- Citigroup (Smithtown, NY)
- The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales ... other functions supporting wealth advisory sales. The Wealth Regional Director is directly responsible to...an integral member of US Wealth Management senior leadership team. Responsibilities: + Regional Director … more
- BlackRock (New York, NY)
- **About this role** **BlackRock: Director , Senior Sales Lead - Aladdin Wealth Tech** **Business Unit Overview:** Aladdin Wealth is an investment ... risk management, portfolio construction and financial technology demands. The Aladdin Wealth team leverages the same risk analytics used by Institutional investors… more
- BlackRock (New York, NY)
- **About this role** The Senior Portfolio Consultant is a Director level role within BlackRock's Portfolio Design Team in the US Wealth Advisory (USWA) ... consulting for Enterprise RIAs and home offices. As a Senior Portfolio Consultant, you will be expected to: +...managing multi-asset portfolios and building investment platforms for US wealth clients. + Strong communication skills, both verbal and… more
- S&P Global (New York, NY)
- …the Role:** **Grade Level (for internal use):** 13 **About the Role:** Director , Wealth Benchmarks Product Management **The Team:** The Product Management ... product strategy and financial health. **Responsibilities and Impact:** We are seeking a Director to support our Wealth Benchmark initiatives in the US and… more
- Truist (Philadelphia, PA)
- …a leadership representative for Truist Wealth * Engage and participate in senior Wealth leadership meetings and decisions, and offer strategic advice and ... competitive analysis to the Truist Wealth Division Director and the Head of Wealth in order to assist in the successful accomplishment of overall Wealth … more
- Citigroup (Jersey City, NJ)
- …We Take Ownership, We Deliver with Pride, and We Succeed Together. **About Citi Global Wealth ** Citi Global Wealth (CGW) is focused on serving the needs of ... clients across the entire wealth spectrum. It has been...through interactive dashboarding capabilities. The CGWT BEL is a senior technology leader with deep experience in program management,… more
- Citigroup (San Francisco, CA)
- …Office Group ("the Group") is a global strategic segment anchored within Citi Wealth . The Group works in close partnership with regional coverage and product ... partners, coordinating Wealth 's engagement across the Global Family Office ...client community. + Coordinate with the full suite of senior product partners across CPB's global advisory services, including… more
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... Citi Wealth is a leading provider of financial solutions...help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals… more
- JPMorgan Chase (Plano, TX)
- …and strategy, and providing valuable regulatory insight. As Insurance Attorney: Executive Director , Assistant General Counsel within our Wealth Management Legal ... support of relevant transactional and regulatory documents. You will directly support senior internal Wealth Management and Products Solutions clients, including… more
- Citizens (New York, NY)
- …driven and strategic communications leader to join our Private Banking & Wealth Communications team. The successful candidate will develop and execute strategic, ... integrated communications plans and messaging strategies for Citizens' Wealth Management. This role is ideal for a highly strategic and creative individual with… more
- Citigroup (Los Angeles, CA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... individuals and family offices through Citi Wealth , operates in the affluent and high-net worth segments...required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides… more
- Citigroup (Atlanta, GA)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth ... individuals and family offices through Citi Wealth , operates in the affluent and high-net worth segments...required in order to negotiate internally, often at a senior level. Significant external communication with senior … more
- Citigroup (New York, NY)
- …families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law firms ... Citi Wealth is a leading provider of financial solutions...help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals… more
- JPMorgan Chase (New York, NY)
- As a Business Program Director on the Chase Wealth Management Chief Operations Executive Team, you will create and execute on transformative business strategies ... to influence and collaborate with stakeholders at all levels across JP Morgan Wealth Management, Asset and Wealth Management, Consumer Banking, Home Lending, and… more
- Vanguard (Malvern, PA)
- Marketing Director - Advice & Wealth Management (AWM) Vanguard has launched a new division focused on Advice & Wealth Management (AWM), reaffirming our ... Create and implement a marketing strategy for Advice & Wealth Management to expand distribution, engage and retain clients,...positive ROI. + Act as a strategic advisor to senior management by building relationships, offering insights to guide… more
- JPMorgan Chase (New York, NY)
- The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for JP Morgan ... assets and manage over $1.7 Trillion in assets for wealth managers worldwide. Our deep experience and scale enables...for new product placement and asset raises. Engage at senior levels across all PWA clients and prospects, organizing… more
- Citigroup (New York, NY)
- …that will be accomplished through building internal relationships, especially with senior bankers, to drive deeper relationships with their clients and prospects. ... and client conversion from the Banking division to the Wealth division and from the Wealth division...product and control groups as well as visibility from senior business leaders. **Qualifications:** + 15+ years of experience,… more
- JPMorgan Chase (New York, NY)
- …summary:** As a Managing Director , Chief Credit Officer in the Asset and Wealth Management Credit Risk team, you will play a pivotal role in managing risk and ... supporting the JPM Wealth Management business. You will lead the risk management...and Analysts. + Provide recommendations to business partners and senior management during the prescreen, structuring, and approval-to-pitch process.… more
- BMO Financial Group (Mundelein, IL)
- We are currently seeking Senior Wealth Management professionals who excel in sales and relationship management, boasting a robust network of COIs, Business ... provided and assesses clients at-risk for retention. + Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Product Manager to support the continued growth and success of our Wealth Advisory Services platform. This role is instrumental in enhancing advisor engagement, ... driving marketing initiatives, and delivering actionable insights to senior leadership. The ideal candidate is a collaborative problem-solver with a strong… more
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