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Citi Trust Ct Wealth Planner Principal - C15 Ny jobs at Citi Group in United States, New York
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56 jobs found
23.06.2024
CG
Citi Group Citi Trust CT Wealth Planner Principal - C15 NY United States, New York, New York
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Estate, gift and income tax planning. Transition event planning. Business succession issues. Charitable planning and vehicles. Insurance planningQualifications:JD degree requiredA minimum of eight years of trust and estate industry experience...
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26.06.2024
CG
Citi Group Citi Wealth Investments Solutions Specialist - LATAM United States, New York, New York
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Markets Direct Access (“MDA”) Program. This program enables Citi Wealth to refer appropriate clients to Markets for coverage by their asset class professionals. Qualifying clients in professional mega wealth and...
24.06.2024
CG
Citi Group Citi Wealth - Head Lending MD United States, New York, New York
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Directly manages the lending product portfolio exposure of approximately $170 Billion across all of the Wealth businesses. This entails working closely with business partners and second line of defense, to...
23.06.2024
CG
Citi Group Data Analytics Lead - Citi Wealth Deposits United States, New York, New York
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Develop strategy to build advanced analytics capabilities for best-in-class reporting on performance and trends. Create and maintain analytical tools to inform key business decisions, including financial models and data visualization...
23.06.2024
CG
Citi Group Banker - C15 NEW YORK United States, New York, New York
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Market CCC’s lending and other products to new and existing relationships. Manage client relationships and deal teams from initial client contact through loan closing and beyond. Deliver the best-in-class customer...
24.06.2024
CG
Citi Group Wealth Operations Strategic Execution Lead C15/Director United States, New Jersey
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Develop and maintain a 3 to 5 year strategic vision for Wealth Operations, aligning operational initiatives with overall business objectives. Lead the design, implementation, and monitoring of key programs and...
27.06.2024
CG
Citi Group Operational Risk Sr Group Manager - C15 NEW YORK United States, New York, New York
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Lead a team of resources to support accomplishing the various tasks outlined below, with particular emphasis on the CARAM program. For each Compliance program, define USPB target state, success criteria,...
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Description:Full job details
Estate, gift and income tax planning. Transition event planning. Business succession issues. Charitable planning and vehicles. Insurance planningQualifications:JD degree requiredA minimum of eight years of trust and estate industry experience...
These jobs might be a good fit
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