Wealth Solutions Advisory Manager jobs at Citi Group in United States, Tampa
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Job type
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United States
State
Tampa
120 jobs found
05.09.2024
CG
Citi Group Wealth Solutions Advisory Manager United States, Florida, Tampa
Responsible for IPB Associates with direct managerial oversight of the Advisors, Wealth Relationship Managers, and other functions. Build, lead, manage and motivate a cohesive team of high performingcentralized wealthsales professionals...
Providing guidance and advice on legal requirements, as they relate to derivative trading agreements and helping drive resolution for such matters in coordination with negotiators, business stakeholders, and clients. Assisting...
Developing, implementing, and executing compliance testing, continuous assurance, and reporting programs within an assigned region in accordance with the Compliance Testing (CT) Plan. Participating in the planning, executing, and reporting...
Manage and monitor the overall performance of Receivables Finance Product globally, including client experience, pricing, risk, KPIs and distribution. Participate in/facilitate product discussions with partners in asset distribution, legal, credit...
Establishes and oversees the application of operational risk policies, technology and tools, and governance processes to create lasting solutions for minimizing losses from failed internal processes, inadequate controls, and emerging...
Contributes to the design, roll-out and governance of financial solutions, including:. Participates in formulating and setting strategic direction for the process, organization and architecture covering Finance across Citi businesses, products,...
Supporting teams with compliance and control; partners with operations, risk, compliance, legal and other entities to ensure accuracy and validity of published procedures. Documents policy and procedure within regulatory requirements...
Responsible for IPB Associates with direct managerial oversight of the Advisors, Wealth Relationship Managers, and other functions. Build, lead, manage and motivate a cohesive team of high performingcentralized wealthsales professionals...
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