banking is preferred; 2 or more years of experience in relationship management and financial analysis of financial institutions is preferred.
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2-4 years of related experience in investment / wealth management, business management / strategy, accounting, or financial services, preferred. Maintain and optimize the Insurance Team’s roadshow calendar, and coordinate with other Americas Relationship Management teams around their regional calendars.
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This role leads RM agenda for the PepsiCo Asia BU including Asia Bev, GMD food, as well as support APAC sector NRM lead on ANZ Bev business, and also double hats as a core team member in the PepsiCo APAC Sector Revenue Management CoE.
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SiriusXM is seeking a Senior Director, Product Management of Playback to lead our efforts around optimizing our playback experience across all platforms (mobile, web & connected electronics) to ensure we are delivering our content to our users in the most user friendly way possible.
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The Chief Investments Officer (CIO) will report to the Head of Wealth Management and is a senior member of the Wealth Management leadership team. Demonstrable track record of successfully implementing multi-asset portfolio management and investment strategy structuring experience within a Wealth Management business.
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Experience as the commissioning team leader for MEP/FP building systems and project management experience preferred. We are proud to be home to leading technical experts in water, environment, infrastructure, resource management, energy, and international development.
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Title: wealth management Company: Connecticut Wealth Management in Secaucus, NJ
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