- JPMorgan Chase (Columbus, OH)
- …regulatory changes and requirements around client Suitability and Documentation. As a Wealth Management , USPB Client Onboarding Associate within our ... of a high performing organization **Preferred qualifications, capabilities and skills** + Management experience preferred not required + Client Onboarding and/or… more
- JPMorgan Chase (Columbus, OH)
- … client suitability requirements is a key part of this role. As a Wealth Management , USPB Client Onboarding Team Lead, Vice President within the US ... promote results through leadership, communication, and influence? Join our US Private Bank Client Onboarding team. As a Client Onboarding Officer, you'll ensure… more
- Citigroup (Tampa, FL)
- …operational support to deliver a seamless client experience across service channels. USPB and Wealth Operations is a unified operations team responsible for ... across the bank. Within O&T, the US Personal Banking ( USPB ) and Wealth Operations organization provides global...Risk, Audit, and multiple stakeholders at all levels of management . This team is responsible for fostering a culture… more
- Citigroup (Irving, TX)
- …oversight for compliance with Citi Policies and Regulatory requirements, and driving Strong Risk Management - for USPB Risk, Wealth Risk and Legacy ... risk systems necessary for USPB /Retail Risk and Wealth Risk Strong Risk Management + Lead...processes and systems - with complex data, regulatory risk, client aggregation and reporting needs. **Job Family Group:** Risk… more
- Citigroup (New York, NY)
- …versed in reporting & client /risk aggregation needs unique to private banking and wealth management , and with a proven track record to lead and deliver ... Citi Policies and Regulatory requirements, and driving Strong Risk Management - for USPB Risk, Wealth...analytics & MIS required for management of wealth product programs and unique client aggregation… more
- Citigroup (New York, NY)
- …the affluent and high-net-worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth management in the workplace through ... Wealth at Work. This position reports to the USPB - Wealth -Common Control Testing Utility Head, within the... management of Operational Risk processes associated with Wealth Client Segments. + Identifies emerging operational… more
- Citigroup (New York, NY)
- …around our on-going marketing investments, across our lines of business including USPB , Wealth and EMBE. Focus areas include driving enhanced processes, ... **Description** Citi's Client organization is focused on strengthening how we...partnership skills: ability to work with and influence senior management across multiple levels of the organization. + Excellent… more
- Citigroup (Tampa, FL)
- …and Data Functions & Partners. As part of the Business Execution Team supporting USPB , Wealth , and Legacy Franchise Business Aligned Data Lead, the Senior ... of COO is to lead the Transformation efforts of the firm to deliver client excellence, improved operating efficiency and returns. As part of COO, the CDO… more
- JPMorgan Chase (Plano, TX)
- …Analysts dedicated to the seamless delivery of the Securities Based Lending products to Wealth Management + Provide the highest level of service to our internal ... partners and ultimately the Client while adhering to credit quality standards and ensure...all applicable government regulations, corporate policies and operations risk management + Ability to motivate and lead an integrated… more