- Bank of America (Atlanta, GA)
- …Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as a member ... while balancing the risk and exposure for Merrill + Managing the branch's Private Wealth Management Client Associates and Service Support Staff + Representing… more
- Citigroup (Chicago, IL)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives ... other functions supporting wealth advisory sales. The Wealth Regional Director is directly...regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well… more
- Wellington (Boston, MA)
- …also participate in national and regional focused meetings. Ideally, this Regional Director will live within the territory. **QUALIFICATIONS** + Bachelors ... sales to financial advisors across wire houses, independent and regional broker dealer and other large wealth ...in asset management and alternative investments + Expertise in managing a large territory including optimizing time allocation to… more
- JPMorgan Chase (Dallas, TX)
- …**Global Trusts & Estates Practice** is an integral part of Wealth Management's product offerings, delivering enduring fiduciary expertise and comprehensive ... we have been serving the world's wealthiest families as wealth advisor, trustee and investor. We have over 500...are understood as part of the entire relationship. The Regional Mineral Property Manager will manage a team comprised… more
- JPMorgan Chase (Columbus, OH)
- …to engage effectively with diverse families and individuals. **Position Overview:** As a Regional Director in JP Morgan's Closely Held Asset Management ("CHAM") ... team, you will play a pivotal role in strategically growing and managing closely held business assets owned in trusts and estate accounts of Private Banking clients.… more
- Citigroup (New York, NY)
- …unit of Citi Private Bank's North America region, within Citi Global Wealth ._ **_Responsibilities:_** _The role will involve formulation of the strategic direction ... enhance operating efficiency._ + _Fostering productive relationships with Bankers, ICs and Regional Senior Management to drive and grow Escrow sales._ + _Participate… more
- JPMorgan Chase (San Francisco, CA)
- …and ~5,000 advisors located across 3,500 branches and 20 offices. As the Divisional Director of Lending within JP Morgan Wealth Management, you will be ... of experience in financial services, with a focus on lending solutions within wealth management. + Proven experience managing , mentoring, and developing junior… more
- Truist (Vienna, VA)
- …job description:** Responsible for the development and performance of a multi-office Wealth Brokerage region by working in close coordination with the Division ... Director . Duties include executing on the region's and firm's strategic priorities, managing the overall performance of the region, coordinating operational and… more
- JPMorgan Chase (New York, NY)
- …with the Global Head of Mortgage Solutions, EMEA Head of Mortgage Solutions, regional US Mortgage Team Leads, Key Technology Leaders, and US Mortgage Operations. ... on change. + Leadership skills are essential to lead a team of directs managing various programs and product work, and stakeholders ranging from technology to Legal,… more
- Comerica (Costa Mesa, CA)
- Job Description Regional Director -Private Banking Responsible for the strategic development, growth, quality and profitability for assigned market. May have ... of strategic plans and execution of business unit strategy working closely with Regional and National Private Wealth leaders. Effectively lead and manage the… more
- KeyBank (New York, NY)
- …on all internal fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team members on pricing, client service, ... Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing fiduciary risk. For Family Wealth legacy relationships, the Fiduciary… more
- Truist (Winter Park, FL)
- …program, client servicing and advisor support. 8. Escalate potential at-risk relationships to advisor/ regional managing director . 9. Serve as the on-site ... Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works with assigned… more
- Truist (Columbia, MD)
- …program, client servicing and advisor support. + Escalate potential at-risk relationships to advisor/ regional managing director . + Serve as the on-site local ... Provides in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients. Closely works with assigned… more
- JPMorgan Chase (Boston, MA)
- …and review and resolve personal trading policy violations with Compliance and Regional Director as required **Required qualifications, capabilities, and skills** ... helping high-net-worth individuals and families build and manage their wealth for more than 50 years. Led by an...territory of Financial Advisors. You will be responsible for managing complex, high risk escalations from end-to-end and outreach… more
- Truist (Dallas, TX)
- …of a smaller strategic market within a region, working closely with the Regional Director . Duties include executing on the market's and firm's strategic ... priorities, managing the overall performance of the market, coordinating operational...Business and Carry the Culture:** 1. Work with the Regional Director to develop and execute the… more
- Stanley Black and Decker (Towson, MD)
- …excellence. Be part of a legacy-and help us build what's next. The Director of Global Product Marketing Strategy for DEWALT(R) will be responsible for developing ... candidate will have a proven track record of successfully managing , launching, and growing global brands and products. This...as well as product development and commercial teams **As Director of Global Product Marketing Strategy, you'll be part… more
- Presbyterian Homes and Services (St. Paul, MN)
- …Services - Highland Path is seeking a Facilities Manager / Environmental Services Director (ESD) for our team. The Facilities Manager / Environmental Services ... Director is a hands on, working manager position who...seniors need to maintain their independence; along with a wealth of amenities designed to keep residents engaged, active… more
- Comerica (Auburn Hills, MI)
- …relevant Technology experience or equivalent operational responsibilities + Preferred: Experience in managing Technology in national and/or regional banks + 10 ... Job Description Director , Enterprise Data Engineering The Director ,...BU's operations and customer facing applications. Establish metrics for managing technology effectiveness and impact including availability and reliability… more
- Covr Financial Technologies (Hartford, CT)
- VP, Regional Insurance Consultant REPORTS TO: Chief Revenue Office DEPARTMENT: Sales, National Sales Team FLSA STATUS: Exempt WORK SCHEDULE: M-F, hours subject to ... long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech… more
- Scotiabank (New York, NY)
- Director , Liquidity Management - Deposit Solutions (US), Global Transaction Banking (GTB) **Requisition ID:** 214812 **Salary Range:** 180,000.00 - 301,500.00 ... team, committed to results, in an inclusive and high-performing culture. ** Director , Liquidity Management - Deposit Solutions (US), Global Transaction Banking… more