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RoleThe 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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Set, develop, and implement strategic AML compliance risk management direction for the Wealth group globally including other wealth management clients. 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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Knowledge of wealth management, fixed income, public finance, equity trading, regulatory reporting, commodities, and/or options is preferred. Provide compliance support for wealth management, fixed income, public finance, equity trading, options, or commodities business lines.
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The Principal Wealth Manager role at Savvy is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens. We are backed by top-tier VC firms, including Index Ventures and Thrive Capital, and a panel of list executives from the wealth management industry.
$100,000 - $500,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Wealth Manager A wealth manager provides comprehensive financial planning, investment management, and estate planning services for high-net-worth individuals. Additionally, look for advisors who have earned the Certified Financial Planner (CFP) certification, as it demonstrates their expertise in financial planning, investment management, and insurance.
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This is an individual contributor position, providing integral day-to-day administration and support for wealth management, fixed income, public finance, equity trading, options, and the Compliance Department.
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Senior VP Managing Private Wealth Manager Advisor (Investment / Trust & Estate Planning), a person will play a key role in growing and retaining assets under management in the Dallas office, helping with the transition of client relationships.
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VP Managing Private Wealth Manager Advisor (Investment / Trust & Estate Planning), a person will play a key role in growing and retaining assets under management in the Dallas office, helping with the transition of client relationships.
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Job Overview: The Senior Business Law Attorney will provide comprehensive legal counsel to clients in various areas of estate planning, trust administration, wealth preservation, and corporate law matters.
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Job DescriptionFX Analyst/Associate This position conducts sales, marketing and relationship management activities along with trade execution for any qualified Commercial Bank and Wealth Management customer in any Comerica Capital Markets (CCM) FX product or service.
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The Legal Officer will be a member of the executive management team and Chief Compliance Officer for the Integrity Wealth portfolio of companies ("Integrity Wealth"), and will manage regulatory compliance, align legal and compliance strategies to company-wide objectives, suggest innovative business solutions, mitigate risk, and ensure legal efficiency for Integrity Wealth.
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Lead the delivery of comprehensive advice and customized wealth management services to lower value clients within the practice. At UMB Private Wealth Management, your story is our focus.
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The Private Wealth Management team serves to manage, protect and grow. Develop a deep understanding of client wealth planning goals and objectives. The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the client's objectives.
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The Corporate Audit Services (CAS) Senior Audit Manager - Wealth, Commercial, Capital Markets is a senior level management position that supports the Regulatory Compliance Audit Director/Senior Audit Director of the Risk Management and Compliance audit team.
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Integrity, headquartered in Dallas, Texas, is a leading distributor of life and health insurance, and provider of innovative solutions for wealth management and retirement planning. This individual will be a seasoned leader and own corporate legal strategy, regulatory compliance oversight, and legal matter management for Integrity Wealth, focusing on managing legal and compliance matters in collaboration with the parent company’s legal team and the Integrity Wealth business executives.
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wealth management jobs Title: senior client strategist Company: Charles Schwab in Dallas, TX
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