- Capital One Bank (Riverwoods, IL)
- …voice they need to ensure our company's technology risks are appropriately managed. Director - Advisory & Oversight Data Protection:We are currently seeking ... Director of Data Protection - Technology Risk ManagementCapital...technology data, and risk management professionals who have a wealth of experience and a demonstrated ability to provide… more
- Principal Financial Group (Chicago, IL)
- …Milwaukee, WI; or Chicago. **Job Level** Open to hiring at a Sr. Director for the right skills and experiences. **Work Authorization/Sponsorship** At this time, ... we're not considering applicants that need any type of immigration sponsorship (additional work authorization or permanent work authorization) now or in the future to work in the United States. This includes, but IS NOT LIMITED TO: F1-OPT, F1-CPT, H-1B, TN,… more
- Citizens (Boston, MA)
- Description Citizens Capital Markets & Advisory (CM&A) is seeking a Managing Director with sector expertise and transaction experience in FIG - RIA/ Wealth ... drive new business origination and prospecting efforts. The Managing Director plays an integral role in Citizens' efforts to...integral role in Citizens' efforts to build a leading advisory position within RIA/ Wealth Management and other… more
- Citigroup (Chicago, IL)
- …individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory sales. The Wealth Regional Director is directly ... The Wealth Regional Director is a senior...person will have an expert understanding of the US wealth advisory and bank-channel industry, and direct… more
- Charles Schwab (San Francisco, CA)
- …and platform direction on behalf of Schwab's Retail, Advisor Services and Wealth Advisory clients and associated rep/advisor experiences **Key Outcomes:** + ... **Your opportunity** ** Director , Digital Wealth Product** **Integration** **We believe** investing liberates people to create their own destiny. **We are… more
- Manulife (Boston, MA)
- **About the Audit Group:** Join John Hancock's Audit and Advisory Services team, where we partner with management to enhance risk control and organizational ... have the opportunity to conduct audits of our General Account Investments and Wealth and Asset Management businesses. At Manulife John Hancock, we are committed to… more
- WTW (Philadelphia, PA)
- …As a Senior Director in the Executive Compensation and Board Advisory practice you will be primarily responsible for selling, leading and delivering large ... + Short and long-term incentive design + Compensation Committee advice/support + Board Advisory + Working closely with colleagues in other Work & Rewards practices… more
- PrincePerelson & Associates (Salt Lake City, UT)
- **Managing Director , Private Wealth Advisor** Salt Lake City, UT - flexible, hybrid work schedule Our client, a leading investment firm, is searching for a ... talented and experienced Managing Director , Private Wealth Advisor to join a...and lending solutions. + Provide personalized investment strategies and advisory -based sales and relationship management to attract, retain, and… more
- JPMorgan Chase (New York, NY)
- …of both depth and breadth. **Job Description:** The Private Bank Digital Wealth and Estate Planning Product Lead will spearhead the development and execution ... Morgan Private Bank. This role requires a visionary leader with expertise in Wealth Planning and Advice, capable of driving product innovation and execution to… more
- Grant Thornton (Philadelphia, PA)
- As the Private Wealth Services Tax Managing Director , you'll lead all aspects of client relationships including matters related to tax reporting across a variety ... professionals to deliver tax services to clients associated with the Private Wealth Services practice. Our services include complex tax returns preparation, estate,… more
- JPMorgan Chase (Chicago, IL)
- …tax reporting for foreign trusts. As the Trusts and Estates Tax Operations Executive Director within the Tax Technical and Advisory team, you will support global ... Join our Wealth Management team as the Trusts and Estates Tax Operations Executive Director , where you'll play a pivotal role in supporting our Global Trusts &… more
- BMO Financial Group (Salt Lake City, UT)
- Provides advisory -based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions… more
- JPMorgan Chase (Columbus, OH)
- …effectively with diverse families and individuals. **Position Overview:** As a Regional Director in JP Morgan's Closely Held Asset Management ("CHAM") team, you will ... Help drive business development initiatives in collaboration with Trust Officers, Bankers, Wealth Advisors, and external legal and tax advisors to grow revenue and… more
- KeyBank (New York, NY)
- …This role is entrusted with the responsibility of delivering the Family Wealth standard in ensuring consistent, sophisticated advisory delivery, while managing ... partners on all internal fiduciary issues. + Work closely with Regional Trust Director and applicable Family Wealth team members on pricing, client service,… more
- Bank of America (Atlanta, GA)
- …Client Relationship Executive (DCRE) with dual reporting to the Merrill Private Wealth Management Regional Managing Director (RMD). The PWCRM functions as ... Private Wealth Client Relationship Manager Atlanta, Georgia **To proceed...life they envision through a personal relationship with their advisory team committed to their needs. We believe trust… more
- Manulife (Boston, MA)
- Join Manulife's Insurance Audit and Advisory Team and play a key role in enhancing governance and risk management and driving automation. You'll work across all four ... Segments, ensuring our risk mitigation practices in Insurance, Wealth & Assets Management, Bank, and Group Functions meet business, strategic and operational goals… more
- KeyBank (Chicago, IL)
- …and external referrals for FW prospects * Has a command of the Family Wealth value proposition and family office capabilities * Responsible for revenue growth on the ... * Responsible for the implementation of the targeted Family Wealth onboarding plan * Responsible for engaging senior leadership...internal team and works closely with the Family Office Director to implement the client strategy * Is an… more
- Truist (Columbia, MD)
- …managing director . + Serve as the on-site local contact for wealth support advisory org teammates and leadership. + Maintain positive working ... in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients....various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate… more
- Truist (Orlando, FL)
- …managing director . 9. Serve as the on-site local contact for wealth support advisory org teammates and leadership. 10. Maintain positive working ... in-office client and advisor support to a team of Wealth Advisors managing a portfolio of high net-worth clients....various departments and individuals who are designated to support Wealth support efforts and serve as an effective advocate… more
- City National Bank (Charlotte, NC)
- …Employee Benefit Trust Administration, Retirement and Custody Services, Specialty Wealth Assets, Investment Advisory , Broker/Dealer, Investment Banking ... *AUDIT MANAGER II- WEALTH MANAGEMENT* WHAT IS THE OPPORTUNITY? The Audit...and effectively communicate audit results to the Senior Audit Manager/ Director and senior management in meetings, presentations, and/or written… more
