Wealth Relationship Manager - SAFE ACT - Southern Westchester County Citigroup IncWealth Relationship Manager - SAFE ACT - Southern Westchester CountyOssining, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
NewInstall Base Account Manager ComplySciInstall Base Account ManagerNew York, NY$145,000–$165,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. In this role, youll serve as a trusted advisor to an existing portfolio of clients - registered investment advisers (RIAs), hedge funds, private equity firms, and other financial institutions - helping to align them with our technology and consulting solutions.
NewAccount Executive ComplySciAccount ExecutiveNew York, NY$190,000–$200,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
Director, Solutions & Custom Strategies Technology (Wealth, SMAs & Model Portfolios) InvescoDirector, Solutions & Custom Strategies Technology (Wealth, SMAs & Model Portfolios)New York City, New YorkThe Solutions & Custom Strategies Technology team partners with Invesco’s wealth and asset management business to deliver scalable, flexible technology solutions supporting model portfolios, separately managed accounts (SMAs), and customized investment strategies. Invesco’s platform enables financial advisors and institutions to deliver personalized equity and fixed income solutions through custom model portfolios and SMAs tailored to client objectives, risk preferences, and tax considerations.
Wealth Relationship Manager -Westchester / Crosby Citigroup IncWealth Relationship Manager -Westchester / CrosbyBronx, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
FY27 - Financial Services - Private Client Services - Tax Services Senior Manager EDGE Ernst & Young Global LtdFY27 - Financial Services - Private Client Services - Tax Services Senior Manager EDGENew York, NY$127,900–$291,900 / yearIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com. Our focused model and bold ambition have put us at the center of the events that continue to reshape and redefine our industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate, Hospitality and Construction.
Wealth Relationship Manager -Manhattan Citigroup IncWealth Relationship Manager -ManhattanNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Management Advisor: Greenwich, CT US BankWealth Management Advisor: Greenwich, CTGreenwich, CT$65,000–$80,200 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. At Wealth Management from U.S. Bank and U.S. Bancorp Investments, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience.
Client Portfolio Manager - Custom Equity Platform InvescoClient Portfolio Manager - Custom Equity PlatformNew York City, New YorkThe CPM interacts with the portfolio management team daily to understand past and current portfolio positioning, performance attribution, the rationale for specific holdings and portfolio activity, risk attributes, views of the team/asset class, and has primary responsibility for conveying this information effectively to retail and institutional clients including gatekeepers, research analysts, consultants, and internal colleagues. Play a lead role in managing new business opportunities by working with the distribution teams to educate advisors, prospects, and investment platform gatekeepers on Custom Equity strategies – this includes participation in the RFP/RFI process and addressing ad hoc prospect questions.
NewPartnership Executive Consultant ComplySciPartnership Executive ConsultantNew York, NY$186,000–$216,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. This individual will maintain a portfolio of client relationships and deliver high-quality consulting services, while contributing to firmwide initiatives, supporting the development and implementation of new service offerings, and serving as a trusted source of insight and practical guidance for colleagues.
Wealth Relationship Manager - Queens/39th Citigroup IncWealth Relationship Manager - Queens/39thLong Island City, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Wealth Relationship Manager - SAFE ACT - Long Island City Citigroup IncWealth Relationship Manager - SAFE ACT - Long Island CityNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Asset & Wealth Management Controls Strategy & Innovation (CSI) - AI Controls Enablement (Associate) JPMorgan Chase Bank, N.A.Asset & Wealth Management Controls Strategy & Innovation (CSI) - AI Controls Enablement (Associate)New York, NYFull timeAssist with coordination of the AI Controls Council , producing quarterly AI Controls Intelligence Report for senior leadership, including status of in-flight items, prioritization of new work, and solutions launched with impact - providing the role strong visibility across both Controls and business leadership. On any given day, as part of the AI Controls Enablement team, you might conduct a joint risk review with a Control Manager, bringing the technical depth while they own the controls finding; Act as co-developer, coach, and gatekeeper across the control, Technology and the Business - making the invisible visible and the technical actionable.
Citi Wealth - Wealth Relationship Manager Safe Act - Brooklyn Citigroup Inc.Citi Wealth - Wealth Relationship Manager Safe Act - BrooklynNew York, NY$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Executive Communications Director, External Communications for US Wealth Management JPMorgan Chase Bank, N.A.Executive Communications Director, External Communications for US Wealth ManagementNew York, NYFull timePartner closely with firmwide Communications colleagues, business partners and others across the firm to build and execute strategies that enhance our reputation, build trust and advocate for the firm's business priorities and ensure alignment of messaging and strategy. As a Communications Executive Director supporting US Wealth Management (USWM), you will help define and execute the external communications strategy, working directly with our Head of External and Executive Communications and with executives.
J.P. Morgan Wealth Management - Executive Director, Credit Decisioning Unit JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Executive Director, Credit Decisioning UnitNew York, NYFull timeAs a Credit Decisioning Unit Risk Manager in the JPMorgan Wealth Management Credit Decisioning Unit (CDU), you will help build a new first line function formed as part of a Consumer & Community Bank (CCB) wide initiative to manage systematic risk-taking across the full suite of bank and broker-dealer credit products. This Executive Director individual contributor role will manage lending portfolios comprised of securities-based lending, margin trading, and other credit exposures originated through Self-Directed Investing (SDI), Chase Wealth Management (CWM), and JPMorgan Advisors (JPMA) channels.
Relationship Manager, Wealth Advisory Glenmede CorpRelationship Manager, Wealth AdvisoryNew York, NY$125,000–$275,000 / yearBy drawing on personal skills and experiences, Glenmede resources and outside advisers, function as a comprehensive Wealth Advisor that can address all areas of wealth management including income, gift and estate taxes, financial and wealth transfer planning, creditor protection, and insurance. OVERVIEW: The Relationship Manager, Wealth Advisory position is responsible for managing current and new client relationships through overall excellence in client experience, integrated goals-based wealth management and advice, and effective trust administration.
Citi Wealth - Wealth Relationship Manager SAFE Act - North Jersey Citigroup IncCiti Wealth - Wealth Relationship Manager SAFE Act - North JerseyParamus, NJ$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
J.P. Morgan Wealth Management - Vice President Product Owner JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President Product OwnerNew York, NYFull timeChampion the use of AI tools (e.g., GitHub Copilot, Claude, ChatGPT) to accelerate product workflows - from drafting PRDs, user stories, and acceptance criteria to rapidly prototyping product concepts, interactive wireframes, and proof-of-concept demos - and foster a culture of AI adoption that team members can replicate. You will be an AI-forward leader who actively leverages tools such as GitHub Copilot, Claude, and other AI-powered platforms to accelerate product delivery, build scalable knowledge repositories, rapidly prototype solutions, and drive modern ways of working across the team.