Investment Counselor Lead jobs at Citi Group in United States, San Francisco
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Company (1)
Job type
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Job title (1)
United States
State
San Francisco
18 jobs found
10.06.2025
CG
Citi Group VP / Financial Crimes Wealth Management Policy Adherence & E... United States, Texas, San Antonio
Provide guidance and subject matter expertise related to policy and regulatory requirements up to senior management across the businesses and support functions. Act as an SME for AML/KYC and Sanctions...
Assist in the execution of Citi’s Investment Banking business activities. Leverage past investment banking or related experience to enhance M&A execution and capital raising capabilities. Contribute to building Citi’s franchise....
The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. The...
Define and monitor key success metrics to measure overall Financial Crimes (FC) program health. Develop and maintain dashboards and scorecards to report out on FC program health. Identify data needs...
Develop detailed understanding of Citi's voice and/or chat applications and platforms to be able to provide operational assistance, support and insight into processes, functional expertise, best practices, and customer experience....
This position is a producing-manager role that will involve covering select clients directly in a senior capacity, and managing the Metro NY team of investment counselors, associates and analysts. The...
Lead the West Coast Lending Advisor Team in establishing and executing the expansion strategy across the region to deliver creative solutions to clients. Curate a high performing team culture through...
Provide guidance and subject matter expertise related to policy and regulatory requirements up to senior management across the businesses and support functions. Act as an SME for AML/KYC and Sanctions...
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