- Citigroup (New York, NY)
- The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of ... compensation, hiring, disciplinary actions and terminations and budget approval. **Responsibilities:** + Wealth Group Executive 's primary focus is to ensure… more
- JPMorgan Chase (San Francisco, CA)
- Wealth Planning & Advice is a group of...and exchange funds) will also be a plus. As the Executive Director, Wealth Planner within JP Morgan ... is to work with advisors and their clients to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary designations) and complex… more
- JPMorgan Chase (Summit, NJ)
- …you with the opportunity to take your career to the next level. As a Wealth Strategist you will be responsible for delivering the firm's wealth planning ... internal and client facing advocate for the use our Wealth Strategy Engagement Model and all Advice capabilities the...and Capabilities** + Strong presentation skills in one-on-one and group meetings + Ability to coach colleagues, client advisors… more
- JPMorgan Chase (Los Angeles, CA)
- JP Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include ... trusts and estates, loans, mortgages and deposits. JP Morgan Wealth Management is a global wealth management...emphasis on fostering and mentoring junior talent within the group . + Traveling, sometimes accompanied by Fund managers, to… more
- Citigroup (New York, NY)
- …Senior Executive Assistant provides support to members of the Wealth COO leadership team (Business Execution Leads) by handling correspondence, managing ... to day calendar(s) of senior management + Coordinates all aspects of executive level manager appointments, meetings, receptions and conference calls + May prepare… more
- BMO Financial Group (Chicago, IL)
- The **Risk Governance Specialist** is a key member of the Wealth Management (WM) Cross Business Risk (CBR) team, responsible for supporting the ongoing integration, ... This candidate will work closely with various business units within Wealth Management, risk partners, and subject matter experts to facilitate cross-functional… more
- Raymond James Financial, Inc. (New York, NY)
- …with senior leadership, including executive management of the Private Client Group (PCG), the firm's wealth management unit, and Asset Management divisions, ... **Ability to:** . Author policies, procedures, and prepare risk reports for the Executive Committee, Board of Directors, and regulatory agencies as required . Read,… more
- JPMorgan Chase (Palo Alto, CA)
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their ... is to work with advisors and their clients to educate them about wealth planning opportunities both simple (eg, asset titling, beneficiary designations) and complex… more
- Citigroup (New York, NY)
- …+ Drive a strategic media relations strategy for Citi Private Bank, Citigold, Wealth at Work through proactive media engagement, executive communications and ... **Director, Wealth Communications** The Enterprise Services and Public Affairs...brand. The Global Communications team is an agile, high-impact group that nimbly covers a broad scope of responsibilities… more
- Neuberger Berman (New York, NY)
- **Summary:** The Neuberger Berman Estate and Wealth Planning Group , comprised of in-house certified financial planners and estate planning attorneys, is the ... centralized planning group responsible for constructing and delivering estate planning advice...responsible for constructing and delivering estate planning advice and wealth planning analyses to high-net-worth clients of the firm.… more
- Columbia Bank (Santa Rosa, CA)
- …clients. A Senior Wealth Advisor may manage clients linked to a group of branches, business/commercial clients, or function as a "hub" or "second floor" advisor ... Senior Wealth Advisor Wealth Management Irvine, California...required. + 5+ years of experience as an investment executive , financial advisor, certified financial planner, investment advisor Representative,… more
- Brokers International (Urbandale, IA)
- Job Title: Wealth Project Manager Business Unit: Brokers International Financial Services Location: Urbandale, IA About Brokers International As The Original Agency ... In June of 2021, we partnered with Integrity Marketing Group , the nation's largest independent distributor of life and...of accelerated growth and success. Job Summary As the Wealth Project Manager, this individual will play a pivotal… more
- PNC (Pittsburgh, PA)
- …and have an opportunity to contribute to the company's success. As a Group Marketing Manager within PNC's Marketing organization, you will be based in Pittsburgh, ... uses influence to build consensus and drive prioritization with senior and executive partners.Ensures team proactively adapts to and optimizes for a changing… more
- JPMorgan Chase (Boston, MA)
- …Morgan Advisors we have been helping high-net-worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of ... JP Morgan Advisors offers clients a broad suite of transactional, wealth management and investment advisory services. Our Investment Professionals-among the most… more
- JPMorgan Chase (Columbus, OH)
- Global Wealth Management (GWM) offers comprehensive advice and solutions for the financial and wealth transfer needs of high net worth clients. Dedicated to ... a Credit Risk Commercial Real Estate Associate, within the Real Estate Analytics Group , you'll be responsible for the underwriting of new commercial real estate… more
- Sage Hospitality Group (Philadelphia, PA)
- …sexy rooftop setting high above Philadelphia pours a list of bubbly cocktails, plus a wealth of champagnes and sparkling wines by the glass and by the bottle. Our ... associates understand the needs and wants of our guests and can address them without hesitation. They create a personalized experience for each person who visits and support one another in doing so. If you have a passion for pleasing others, a get it done… more
- WTW (Chicago, IL)
- **Description** As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering ... your thought leadership to the overall development of the Executive Compensation practice and act as a coach and...solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align… more
- Wellington (Boston, MA)
- …that aligns our perspectives with those of our clients. **About the Role** The Wealth team seeks an Executive Assistant (EA) to support the relationship ... management efforts of the firm's US wealth business. The Executive Assistant plays an...integral part of our client-facing efforts within the Client Group , providing dedicated support to a number of client… more
- Intermountain Health (Murray, UT)
- …and 385 clinics, staffed by more than 64,000 employees, including a Medical Group with more than 3,800 physicians and advanced practice clinicians. It also owns ... integration with 10 foundations associated with the former SCL Health. The Executive Director of Philanthropy is a key leadership, management and mentorship position… more
- HUB International (Denver, CO)
- As the Account Executive (AE), you will work with a group of Sales Executives and Account Managers in support of assigned accounts, and you will primarily be ... + Work alongside and cooperatively with Sales Executives. The Sales Executive has primary responsibility for client relationship management and initiating new… more