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Results based on filters ( 1643 jobs found )

Citi Wealth Planner

CITI
Dallas, TX
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Job details Job Description Citi Wealth Planner The Citi Wealth Planner ...
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Summary
About the job:
partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement customized wealth structuring services, which include proactive estate planning solutions based upon each client/prospect's individual circumstances. Essential Duties & Responsibilities Demonstrates technical expertise and ability to provide guidance on wealth structuring matters, including: •Estate, gift and income tax planning •Transition event planning •Business succession planning •Charitable planning...
Location:
Dallas, TX
Job Type:
Full-Time
Permanent
Occupation:
Personal Financial Advisors
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Power to Fly
Certifications / Licenses:
Certified Personal Banker
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Regulatory Architecture Compliance Reporting Specialist Vice President

CITI
San Antonio, TX
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Job details Serves as a compliance risk officer for Independent Compliance ...
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Summary
About the job:
Risk Management (ICRM) responsible for establishing internal strategies, policies, procedures, processes, and programs to prevent violations of law, rule, or regulation and design and deliver a risk management framework that maintains risk levels within the firm's risk appetite and protects the franchise. The Regulatory Architecture Compliance (RAC) team is responsible for oversight of the end-to-end Regulations Management process. This includes how Citi identifies, assesses and implements LRRs. This role is part of...
Location:
San Antonio, TX
Job Type:
Full-Time
Permanent
Occupation:
Compliance Managers
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Power to Fly
Certifications / Licenses:
Institute of Certified Records Managers
Regulatory Affairs Certification
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Trade & Working Capital Solutions CCB Business Head

CITI
New York, NY
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Job details Trade & Working Capital Solutions CCB Business Head Direct ...
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Summary
About the job:
reporting to: Saurabh Gupta, Head of CCB Sales Matrix Reporting to: Adoniro Cestari, Head of Trade and Working Capital Solutions Location: NYC or London Citi’s mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have more than 200 years of experience helping our clients meet the world’s toughest...
Location:
New York, NY
Job Type:
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Power to Fly
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Finance Risk 1LOD Sr. Analyst

CITI
Located in Ohio
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Job details Citibank, N.A. seeks a Finance Risk 1LOD Sr. Analyst for its ...
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Summary
About the job:
Long Island City, New York location. Duties: Provide framework for sizing liquidity requirements and liquidity oversight to Citi’s global entities in support of liquidity, funding and balance sheet management. Ensure that Citi maintains adequate liquidity appropriately positioned to meet the firm’s global needs and regulatory requirements both in normal market conditions and stress periods. Find root cause and estimated impact of overstated or understated values in internal liquidity stress testing (ILST), FR2052a,...
Location:
Located in Ohio
Job Type:
Full-Time
Permanent
Occupation:
Financial and Investment Analysts
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Power to Fly
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Equity Research Senior Associate, Insurance, Assistant Vice President

CITI
Located in Ohio
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Job details The Equity Research Sr Associate is a seasoned professional ...
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Summary
About the job:
role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where...
Location:
Located in Ohio
Job Type:
Full-Time
Permanent
Occupation:
Financial and Investment Analysts
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Power to Fly
Certifications / Licenses:
Chartered Financial Analyst
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

VP Financial Crimes Policy Adherence Lead

CITI
San Antonio, TX
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Job details Description: The Financial Crimes Global Policy Adherence & ...
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Summary
About the job:
Engagement Team within the Financial Crimes organization supports the delivery and ongoing direction of a comprehensive Financial Crimes Program in partnership with multiple functions such as Compliance, Operations, Technology, Risk, Audit, and multiple stakeholders at all levels of management. This team is responsible for fostering a culture of control and compliance, customer centricity and accountability while leading efforts to identify, anticipate and mitigate AML, Sanctions, Screening and Anti-Bribery regulatory,...
Location:
San Antonio, TX
Job Type:
Full-Time
Permanent
Occupation:
Compliance Managers
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Power to Fly
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Part Time Universal Banker (20 Hours) Ridgewood NJ

CITI
Ridgewood, NY
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Job details The Universal Banker is an entry level position responsible for ...
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Summary
About the job:
the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients. Responsibilities: - Assist in basic account opening for existing customer - Provide service delivery to internal/external customers to resolve account service issues - Execute financial transactions in accordance with bank policies and procedures -...
Location:
Ridgewood, NY
Job Type:
Part-Time
Full-Time
Permanent
Occupation:
Securities, Commodities, and Financial Services Sales Agents
Career Level / Education:
Bachelor's degree
Salary:
Upper Middle Income Jobs ($50K-$79K)
From:
Power to Fly
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Investment Banker - Financial Institutions - Insurance - VP

CITI
New York, NY
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Job details The Banker is a senior level position responsible for assisting ...
Details
Summary
About the job:
clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The VP Banker also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. Responsibilities: - Assume significant levels of responsibility for the various...
Location:
New York, NY
Job Type:
Full-Time
Permanent
Occupation:
Financial Managers
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Power to Fly
Certifications / Licenses:
FINRA Series 79
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Head Universal Banker Mid-Island Branch

CITI
Located in Ohio
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Job details The Head Universal Banker is a leadership role responsible for ...
Details
Summary
About the job:
providing exceptional service delivery to our internal and external customers while guiding and supporting the branch team. This role not only executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) but also leads, coaches, and mentors team members. The Head Universal Banker plays a key role in championing risk and control, driving lobby leadership, and ensuring consistent delivery of client and team...
Location:
Located in Ohio
Job Type:
Full-Time
Permanent
Occupation:
New Accounts Clerks
Career Level / Education:
High school diploma or equivalent
Salary:
Middle Income Jobs ($30K-$49K)
From:
Power to Fly
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information

Office of AI Business Execution SVP - (Hybrid)

CITI
Irving, TX
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Job details This role will report to and directly support the AI Business ...
Details
Summary
About the job:
Execution Lead at Citi and serve as an integral member of Citi’s AI office. The Business Execution team is responsible for driving the execution of the AI strategy, prioritizing key initiatives and focus areas across the leadership team, coordinating large-scale initiatives, and working directly with the Head of AI in preparation for all forums (including EMT, Board, Regulators, and client engagements). This role will require an individual with deep business knowledge, exceptional relationship management, communication...
Location:
Irving, TX
Job Type:
Full-Time
Permanent
Occupation:
Management Analysts
Career Level / Education:
Bachelor's degree
Salary:
Six Figure Jobs (more than $100K)
From:
Power to Fly
Certifications / Licenses:
N/A
Workkeys
Applied Math
N/A
Graphic Literacy
N/A
Workplace Documents
N/A
apply
Detailed Job Information
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