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This highly visible Director role is a senior management position that will work closely with peers within USPB Risk CAO organization and Wealth CRO, 1st & 2nd lines of defense (LOD) senior risk managers, Wealth Business Development and Product Heads and specialized subject matter experts (SMEs) in Enterprise Risk Management (ERM), Counterparty Credit Risk (CCR), Wholesale Credit Risk (WCR), and Retail Credit Risk Management (RCR) and related Technology partners throughout Citi.
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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.
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The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office provides thought leadership on wealth management, investment strategy and global markets and delivering strategic and tactical investment advice and in-depth guidance on portfolio strategies.
$112,100 - $166,300 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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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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We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.
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The Data Management Specialist will be responsible for managing and optimizing our organization's data infrastructure, ensuring data quality, and implementing data solutions using PySpark, DataBricks, Snowflake, and/or Redshift.
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The ideal candidate will contribute to our Asset & Wealth Management domain leveraging their expertise in Python Apache Spark and various AWS services to drive innovation and excellence.
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Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
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Brown Brothers Harriman is currently recruiting a Wealth Planner to join our Private Banking team in New York. In this role you will support the Senior Wealth Planner in New York and work directly with the Relationship Management and Banking teams to help deliver proactive and integrated trust, estate, philanthropic and tax guidance to the firm's current and prospective Private Banking clients.
$180,000 - $210,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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The Principal Wealth Manager role at Savvy is a critical role that will shape how the future of the wealth management industry looks (from a fintech lens). The Role: Savvy is a technology driven wealth management firm & RIA building software to drive automation and efficiency for wealth managers to let them focus on what truly matters: quality time with their clients.
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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Fud, the "World's First Social Hustling Community" is seeking a Freelancing Expert - Social Media Management (SMM) to join our team. Reselling and Thrifting - including eBay, Etsy, Mercari, Poshmark, and others.
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We are currently expanding our client base and have an excellent opportunity for an individual to join our firm as a Wealth Manager/Portfolio Manager. InTrack Investment Management is a privately owned registered investment advisor serving high net worth individuals, complex family trusts, local governments, and 401(k) plans.
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CPC has a robust construction lending platform, a mortgage bank, and equity and impact investment platforms that focus on our three goals: Expanding Affordable Housing, Closing the Racial Wealth Gap and Investing in the Green Economy.
$140,000 - $160,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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The department is also responsible for the management of the tools used for sanctions screening and AML transaction monitoring. The Compliance department acts as Second Line of Defense of the corporate banking, investment banking and broker-dealer activities across Societe Generale's operations, reporting on the compliance risks and issues to local, regional, and head office management.
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wealth management jobs Title: associate Company: Morgan Stanley in New York, NY
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